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Insightly vs Salesforce: Best CRM Platform in 2026?

door | Last updated Jun 2, 2026

Winnaar
Salesforce
4.5
  • Einstein AI Forecasting
  • Unlimited Customization
  • Vast App Integrations
  • Geavanceerde analyses en rapporten
  • Agentforce AI-app Bouwer
  • Email, Live Chat & Phone Support
  • Paid Plans from $25/user/mo
Tweede plaats
Inzichtelijk
4.1
  • Gratis abonnement voor 2 gebruikers
  • Geïntegreerd projectmanagement
  • Meer dan 500 app-integraties
  • Scan Bedrijf Cards in App
  • Easy Setup, No Training
  • Relatiekoppeling
  • Paid Plans from $29/user/mo

⚡ Kort oordeel:

  • Prijzen: Salesforce starts at $25/user/month vs Insightly at $29/user/month, though Salesforce’s higher tiers climb much faster.
  • Het meest geschikt voor: Salesforce suits large companies needing advanced features, while Insightly fits kleine bedrijven wanting a user friendly interface.
  • Belangrijkste verschil: Salesforce offers Einstein AI and deep customization. Insightly bundles CRM with project management in one platform.
  • Onze keuze: Salesforce for growing teams that need power. Insightly is the more affordable option for lean teams.
Insightly versus Salesforce

Picking between Insightly vs Salesforce comes down to one vraag.

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.

Overzicht

Dit Insightly versus Salesforce comparison covers pricing, core features, and ease of use.

We also break down who each CRM platform works best for.

Onze bronnen omvatten gepubliceerde specificaties, documentatie en G2-recensies.

By the end, you can make informed decisions about Salesforce and Insightly.

Wat is Insightly?

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.

Insightly CRM-recensie: Beter dan verwacht?

Inzichtelijk

⭐ 4,1/5 | 💰 Vanaf $29/gebruiker/maand

A simple CRM platform for small businesses. It pairs sales and project management. Most users praise the easy setup.

Inzichtelijke prijsstelling

Here’s what Insightly costs in 2026. Let’s break down the pricing tiers.

PlanPrijsHet beste voor
Plus$29 per gebruiker per maandKleine teams die net beginnen
Professioneel$49 per gebruiker per maandGroeiende verkoopteams
Onderneming$99 per gebruiker per maandLarger teams needing more access

Pricing verified June 2026.

De belangrijkste voordelen van Insightly

Gratis abonnement: Yes. Insightly offers a free CRM for up to two users with essential features.

Gratis proefperiode: Yes. Paid plans include a 14-day trial with no credit card needed.

📌 Opmerking: The free plan suits very small businesses. It lets you track leads and store customer information before you upgrade.

⚠️ Waarschuwing: Insightly is billed annually. Paying month-to-month costs more, so check the billing terms before you commit.

Belangrijkste voordelen van Insightly

Dit maakt Insightly het overwegen waard:

  • Makkelijk te leren: 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.
  • Mobiele app: The Insightly mobile app scans business cards and records stem 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.
Insightly-homepage

Wat ons team opmerkte

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 rapportage and analysis tools are also called basic compared to bigger platforms.

Voor- en nadelen van Insightly

✅ Voordelen
  • Free plan for up to two users
  • User friendly interface with fast setup
  • Built-in project management and tracking
  • Affordable option for small businesses
❌ Nadelen
  • Basic reporting and analytics
  • Slows down with very large data
  • Phone support costs extra

Wat is Salesforce?

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 automatisering, analytics, and Einstein AI.

Eerlijke review van Salesforce CRM - Bekijk deze video voordat je het gebruikt.

Salesforce

⭐ 4,5/5 | 💰 Vanaf $25/gebruiker/maand

A powerful CRM platform for the enterprise. It offers Einstein AI and endless customization. Best for large sales teams.

Salesforce-prijzen

Here’s what Salesforce costs in 2026. The pricing scales with each tier.

PlanPrijsHet beste voor
Essentiële zaken$25 per gebruiker per maandSmall businesses and starters
Professioneel$75 per gebruiker per maandComplete verkoopteams
Onderneming$150 per gebruiker per maandGrote bedrijven die geavanceerde functies nodig hebben

Pricing verified June 2026.

Salesforce-prijzen

Gratis proefperiode: 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.

📌 Opmerking: Salesforce pricing climbs fast. Higher Unlimited tiers can reach $300 to $330 per user per month for advanced features.

⚠️ Waarschuwing: The monthly fee does not include staff time or setup help. Salesforce often needs paid consultants to configure.

Belangrijkste voordelen van Salesforce

Here’s what makes Salesforce worth considering:

  • Einstein AI: Salesforce features Einstein AI for predictive forecasting and insights. Einstein analytics helps sales teams spot deals worth chasing.
  • Uitgebreide aanpassingsmogelijkheden: The Lightning Platform allows near unlimited customization. Developers can shape the CRM to fit almost any industry.
  • Geavanceerde automatisering: It supports complex, automated customer journeys. This marketing automation can be tuned to specific industry needs.
  • Aangepaste rapporten: 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 boekhouding systemen.
  • Strong support: Plans include email, live chat, and phone support. The community offers forums, documentation, and training materials.
Salesforce-homepage

Wat ons team opmerkte

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.

Voordelen en nadelen van Salesforce

✅ Voordelen
  • 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
❌ Nadelen
  • Steep learning curve and dedicated training
  • Setup can take months and need consultants
  • Pricing rises sharply at higher tiers

Functievergelijking

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.

FunctieInzichtelijkSalesforce
Startprijs$29 per gebruiker per maand$25 per gebruiker per maand
Gratis plan✅ (2 gebruikers)
Projectmanagement
AI Forecasting (Einstein)
Aangepaste dashboards
Integraties met derden500+ appsVast network
Mobiele app
Gebruiksgemak✅ Beginner❌ Steep
Het beste voorKleine bedrijvenOnderneming

1. CRM Platform & Core Function

Inzichtelijk: 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.

Insightly CRM

Salesforce: 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.

Salesforce CRM-platform

2. Ease of Use & Learning Curve

Inzichtelijk: 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.

Insightly Modern CRM

Salesforce: 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.

⚠️ Waarschuwing: Salesforce setup can take months. Budget for training time and possible consultant fees before you switch.

3. Project Management & Tracking

Inzichtelijk: 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.

Inzichtelijk projectmanagement

Salesforce: 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 & Automatisering

Inzichtelijk: 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.

Insightly AI-automatiseringen

Salesforce: Salesforce thrives on advanced automation and AI. Einstein AI powers predictive forecasting, while Agentforce supports AI-app development. This is where the platform pulls ahead.

Salesforce AI-automatiseringen

5. Rapportage en analyses

Inzichtelijk: 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.

Inzichtelijke rapportage

Salesforce: 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.

Salesforce Visual Analytics

6. Integraties

Inzichtelijk: 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.

Naadloze integraties van Insightly

Salesforce: Salesforce offers a vast network of third party integrations. It links CRM, ERP, and other business tools and boekhouding systems. This breadth is hard for rivals to match.

7. Mobiele app

Inzichtelijk: The Insightly mobile app scans business cards and records stem memos. You can organize tasks and schedule meetings from your phone. It is handy for reps in the field.

Salesforce: 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

Inzichtelijk: 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.

Insightly-ondersteuning en ticketing

Salesforce: Salesforce includes email, live chat, and phone support for stop-work issues. Free Trailhead courses teach CRM setup. The community shares forums and documentation.

Salesforce Track-klantenservice

9. Marketing & Customer Journeys

Inzichtelijk: Insightly handles email and basic marketing campaigns inside the CRM. It fits simple bereik for small teams. Heavy marketing automation is not its main focus.

Insightly-e-mail

Salesforce: 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.

Salesforce Marketing & Reclame

10. Prijsbepaling en kosten

Laten we de prijsplannen eens naast elkaar vergelijken.

PlanInzichtelijkSalesforce
Vrij✅ (2 gebruikers)
Instapniveau$29/user/mo (Plus)$25/user/mo (Essentials)
Middenklasse$49/user/mo (Professional)$75/user/mo (Professional)
Topklasse$99/user/mo (Enterprise)$150/user/mo (Enterprise)

Inzichtelijk: 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.

Salesforce: 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.

Verschillende scenario's

Als u het nodig heeft...KiezenWaarom
Krap budgetInzichtelijkFree plan and lower tiers
Geavanceerde functiesSalesforceEinstein AI and automation
ProjectmanagementInzichtelijkBuilt into the CRM
Heavy customizationSalesforceLightning Platform
BeginnersvriendelijkInzichtelijkNo steep learning curve

💰 Jouw budget

Insightly is the affordable option for lean teams. Salesforce starts cheap but its advanced features push the price up fast.

🔌 Jouw technologie-stack

Both link with Google Apps and Google Drive. Salesforce wins on the sheer range of third party integrations and accounting systems.

📝 Jouw verkoopproces

Simple pipelines run fine on Insightly. Complex, multi-stage sales with big data fit Salesforce Sales Cloud better.

🎓 Jouw ervaringsniveau

New to CRM technology? Insightly’s user friendly interface is gentle. Salesforce rewards teams ready to invest in dedicated training.

🆓 Gratis proefversies en demo's

Test both before you buy. Insightly’s free plan and Salesforce’s trial let you compare similar features on a real project.

🛟 Ondersteuningsopties

Salesforce bundles email, chat, and phone support. Insightly charges extra for phone help, so factor that into the cost.

Overstaphandleiding

Gebruik je al een van deze tools? Dit kun je verwachten als je overstapt.

🔄 Overstappen van Insightly naar Salesforce?

✅ Wat je eraan hebt:

  • Einstein AI and predictive forecasting
  • Near unlimited customization for developers
  • A wider set of third party integrations

❌ Wat je verliest:

  • Built-in project management and tracking
  • The free plan for two users
  • A quick, training-free setup

📋 Zo schakel je over:

  1. Export your data and customer information from Insightly
  2. Create a Salesforce account and pick a plan
  3. Import records and set up custom dashboards
🔄 Overstappen van Salesforce naar Insightly?

✅ Wat je eraan hebt:

  • A simpler, friendlier user interface
  • Project tracking inside the CRM
  • Lower pricing tiers and a free CRM start

❌ Wat je verliest:

  • Einstein analytics and deep reporting
  • The Lightning Platform customization
  • Bundled phone and live chat support

📋 Zo schakel je over:

  1. Export your records and reports from Salesforce
  2. Create an Insightly account and choose a plan
  3. Use the data importer to load your contacts

Wat onze recensie niet behandelde

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.

Eindconclusie

CategorieWinnaar
💰 PrijzenInzichtelijk
🚀 KernfunctiesSalesforce
🤖 AI & AutomatiseringSalesforce
📊 RapporterenSalesforce
👶 GebruiksgemakInzichtelijk
🔌 IntegratiesSalesforce
🏆 Algemene winnaarSalesforce

🏆 WINNAAR: SALESFORCE

Salesforce wins 4 out of 6 categories.

Het meest geschikt voor: 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.

Meer van Insightly vergeleken

Hieronder een vergelijking van Insightly met andere concurrenten:

Insightly versus HubSpot

Insightly wint op de volgende punten: Built-in project tracking, lower paid pricing, simpler setup for small teams

HubSpot wint op de volgende punten: Stronger marketing automation, a larger free CRM tier, deeper content tools

Insightly versus Zoho CRM

Insightly wint op de volgende punten: Cleaner user interface, tighter project management, easier onboarding

Zoho CRM scoort hoog op de volgende punten: Lower entry price, more built-in apps, broader customization options

Insightly versus Pipedrive

Insightly wint op de volgende punten: Project tracking, relationship linking, all-in-one contact management

Pipedrive wint op: Visual sales pipeline, faster deal entry, leaner focus on sales only

Meer informatie over Salesforce vergeleken

Zo verhoudt Salesforce zich tot andere concurrenten:

Top 5 Salesforce CRM-alternatieven voor kleine bedrijven

Salesforce versus HubSpot

Salesforce wint op de volgende punten: Deeper customization, Einstein AI forecasting, scale for big sales teams

HubSpot wint op de volgende punten: Gentler learning curve, all-in-one marketing, friendlier free plan

Salesforce versus Zoho CRM

Salesforce wint op de volgende punten: Advanced analytics, vast integrations, enterprise-ready workflows

Zoho CRM scoort hoog op de volgende punten: Far lower cost, quicker setup, better value for kleine onderneming

Salesforce versus Freshsales

Salesforce wint op de volgende punten: Platform depth, custom reports, breadth of third party integrations

Freshsales wint op de volgende punten: Simpler pricing, faster start, lighter feel for small teams

Veelgestelde vragen

Waar is Insightly goed voor?

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.

Welke software is beter dan Salesforce?

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.

Wie gebruikt Insightly?

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.

Is Salesforce nog steeds de beste 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.

Wie is de grootste concurrent van Salesforce?

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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