⚡ 간단 평가:
- 가격: Salesforce starts at $25/user/month vs Insightly at $29/user/month, though Salesforce’s higher tiers climb much faster.
- 다음과 같은 경우에 가장 적합합니다: Salesforce suits large companies needing advanced features, while Insightly fits 소규모 사업체 wanting a user friendly interface.
- 주요 차이점: Salesforce offers Einstein AI and deep customization. Insightly bundles CRM with project management in one platform.
- 저희가 선택한 제품: 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 질문.
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.
개요
이것 Insightly와 Salesforce 비교 comparison covers pricing, core features, and ease of use.
We also break down who each CRM platform works best for.
저희 자료 출처에는 공개된 사양서, 문서 및 G2 리뷰가 포함됩니다.
By the end, you can make informed decisions about Salesforce and Insightly.
Insightly란 무엇인가요?
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.
통찰력 있게
A simple CRM platform for small businesses. It pairs sales and project management. Most users praise the easy setup.
Insightly 가격 책정
Here’s what Insightly costs in 2026. Let’s break down the pricing tiers.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | 소규모 팀이 시작합니다 |
| 전문적인 | 사용자당 월 49달러 | 성장하는 영업팀 |
| 기업 | 사용자당 월 99달러 | Larger teams needing more access |
Pricing verified June 2026.
무료 플랜: Yes. Insightly offers a free CRM for up to two users with essential features.
무료 체험: Yes. Paid plans include a 14-day trial with no credit card needed.
📌 메모: The free plan suits very small businesses. It lets you track leads and store customer information before you upgrade.
⚠️ 경고: Insightly is billed annually. Paying month-to-month costs more, so check the billing terms before you commit.
Insightly의 주요 이점
Insightly를 고려해 볼 만한 이유는 다음과 같습니다.
- 배우기 쉽습니다: 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.
- 모바일 앱: The Insightly mobile app scans business cards and records 목소리 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.
우리 팀이 발견한 점
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 보고 and analysis tools are also called basic compared to bigger platforms.
Insightly의 장점 및 단점
✅ 장점
- Free plan for up to two users
- User friendly interface with fast setup
- Built-in project management and tracking
- Affordable option for small businesses
❌ 단점
- Basic reporting and analytics
- Slows down with very large data
- Phone support costs extra
세일즈포스란 무엇인가요?
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 오토메이션, analytics, and Einstein AI.
세일즈포스
A powerful CRM platform for the enterprise. It offers Einstein AI and endless customization. Best for large sales teams.
세일즈포스 가격 책정
Here’s what Salesforce costs in 2026. The pricing scales with each tier.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 골자 | 사용자당 월 25달러 | Small businesses and starters |
| 전문적인 | 사용자당 월 75달러 | 완전한 영업팀 |
| 기업 | 사용자당 월 150달러 | 고급 기능을 필요로 하는 대기업 |
Pricing verified June 2026.
무료 체험: 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.
📌 메모: Salesforce pricing climbs fast. Higher Unlimited tiers can reach $300 to $330 per user per month for advanced features.
⚠️ 경고: The monthly fee does not include staff time or setup help. Salesforce often needs paid consultants to configure.
Salesforce의 주요 이점
Here’s what makes Salesforce worth considering:
- 아인슈타인 AI: Salesforce features Einstein AI for predictive forecasting and insights. Einstein analytics helps sales teams spot deals worth chasing.
- 심층적인 맞춤 설정: The Lightning Platform allows near unlimited customization. Developers can shape the CRM to fit almost any industry.
- 고급 자동화: It supports complex, automated customer journeys. This marketing automation can be tuned to specific industry needs.
- 사용자 지정 보고서: 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 회계 시스템.
- Strong support: Plans include email, live chat, and phone support. The community offers forums, documentation, and training materials.
우리 팀이 발견한 점
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.
세일즈포스의 장점과 단점
✅ 장점
- 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
❌ 단점
- Steep learning curve and dedicated training
- Setup can take months and need consultants
- Pricing rises sharply at higher tiers
기능 비교
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.
| 특징 | 통찰력 있게 | 세일즈포스 |
|---|---|---|
| 시작 가격 | 사용자당 월 29달러 | 사용자당 월 25달러 |
| 무료 플랜 | ✅ (2명 사용자) | ❌ |
| 프로젝트 관리 | ✅ | ❌ |
| AI Forecasting (Einstein) | ❌ | ✅ |
| 맞춤형 대시보드 | ✅ | ✅ |
| 타사 통합 | 500+ apps | Vast network |
| 모바일 앱 | ✅ | ✅ |
| 사용 편의성 | ✅ Beginner | ❌ Steep |
| 가장 적합한 대상 | 소규모 사업체 | 기업 |
1. CRM Platform & Core Function
통찰력 있게: 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.
세일즈포스: 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
통찰력 있게: 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.
세일즈포스: 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.
⚠️ 경고: Salesforce setup can take months. Budget for training time and possible consultant fees before you switch.
3. Project Management & Tracking
통찰력 있게: 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.
세일즈포스: 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. 인공지능 및 자동화
통찰력 있게: 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.
세일즈포스: Salesforce thrives on advanced automation and AI. Einstein AI powers predictive forecasting, while Agentforce supports AI 앱 development. This is where the platform pulls ahead.
5. 보고 및 분석
통찰력 있게: 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.
세일즈포스: 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. 통합
통찰력 있게: 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.
세일즈포스: Salesforce offers a vast network of third party integrations. It links CRM, ERP, and other business tools and 회계 systems. This breadth is hard for rivals to match.
7. 모바일 앱
통찰력 있게: The Insightly mobile app scans business cards and records 목소리 memos. You can organize tasks and schedule meetings from your phone. It is handy for reps in the field.
세일즈포스: 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
통찰력 있게: 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.
세일즈포스: 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
통찰력 있게: Insightly handles email and basic marketing campaigns inside the CRM. It fits simple 쭉 내밀다 for small teams. Heavy marketing automation is not its main focus.
세일즈포스: 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. 가격 및 비용
요금제를 나란히 비교해 보겠습니다.
| 계획 | 통찰력 있게 | 세일즈포스 |
|---|---|---|
| 무료 | ✅ (2명 사용자) | ❌ |
| 엔트리 티어 | $29/user/mo (Plus) | $25/user/mo (Essentials) |
| 중급 | $49/user/mo (Professional) | $75/user/mo (Professional) |
| 최상위 | $99/user/mo (Enterprise) | $150/user/mo (Enterprise) |
통찰력 있게: 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.
세일즈포스: 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.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 통찰력 있게 | Free plan and lower tiers |
| 고급 기능 | 세일즈포스 | Einstein AI and automation |
| 프로젝트 관리 | 통찰력 있게 | Built into the CRM |
| Heavy customization | 세일즈포스 | Lightning Platform |
| 초보자에게 적합 | 통찰력 있게 | No steep learning curve |
💰 예산
Insightly is the affordable option for lean teams. Salesforce starts cheap but its advanced features push the price up fast.
🔌 사용 중인 기술 스택
Both link with Google Apps and Google Drive. Salesforce wins on the sheer range of third party integrations and accounting systems.
📝 귀사의 영업 프로세스
Simple pipelines run fine on Insightly. Complex, multi-stage sales with big data fit Salesforce Sales Cloud better.
🎓 귀하의 경험 수준
New to CRM technology? Insightly’s user friendly interface is gentle. Salesforce rewards teams ready to invest in dedicated training.
🆓 무료 체험 및 데모
Test both before you buy. Insightly’s free plan and Salesforce’s trial let you compare similar features on a real project.
🛟 지원 옵션
Salesforce bundles email, chat, and phone support. Insightly charges extra for phone help, so factor that into the cost.
전환 가이드
이미 이러한 도구 중 하나를 사용하고 계신가요? 전환 시 예상되는 사항은 다음과 같습니다.
🔄 Insightly에서 Salesforce로 전환하시나요?
✅ 얻게 될 이점:
- Einstein AI and predictive forecasting
- Near unlimited customization for developers
- A wider set of third party integrations
❌ 잃게 될 것:
- Built-in project management and tracking
- The free plan for two users
- A quick, training-free setup
📋 전환 방법:
- Export your data and customer information from Insightly
- Create a Salesforce account and pick a plan
- Import records and set up custom dashboards
🔄 Salesforce에서 Insightly로 전환하시나요?
✅ 얻게 될 이점:
- A simpler, friendlier user interface
- Project tracking inside the CRM
- Lower pricing tiers and a free CRM start
❌ 잃게 될 것:
- Einstein analytics and deep reporting
- The Lightning Platform customization
- Bundled phone and live chat support
📋 전환 방법:
- Export your records and reports from Salesforce
- Create an Insightly account and choose a plan
- Use the data importer to load your contacts
저희 리뷰에서 다루지 않은 내용
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.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 통찰력 있게 |
| 🚀 핵심 기능 | 세일즈포스 |
| 🤖 AI 및 자동화 | 세일즈포스 |
| 📊 신고 | 세일즈포스 |
| 👶 사용 편의성 | 통찰력 있게 |
| 🔌 통합 | 세일즈포스 |
| 🏆 종합 우승 | 세일즈포스 |
🏆 우승: 세일즈포스
Salesforce wins 4 out of 6 categories.
다음과 같은 경우에 가장 적합합니다: 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 비교에서 더 많은 정보
Insightly가 다른 경쟁업체와 비교했을 때 어떤 위치에 있는지 살펴보겠습니다.
Insightly는 다음 항목에서 우위를 점합니다: Built-in project tracking, lower paid pricing, simpler setup for small teams
HubSpot이 다음 분야에서 우위를 차지했습니다: Stronger marketing automation, a larger free CRM tier, deeper content tools
Insightly는 다음 항목에서 우위를 점합니다: Cleaner user interface, tighter project management, easier onboarding
Zoho CRM이 다음 항목에서 우위를 차지했습니다: Lower entry price, more built-in apps, broader customization options
Insightly는 다음 항목에서 우위를 점합니다: Project tracking, relationship linking, all-in-one contact management
Pipedrive는 다음 항목에서 승리했습니다: Visual sales pipeline, faster deal entry, leaner focus on sales only
Salesforce와 비교했을 때 더 많은 정보
다음은 Salesforce가 다른 경쟁업체와 비교했을 때 어떤 위치에 있는지 보여줍니다.
Salesforce가 다음 분야에서 우위를 점했습니다: Deeper customization, Einstein AI forecasting, scale for big sales teams
HubSpot이 다음 분야에서 우위를 차지했습니다: Gentler learning curve, all-in-one marketing, friendlier free plan
Salesforce가 다음 분야에서 우위를 점했습니다: Advanced analytics, vast integrations, enterprise-ready workflows
Zoho CRM이 다음 항목에서 우위를 차지했습니다: Far lower cost, quicker setup, better value for 소규모 사업
Salesforce가 다음 분야에서 우위를 점했습니다: Platform depth, custom reports, breadth of third party integrations
Freshsales가 다음 부문에서 승리했습니다: Simpler pricing, faster start, lighter feel for small teams
자주 묻는 질문
Insightly는 무엇에 유용할까요?
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.
Salesforce보다 더 나은 소프트웨어는 무엇인가요?
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.
Insightly는 누가 사용하나요?
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.
세일즈포스는 여전히 최고인가요? 최고의 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.
세일즈포스의 최대 경쟁사는 누구인가요?
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.
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