选择正确的 客户关系管理 can feel like trying to pick out a new car. Overwhelmed by options?
你并不孤单。
Two popular choices often pop up Insightly and Salesforce.
在本篇文章中，我们将分析以下几种主要区别 Insightly vs Salesforce; which suits you better?
Insightly vs Salesforce: Overview
To give you the most accurate comparison, we’ve spent weeks testing both Insightly and Salesforce.
We dug deep into their features, explored pricing plans, and even spoke to current users to get their honest feedback.
现在，让我们来看看它们的表现如何！
需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered. Explore its powerful features!
定价： 它有一个免费计划。高级计划起价为 $29/月。
主要特点：
- Keep your projects on track.
- Automate tasks & save time.
- Get leads to the right sales.
Ready to boost your sales by 30%? Over 150,000 businesses use Salesforce to close more deals and build stronger customer relationships.
定价： 它有免费计划。高级计划起价为每月 25 美元。
主要特点：
- Predict future revenue.
- Track deals from start to finish.
- Get a clear view of your sales.
什么是 Insightly？
有没有觉得你的 商业 is a juggling act?
Insightly can help! This 客户关系管理 is like a personal assistant for your customer relationships.
It keeps all your contacts, emails, and important notes organized in one place. No more scrambling for information!
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered. Explore its powerful features!
主要优点
Insightly really shines when it comes to these features:
- Relationship Linking: See how your contacts are connected, like a map of your network.
- Customizable Dashboards: Get a snapshot of what matters most to you.
- Built-in Project Management: Manage tasks and deadlines without leaving your CRM.
定价
Ready to get started? Insightly keeps it simple:
- 加： Analisamos as principais opções disponíveis e as colocamos todas em um só lugar.
- 专业的： Aqui está uma lista das nossas melhores recomendações.
- Remaker AI contre Gemini : Você encontrará uma ferramenta que atende exatamente às suas necessidades, seja você iniciante ou profissional.
Você pode ter mais de um espaço de trabalho.
缺点
什么是 Salesforce？
Need a CRM that can handle just about anything?
Salesforce is your go-to. It’s like the Swiss Army knife of customer relationship management.
This powerful platform can help you with sales, marketing, and even customer service.
It’s a one-stop shop for growing your business!
Ready to boost your sales by 30%? Over 150,000 businesses use Salesforce to close more deals and build stronger customer relationships.
主要优点
Salesforce is known for its robust features, including:
- 人工智能洞察： Get smart recommendations and predictions to help you close more deals.
- AppExchange Marketplace: Thousands of apps to customize Salesforce to your exact needs.
- Сценарий из изображений в видео Access your data and stay connected from anywhere.
定价
Salesforce 提供各种计划以满足您的预算需求：
- 启动套件： 每月 $25/用户
- 专业套件 每月 $100/用户
- Remaker AI contre Gemini : $165/用户/月
- 无限： 每月 $330/用户
- 爱因斯坦 1 号销售： 每月 $500/用户
Você pode ter mais de um espaço de trabalho.
缺点
Insightly vs Salesforce: Feature Comparison
Now, let’s get down to business! We’ll compare Insightly and Salesforce head-to-head across seven key features.
This will help you see which CRM software best suits your needs.
User Interface
Both Insightly and Salesforce have user-friendly interfaces, but they take different approaches. Insightly’s user interface is clean and simple, making it easy to navigate.
It’s a great choice for smaller teams or those new to CRM technology. Salesforce, on the other hand, has a more difficult interface with a wider range of features.
This can be overwhelming at first, but it offers more flexibility and customization options as your business grows.
联系人管理
Contact management is a breeze with both platforms.
Insightly CRM and Salesforce allow you to store detailed information about your contacts, track interactions, and segment them into groups.
However, Salesforce prefers more advanced features, such as lead scoring and automated workflows, to help you manage your sales process more effectively.
销售队伍自动化
Looking to streamline your sales process?
Both Salesforce and Insightly offer tools to automate tasks like lead routing and follow-up emails.
Salesforce provides more comprehensive sales force automation capabilities, including sales forecasting and opportunity management, making it a better choice for larger sales teams with complex sales cycles.
营销自动化
While both platforms offer basic marketing automation features, Salesforce has a clear advantage.
It provides a longer range of tools to create email campaigns, track marketing performance, and nurture leads.
This makes Salesforce a better choice for digital marketing agencies and businesses with dedicated marketing teams.
集成
Both Insightly and Salesforce integrate with a variety of third-party apps, but Salesforce boasts a larger AppExchange marketplace with thousands of integrations.
This allows you to connect Salesforce to your 会计 systems, email marketing platforms, and other essential business tools.
Insightly also offers a decent number of integrations, but its selection is more limited.
移动应用程序
Need to access your CRM on the go? Both platforms offer mobile apps.
The Insightly mobile app provides basic functionality, allowing you to view contacts, update records, and track tasks.
Salesforce’s mobile app is more robust, offering a wider capacity of features & a better user experience.
Free CRM
While both platforms offer free trials, only Insightly offers a free CRM plan.
This plan is limited in features but can be a good option for very 小型企业 or those just starting with CRM.
Salesforce pricing starts at $25/user per month, making it a more expensive option, but it offers more features and scalability.
Hopefully, this comparison gives you a better understanding of the strengths & weaknesses of each platform!
选择 CRM 平台时应注意什么？
- Think Long-Term: Consider your future needs. Will the CRM scale with your business?
- Support Matters: Check out the support options. Will you need phone support, or are you okay with email and online resources?
- Don’t Overlook Reporting: How easy is it to get the data you need? Robust reporting features are essential for tracking performance and making informed decisions.
- Free Trials Are Your Friend: Take advantage of free trials to test drive the CRM and see if it’s a good fit for your team.
- Consider Your Budget: CRM pricing can vary significantly. Factor in the cost per user and any additional fees for features or support.
最终裁决（我们的选择）
In the battle of Salesforce vs Insightly, Insightly takes the crown.
While Salesforce has a user-friendly interface and is great for small businesses, Insightly offers more power and flexibility.
Its advanced features & customization options make it ideal for growing businesses.
Insightly empowers your sales team with comprehensive sales automation and reporting.
最佳的 CRM 取决于您的需求和预算。
However, for a platform that can grow with your business and provide the tools you need to succeed, Insightly is our top pick.
We’ve helped countless businesses choose the right CRM, and we’re confident in our recommendation.
常见问题
Is Insightly really easier to use than Salesforce?
Yes, generally speaking, Insightly is more intuitive and easier to get started with. It has a cleaner interface and fewer features, which can be less overwhelming for new users.
Can I import my data from another CRM to Insightly or Salesforce?
Absolutely! Both platforms allow you to import data from spreadsheets or other CRM systems. They also offer data migration services if you need assistance.
Which CRM is better for small businesses with limited budgets?
Insightly is often a better choice for small businesses due to its affordability & ease of use. It offers a free plan, and its paid plans are generally less expensive than Salesforce.
Does Salesforce offer any discounts on its pricing?
Yes, Salesforce occasionally offers discounts for nonprofits and educational institutions. They also sometimes have promotions for new customers.
Can I customize both Insightly and Salesforce to fit my specific needs?
Both platforms offer customization options, but Salesforce provides more flexibility. It has a larger AppExchange marketplace with thousands of apps and integrations, allowing you to tailor it to your exact requirements.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean