Choosing a CRM tool is hard.
You’ve got customer info, and keeping it organized is a big headache.
Imagine losing track of important deals or forgetting to follow up with a customer.
That’s when Salesforce and Insightly come in.
Let’s compare Salesforce vs Insightly to see which one will keep your customer relationships running smoothly.
Обзор
We’ve got up our sleeves and put both Salesforce and Insightly through real-world tests.
Our team explored each platform.
From data entry to отчетность, to give you a clear, hands-on comparison.
Ready to explore the world’s leading CRM? Sign up for a free trial of Salesforce today!
Цены: It has a free trial. The premium plan starts at $25/month.
Основные характеристики:
- Lead management
- Sales forecasting
- Opportunity management
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Цены: It has a free trial. The premium plan starts at $29/month.
Основные характеристики:
- Управление проектом
- Workflow Automation
- Relationship Linking
What is Salesforce?
Okay, let’s talk about Salesforce—It’s a force in Salesforce.
Think of it as a super-powered tool.
It helps businesses manage customer relationships.
It handles sales, marketing, and service.
Также изучите наши любимые Альтернативы Salesforce…
Наше мнение
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
Основные преимущества
Salesforce helps businesses connect better with customers. It gives a full view of each customer.
This helps improve sales and service.
- 360-Degree Customer View: See all customer interactions in one place.
- Boosts Sales by 39%: Many users report higher sales and productivity.
- Мощная автоматизация: Automate tasks like emails and lead tracking.
- Huge AppExchange: Connects with thousands of other apps.
- Scalable for Growth: Grows with your business, from small to large.
Цены
- Starter Suite: $25/user/month.
- Pro Suite: $100/user/month.
- Предприятие: $165/user/month.
- Безлимитный: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Плюсы
Минусы
What is Insightly?
Now, let’s look at Insightly.
It’s built for small to mid-sized businesses.
It’s a CRM and project management tool. It’s designed to be user-friendly.
You can manage sales and projects together.
Также изучите наши любимые Insightly alternatives…
Наше мнение
Insightly — надежный выбор для компаний, которым нужна масштабируемая CRM-система с возможностями управления проектами.
Основные преимущества
- Масштабируемость для роста: Адаптируйте платформу по мере расширения вашего бизнеса.
- Возможности управления проектами: Организуйте и следите за ходом своих проектов.
- Настраиваемые панели мониторинга и отчеты: Получите информацию, необходимую для принятия обоснованных решений.
- Интеграции с популярными приложениями: Подключитесь к своим любимым бизнес-инструментам.
Цены
- Плюс: 29 долл. США/пользователь/месяц.
- Профессиональный: 49 долл. США/пользователь/месяц.
- Предприятие: 99 долл. США/пользователь/месяц.
Плюсы
Минусы
Сравнение характеристик
Choosing the right platform is critical. Let’s look at nine core features side-by-side.
This helps you decide which CRM solutions will truly fit your team in 2025.
1. CRM Ecosystem and Modularity
- Salesforce: This is a vast family of CRM solutions. It includes major components like Sales Cloud and Service Cloud. Salesforce products let you build a complete view of your customers. Most businesses, especially large ones, like this modular approach.
- Insightly: Insightly offers a unified CRM solution designed for simplicity. It focuses on core CRM tools like Insightly Marketing and Insightly Service. It provides an efficient all-in-one approach. This makes it easier to manage for many smaller businesses.
2. AI Innovation and Data Power
- Salesforce: Salesforce takes advantage of groundbreaking AI innovation. They feature the Данные Cloud to unify all business data. This platform provides an AI agent, like Agentforce, powered by their AI commitments. The goal is better, more personalized customer experiences.
- Insightly: Insightly is also adding AI features. It uses Инструменты ИИ primarily to automate small tasks and clean up contact management. Insightly’s focus is on making daily productivity better for малый бизнес пользователи.
3. Ease of Use and Onboarding
- Salesforce: Salesforce CRM is highly customizable. However, this complexity means a steeper learning curve. The лучшая CRM choice here often depends on how large your Salesforce team is.
- Insightly: Insightly is designed to делать it easy to use the software. It has a modern CRM that teams love because it is intuitive.9 Onboarding is fast, meaning you can achieve customer success much quicker.
4. Sales Pipeline and Task Management
- Salesforce: The Sales Cloud gives sales teams deep tools for sales opportunities. You can easily assign tasks and monitor progress. It offers complex pipeline management for large enterprise growth.
- Insightly: Insightly provides strong contact management and a visual sales pipeline. You can quickly assign tasks to any team member. It integrates project management for a complete view from lead to delivery.
5. Marketing and Commerce Clouds
- Salesforce: Salesforce features dedicated platforms like Marketing Cloud and Commerce Cloud. These solutions are separate, powerful add-ons. They offer deep tools for both sales and marketing.
- Insightly: Insightly includes Insightly Marketing автоматизация in its platform. This is easier to integrate into your main account. It supports core sales and marketing activities well for smaller companies.
6. Customization and Flexibility
- Salesforce: It provides the ultimate customization options. You can build nearly anything you need. The platform has a massive marketplace of apps and services to integrate.
- Insightly: Insightly is customizable, but in simpler ways. You can create custom fields and layouts easily. It integrates well with Google Workspace and QuickBooks.
7. Core Relationship Management
- Salesforce: Salesforce is famous for its comprehensive customer relationship management. It helps companies get a complete view of every customer. This deep dive aids in long-term customer success.
- Insightly: Insightly connects contacts to organizations, projects, and tasks. It offers relationship linking. This feature gives managers a quick review of all customer records and details.
8. Analytics and Reporting
- Salesforce: Salesforce has extremely powerful analytics and reporting. It helps the chief digital officer make data-driven decisions. Its dashboards provide deep insights into business growth.
- Insightly: Insightly provides solid reporting tools. You can create custom dashboards to monitor key metrics. While good, its analytics are simpler compared to the Salesforce platform.
9. Scalability and Costs
- Salesforce: Salesforce is built for companies of all sizes, from малый бизнес to enterprise. Its cost grows as you add users and features. The total cost of ownership can be very high.
- Insightly: Insightly is often a better bet for small businesses watching their costs. Insightly starts at a lower price. It provides a good balance of features that scale as your company grows.
What To Look For When Choosing CRM Software?
- Pricing Model: Understand the full cost, not just the per-user price billed annually. Check for extra costs for implementation, training, and add-ons. Insightly products often offer a simpler total cost.
- Usability and Adoption: Choose a modern CRM that teams love. The interface should be easy for all employees, from the co-founder to new staff. If it is clunky, the Salesforce team or marketing teams won’t use it.
- Масштабируемость: Will the CRM grow as your business grows? Salesforce’s infrastructure is built for massive enterprises, but other crm solutions, like Insightly, scale better for small business growth.
- Основные характеристики: Look for robust contact management, task management, and an opportunities dashboard. Can you schedule emails and create a new version of a report easily?
- Настройка: The ability to customize fields and workflows is a major benefit. Some clients prefer the deep customization of Salesforce, while others want a quick customize option.
- Access and Mobile: Ensure you can access the system via web, mobile app, and get real-time access to leads and organization data. Insightly products’ mobile app offers features like business card scanning.
- Ecosystem and Integration: How well does it integrate with other apps? Salesforce has a huge ecosystem. Insightly offers strong integration, especially for its other Insightly products.
- Support and Knowledge: Look for a reliable knowledge base and training. Make sure the company provides excellent customer success. PC Magazine often reviews the support quality of other CRMs.
- Future Innovation: Get a sneak peek at the product roadmap. Will the company, like the San Francisco-based Salesforce, continue to bring innovation to the industry?
- Best Bet for Size: Your best bet is the CRM built for your size. Don’t overpay for enterprise features if a simpler system gives you all the benefits you need.
진행률 표시줄 레이블
So, which one wins?
For many small to mid-sized businesses, Insightly CRM is a solid choice.
It’s easier to use, and it combines CRM with project management.
If you need a powerful, customizable system, Salesforce is Salesforce; it can be complex and pricey.
If you are looking for a Salesforce alternative, Insightly is a strong option.
We’ve used both, and Insightly offers a good balance of features and ease of use.
You can’t go wrong; it just depends on your business needs.
More of Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce против Pipedrive: Salesforce is a comprehensive, highly customizable CRM for sales, marketing, and service, while Pipedrive focuses on intuitive visual sales pipeline management for streamlined sales processes.
- Salesforce против GoHighLevel: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce против Keap: Salesforce offers a vast, customizable CRM ecosystem for businesses of all sizes; Keap provides integrated sales and marketing automation, particularly strong for smaller firms.
- Salesforce против ActiveCampaign: Salesforce is a broad, enterprise-grade CRM with powerful sales automation, whereas ActiveCampaign excels in marketing automation, email campaigns, and customer journey visualization.
- Salesforce vs Hubspot: Salesforce emphasizes deep customization and robust reporting for complex business needs, while HubSpot offers an integrated suite of marketing, sales, and service tools with a more user-friendly interface.
- Salesforce vs Clickfunnels: Salesforce is a comprehensive CRM for managing customer relationships and sales; ClickFunnels is specifically designed as a sales funnel builder to guide customers through a conversion path.
- Salesforce vs Folk: Salesforce is a highly scalable, feature-rich CRM for complex operations and large enterprises; Folk provides a simpler, collaborative contact management and relationship-building tool.
- Salesforce vs Instantly: Salesforce is a broad CRM platform that covers various aspects of customer management; Instantly specializes in automated холодная рассылка по электронной почте and lead generation for targeted campaigns.
- Salesforce vs ClickUp: Salesforce is a dedicated, powerful CRM for managing customer interactions and sales processes; ClickUp is a versatile work management platform that includes CRM functionalities within its broader project management tools.
- Salesforce vs Monday: Salesforce is a robust CRM with extensive data models for complex workflows across diverse industries; Monday CRM offers highly customizable visual workflows and is often used by companies already on Monday.com for project management.
- Salesforce против Capsule: Salesforce is an enterprise-grade CRM suitable for large organizations with complex needs; Capsule CRM is a simpler, user-friendly CRM, ideal for small to medium-sized businesses focused on core contact and sales tracking.
- Salesforce vs Insightly: Salesforce provides a comprehensive, highly customizable CRM for diverse business needs; Insightly offers a versatile CRM with integrated project management, often favored by small to mid-sized businesses for its ease of use.
- Salesforce vs Freshsales CRM: Salesforce is a highly customizable and scalable CRM with advanced features for large organizations; Freshsales CRM focuses on AI-driven sales insights and automation for streamlined sales management, often preferred by smaller teams.
- Salesforce vs Zendesk: Salesforce is a comprehensive CRM that covers sales, marketing, and customer service; Zendesk is a specialized customer service platform designed for ticketing, support, and omnichannel customer interactions.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Часто задаваемые вопросы
Is Insightly a good alternative to Salesforce?
Yes, Insightly is a strong Salesforce alternative, especially for smaller businesses. It’s easier to use and combines CRM with project management. While Salesforce competitors offer more features, Insightly balances functionality and simplicity, making it easy to manage sales and marketing.
How does HubSpot compare to Salesforce in terms of customer experience?
HubSpot and Salesforce both aim to improve customer experience, but they approach it differently. HubSpot emphasizes inbound marketing and customer service, blending sales and marketing. Salesforce offers deep customization for a tailored experience. The best choice depends on your specific needs.
Which is easier to use, Salesforce or Insightly?
Insightly is generally easier to use, particularly for small teams. Its interface is more intuitive, and its setup is simpler. Salesforce, while powerful, has a steeper learning curve due to its extensive customization and features. Insightly is designed to make it easy to get started.
Can Insightly handle both sales and marketing?
Yes, Insightly offers tools for both sales and marketing. It includes features for lead tracking, email marketing, and workflow automation, making it a versatile CRM for businesses needing integrated sales and marketing capabilities.
What are the main Salesforce competitors?
Salesforce competitors include HubSpot, Microsoft Dynamics 365, and Zoho CRM. These platforms offer similar CRM functionalities but differ in strengths in areas such as marketing automation, ease of use, and pricing. Each aims to help businesses improve marketing and customer relationships.
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