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Compare Insightly CRM and Salesforce Sales Cloud

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At a Glance
Insightly CRM
Insightly CRM
Star Rating
(928)4.2 out of 5
Market Segments
Small-Business (73.1% of reviews)
Information
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plans
Salesforce Sales Cloud
Salesforce Sales Cloud
Star Rating
(24,804)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Information
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plans
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Salesforce Sales Cloud excels in Opportunity & Pipeline Management with a score of 8.7, while Insightly CRM trails slightly behind at 8.2. Reviewers mention that Salesforce's robust features allow for better tracking and management of sales opportunities.
  • Reviewers mention that Salesforce Sales Cloud offers superior Lead Management capabilities, scoring 8.5 compared to Insightly's 8.1. Users on G2 appreciate Salesforce's advanced lead qualification and follow-up features, which streamline the sales process.
  • Users say that Salesforce's Customer Support features, including Case Management and a dedicated support portal, score higher (8.3) than Insightly's (7.8). Reviewers highlight the effectiveness of Salesforce's support in resolving issues quickly.
  • G2 users report that Salesforce Sales Cloud provides better Integrations, particularly with tools like MS Teams and Zoom, scoring 8.8 compared to Insightly's 7.9. Reviewers mention that these integrations enhance collaboration and communication within teams.
  • Reviewers mention that Insightly CRM shines in Ease of Use with a score of 8.4, slightly higher than Salesforce's 8.1. Users appreciate Insightly's intuitive interface, making it easier for small businesses to adopt and utilize the software effectively.
  • Users on G2 report that Salesforce Sales Cloud's Customization options are more extensive, scoring 8.5 compared to Insightly's 7.9. Reviewers highlight the ability to tailor the platform to specific business needs, which is a significant advantage for larger organizations.
Pricing
Entry-Level Pricing
Insightly CRM
Plus
$29
/ user, per month (billed annually)
Browse all 3 pricing plans
Salesforce Sales Cloud
Starter Edition
$25.00
1 User Per Month
Browse all 4 pricing plans
Free Trial
Insightly CRM
Free Trial is available
Salesforce Sales Cloud
Free Trial is available
Ratings
Meets Requirements
8.2
786
8.8
13,540
Ease of Use
8.4
791
8.2
17,360
Ease of Setup
8.3
348
7.8
8,418
Ease of Admin
8.5
335
7.9
4,310
Quality of Support
8.0
673
8.1
11,796
Has the product been a good partner in doing business?
8.5
320
8.4
4,274
Product Direction (% positive)
8.0
761
8.2
13,215
Features by Category
Sales Force Automation
8.4
618
|
Verified
8.8
9420
|
Verified
Feature Not Available
8.3
6362
|
Verified
8.2
592
|
Verified
8.7
9140
|
Verified
8.1
620
|
Verified
8.3
9399
|
Verified
7.5
347
|
Verified
8.0
7284
|
Verified
8.0
449
|
Verified
8.2
7576
|
Verified
7.5
336
|
Verified
8.0
6722
|
Verified
7.6
346
|
Verified
8.1
6623
|
Verified
8.0
420
|
Verified
8.3
7375
|
Verified
Marketing Automation
7.6
403
|
Verified
8.0
6634
|
Verified
Feature Not Available
8.1
6958
|
Verified
8.1
520
|
Verified
8.5
7978
|
Verified
7.5
337
|
Verified
7.9
5399
Customer Support
7.8
392
8.3
6779
|
Verified
7.8
397
8.1
6354
|
Verified
7.9
457
8.2
6749
|
Verified
7.6
323
|
Verified
8.0
5468
|
Verified
7.8
359
8.2
5958
|
Verified
Reporting & Analytics
7.9
524
|
Verified
8.5
8902
|
Verified
7.9
547
|
Verified
8.5
9087
|
Verified
7.6
385
|
Verified
8.2
7398
|
Verified
Mobile & Social
7.8
354
|
Verified
7.9
5586
|
Verified
7.7
350
|
Verified
7.8
5218
|
Verified
7.8
413
|
Verified
7.7
6065
|
Verified
Platform
8.0
314
|
Verified
8.5
3564
|
Verified
8.1
309
|
Verified
8.5
3571
|
Verified
8.4
320
|
Verified
8.6
3596
|
Verified
8.0
214
|
Verified
8.4
2875
|
Verified
7.2
87
8.5
3148
|
Verified
7.6
249
|
Verified
8.1
3170
|
Verified
8.3
319
|
Verified
8.7
3570
|
Verified
7.6
214
|
Verified
8.1
3004
Integration
8.0
287
|
Verified
8.5
2580
|
Verified
7.6
236
|
Verified
8.5
3032
|
Verified
7.3
223
|
Verified
8.5
2873
|
Verified
Generative AI
6.7
25
7.6
859
Agentic AI - CRM
7.0
5
7.8
221
8.0
5
7.9
222
7.7
5
8.2
219
8.0
5
8.0
217
Not enough data
8.0
215
7.0
5
8.0
216
7.3
5
8.1
217
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.8
398
Lead Facilitation
Not enough data
8.6
268
Not enough data
8.8
287
Not enough data
8.7
309
Not enough data
8.6
284
Organization
Not enough data
8.9
344
Not enough data
8.8
335
Not enough data
8.8
329
Performance Analysis
Not enough data
8.4
278
Not enough data
8.8
301
Sales Analysis
Not enough data
8.4
279
Not enough data
8.8
293
Generative AI
Not enough data
8.4
117
Not enough data
8.3
117
Agentic AI - AI Sales Assistant
Not enough data
9.3
20
Not enough data
9.1
20
Not enough data
9.0
20
Not enough data
9.1
19
Not enough data
9.4
20
Not enough data
9.3
20
Not enough data
9.3
20
Not enough data
8.3
587
Integrated Workflows
Not enough data
8.7
513
Not enough data
8.5
505
Not enough data
8.1
461
Not enough data
8.1
456
Not enough data
8.8
514
Not enough data
8.4
463
Not enough data
8.6
476
Repeatability and Reportability
Not enough data
8.4
478
Not enough data
8.7
496
Not enough data
8.7
492
Not enough data
8.3
478
Not enough data
7.7
412
AI and Automation
Not enough data
8.5
456
Not enough data
8.4
464
Not enough data
8.2
423
Not enough data
8.0
427
Not enough data
7.8
409
Generative AI
Not enough data
7.4
264
Agentic AI - Sales Engagement
Not enough data
8.2
81
Not enough data
8.4
81
Not enough data
8.5
79
Not enough data
8.3
81
Not enough data
8.3
81
Not enough data
8.2
81
Not enough data
8.4
80
Conversation IntelligenceHide 15 FeaturesShow 15 Features
Not enough data
8.8
178
Call Analytics
Not enough data
8.7
132
Not enough data
8.6
136
Not enough data
8.7
132
Not enough data
8.9
132
Agent Performance Management
Not enough data
8.7
141
Not enough data
8.7
125
Not enough data
8.7
142
Generative AI
Not enough data
8.2
57
Agentic AI - Conversation Intelligence
Not enough data
8.8
12
Not enough data
9.2
13
Not enough data
9.3
12
Not enough data
9.2
13
Not enough data
8.8
12
Not enough data
9.1
13
Not enough data
9.1
13
Revenue Operations & Intelligence (RO&I)Hide 23 FeaturesShow 23 Features
Not enough data
8.3
68
Revenue Sourcing and Forecasting
Not enough data
8.6
61
Not enough data
8.4
61
Not enough data
8.8
62
Not enough data
8.6
59
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.2
54
CRM Data Enrichment
Not enough data
8.1
59
Not enough data
8.4
57
Not enough data
8.2
55
Not enough data
8.0
58
Not enough data
8.5
52
Account Management
Not enough data
8.2
59
Not enough data
8.0
59
Not enough data
8.1
56
Not enough data
8.2
55
Not enough data
8.7
52
Not enough data
8.4
52
Agentic AI - Revenue Operations & Intelligence (RO&I)
Not enough data
7.9
17
Not enough data
8.1
17
Not enough data
8.3
17
Not enough data
8.1
17
Not enough data
8.1
17
Not enough data
8.3
170
Integrations
Not enough data
8.1
156
Not enough data
8.5
156
Not enough data
8.1
157
Not enough data
8.1
156
Not enough data
8.8
157
Branding & Customizatio
Not enough data
8.1
151
Not enough data
8.2
155
Not enough data
8.3
154
Automatic Rules & Configurations
Not enough data
8.4
155
Not enough data
8.3
154
Not enough data
8.0
157
Agentic AI - Business Scheduling
Not enough data
8.5
33
Not enough data
8.3
33
Not enough data
8.4
179
Sales Performance Features - Sales Planning
Not enough data
8.4
169
Not enough data
8.5
160
Not enough data
8.5
165
Not enough data
8.6
165
Not enough data
8.6
163
Not enough data
8.8
163
Not enough data
8.1
160
Territory Management - Sales Planning
Not enough data
8.6
161
Not enough data
8.4
166
Quota & Capacity Management - Sales Planning
Not enough data
8.3
163
Not enough data
8.3
170
Not enough data
8.4
164
Agentic AI - Sales Planning
Not enough data
8.3
50
Not enough data
8.5
49
Not enough data
8.5
489
Agentic AI - Lead Scoring
Not enough data
7.8
45
Not enough data
8.1
45
Not enough data
7.8
45
Not enough data
7.9
46
Attribution
Not enough data
8.9
439
Not enough data
8.9
443
Not enough data
8.6
425
Discovery
Not enough data
8.9
446
Not enough data
8.6
441
Not enough data
8.5
423
Management
Not enough data
8.5
412
Not enough data
8.6
430
Platform
Not enough data
8.6
422
Not enough data
8.6
422
Sales Performance ManagementHide 14 FeaturesShow 14 Features
Not enough data
8.5
650
Agentic AI - Sales Performance Management
Not enough data
8.3
66
Not enough data
8.5
67
Not enough data
8.5
68
Incentives
Not enough data
8.1
426
Not enough data
8.3
490
Not enough data
8.0
426
Not enough data
8.5
501
Personalization
Not enough data
8.6
468
Not enough data
8.8
546
Not enough data
8.9
577
Not enough data
8.6
524
Administrative
Not enough data
8.7
551
Not enough data
8.5
515
Not enough data
8.4
498
Not enough data
8.3
695
Agentic AI - Email Tracking
Not enough data
8.2
60
Not enough data
8.4
58
Not enough data
8.4
58
Not enough data
8.2
59
Not enough data
8.3
59
Not enough data
8.3
58
Not enough data
8.4
60
Analytics
Not enough data
8.3
564
Not enough data
8.4
572
Not enough data
8.3
586
Customizations
Not enough data
8.7
616
Not enough data
8.5
584
Not enough data
8.6
620
Not enough data
8.4
565
Not enough data
8.4
593
Generative AI
Not enough data
7.5
287
8.3
45
8.4
1,167
Agentic AI - Sales Analytics
Not enough data
8.2
73
Not enough data
8.6
72
Not enough data
8.3
72
Not enough data
8.2
72
Not enough data
8.2
72
Data Sourcing
8.2
34
8.5
959
8.7
42
8.7
990
8.3
34
8.3
894
8.7
39
8.7
1021
8.0
35
8.6
954
Predictive Analytics
8.0
36
8.4
934
7.9
37
8.6
949
7.9
32
8.1
848
7.8
34
8.3
888
Sales Management
8.5
36
8.7
976
8.1
29
8.1
851
8.8
31
8.6
971
8.8
38
8.8
1039
Outbound Call TrackingHide 16 FeaturesShow 16 Features
Not enough data
8.6
211
Agentic AI - Outbound Call Tracking
Not enough data
8.4
35
Not enough data
8.4
36
Calling
Not enough data
8.5
182
Not enough data
8.4
173
Not enough data
8.7
182
Not enough data
8.7
179
Not enough data
8.7
39
Contacts
Not enough data
8.8
173
Not enough data
8.6
176
Not enough data
8.7
178
Insights
Not enough data
9.1
183
Not enough data
8.9
179
Not enough data
8.2
175
Not enough data
8.5
185
Not enough data
8.4
180
Not enough data
8.6
36
Not enough data
8.7
301
Agentic AI - Sales Coaching
Not enough data
9.1
20
Not enough data
9.0
20
Not enough data
9.1
20
Not enough data
9.3
20
Training
Not enough data
8.8
257
Not enough data
8.8
250
Not enough data
8.5
211
Not enough data
8.5
246
Feedback
Not enough data
8.8
238
Not enough data
8.6
236
Not enough data
8.6
216
Not enough data
8.6
204
Not enough data
8.9
228
Not enough data
8.9
229
Not enough data
8.7
202
Generative AI
Not enough data
7.6
72
Not enough data
8.4
427
Agentic AI - Sales Enablement
Not enough data
7.9
26
Not enough data
8.1
26
Not enough data
8.3
26
Content Management
Not enough data
8.3
347
Not enough data
8.1
337
Not enough data
8.2
322
Not enough data
8.5
313
Not enough data
8.3
330
Analytics
Not enough data
8.7
337
Not enough data
8.4
336
Not enough data
8.5
219
Not enough data
8.3
345
Learning Management - Sales Enablement
Not enough data
8.7
19
Not enough data
8.7
19
Not enough data
8.6
19
Revenue Enablement - Sales Enablement
Not enough data
8.2
19
Not enough data
8.3
19
Not enough data
9.1
18
Categories
Categories
Shared Categories
Insightly CRM
Insightly CRM
Salesforce Sales Cloud
Salesforce Sales Cloud
Insightly CRM and Salesforce Sales Cloud are categorized as CRM and Sales Analytics
Reviews
Reviewers' Company Size
Insightly CRM
Insightly CRM
Small-Business(50 or fewer emp.)
73.1%
Mid-Market(51-1000 emp.)
20.2%
Enterprise(> 1000 emp.)
6.7%
Salesforce Sales Cloud
Salesforce Sales Cloud
Small-Business(50 or fewer emp.)
20.5%
Mid-Market(51-1000 emp.)
46.0%
Enterprise(> 1000 emp.)
33.6%
Reviewers' Industry
Insightly CRM
Insightly CRM
Marketing and Advertising
10.1%
Information Technology and Services
6.1%
Construction
4.8%
Computer Software
4.1%
Financial Services
4.0%
Other
70.9%
Salesforce Sales Cloud
Salesforce Sales Cloud
Computer Software
13.7%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
5.0%
Internet
3.3%
Other
59.4%
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Insightly CRM
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Outreach
Outreach
Add Outreach
Discussions
Insightly CRM
Insightly CRM Discussions
What is the best of linking email to insightly?
2 Comments
Matthijs K.
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
Dinesh B.
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp. Learn more details here: https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
Salesforce Sales Cloud
Salesforce Sales Cloud Discussions
When do you need a CRM?
11 Comments
Mohammad Fahad A.
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post! Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
Anamika S.
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 Comments
Manoj M.
MM
1. Customer Management, 2. Employee Day to Day Activity tracking, 3. Make your business process smooth 4. Automated workflow 5. Validated workflow...Read more
Insightly CRM
Insightly CRM
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Salesforce Sales Cloud
Salesforce Sales Cloud
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