Top 10 Insightly CRM Alternatives & Competitors

According to G2 data, Insightly CRM holds an average rating of 4.2/5 across 942 reviews, while Agentforce Sales leads with a 4.4/5 average rating from 25,803 reviews. Dimension scores reveal that Agentforce Sales outperforms Insightly CRM in meeting requirements by 0.5 points (8.8 vs 8.3), whereas Insightly CRM scores higher in usability by 0.2 points (8.4 vs 8.2), ease of setup by 0.5 points (8.3 vs 7.8), ease of administration by 0.6 points (8.5 vs 7.9), and ease of doing business with by 0.1 points (8.5 vs 8.4). Both products have similar support scores (8.1 for Agentforce Sales vs 8.0 for Insightly CRM). Feature-wise, Agentforce Sales offers Campaign Management and Partner Relationship Management (PRM), which are not available in Insightly CRM. User sentiment highlights that Agentforce Sales has 3,167 mentions of features and 2,065 mentions of ease of use, compared to Insightly CRM's 20 mentions of ease of use and 7 mentions of feature richness. However, Insightly CRM is praised for its ease of use, customization, and integrations, while Agentforce Sales is recognized for its powerful automation, AI-driven insights, and extensive integrations. In summary, Agentforce Sales is favored for its advanced features, AI automation, and scalability, while Insightly CRM is preferred for its simpler setup, administration, and user-friendly interface. Agentforce Sales is more suitable for enterprises needing robust automation and AI capabilities, whereas Insightly CRM fits small to medium businesses valuing ease of use and cost-effectiveness.

The best alternatives to Insightly CRM based on G2 user ratings and review counts include Agentforce Sales (4.4/5 stars, 25,803 reviews), HubSpot Sales Hub (4.4/5 stars, 13,814 reviews), and Pipedrive (4.3/5 stars, 3,053 reviews). These alternatives offer higher or comparable ratings with significantly larger user bases, indicating strong market adoption and satisfaction. Other notable alternatives include Zoho, Microsoft Dynamics 365 Sales, Nutshell, Freshsales, Copper, Pipeline CRM, and Workbooks, each providing unique strengths in usability, customization, and integration.

Insightly CRM lacks native campaign management and partner relationship management (PRM) features, which are available natively in several alternatives such as Agentforce Sales, HubSpot Sales Hub, Zoho, Microsoft Dynamics 365 Sales, Nutshell, Freshsales, Pipeline CRM, and Workbooks.

Reviewers recommend Agentforce Sales for its comprehensive AI-driven automation, extensive customization, and seamless integration with existing tools, which significantly improve sales productivity and pipeline visibility. HubSpot Sales Hub is favored for its intuitive user interface, ease of administration, and strong automation features that streamline sales workflows and improve team alignment. Pipedrive is praised for its simple, visual pipeline management and ease of use, making it ideal for small to medium businesses seeking efficient deal tracking and automation. Additionally, Zoho CRM is recommended for its balance of affordability, customization, and AI-powered insights, while Microsoft Dynamics 365 Sales is preferred for its deep integration with Microsoft tools and AI-driven sales insights. Other alternatives like Nutshell, Freshsales, Copper, Pipeline CRM, and Workbooks are also endorsed for their usability, support, and feature richness tailored to various business needs.

Users choose Agentforce Sales over Insightly CRM primarily for its advanced AI-driven automation and comprehensive feature set. With 3,167 mentions highlighting its features and 2,065 mentions praising ease of use, Agentforce Sales excels in lead management, sales management, automation, and integration capabilities. Its autonomous AI agents reduce manual administrative tasks, enabling sales teams to focus more on closing deals, which significantly improves productivity and ROI. Agentforce Sales offers superior pipeline visibility, customizable dashboards, and real-time forecasting, which are critical for managing complex sales processes and scaling operations. The platform's extensive integration ecosystem, including Slack, Gmail, and marketing automation tools, centralizes sales workflows, enhancing efficiency. Users also appreciate its scalability and the ability to tailor workflows to specific business needs. Despite a steeper learning curve and higher cost, users value Agentforce Sales for its long-term ROI, powerful reporting, and AI capabilities that provide actionable insights and personalized outreach. The platform's ability to automate repetitive tasks and provide real-time data-driven coaching is a decisive factor for organizations aiming to optimize sales performance and pipeline management beyond what Insightly CRM offers.