⚡ Краткий вывод:
- Цены: Salesforce starts at $25/user/month vs Insightly at $29/user/month, though Salesforce’s higher tiers climb much faster.
- Лучше всего подходит для: Salesforce suits large companies needing advanced features, while Insightly fits малый бизнес wanting a user friendly interface.
- Ключевое отличие: Salesforce offers Einstein AI and deep customization. Insightly bundles CRM with project management in one platform.
- Наш выбор: 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 вопрос.
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.
Обзор
Этот Insightly против Salesforce comparison covers pricing, core features, and ease of use.
We also break down who each CRM platform works best for.
В качестве источников информации мы используем опубликованные технические характеристики, документацию и обзоры G2.
By the end, you can make informed decisions about Salesforce and Insightly.
Что такое 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.
Проницательный
A simple CRM platform for small businesses. It pairs sales and project management. Most users praise the easy setup.
Аналитическое ценообразование
Here’s what Insightly costs in 2026. Let’s break down the pricing tiers.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Плюс | 29 долларов США/пользователь/месяц | Небольшие команды на начальном этапе |
| Профессиональный | 49 долларов США/пользователь/месяц | Развитие отделов продаж |
| Предприятие | 99 долларов США/пользователь/месяц | Larger teams needing more access |
Pricing verified June 2026.
Бесплатный план: Yes. Insightly offers a free CRM for up to two users with essential features.
Бесплатная пробная версия: Yes. Paid plans include a 14-day trial with no credit card needed.
📌 Примечание: The free plan suits very small businesses. It lets you track leads and store customer information before you upgrade.
⚠️ Предупреждение: Insightly is billed annually. Paying month-to-month costs more, so check the billing terms before you commit.
Основные преимущества Insightly
Вот что делает Insightly достойным внимания:
- Легко освоить: 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.
- Мобильное приложение: The Insightly mobile app scans business cards and records голос 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.
Что заметила наша команда
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 отчетность and analysis tools are also called basic compared to bigger platforms.
Внимательный анализ преимуществ и недостатков
✅ Плюсы
- Free plan for up to two users
- User friendly interface with fast setup
- Built-in project management and tracking
- Affordable option for small businesses
❌ Минусы
- Basic reporting and analytics
- Slows down with very large data
- Phone support costs extra
Что такое 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 автоматизация, analytics, and Einstein AI.
Salesforce
A powerful CRM platform for the enterprise. It offers Einstein AI and endless customization. Best for large sales teams.
Цены Salesforce
Here’s what Salesforce costs in 2026. The pricing scales with each tier.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Основные сведения | 25 долларов США/пользователь/месяц | Small businesses and starters |
| Профессиональный | 75 долларов США/пользователь/месяц | Полноценные отделы продаж |
| Предприятие | 150 долларов США/пользователь/месяц | Крупные компании, нуждающиеся в расширенных функциях |
Pricing verified June 2026.
Бесплатная пробная версия: 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.
📌 Примечание: Salesforce pricing climbs fast. Higher Unlimited tiers can reach $300 to $330 per user per month for advanced features.
⚠️ Предупреждение: The monthly fee does not include staff time or setup help. Salesforce often needs paid consultants to configure.
Основные преимущества Salesforce
Here’s what makes Salesforce worth considering:
- Искусственный интеллект Эйнштейна: Salesforce features Einstein AI for predictive forecasting and insights. Einstein analytics helps sales teams spot deals worth chasing.
- Глубокая персонализация: The Lightning Platform allows near unlimited customization. Developers can shape the CRM to fit almost any industry.
- Расширенная автоматизация: It supports complex, automated customer journeys. This marketing automation can be tuned to specific industry needs.
- Пользовательские отчеты: 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 бухгалтерский учет системы.
- Strong support: Plans include email, live chat, and phone support. The community offers forums, documentation, and training materials.
Что заметила наша команда
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.
Преимущества и недостатки Salesforce
✅ Плюсы
- 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
❌ Минусы
- Steep learning curve and dedicated training
- Setup can take months and need consultants
- Pricing rises sharply at higher tiers
Сравнение характеристик
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.
| Особенность | Проницательный | Salesforce |
|---|---|---|
| Начальная цена | 29 долларов США/пользователь/мес. | 25 долларов США/пользователь/мес. |
| Бесплатный план | ✅ (2 пользователя) | ❌ |
| Управление проектом | ✅ | ❌ |
| AI Forecasting (Einstein) | ❌ | ✅ |
| Настраиваемые панели мониторинга | ✅ | ✅ |
| Интеграция со сторонними сервисами | 500+ apps | Vast network |
| Мобильное приложение | ✅ | ✅ |
| Простота использования | ✅ Beginner | ❌ Steep |
| Лучше всего подходит для | Малый бизнес | Предприятие |
1. CRM Platform & Core Function
Insightly: 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.
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.
2. Ease of Use & Learning Curve
Insightly: 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.
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.
⚠️ Предупреждение: Salesforce setup can take months. Budget for training time and possible consultant fees before you switch.
3. Project Management & Tracking
Insightly: 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.
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. Искусственный интеллект и автоматизация
Insightly: 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.
Salesforce: Salesforce thrives on advanced automation and AI. Einstein AI powers predictive forecasting, while Agentforce supports Приложение на основе искусственного интеллекта development. This is where the platform pulls ahead.
5. Отчетность и аналитика
Insightly: 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.
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.
6. Интеграции
Insightly: 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.
Salesforce: Salesforce offers a vast network of third party integrations. It links CRM, ERP, and other business tools and бухгалтерский учет systems. This breadth is hard for rivals to match.
7. Мобильное приложение
Insightly: The Insightly mobile app scans business cards and records голос 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
Insightly: 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.
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.
9. Marketing & Customer Journeys
Insightly: Insightly handles email and basic marketing campaigns inside the CRM. It fits simple информационно-просветительская работа for small teams. Heavy marketing automation is not its main focus.
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.
10. Ценообразование и стоимость
Давайте сравним тарифные планы.
| План | Проницательный | Salesforce |
|---|---|---|
| Бесплатно | ✅ (2 пользователя) | ❌ |
| Начальный уровень | $29/user/mo (Plus) | $25/user/mo (Essentials) |
| Средний уровень | $49/user/mo (Professional) | $75/user/mo (Professional) |
| Высший уровень | $99/user/mo (Enterprise) | $150/user/mo (Enterprise) |
Insightly: 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.
Различные сценарии
| Если вам это нужно | Выбирать | Почему |
|---|---|---|
| Ограниченный бюджет | Проницательный | Free plan and lower tiers |
| Расширенные функции | Salesforce | Einstein AI and automation |
| Управление проектом | Проницательный | Built into the CRM |
| Heavy customization | Salesforce | Lightning Platform |
| Подходит для начинающих | Проницательный | No steep learning curve |
💰 Ваш бюджет
Insightly is the affordable option for lean teams. Salesforce starts cheap but its advanced features push the price up fast.
🔌 Ваш технологический стек
Both link with Google Apps and Google Drive. Salesforce wins on the sheer range of third party integrations and accounting systems.
📝 Ваш процесс продаж
Simple pipelines run fine on Insightly. Complex, multi-stage sales with big data fit Salesforce Sales Cloud better.
🎓 Ваш уровень опыта
New to CRM technology? Insightly’s user friendly interface is gentle. Salesforce rewards teams ready to invest in dedicated training.
🆓 Бесплатные пробные версии и демо-версии
Test both before you buy. Insightly’s free plan and Salesforce’s trial let you compare similar features on a real project.
🛟 Варианты поддержки
Salesforce bundles email, chat, and phone support. Insightly charges extra for phone help, so factor that into the cost.
Руководство по переключению
Уже используете один из этих инструментов? Вот чего следует ожидать, если вы перейдете на него.
🔄 Переходите с Insightly на Salesforce?
✅ Что вы получите:
- Einstein AI and predictive forecasting
- Near unlimited customization for developers
- A wider set of third party integrations
❌ Что вы потеряете:
- Built-in project management and tracking
- The free plan for two users
- A quick, training-free setup
📋 Как переключиться:
- Export your data and customer information from Insightly
- Create a Salesforce account and pick a plan
- Import records and set up custom dashboards
🔄 Переходите с Salesforce на Insightly?
✅ Что вы получите:
- A simpler, friendlier user interface
- Project tracking inside the CRM
- Lower pricing tiers and a free CRM start
❌ Что вы потеряете:
- Einstein analytics and deep reporting
- The Lightning Platform customization
- Bundled phone and live chat support
📋 Как переключиться:
- Export your records and reports from Salesforce
- Create an Insightly account and choose a plan
- Use the data importer to load your contacts
Что не было рассмотрено в нашем обзоре
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.
Окончательный вердикт
| Категория | Победитель |
|---|---|
| 💰 Цены | Проницательный |
| 🚀 Основные функции | Salesforce |
| 🤖 Искусственный интеллект и автоматизация | Salesforce |
| 📊 Составление отчетов | Salesforce |
| 👶 Простота использования | Проницательный |
| 🔌 Интеграции | Salesforce |
| 🏆 Общий победитель | Salesforce |
🏆 ПОБЕДИТЕЛЬ: SALESFORCE
Salesforce wins 4 out of 6 categories.
Лучше всего подходит для: 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.
Больше информации от Insightly Compared
Вот как Insightly выглядит на фоне конкурентов:
Компания Insightly добивается успеха в следующих областях: Built-in project tracking, lower paid pricing, simpler setup for small teams
HubSpot побеждает по следующим показателям: Stronger marketing automation, a larger free CRM tier, deeper content tools
Компания Insightly добивается успеха в следующих областях: Cleaner user interface, tighter project management, easier onboarding
Zoho CRM выигрывает по следующим параметрам: Lower entry price, more built-in apps, broader customization options
Компания Insightly добивается успеха в следующих областях: Project tracking, relationship linking, all-in-one contact management
Pipedrive побеждает в следующих условиях: Visual sales pipeline, faster deal entry, leaner focus on sales only
Больше сравнений Salesforce
Вот как Salesforce выглядит на фоне других конкурентов:
Salesforce побеждает по следующим параметрам: Deeper customization, Einstein AI forecasting, scale for big sales teams
HubSpot побеждает по следующим показателям: Gentler learning curve, all-in-one marketing, friendlier free plan
Salesforce побеждает по следующим параметрам: Advanced analytics, vast integrations, enterprise-ready workflows
Zoho CRM выигрывает по следующим параметрам: Far lower cost, quicker setup, better value for малый бизнес
Salesforce побеждает по следующим параметрам: Platform depth, custom reports, breadth of third party integrations
Freshsales побеждает по следующим показателям: Simpler pricing, faster start, lighter feel for small teams
Часто задаваемые вопросы
Для чего нужен Insightly?
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.
Какое программное обеспечение лучше, чем 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.
Кто пользуется 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.
Остается ли Salesforce тем же самым. лучшая 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.
Кто является крупнейшим конкурентом 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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