Insightly

★★★★ 4
VS
Salesforce icon

Salesforce

★★★★ 4.3
Feature Insightly Salesforce
Pricing Free / from $29/mo From $25/mo
Free Plan ✓ Yes ✗ No
Rating 4 / 5 4.3 / 5
Best For growing-businesses, project-based-companies, professional-services, mid-market enterprise, sales-organizations, large-teams, complex-b2b
Founded 2009 1999
Contact Management
Pipeline Management
Project Management
Workflow Automation
Email Tracking
Reporting
Sales Cloud
Service Cloud
Marketing Cloud
Einstein Ai
Appexchange
Reports Dashboards

✓ Insightly Pros

  • CRM plus project management
  • Good workflow automation
  • AppConnect integration platform
  • Affordable pricing

✗ Insightly Cons

  • Interface feels dated
  • Limited marketing features
  • Reporting could be stronger

✓ Salesforce Pros

  • Most customizable CRM platform available
  • Massive AppExchange ecosystem (7000+ apps)
  • Einstein AI for predictive insights
  • Handles the most complex business processes

✗ Salesforce Cons

  • Very expensive with add-on costs
  • Requires dedicated admin for proper setup
  • Steep learning curve for customization

The Verdict

Insightly is built for growing businesses and project based companies, with a focus on contact-management and pipeline-management. Salesforce targets enterprise and sales organizations and leads with sales-cloud and service-cloud.

Pricing is close: Salesforce starts at $25/mo versus $29/mo for Insightly — not a deciding factor on its own.

Insightly has a free plan, which gives it a meaningful edge for individuals and small teams exploring their options. Salesforce requires a paid subscription from day one.

Feature-wise, Salesforce offers broader built-in capabilities (7 features vs 6), while Insightly takes a more focused approach — which can mean a simpler, faster onboarding experience.

Bottom line: Salesforce has a slight overall edge — but if crm plus project management matters most to you, Insightly may still be the right call.

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