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 today!
定价： 它提供免费试用。高级计划起价为每月 25 美元。
主要特点：
- Lead management
- Sales forecasting
- Opportunity management
需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered.
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理
- 工作流程自动化
- Relationship Linking
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 替代方案…
我们的观点
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
主要优点
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.
- 强大的自动化功能： 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.
定价
- Starter Suite：每位用户每月 25 美元。
- Pro Suite: $100/user/month.
- 企业: $165/user/month.
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
什么是 Insightly？
Now, let’s look at Insightly.
It’s built for small to mid-sized businesses.
这是一个 客户关系管理 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…
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
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.
- 洞察： 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 数据 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.
- 洞察： Insightly is also adding AI features. It uses 人工智能工具 primarily to automate small tasks and clean up contact management. Insightly’s focus is on making daily productivity better for 小型企业 用户。
3. Ease of Use and Onboarding
- Salesforce： Salesforce CRM is highly customizable. However, this complexity means a steeper learning curve. The 最佳 CRM choice here often depends on how large your Salesforce team is.
- 洞察： Insightly is designed to 制作 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.
- 洞察： 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.
- 洞察： Insightly includes Insightly Marketing 自动化 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.
- 洞察： 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.
- 洞察： 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.
- 洞察： 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 小型企业 to enterprise. Its cost grows as you add users and features. The total cost of ownership can be very high.
- 洞察： 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?
- 定价模型： 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.
- Se você precisa gerenciar diversas plataformas de mídia social além das principais, o Buffer pode ser uma escolha melhor. 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.
- 核心功能： Look for robust contact management, task management, and an opportunities dashboard. Can you schedule emails and create a new version of a report easily?
- 定制： 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.
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.
More of Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce 与 Pipedrive 对比: 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 与 GoHighLevel 对比: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce 与 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 与 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 与 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 与 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 与 Insightly: Salesforce 提供了一个全面、高度可定制的 CRM，可满足不同的业务需求；Insightly 提供了一个多功能的 CRM，集成了项目管理功能，因其易于使用而经常受到中小型企业的青睐。
- 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。
- 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.
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 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 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 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 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 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 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 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 vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
- 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
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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