Insightly vs Salesforce
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Salesforce
Salesforce is the world's leading CRM platform used by over 150,000 businesses of all sizes. It offers a highly customizable suite of sales, service, marketing, and analytics tools. Salesforce is the gold standard for enterprise CRM but has solutions for businesses of all sizes through its Starter and Pro plans.
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Pros
- ✓Most powerful and customizable CRM on the market
- ✓Massive ecosystem with 3,000+ AppExchange integrations
- ✓Industry-leading reporting and analytics
- ✓Strong community and support resources
Cons
- ✗Expensive and complex for small teams
- ✗Long implementation timelines for enterprise deployments
- ✗Requires dedicated admin resources to get the most out of it
Insightly vs Salesforce: Side by Side
| Factor | Insightly | Salesforce |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | CRM Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | Custom pricing |
| Best For | Growing businesses that need CRM and project management in one platform | Mid to large enterprises needing a highly customizable CRM |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Salesforce Features
- ✓Contact and lead management
- ✓opportunity tracking
- ✓workflow automation
- ✓AI insights
- ✓reporting and dashboards
- ✓AppExchange integrations
- ✓mobile app
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Salesforce if mid to large enterprises needing a highly customizable crm.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Mid to large enterprises needing a highly customizable CRM
How Insightly and Salesforce Are Similar
- •Both are CRM Software platforms designed for business teams
- •Both offer web-based access with no software installation required
- •Both provide customer support and onboarding resources
- •Both integrate with popular third-party business tools
- •Both offer a trial or demo to evaluate before purchasing
Also Consider
If neither Insightly nor Salesforce is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Insightly and Salesforce?
Insightly is best for growing businesses that need crm and project management in one platform. Salesforce is best for mid to large enterprises needing a highly customizable crm.
Which is better, Insightly or Salesforce?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Salesforce if mid to large enterprises needing a highly customizable crm.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Salesforce cost?
Salesforce starts at Custom pricing. Pricing model: Paid.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Salesforce?
Mid to large enterprises needing a highly customizable CRM