Salesforce vs Insightly CRM: Which CRM is Best?
Salesforce is an enterprise-grade CRM ideal for large enterprises, whereas Insightly CRM is an comprehensive CRM suitable for businesses of all sizes. Salesforce offers Einstein AI and advanced analytics, highly customizable platform, and market-leading enterprise features, while Insightly CRM offers CRM with project management, lead and contact management, and AI Copilot. Plus, Professional, and Enterprise; free plan for up to 2 users; 14-day trial.
Salesforce vs Insightly CRM: Detailed Comparison
| CRM Features | Salesforce | Insightly CRM |
|---|---|---|
| Onboarding & Migration Assistance | Data Import Wizard (up to 50K records); Data Loader for bulk (up to 150M records); AppExchange migration and integration apps; professional services available | Bulk import/update via CSV (match by Record ID); built-in import for contacts, leads, organizations, custom records; Skyvia and third-party ETL for complex migration |
| Data Import Tools | Data Import Wizard (Setup) for standard objects; Data Loader (Bulk API 2.0) for CSV, 150M+ records; field mapping and duplicate handling | CSV import with duplicate checking and custom fields; REST API for import/export and sync; bulk update by Record ID |
| Pre-Built Templates & Workflows | AppExchange apps and templates; Flow and Process Builder; Einstein automation; industry solutions | REST API for workflows and automation; SDKs for Java, .Net, Python; Swagger; lead capture and sync integrations |
| AI Behavior | Yes; Einstein AI for forecasting, scoring, insights | Limited |
| Security Audit | Trust.salesforce.com; event monitoring; field audit trail; compliance certifications (SOC 2, etc.) by edition | API key authentication; rate limits; role-based access; compliance by plan |
| Scalability | Enterprise-grade; unlimited custom objects and records; scales to largest deployments | Plus to Enterprise; API rate limits; pagination for large result sets |
| Third-Party Integrations | AppExchange 1000+ apps; Zapier, Workato; APIs and Lightning Connect | REST API; insightly.com/api-for-developers; Skyvia, Zapier, and custom integrations |
| Deployment Model | Cloud only | Cloud only |
| API Availability | Yes; REST and Bulk API on paid plans; comprehensive API documentation | Yes; REST API on paid plans; API key in User Settings |
Salesforce vs Insightly CRM: Pricing
| Pricing | Salesforce | Insightly CRM |
|---|---|---|
| Free Plan Availability | Yes; free tier with up to 2 user licenses | Yes; free plan for up to 2 users |
| Free Trial Duration | Free trial available | 14 days for paid plans |
| Starting Price (per user/month) | $25 | $29 |
| Pricing Model (per user / flat / tiered) | Per user | Per user; billed annually |
| Monthly Billing Option | Yes | Contact vendor |
| Annual Billing Option | Yes; typically required for listed prices | Yes; standard |
| Annual Discount Availability | Varies; annual commitment common | Prices listed are annual |
| Entry-Level Plan Price | $25/user/month (Starter Suite) | $29/user/month (Plus) |
| Mid-Tier Plan Price | $100/user/month (Pro Suite); Enterprise $175/user/month | $49/user/month (Professional) |
| Highest / Enterprise Plan Price | $350/user/month (Unlimited); Agentforce from $550/user/month | $99/user/month (Enterprise) |
| Minimum User Requirement | Varies by edition | Up to 2 users on free |
| Contract Requirement | Annual contract typical for most editions | Annual billing standard |
| Add-on Costs | Add-ons and extra products available; varies | Varies by plan |
| Feature Gating by Plan | Yes; features vary by tier (Starter, Pro, Enterprise, Unlimited) | Yes; Plus, Professional, Enterprise |
| API Access by Plan | Yes; API on paid plans | Yes; API on paid plans |
| Storage Limits by Plan | Varies by plan | Varies by plan |
| Support Level by Plan | Varies by plan; higher tiers get premium support | Varies by plan |
| Onboarding / Setup Fees | Professional services available; not mandatory | No mandatory setup fee |
| Upgrade / Downgrade Flexibility | Yes; can change plan | Yes; can change plan |
| Cancellation & Refund Policy | Per contract terms | Contact vendor |
| Price Transparency Level | High; public pricing on website | High; public pricing on website |
Salesforce vs Insightly CRM: Which one to choose?
- Choose Salesforce if you are a large enterprises that needs a enterprise-grade that offers Einstein AI and advanced analytics, highly customizable platform, and market-leading enterprise features.
- Choose Insightly CRM if you are a businesses of all sizes that needs a comprehensive CRM that offers CRM with project management, lead and contact management, and AI Copilot. Plus, Professional, and Enterprise; free plan for up to 2 users; 14-day trial..
Frequently Asked Questions (FAQ)
1. Which is better, Salesforce or Insightly CRM?
Salesforce offers Einstein AI and advanced analytics, highly customizable platform, and market-leading enterprise features and is perfect for large enterprises, whereas Insightly CRM offers CRM with project management, lead and contact management, and AI Copilot. Plus, Professional, and Enterprise; free plan for up to 2 users; 14-day trial. and is ideal for businesses of all sizes.
2. Which is cheaper, Salesforce or Insightly CRM?
Salesforce's free plan offers Free Suite (2 users); Starter $25/user/month; Pro $100; Enterprise $175; Unlimited $350; Agentforce from $550 whereas Insightly CRM's paid plan offers Plus $29/user/month; Professional $49 (recommended); Enterprise $99; free plan for 2 users; All-in-One bundle saves up to 30%. For entry-level paid plans, Salesforce is the cheaper option and is generally cheaper and more cost-effective than Insightly CRM, making it ideal for large enterprises.
3. How does Salesforce compare to Insightly CRM for sales teams?
Salesforce is preferred by sales teams that require ease of use, fast onboarding, and streamlined workflows. Insightly CRM is suitable for teams that need advanced customization, reporting, and scalability.
4. What are the pros and cons of Salesforce and Insightly CRM?
| CRM Platform | Pros | Cons |
|---|---|---|
| Salesforce |
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| Insightly CRM |
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5. Are integrations included or paid separately for Salesforce and Insightly CRM?
For Salesforce, integrations are typically included in the plan: integrations in its base plan with options to extend.. Insightly CRM, on the other hand, limits integrations to specific plans or charges. Check each vendor’s current plan for what is included or paid separately.
6. Do Salesforce and Insightly CRM include AI-powered features?
Salesforce offers AI features such as automation, insights, while Insightly CRM provides AI tools such as automation, insights.
7. How long does implementation usually take for Salesforce and Insightly CRM?
Salesforce is generally quicker to deploy, often taking Varies. Insightly CRM typically requires Varies.
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