⚡ Quick Verdict:
- 価格: Salesforce starts at $25/user/month vs Insightly at $29/user/month, though Salesforce’s higher tiers climb much faster.
- 最適な用途: Salesforce suits large companies needing advanced features, while Insightly fits 中小企業 wanting a user friendly interface.
- 主な違い： Salesforce offers Einstein AI and deep customization. Insightly bundles CRM with project management in one platform.
- Our pick: Salesforce for growing teams that need power. Insightly is the more affordable option for lean teams.
Picking between Insightly vs Salesforce comes down to one 質問.
Do you want a simple CRM or a powerful one?
Both tools help you manage customer relationships and track leads.
But they were built for very different kinds of businesses.
Insightly is light, fast, and friendly for small teams.
Salesforce is deep, flexible, and built for the enterprise.
概要
これ Insightly と Salesforce comparison covers pricing, core features, and ease of use.
We also break down who each CRM platform works best for.
Our sources include published specs, documentation, and G2 reviews.
By the end, you can make informed decisions about Salesforce and Insightly.
Insightly とは何ですか?
Insightly is a CRM software built for small and medium sized businesses.
It blends customer relationship management with project tracking in one place.
The Insightly CRM is known for its user friendly interface and quick setup.
Salespeople and marketers can learn it without dedicated training.
It also handles contact management, custom dashboards, and email in one platform.
洞察力のある
A simple CRM platform for small businesses. It pairs sales and project management. Most users praise the easy setup.
Insightlyの価格
Here’s what Insightly costs in 2026. Let’s break down the pricing tiers.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| プラス | 1ユーザーあたり月額29ドル | 小規模チームがスタートする |
| プロ | 1ユーザーあたり月額49ドル | 営業チームを拡大する |
| 企業 | 1ユーザーあたり月額99ドル | Larger teams needing more access |
Pricing verified June 2026.
無料プラン: Yes. Insightly offers a free CRM for up to two users with essential features.
無料トライアル: Yes. Paid plans include a 14-day trial with no credit card needed.
📌 注記： The free plan suits very small businesses. It lets you track leads and store customer information before you upgrade.
⚠️ 警告： Insightly is billed annually. Paying month-to-month costs more, so check the billing terms before you commit.
Insightlyの主なメリット
Here’s what makes Insightly worth considering:
- 簡単に学べます: The visual user interface and simple setup let new salespeople hit the ground running. No steep learning curve.
- CRM plus projects: Insightly integrates CRM and project tracking. You manage both the sales process and delivery in one platform.
- Relationship linking: This feature links customer records and interactions. It helps you map how clients connect to each other.
- モバイルアプリ: The Insightly mobile app scans business cards and records 声 memos. You can organize tasks and schedule meetings on the go.
- Wide integrations: Insightly supports over 500 apps, including Google Apps, Google Drive, and Outlook. AppConnect builds no-code links with 1,000+ apps.
- Affordable for SMBs: The pricing tiers stay friendly for businesses at each stage of growth. The free CRM start makes it an attractive option.
What Our Team Noticed
We haven’t had extensive hands-on time with Insightly yet. The notes below come from Insightly’s documentation and G2 reviews.
G2 reviews highlight the user friendly interface and fast onboarding. Reviewers say new users grasp the features quickly without dedicated training.
Some reviews flag performance slowdowns with very large datasets. The 報告 and analysis tools are also called basic compared to bigger platforms.
Insightlyの長所と短所
✅ メリット
- Free plan for up to two users
- User friendly interface with fast setup
- Built-in project management and tracking
- Affordable option for small businesses
❌ デメリット
- Basic reporting and analytics
- Slows down with very large data
- Phone support costs extra
Salesforce とは何ですか?
Salesforce is a CRM platform built for companies with complex sales.
It runs on the Lightning Platform and offers deep customization.
Salesforce Sales Cloud handles large data volumes and global teams.
It is a widely used CRM platform for large companies.
The platform offers advanced オートメーション, analytics, and Einstein AI.
セールスフォース
A powerful CRM platform for the enterprise. It offers Einstein AI and endless customization. Best for large sales teams.
Salesforceの価格
Here’s what Salesforce costs in 2026. The pricing scales with each tier.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 必需品 | 1ユーザーあたり月額25ドル | Small businesses and starters |
| プロ | 月額75ドル/ユーザー | フルセールスチーム |
| 企業 | 1ユーザーあたり月額150ドル | 高度な機能を必要とする大企業 |
Pricing verified June 2026.
無料トライアル: Yes. Salesforce offers a 14-30 day free trial depending on the product.
Free learning: Salesforce Trailhead gives free training on CRM setup and use.
📌 注記： Salesforce pricing climbs fast. Higher Unlimited tiers can reach $300 to $330 per user per month for advanced features.
⚠️ 警告： The monthly fee does not include staff time or setup help. Salesforce often needs paid consultants to configure.
Salesforceの主なメリット
Here’s what makes Salesforce worth considering:
- アインシュタインAI： Salesforce features Einstein AI for predictive forecasting and insights. Einstein analytics helps sales teams spot deals worth chasing.
- 詳細なカスタマイズ: The Lightning Platform allows near unlimited customization. Developers can shape the CRM to fit almost any industry.
- 高度な自動化: It supports complex, automated customer journeys. This marketing automation can be tuned to specific industry needs.
- カスタムレポート: Salesforce offers customizable reports and custom dashboards. You decide which details to track for your sales process.
- Third party integrations: A huge network of third party integrations links CRM, ERP, and other tools across your 会計 システム。
- Strong support: Plans include email, live chat, and phone support. The community offers forums, documentation, and training materials.
What Our Team Noticed
We haven’t had deep hands-on time with Salesforce yet. These notes come from Salesforce’s documentation and G2 reviews.
G2 reviews highlight the advanced analytics and the wide range of integrations. Reviewers praise how far the customization can go.
Many reviews also note the steep learning curve. New users often need dedicated training, and setup can take months to finish.
セールスフォースのメリットとデメリット
✅ メリット
- Einstein AI insights and predictive forecasting
- Near unlimited customization on the Lightning Platform
- Vast network of third party integrations
- Email, live chat, and phone support included
❌ デメリット
- Steep learning curve and dedicated training
- Setup can take months and need consultants
- Pricing rises sharply at higher tiers
機能比較
Ready to dive into a detailed comparison of Insightly vs Salesforce?
We’ll explore nine key features. This helps you see which CRM platform fits your needs and your team.
| 特徴 | 洞察力のある | セールスフォース |
|---|---|---|
| 開始価格 | 月額29ドル/ユーザー | 月額25ドル/ユーザー |
| 無料プラン | ✅（ユーザー2名） | ❌ |
| プロジェクト管理 | ✅ | ❌ |
| AI Forecasting (Einstein) | ❌ | ✅ |
| カスタムダッシュボード | ✅ | ✅ |
| Third Party Integrations | 500+ apps | Vast network |
| モバイルアプリ | ✅ | ✅ |
| 使いやすさ | ✅ Beginner | ❌ Steep |
| 最適な用途 | 中小企業 | 企業 |
1. CRM Platform & Core Function
洞察力： The Insightly CRM focuses on contact management and the sales process. It keeps customer information tidy and easy to find. Small teams can manage clients without a heavy setup.
セールスフォース: Salesforce Sales Cloud handles complex sales and large data volumes. The CRM platform scales for global corporations. It is built to grow with big companies and their workflows.
2. Ease of Use & Learning Curve
洞察力： The user friendly interface is a clear strength. New salespeople and marketers can start fast without dedicated training. The simple setup makes it a friendly choice for businesses short on time.
セールスフォース: Salesforce carries a steep learning curve. Its complexity can overwhelm users new to CRM systems. Most teams need a skilled administrator to configure the platform.
⚠️ 警告： Salesforce setup can take months. Budget for training time and possible consultant fees before you switch.
3. Project Management & Tracking
洞察力： Insightly offers project management built into the CRM. You handle sales and delivery in one platform. This project tracking is a real edge for service businesses and digital marketing agencies.
セールスフォース: Salesforce leans on add-ons or third party integrations for project work. Its core is sales, not delivery. You can add project tools, but they raise the cost and complexity.
4. AIと自動化
洞察力： Insightly adds AI automations to speed up routine tasks. Still, it lacks the advanced automation that bigger platforms ship. The tools cover the basics for small teams.
セールスフォース: Salesforce thrives on advanced automation and AI. Einstein AI powers predictive forecasting, while Agentforce supports AIアプリ development. This is where the platform pulls ahead.
5. レポートと分析
洞察力： Insightly covers reporting with custom dashboards and custom reports. The analysis tools stay basic, though. They work for simple needs but not deep data crunching.
セールスフォース: Salesforce ships visual analytics and Einstein analytics for deeper insight. Reports are highly customizable. You pick the exact data to surface for each sales team.
6. 統合
洞察力： Insightly connects with over 500 business apps. That includes Google Apps, Google Drive, and Outlook. AppConnect is a no-code tool that links with 1,000+ apps.
セールスフォース: Salesforce offers a vast network of third party integrations. It links CRM, ERP, and other business tools and 会計 systems. This breadth is hard for rivals to match.
7. モバイルアプリ
洞察力： The Insightly mobile app scans business cards and records 声 memos. You can organize tasks and schedule meetings from your phone. It is handy for reps in the field.
セールスフォース: The Salesforce mobile app adds offline access and AI-powered analytics. Field workers can pull data without a signal. Both apps live on Google Play and the Apple App Store.
8. Support & Resources
洞察力： Insightly gives limited chat support to all users and email help to paid subscribers. Phone support needs a Premier Success plan. That adds to the cost for fast turnaround.
セールスフォース: Salesforce includes email, live chat, and phone support for stop-work issues. Free Trailhead courses teach CRM setup. The community shares forums and documentation.
9. Marketing & Customer Journeys
洞察力： Insightly handles email and basic marketing campaigns inside the CRM. It fits simple アウトリーチ for small teams. Heavy marketing automation is not its main focus.
セールスフォース: Salesforce supports complex, automated customer journeys. Its marketing and advertising tools tie into the wider platform. Salesforce holds a 22.44% share in sales enablement as of 2026.
10. 価格設定とコスト
料金プランを並べて比較してみましょう。
| プラン | 洞察力のある | セールスフォース |
|---|---|---|
| 無料 | ✅（ユーザー2名） | ❌ |
| エントリーレベル | $29/user/mo (Plus) | $25/user/mo (Essentials) |
| 中級クラス | $49/user/mo (Professional) | $75/user/mo (Professional) |
| トップティア | $99/user/mo (Enterprise) | $150/user/mo (Enterprise) |
洞察力： The pricing tiers stay friendly for small to medium sized businesses. A free CRM tier and a $29 entry plan make it an affordable option. The cost climbs gently as you grow.
セールスフォース: Salesforce pricing starts low at $25 but rises fast. The higher tiers unlock more advanced features. Top Unlimited tiers can hit $300 to $330 per user, and the fee leaves out setup time and resources.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| 予算が限られている | 洞察力のある | Free plan and lower tiers |
| 高度な機能 | セールスフォース | Einstein AI and automation |
| プロジェクト管理 | 洞察力のある | Built into the CRM |
| Heavy customization | セールスフォース | Lightning Platform |
| 初心者向け | 洞察力のある | No steep learning curve |
💰 あなたの予算
Insightly is the affordable option for lean teams. Salesforce starts cheap but its advanced features push the price up fast.
🔌 あなたの技術スタック
Both link with Google Apps and Google Drive. Salesforce wins on the sheer range of third party integrations and accounting systems.
📝 販売プロセス
Simple pipelines run fine on Insightly. Complex, multi-stage sales with big data fit Salesforce Sales Cloud better.
🎓 あなたの経験レベル
New to CRM technology? Insightly’s user friendly interface is gentle. Salesforce rewards teams ready to invest in dedicated training.
🆓 無料トライアルとデモ
Test both before you buy. Insightly’s free plan and Salesforce’s trial let you compare similar features on a real project.
🛟 サポートオプション
Salesforce bundles email, chat, and phone support. Insightly charges extra for phone help, so factor that into the cost.
切り替えガイド
既にこれらのツールのいずれかをご利用ですか？切り替える場合、どのような変更が予想されますか？
🔄 InsightlyからSalesforceへの移行をお考えですか？
✅ 得られるもの：
- Einstein AI and predictive forecasting
- Near unlimited customization for developers
- A wider set of third party integrations
❌ 失うもの：
- Built-in project management and tracking
- The free plan for two users
- A quick, training-free setup
📋切り替え方法：
- Export your data and customer information from Insightly
- Create a Salesforce account and pick a plan
- Import records and set up custom dashboards
🔄 SalesforceからInsightlyへの移行をご検討中ですか？
✅ 得られるもの：
- A simpler, friendlier user interface
- Project tracking inside the CRM
- Lower pricing tiers and a free CRM start
❌ 失うもの：
- Einstein analytics and deep reporting
- The Lightning Platform customization
- Bundled phone and live chat support
📋切り替え方法：
- Export your records and reports from Salesforce
- Create an Insightly account and choose a plan
- Use the data importer to load your contacts
What Our Review Didn’t Cover
This comparison focused on small businesses and growing sales teams. We didn’t test enterprise SSO, bulk licensing, or custom API builds in depth. Our notes are based on the June 2026 versions of both platforms. If you manage hundreds of users or work in a regulated market, your needs may differ from what we’ve covered here.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | 洞察力のある |
| 🚀 主な機能 | セールスフォース |
| 🤖 AIと自動化 | セールスフォース |
| 📊 報道 | セールスフォース |
| 👶 使いやすさ | 洞察力のある |
| 🔌 連携機能 | セールスフォース |
| 🏆総合優勝 | セールスフォース |
🏆 受賞者：セールスフォース
Salesforce wins 4 out of 6 categories.
最適な用途: Large companies, complex sales teams, and businesses that need advanced features and customization.
Salesforce and Insightly are two very different CRM platforms.
Salesforce is built for power, scale, and deep customization.
Insightly is built for simplicity, speed, and small businesses.
Insightly is excellent for lean teams that want a free CRM and easy setup. It is the more affordable option, and the project tracking is a bonus.
However, if you need advanced features, Einstein AI, and room to grow, Salesforce is the better CRM for most expanding companies.
Insightly Comparedのその他の記事
Insightlyが他の競合他社と比べてどうなのか、以下に示します。
Insightlyが勝利した点： Built-in project tracking, lower paid pricing, simpler setup for small teams
HubSpotが優れている点： Stronger marketing automation, a larger free CRM tier, deeper content tools
Insightlyが勝利した点： Cleaner user interface, tighter project management, easier onboarding
Zoho CRMが優れている点： Lower entry price, more built-in apps, broader customization options
Insightlyが勝利した点： Project tracking, relationship linking, all-in-one contact management
Pipedriveが勝利した点： Visual sales pipeline, faster deal entry, leaner focus on sales only
Salesforceの比較をもっと見る
Salesforceが他の競合他社と比べてどうなのか、以下に示します。
Salesforceが優れている点： Deeper customization, Einstein AI forecasting, scale for big sales teams
HubSpotが優れている点： Gentler learning curve, all-in-one marketing, friendlier free plan
Salesforceが優れている点： Advanced analytics, vast integrations, enterprise-ready workflows
Zoho CRMが優れている点： Far lower cost, quicker setup, better value for 中小企業
Salesforceが優れている点： Platform depth, custom reports, breadth of third party integrations
Freshsalesが勝利した点： Simpler pricing, faster start, lighter feel for small teams
よくある質問
Insightlyは何に役立つのか？
Insightly is good for small to mid-sized businesses that want an affordable, easy CRM. It pairs customer relationship management with project tracking in one platform.
Salesforceよりも優れたソフトウェアは何ですか？
It depends on your needs. For simpler, cheaper setups, HubSpot, Zoho CRM, or Insightly often fit better. For enterprise power and customization, few platforms beat Salesforce.
Insightlyは誰が利用していますか？
Small businesses, sales teams, and digital marketing agencies use Insightly. It suits companies that want a user friendly interface without a steep learning curve or dedicated training.
Salesforceはまだ 最高のCRM?
For large enterprises, Salesforce is still a top CRM thanks to Einstein AI and deep customization. Smaller teams may find simpler, more affordable platforms a better fit.
Salesforceの最大の競合相手は誰ですか？
HubSpot and Microsoft Dynamics are among the biggest rivals. Zoho CRM, Pipedrive, and Insightly also compete, mostly for small and medium sized businesses on price and ease.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 