⚡ Quick Verdict:
- Chạy: Salesforce starts at $25/user/month vs Insightly at $29/user/month, though Salesforce’s higher tiers climb much faster.
- Phù hợp nhất cho: Salesforce suits large companies needing advanced features, while Insightly fits doanh nghiệp nhỏ wanting a user friendly interface.
- Điểm khác biệt chính: 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 câu hỏi.
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.
Toàn cảnh
Cái này Insightly so với 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 là gì?
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.
Sâu sắc
A simple CRM platform for small businesses. It pairs sales and project management. Most users praise the easy setup.
Định giá Insightly
Here’s what Insightly costs in 2026. Let’s break down the pricing tiers.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Các nhóm nhỏ mới bắt đầu |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Phát triển đội ngũ bán hàng |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Larger teams needing more access |
Pricing verified June 2026.
Gói miễn phí: Yes. Insightly offers a free CRM for up to two users with essential features.
Dùng thử miễn phí: Yes. Paid plans include a 14-day trial with no credit card needed.
📌 Ghi chú: The free plan suits very small businesses. It lets you track leads and store customer information before you upgrade.
⚠️ Cảnh báo: Insightly is billed annually. Paying month-to-month costs more, so check the billing terms before you commit.
Những lợi ích chính của Insightly
Here’s what makes Insightly worth considering:
- Dễ học: 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.
- Ứng dụng di động: The Insightly mobile app scans business cards and records tiếng nói 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 báo cáo and analysis tools are also called basic compared to bigger platforms.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- Free plan for up to two users
- User friendly interface with fast setup
- Built-in project management and tracking
- Affordable option for small businesses
❌ Nhược điểm
- Basic reporting and analytics
- Slows down with very large data
- Phone support costs extra
Salesforce là gì?
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 tự động hóa, analytics, and Einstein AI.
Salesforce
A powerful CRM platform for the enterprise. It offers Einstein AI and endless customization. Best for large sales teams.
Bảng giá Salesforce
Here’s what Salesforce costs in 2026. The pricing scales with each tier.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Những điều cần thiết | 25 đô la/người dùng/tháng | Small businesses and starters |
| Chuyên nghiệp | 75 đô la/người dùng/tháng | Đội ngũ bán hàng đầy đủ |
| Doanh nghiệp | 150 đô la/người dùng/tháng | Các công ty lớn cần các tính năng nâng cao |
Pricing verified June 2026.
Dùng thử miễn phí: 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.
📌 Ghi chú: Salesforce pricing climbs fast. Higher Unlimited tiers can reach $300 to $330 per user per month for advanced features.
⚠️ Cảnh báo: The monthly fee does not include staff time or setup help. Salesforce often needs paid consultants to configure.
Những lợi ích chính của Salesforce
Here’s what makes Salesforce worth considering:
- Trí tuệ nhân tạo Einstein: Salesforce features Einstein AI for predictive forecasting and insights. Einstein analytics helps sales teams spot deals worth chasing.
- Tùy chỉnh chuyên sâu: The Lightning Platform allows near unlimited customization. Developers can shape the CRM to fit almost any industry.
- Tự động hóa tiên tiến: It supports complex, automated customer journeys. This marketing automation can be tuned to specific industry needs.
- Báo cáo tùy chỉnh: 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 kế toán hệ thống.
- 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.
Ưu điểm và nhược điểm của Salesforce
✅ Ưu điểm
- 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
❌ Nhược điểm
- Steep learning curve and dedicated training
- Setup can take months and need consultants
- Pricing rises sharply at higher tiers
So sánh tính năng
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.
| Tính năng | Sâu sắc | Salesforce |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | 25 đô la/người dùng/tháng |
| Gói miễn phí | ✅ (2 người dùng) | ❌ |
| Quản lý dự án | ✅ | ❌ |
| AI Forecasting (Einstein) | ❌ | ✅ |
| Bảng điều khiển tùy chỉnh | ✅ | ✅ |
| Third Party Integrations | 500+ apps | Vast network |
| Ứng dụng di động | ✅ | ✅ |
| Dễ sử dụng | ✅ Beginner | ❌ Steep |
| Tốt nhất cho | Doanh nghiệp nhỏ | Doanh nghiệp |
1. CRM Platform & Core Function
Thông minh: 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
Thông minh: 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.
⚠️ Cảnh báo: Salesforce setup can take months. Budget for training time and possible consultant fees before you switch.
3. Project Management & Tracking
Thông minh: 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. Trí tuệ nhân tạo & Tự động hóa
Thông minh: 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 Ứng dụng AI development. This is where the platform pulls ahead.
5. Báo cáo & Phân tích
Thông minh: 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. Sự tích hợp
Thông minh: 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 kế toán systems. This breadth is hard for rivals to match.
7. Ứng dụng di động
Thông minh: The Insightly mobile app scans business cards and records tiếng nói 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
Thông minh: 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
Thông minh: Insightly handles email and basic marketing campaigns inside the CRM. It fits simple tiếp cận cộng đồng 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. Định giá & Chi phí
Hãy cùng so sánh các gói giá cạnh nhau.
| Kế hoạch | Sâu sắc | Salesforce |
|---|---|---|
| Miễn phí | ✅ (2 người dùng) | ❌ |
| Cấp độ cơ bản | $29/user/mo (Plus) | $25/user/mo (Essentials) |
| Hạng trung | $49/user/mo (Professional) | $75/user/mo (Professional) |
| Hạng cao nhất | $99/user/mo (Enterprise) | $150/user/mo (Enterprise) |
Thông minh: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Sâu sắc | Free plan and lower tiers |
| Tính năng nâng cao | Salesforce | Einstein AI and automation |
| Quản lý dự án | Sâu sắc | Built into the CRM |
| Heavy customization | Salesforce | Lightning Platform |
| Thân thiện với người mới bắt đầu | Sâu sắc | No steep learning curve |
💰 Ngân sách của bạn
Insightly is the affordable option for lean teams. Salesforce starts cheap but its advanced features push the price up fast.
🔌 Bộ công nghệ của bạn
Both link with Google Apps and Google Drive. Salesforce wins on the sheer range of third party integrations and accounting systems.
📝 Quy trình bán hàng của bạn
Simple pipelines run fine on Insightly. Complex, multi-stage sales with big data fit Salesforce Sales Cloud better.
🎓 Trình độ kinh nghiệm của bạn
New to CRM technology? Insightly’s user friendly interface is gentle. Salesforce rewards teams ready to invest in dedicated training.
🆓 Dùng thử và bản demo miễn phí
Test both before you buy. Insightly’s free plan and Salesforce’s trial let you compare similar features on a real project.
🛟 Các tùy chọn hỗ trợ
Salesforce bundles email, chat, and phone support. Insightly charges extra for phone help, so factor that into the cost.
Hướng dẫn chuyển đổi
Bạn đã sử dụng một trong những công cụ này rồi? Dưới đây là những điều bạn cần biết nếu chuyển sang sử dụng công cụ khác.
🔄 Bạn đang chuyển từ Insightly sang Salesforce?
✅ Những lợi ích bạn sẽ nhận được:
- Einstein AI and predictive forecasting
- Near unlimited customization for developers
- A wider set of third party integrations
❌ Những gì bạn sẽ mất:
- Built-in project management and tracking
- The free plan for two users
- A quick, training-free setup
📋 Cách chuyển đổi:
- Export your data and customer information from Insightly
- Create a Salesforce account and pick a plan
- Import records and set up custom dashboards
🔄 Bạn đang chuyển từ Salesforce sang Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- A simpler, friendlier user interface
- Project tracking inside the CRM
- Lower pricing tiers and a free CRM start
❌ Những gì bạn sẽ mất:
- Einstein analytics and deep reporting
- The Lightning Platform customization
- Bundled phone and live chat support
📋 Cách chuyển đổi:
- 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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Sâu sắc |
| 🚀 Các tính năng chính | Salesforce |
| 🤖 Trí tuệ nhân tạo & Tự động hóa | Salesforce |
| 📊 Báo cáo | Salesforce |
| 👶 Dễ sử dụng | Sâu sắc |
| 🔌 Tích hợp | Salesforce |
| 🏆 Người chiến thắng chung cuộc | Salesforce |
🏆 NGƯỜI CHIẾN THẮNG: SALESFORCE
Salesforce wins 4 out of 6 categories.
Phù hợp nhất cho: 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.
So sánh chi tiết hơn với Insightly
Dưới đây là cách Insightly so sánh với các đối thủ cạnh tranh khác:
Insightly thắng nhờ: Built-in project tracking, lower paid pricing, simpler setup for small teams
HubSpot thắng nhờ: Stronger marketing automation, a larger free CRM tier, deeper content tools
Insightly thắng nhờ: Cleaner user interface, tighter project management, easier onboarding
Zoho CRM vượt trội ở các điểm sau: Lower entry price, more built-in apps, broader customization options
Insightly thắng nhờ: Project tracking, relationship linking, all-in-one contact management
Pipedrive thắng nhờ: Visual sales pipeline, faster deal entry, leaner focus on sales only
So sánh chi tiết hơn về Salesforce
Dưới đây là cách Salesforce so sánh với các đối thủ cạnh tranh khác:
Salesforce thắng thế nhờ: Deeper customization, Einstein AI forecasting, scale for big sales teams
HubSpot thắng nhờ: Gentler learning curve, all-in-one marketing, friendlier free plan
Salesforce thắng thế nhờ: Advanced analytics, vast integrations, enterprise-ready workflows
Zoho CRM vượt trội ở các điểm sau: Far lower cost, quicker setup, better value for doanh nghiệp nhỏ
Salesforce thắng thế nhờ: Platform depth, custom reports, breadth of third party integrations
Freshsales thắng nhờ: Simpler pricing, faster start, lighter feel for small teams
Câu hỏi thường gặp
Insightly có ích gì?
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.
Phần mềm nào tốt hơn 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.
Ai sử dụng 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.
Liệu Salesforce vẫn còn là... CRM tốt nhất?
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.
Ai là đối thủ cạnh tranh lớn nhất của 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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