Salesforce vs Insightly: Which is The Right CRM in 2025

亚军

9.0

• 超强销售云
• 个性化外联
• 商务云
• 客户支持跟踪
• Cool 电子邮件模板
• 提供免费计划
• 付费计划起价为 $25/月

立即尝试

优胜者

8.0

• 管道管理
• 线索追踪
• 工作流程自动化
• 项目管理
• 洞察力营销
• 提供免费计划
• 付费计划，每月 29 美元起

立即尝试

Choosing a 客户关系管理 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.

概述

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 报告, to give you a clear, hands-on comparison.

Ready to explore the world’s leading 客户关系管理? Sign up for a free trial of Salesforce!

9满分 10 分

定价： 它有免费计划。高级计划起价为每月 25 美元。

主要特点：

• Built-in Phone & Email
• AI-Powered Insights
• 交易管理

免费试用 Salesforce 阅读完整评论

需要 客户关系管理 您的公司是否拥有强大的项目管理工具，而不仅仅局限于销售？

8满分 10 分

定价： 它有一个免费计划。高级计划起价为 $29/月。

主要特点：

• 营销自动化
• Sales Pipelines
• Service Hub

免费试用 Insightly 阅读完整评论

什么是 Salesforce？

Okay, let’s talk about Salesforce—It’s a force in Salesforce.

Think of it as a super-powered tool.

它有助于企业管理客户关系。

It handles sales, marketing, and service.

此外，探索我们最喜欢的 Salesforce 替代品…

销售团队

9.0

准备好了解 Salesforce 的功能了吗？立即开始免费试用并体验一下！

免费试用 Salesforce 阅读完整评论

主要优点

• 行业领导者： Salesforce dominates the 客户关系管理 market for a reason.
• 高度可定制： 量身定制 Salesforce，满足您的确切需求。
• 庞大的生态系统 与数以千计的应用程序和服务集成。
• 可扩展的解决方案： 发展业务的同时，CRM 也不会过时。

定价

Salesforce 提供各种计划以满足您的预算需求：

• Starter Suite：每位用户每月 25 美元。
• Pro Suite: $100/user/month.
• 企业: $165/user/month.
• 无限: $330/user/month.
• Einstein 1 Sales: $500/user/month.

什么是 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.

此外，探索我们最喜欢的 Insightly 替代品…

Insightly

8.0

准备精简您的 商业 processes and build stronger relationships? Start your free trial of Insightly and see the difference!

免费试用 Insightly 阅读完整评论

主要优点

• 提高生产率：通过 20% 提高项目完成率。
• 增加收入： 有效跟踪线索，达成更多交易。
• 加强合作： 连接团队，加强沟通。
• 获得宝贵的见解： 深入了解客户。

定价

• Insightly offers flexible plans for different needs and budgets. Check them out:
• 加： Starts at $29/user/month
• 专业的： Starts at $49/user/month
• 企业： Starts at $99/user/month

功能比较

Let’s dive into the nitty-gritty.

We’ll compare key features, helping you see which platform aligns best with your business needs.

Get ready for a detailed breakdown.

1. CRM Platform and Ease of Use

• Salesforce：
  • A robust, cloud-based CRM system with extensive capabilities.
  • Offers deep customization but can have a steeper learning curve.
  • While powerful, the ease of use can vary depending on the specific Salesforce products used.
• 真知灼见：
  • A versatile CRM designed to be easier to use, especially for smaller teams.
  • Focuses on a user-friendly interface and drag and drop functionality.
  • Insightly offers a more streamlined experience, making it easier to use out of the box.

2.营销自动化

• Salesforce：
  • Provides advanced marketing automation features through Marketing Cloud.
  • Offers comprehensive campaign management and detailed analytics and reporting.
  • Powerful marketing automation tools, but can be complex.
• 真知灼见：
  • Offers built-in marketing automation features, including email tracking and lead scoring.
  • Provides solid marketing automation tools, but with less complexity and easier to use.
  • Strong for small to mid-sized businesses looking for effective marketing automation features.

3. Automation Tools and Workflow Automation

• Salesforce：
  • Offers extensive workflow automation capabilities, allowing businesses to automate complex processes.
  • Provides a powerful automation platform to automate many processes.
  • Allows for highly customized automated workflow.
• 真知灼见：
  • Provides automated workflow features to automate routine tasks and improve efficiency.
  • Allows for the automated workflow to automate repetitive tasks and improve sales performance.
  • Focuses on making 自动化 more accessible.

4. Integrations and Customization

• Salesforce：
  • Offers a vast ecosystem of integrations and a highly customizable platform.
  • Allows for deep customization to tailor the CRM to specific business needs.
  • Many ways to integrate with other software.
• 真知灼见：
  • Provides a solid selection of integrations, though fewer than Salesforce.
  • It has Salesforceforce automation options but is less extethanred to Salesforce.
  • ItSalesforces well with many popular business applications.

5.分析和报告

• Salesforce：
  • Provides powerful analytics and reporting tools to make data-driven decisions.
  • Offers detailed reporting tools to track sales performance and understand customer needs.
  • Helps businesses of all sizes make informed decisions.
• 真知灼见：
  • Offers basic analytics and reporting features to track leads and sales.
  • It provides reporting tools to track key metrics but with less depth than Salesforce.
  • AlSalesforceeng of leads and sales performance.

6. Sales Team and Lead Management

• Salesforce：
  • Provides comprehensive tools for sales team management and lead tracking.
  • Offers advanced lead scoring and management features to optimize sales performance.
  • Designed to help the sales team close more deals.
• 真知灼见：
  • Offers effective lead management features, including lead tracking and email tracking.
  • Provides tools to help the sales team track leads and manage customer interactions.
  • Designed to help small to mid-sized sales teams.

7. Total Cost of Ownership

• Salesforce：
  • Can have a higher total cost of ownership due to complex pricing and potential add-ons.
  • The price can increase as you use the software and add more features.
  • Considered one of the best Salesforce, but Salesforce costs.
• 真知灼见：
  • Generally, it offers a lower total cost of ownership, especially for smaller businesses.
  • Insightly offers simple and transparent pricing.
  • Considered a good alternative to Salesforce.

What To Look For When Choosing CRM Software?

• 可扩展性： 它能与您的业务共同成长吗？
• 特定行业的需求： Does it cater to your unique requirements?
• 客户支持： Is help readily available?
• 移动可访问性： Can you access it on the go?
• 安全： How well does it protect your data?
• 免费试用： Does the CRM offer a free trial to test the software?
• Alternative to Salesforce: If you are looking for an alternative to Salesforce, which Salesforce key differences?
• Insightly Offers: Does Insightly offer the features you are looking for?

最终裁决

那么，哪一个会获胜？

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.

免费试用 Salesforce 阅读完整评论

免费试用 Insightly 阅读完整评论

More of Salesforce

以下是 Salesforce 与这些软件解决方案的简要比较：

• Salesforce vs Gohighlevel: Salesforce 是企业级 CRM，具有广泛的定制功能，是大型企业的理想选择，而 GoHighLevel 则提供一体化的营销和销售平台，通常受到小型企业和机构的青睐。
• Salesforce vs Pipedrive: Salesforce 是一款适用于销售、营销和服务的综合性、高度可定制的 CRM，而 Pipedrive 则侧重于直观的可视化销售管道管理，以简化销售流程。
• Salesforce vs Keap: Salesforce 为各种规模的企业提供了一个庞大的、可定制的 CRM 生态系统；Keap 则提供集成的销售和营销自动化，尤其适合小型企业。
• Salesforce vs ActiveCampaign: Salesforce 是一款广泛的企业级 CRM，具有强大的销售自动化功能，而 ActiveCampaign 则在营销自动化、电子邮件营销和客户旅程可视化方面表现出色。
• Salesforce vs Hubspot: Salesforce 强调深度定制和强大的报告功能，以满足复杂的业务需求，而 HubSpot 则提供集成的营销、销售和服务工具套件，界面更加友好。
• Salesforce vs Clickfunnels: Salesforce 是一款用于管理客户关系和销售的综合 CRM；ClickFunnels 则是专门设计的销售漏斗生成器，用于引导客户完成转换。
• Salesforce 与 Folk: Salesforce 是一款高度可扩展、功能丰富的客户关系管理软件，适用于复杂的运营和大型企业；Folk 则是一款更简单的协作式联系人管理和关系建立工具。
• Salesforce vs Instantly: Salesforce 是一个广泛的客户关系管理平台，涵盖客户管理的各个方面；Instantly 擅长自动 冷电子邮件推广 并为有针对性的宣传活动提供线索。
• Salesforce vs ClickUp: Salesforce 是一款功能强大的专用 CRM，用于管理客户互动和销售流程；ClickUp 是一款多功能工作管理平台，在其更广泛的项目管理工具中包含了 CRM 功能。
• Salesforce 与星期一: Salesforce 是一款强大的客户关系管理软件，具有广泛的数据模型，适用于各行各业的复杂工作流程；Monday CRM 提供高度可定制的可视化工作流程，已使用 Monday.com 进行项目管理的公司通常会使用它。
• Salesforce vs 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 Freshsales CRM: Salesforce 是一款高度可定制、可扩展的 CRM，为大型企业提供高级功能；Freshsales CRM 则侧重于人工智能驱动的销售洞察力和自动化，以简化销售管理，通常是小型团队的首选。

关于 Insightly 的更多信息

以下是 Insightly 与这些软件解决方案的简要比较：

• Insightly vs Gohighlevel: Insightly 将客户关系管理与项目管理相结合，而 GoHighLevel 则是销售、营销和代理自动化的综合平台，提供更广泛的潜在客户生成工具。
• Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
• Insightly vs Keap: Insightly 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
• Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
• Insightly vs HubSpot: Insightly 提供了强大的客户关系管理和项目管理功能，而 HubSpot 则为营销、销售和客户服务提供了一个庞大的一体化平台。
• Insightly vs Clickfunnels: Insightly 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
• Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
• Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
• 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 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
• Insightly 与 Capsule CRM: Insightly 是一款功能更丰富的 CRM，具有项目管理功能，而 Capsule CRM 则是一款更简单、直接的联系人和销售机会跟踪器。
• Insightly vs Freshsales: Insightly 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
• Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。

常见问题