Compare Insightly CRM and Salesmate 
At a Glance
Market Segments
Small-Business (73.1% of reviews)
Small-Business (79.6% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
$23.00 1 USER Per Month
Insightly CRM
Star Rating
(933)4.2 out of 5
Market Segments
Small-Business (73.1% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansSalesmate
Star Rating
(113)4.7 out of 5
Market Segments
Small-Business (79.6% of reviews)
Pros & Cons
Entry-Level Pricing
$23.00 1 USER Per Month
Free Trial is available
Browse all 3 pricing plansInsightly CRM vs Salesmate
When assessing the two solutions, reviewers found Salesmate easier to use, set up, and administer. Reviewers also preferred doing business with Salesmate overall.
- Reviewers felt that Salesmate meets the needs of their business better than Insightly CRM.
- When comparing quality of ongoing product support, reviewers felt that Salesmate is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Salesmate over Insightly CRM.
Pricing
Entry-Level Pricing
Salesmate
BASIC
$23.00
1 USER Per Month
Basic plan is suitable for all types of small sales team. Starting from $23 per month per user when billed annually & $29 per month per user when billed monthly.
- Contact management
- Company management
- Deal management
Free Trial
Insightly CRM
Free Trial is available
Salesmate
Free Trial is available
Ratings
Meets Requirements
8.2
790
8.9
79
Ease of Use
8.4
795
9.1
90
Ease of Setup
8.3
351
9.1
57
Ease of Admin
8.5
337
9.2
39
Quality of Support
8.0
677
9.0
79
Has the product been a good partner in doing business?
8.5
321
9.3
39
Product Direction (% positive)
8.0
765
9.2
84
Features by Category
Sales Force Automation
8.4
620
|
Verified
9.1
53
|
Verified
Feature Not Available
8.6
28
8.3
594
|
Verified
9.1
55
|
Verified
8.1
622
|
Verified
8.9
49
|
Verified
7.5
349
|
Verified
8.4
41
8.0
451
|
Verified
9.0
45
7.5
338
|
Verified
8.6
41
|
Verified
7.6
348
|
Verified
8.4
38
8.0
422
|
Verified
8.6
40
Marketing Automation
7.6
405
|
Verified
8.7
49
|
Verified
Feature Not Available
8.9
43
8.1
522
|
Verified
9.0
52
|
Verified
7.5
339
|
Verified
8.6
40
Customer Support
7.8
394
8.3
44
7.8
400
8.6
43
|
Verified
7.9
460
8.7
43
|
Verified
7.6
325
|
Verified
8.5
44
|
Verified
7.8
361
8.7
41
|
Verified
Reporting & Analytics
7.9
526
|
Verified
8.4
47
|
Verified
7.9
550
|
Verified
9.0
52
|
Verified
7.6
387
|
Verified
8.7
41
|
Verified
Mobile & Social
7.8
356
|
Verified
8.4
37
|
Verified
7.7
352
|
Verified
8.9
21
7.8
415
|
Verified
8.6
44
|
Verified
Platform
8.0
314
|
Verified
8.8
38
|
Verified
8.1
309
|
Verified
8.9
35
|
Verified
8.4
321
|
Verified
9.2
33
|
Verified
8.0
214
|
Verified
8.5
29
|
Verified
7.2
87
8.6
28
|
Verified
7.6
250
|
Verified
8.7
30
|
Verified
8.3
319
|
Verified
9.2
35
|
Verified
7.6
214
|
Verified
8.6
29
Integration
8.0
287
|
Verified
8.6
32
|
Verified
7.6
236
|
Verified
8.6
31
|
Verified
7.3
223
|
Verified
8.3
29
|
Verified
Generative AI
6.9
27
7.6
20
Agentic AI - CRM
7.6
7
Not enough data
8.3
7
Not enough data
7.9
7
Not enough data
8.1
7
Not enough data
7.8
6
Not enough data
7.4
7
Not enough data
7.6
7
Not enough data
Email Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Online Marketing
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
Lead Management
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Campaign Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Social
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
Reporting & Analytics
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
Platform
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
Not enough data
Not enough data
Not enough data
Agentic AI - Marketing Automation
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
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Ticket and Case Management
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Help Desk
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication Channels
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
Platform
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
Not enough data
Core Conversational Capabilities - AI Chatbots
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data
Not enough data
Not enough data
Not enough data
Not enough data
Interaction
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
Task & Flow Management - AI Chatbots
Not enough data
Not enough data
Not enough data
Not enough data
Learning
Not enough data
Not enough data
Not enough data
Not enough data
Deployment & Embedding - AI Chatbots
Not enough data
Not enough data
Not enough data
Not enough data
Content Generation
Not enough data
Not enough data
Not enough data
Not enough data
Admin & Configuration - AI Chatbots
Not enough data
Not enough data
System
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Chatbots
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
Not enough data
Not enough data
Not enough data
Monitoring & Improvement - AI Chatbots
Not enough data
Not enough data
Reliability & Safety - AI Chatbots
Not enough data
Not enough data
Lead Facilitation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Organization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Sales Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Sales Assistant
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
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
9.1
22
Not enough data
9.3
25
Not enough data
8.7
23
Not enough data
8.4
21
Not enough data
8.9
24
Not enough data
9.0
20
Not enough data
8.5
19
Repeatability and Reportability
Not enough data
Feature Not Available
Not enough data
8.9
21
Not enough data
8.9
21
Not enough data
8.2
20
Not enough data
Feature Not Available
AI and Automation
Not enough data
8.7
21
Not enough data
8.7
21
Not enough data
8.5
13
Not enough data
8.5
12
Not enough data
8.2
12
Generative AI
Not enough data
7.9
11
Agentic AI - Sales Engagement
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
Not enough data
Not enough data
Not enough data
Responses
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation - AI Agents
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
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Autonomy - AI Agents
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Conversational Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Support Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
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
Branding & Customizatio
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automatic Rules & Configurations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Business Scheduling
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Artificial Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication
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
Internal Use
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
Not enough data
Voice Recognition - AI Voice Assistants
Not enough data
Not enough data
Speech Synthesis - AI Voice Assistants
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and privacy - AI Voice Assistants
Not enough data
Not enough data
Compatibility - AI Voice Assistants
Not enough data
Not enough data
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
14
Not enough data
8.7
20
Personalization
Not enough data
8.7
20
Not enough data
8.6
22
Not enough data
8.7
23
Not enough data
8.6
20
Administrative
Not enough data
8.7
22
Not enough data
8.3
20
Not enough data
8.7
20
Agentic AI - Email Tracking
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
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
9.1
19
Not enough data
9.4
21
Not enough data
Feature Not Available
Customizations
Not enough data
9.6
22
Not enough data
9.7
21
Not enough data
9.1
22
Not enough data
9.1
21
Not enough data
9.2
22
Generative AI
Not enough data
8.3
12
Agentic AI - Sales Analytics
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
Data Sourcing
8.2
35
Not enough data
8.6
43
Not enough data
8.3
35
Not enough data
8.7
40
Not enough data
8.0
36
Not enough data
Predictive Analytics
7.9
37
Not enough data
7.9
38
Not enough data
7.8
33
Not enough data
7.8
35
Not enough data
Sales Management
8.5
37
Not enough data
8.1
30
Not enough data
8.7
32
Not enough data
8.8
39
Not enough data
Agentic AI - Outbound Call Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Calling
Not enough data
9.0
21
Not enough data
9.0
19
Not enough data
9.1
21
Not enough data
9.3
20
Not enough data
Not enough data
Contacts
Not enough data
8.9
22
Not enough data
8.8
21
Not enough data
9.2
22
Insights
Not enough data
9.3
22
Not enough data
9.4
21
Not enough data
9.2
20
Not enough data
9.1
21
Not enough data
9.1
22
Not enough data
Not enough data
Relationship Management - Insurance CRM
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Agents
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
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Insightly CRM and Salesmate are categorized as CRM and Sales Analytics
Unique Categories
Insightly CRM has no unique categories
Salesmate is categorized as Marketing Automation, AI Sales Assistant, AI Agents For Business Operations, Conversational Support, Sales Engagement, Live Chat, Customer Service Automation, Outbound Call Tracking, Email Tracking, Sales Performance Management, Insurance CRM, Help Desk, AI Chatbots, AI Voice Assistants, and Business Scheduling
Reviews
Reviewers' Company Size
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesmate
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
3.9%
Other
71.1%
Marketing and Advertising
15.4%
Computer Software
10.6%
Information Technology and Services
9.6%
Hospitality
8.7%
Real Estate
5.8%
Other
50.0%
Discussions
What is Insightly CRM used for?
2 Comments
B
The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship...Read more
What is the best of linking email to insightly?
2 Comments
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 sales anayltics options come with the platform?
1 Comment
Official Response from Insightly CRM
Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand...Read more
Who owns Salesmate?
1 Comment
MK
Salesmate seems to be generic enough and powerful enough to be used by different industries. It is easily customizable. Read more
Salesmate has no more discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
