Jake Tech Lab

Salesforce vs Insightly

Insightly comes out ahead of Salesforce on 3 of the 6 things that decide this, going by what each company publishes and what independent review sites report. The one that matters for you may be one the leader loses.

Salesforce
Salesforce
6.0
Fair
2 of 6 rounds
vs
InsightlyWinner
Insightly
6.9
Fair
3 of 6 rounds

The verdict

Insightly takes it, 3–2 on rounds.

On the published figures and the independent review sites, Insightly takes 3 of 6 rounds. Treat that as a starting point and check the current figures on both pages, because prices and plans move.

Choose Salesforce if…

  • • You want Salesforce's edge on what it costs to start and trying it before you pay

Choose Insightly if…

  • • You want Insightly's edge on what automation costs and what automation adds to the bill

Round by round

  1. Round 1What it costs to startSalesforce wins
    Salesforce8/10

    $25

    Starter Suite, per user per month

    Source: salesforce.com ↗

    Insightly5/10

    $29

    Plus, per user per month billed annually

    • $29, against $25

    Source: insightly.com ↗

    Salesforce wins this round on what the company itself publishes.

  2. Round 2Trying it before you paySalesforce wins
    Salesforce8/10

    30-day free trial

    a free trial, no free plan; no credit card needed

    Source: salesforce.com ↗

    Insightly5/10

    14-day free trial

    no credit card required

    • 14-day free trial, against 30-day free trial

    Source: insightly.com ↗

    Salesforce wins this round on what the company itself publishes.

  3. Round 3What automation costsInsightly wins
    Salesforce5/10

    $100

    Pro Suite, where workflow and process automation begins

    • $100, against $49

    Source: salesforce.com ↗

    Insightly8/10

    $49

    Professional, where workflow automation begins

    Source: insightly.com ↗

    Insightly wins this round on what the company itself publishes.

  4. Round 4What automation adds to the billInsightly wins
    Salesforce5/10

    +$75

    Pro Suite (automation) $100 vs Starter Suite $25 per user/month

    • +$75, against +$20

    Source: salesforce.com ↗

    Insightly8/10

    +$20

    from $29 to $49 per user per month

    Source: insightly.com ↗

    Insightly wins this round on what the company itself publishes.

  5. Round 5What customers say on TrustpilotInsightly wins
    Salesforce5/10

    1.3 out of 5

    TrustScore from 657 reviews on Trustpilot

    • 1.3 out of 5, against 2.1 out of 5

    Source: trustpilot.com ↗

    Insightly8/10

    2.1 out of 5

    TrustScore from 13 reviews on Trustpilot

    Source: trustpilot.com ↗

    Insightly wins this round on independent review-site data, not on its own claims.

  6. Round 6Emailing many contacts at onceTie
    Salesforce7/10

    Email campaigns included

    Starter Suite: dynamic email nurture campaigns

    • Starter Suite

    Source: salesforce.com ↗

    Insightly7/10

    2,500 mass emails a day

    Plus

    Source: insightly.com ↗

    Nothing to separate them here.

SalesforceSalesforce
InsightlyInsightly

Side by side

InsightlyBest for what automation adds to the billInsightly
Overall score
6.0
6.9
Best
Price
See price
See price
What automation adds to the bill
5.4
8.0
What it costs to start
5.4
5.0
What automation costs
5.0
8.0
What customers say on Trustpilot
5.0
6.5
Trying it before you pay
6.9
5.7
Head-to-head findings
What automation adds to the bill
+$75
+$20
What it costs to start
$25
$29
What automation costs
$100
$49
What customers say on Trustpilot
1.3 out of 5
2.1 out of 5
Trying it before you pay
30-day free trial
14-day free trial
How well it connects
more than 7000
—
Who picks up when you are stuck
—
Phone and email, 9am to 4pm PT
Emailing many contacts at once
Email campaigns included
2,500 mass emails a day
Record
Head-to-head record
0–5–3
3–0–1
Head-to-heads won
0 %
100 %
Rounds won
33 %
57 %
Pros
  • apps on AppExchange, its own marketplace
  • Starter Suite
  • from $25 to $100 per user per month
  • Plus
Cons
  • $25, against $20
  • 30-day free trial, against Free CRM
  • $100, against $50
  • Dialer add-on or third-party phone, against Calling minutes on Starter
  • $29, against $25
  • 14-day free trial, against 30-day free trial
  • $29, against $20
  • 14-day free trial, against Free CRM
Add a third option to this comparison →

More CRMs match-ups