Insightly CRM vs Salesforce Sales Cloud comparison

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Insightly Logo
235 views|73 comparisons
100% willing to recommend
Salesforce Logo
5,605 views|2,699 comparisons
92% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Insightly CRM and Salesforce Sales Cloud based on real PeerSpot user reviews.

Find out what your peers are saying about monday.com, Microsoft, Salesforce and others in CRM.
To learn more, read our detailed CRM Report (Updated: March 2024).
768,578 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use."

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"The type of customization that comes with Salesforce CRM gives me a lot of liberty and ease of access to add any information that I wish to add. For example, the name, email ID, designation, the name of the decision maker, when the client joined the company, and the amount of influence he will have on the product.""On the high level, it's all about managing the clients, managing the opportunities around those clients, managing the tasks, calls, activities, all those things.""Salesforce highlights what are we selling in different regions and which regions or areas offer opportunities. We are able to view sales by month, quarter or year.""You can capture all the contacts that relate to an account or business, including personal details.""It is a very good tool. There are a lot of interesting features. It is one of the best solutions.""The performance is good, and it is easy to use.""The user interface is pretty simple.""Salesforce Sales Cloud is very reliable and provides good stability and security."

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Cons
"Project management in Insightly could use some improvement. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want."

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"With the solution being very vast, they need to prioritize features.""The problem is the solution has gotten so big, it's very complex now. It's a bit difficult to figure out how to do certain actions.""If they could have convenient APIs into the other parts of the corporation that I wish to share data with, that would be helpful.""Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information.""There are things that could be improved with respect to file sharing. There is a limited file size.""The setup of Salesforce Sales Cloud is complex. You need specialists in that area to be able to have a good setup. Once it's set up properly, running it is seamless. That's the most beautiful thing about Salesforce Sales Cloud.""The deployment of data from the development environment to production is also a weaker point because their solution is not powerful.""There could be an option to change the price list without creating a new quote."

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Pricing and Cost Advice
Information Not Available
  • "The subscription is on a monthly basis."
  • "The main issue is the price. Because it's SaaS, you will have to pay on a monthly or yearly basis."
  • "It is a premium product, so it is not the cheapest solution. I think if it's implemented well, and you're getting the soft cost benefits, the efficiencies, it's justified. But not if you're looking at just apples for apples as a subscription, without the complexity that you can achieve. It can deal with complex business requirements. Some other CRMs can't. But you certainly pay, so it's a premium-charged solution. It's one of the more expensive ones."
  • "I have found Salesforce Sales Cloud to be expensive. However, it is the number one CRM solution in the world. It is worth the money."
  • "The main thing is it is costly. Salesforce it is not cheap, it's costly. Some of our customers say it is a costly solution. So, we have lost some sale opportunities regarding the high price. This is the main thing that we are facing. It is sales per user and the user price is about $150 per month, per user for the Enterprise Edition. The other edition is less than this, but it is costly. A company that has 70 or 80 users would pay more than $8,000 USD yearly because it is cloud based."
  • "My understanding is that Salesforce is a little bit expensive, but in terms of the efficiencies, automation, and visibility, I think it's definitely value for money."
  • "Implementation and add-ons may be additional costs."
  • "Being license based, the license varies by type. The pricing is considered average."
  • More Salesforce Sales Cloud Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use.
    Top Answer:The pricing of Insightly is great. If you buy annually on enterprise, it's $100 per user monthly, so the limit is $1200 for enterprise per user. That is how high it goes and it's fair. It is… more »
    Top Answer:In terms of areas for improvement in Insightly, it would be the project management functionality. It can be integrated with other applications to make it more flexible, but it requires a lot of work… more »
    Top Answer:The most valuable features of Salesforce Sales Cloud are increased productivity and business accuracy.
    Top Answer:We use the solution for CRM and to monitor customers, projects, and sales. We are using Salesforce Sales Cloud as a forecast platform. The solution forecasts the current data, current project stages… more »
    Ranking
    24th
    out of 169 in CRM
    Views
    235
    Comparisons
    73
    Reviews
    1
    Average Words per Review
    1,791
    Rating
    9.0
    3rd
    out of 169 in CRM
    Views
    5,605
    Comparisons
    2,699
    Reviews
    18
    Average Words per Review
    337
    Rating
    8.0
    Comparisons
    Also Known As
    Sales Cloud, SFDC, Salesforce
    Learn More
    Salesforce
    Video Not Available
    Overview

    Insightly CRM is a comprehensive customer relationship management software designed to streamline and optimize sales, marketing, and project management processes. Its primary use case is to help businesses effectively manage their customer interactions and improve overall productivity.

    The most valuable functionality of Insightly CRM includes contact management, pipeline management, task and project management, email integration, and reporting. With contact management, organizations can easily store and access customer information, track interactions, and maintain a centralized database. Pipeline management allows businesses to track sales opportunities, forecast revenue, and prioritize leads, resulting in improved sales performance.

    Insightly CRM's task and project management feature enables teams to collaborate, assign tasks, set deadlines, and monitor progress, ensuring efficient project execution. The software's seamless email integration allows users to sync emails, schedule follow-ups, and track communication history, enhancing customer engagement and relationship building.

    Insightly CRM also offers robust reporting capabilities, providing valuable insights into sales performance, customer behavior, and team productivity. These insights enable organizations to make data-driven decisions, identify areas for improvement, and optimize their sales and marketing strategies.

    Salesforce Sales Cloud is the most widely used of sales tools and sales automation software, speeding and streamlining all phases of sales from lead management to analytics and forecasting. Thanks to Salesforce Sales Cloud, more than 100,000+ customers and 2 million subscribers worldwide can manage people and processes more effectively, pursue more business in less time, and close more deals.

    Sample Customers
    Kings, Savanta, Nimble, 4over, Annexus Health, Atlanta Eats, Book Fuel
    Coca-Cola Enterprises, Kuoni Global Travel Services, Financial Times, Just Eat, Jobsite, H.R. Owen, PlayerLayer, O2, DMGT, Philips, Xtreme.ie, Business Stream, Remote Asset Management, Dialogue Group
    Top Industries
    No Data Available
    REVIEWERS
    Computer Software Company30%
    Comms Service Provider9%
    Financial Services Firm6%
    Non Tech Company6%
    VISITORS READING REVIEWS
    Educational Organization69%
    Computer Software Company5%
    Financial Services Firm4%
    Manufacturing Company2%
    Company Size
    No Data Available
    REVIEWERS
    Small Business46%
    Midsize Enterprise20%
    Large Enterprise34%
    VISITORS READING REVIEWS
    Small Business7%
    Midsize Enterprise72%
    Large Enterprise21%
    Buyer's Guide
    CRM
    March 2024
    Find out what your peers are saying about monday.com, Microsoft, Salesforce and others in CRM. Updated: March 2024.
    768,578 professionals have used our research since 2012.

    Insightly CRM is ranked 24th in CRM with 1 review while Salesforce Sales Cloud is ranked 3rd in CRM with 94 reviews. Insightly CRM is rated 9.0, while Salesforce Sales Cloud is rated 8.4. The top reviewer of Insightly CRM writes "Highly scalable, easy to use, flexible, and affordable". On the other hand, the top reviewer of Salesforce Sales Cloud writes "Vast, configurable, and offers great ROI". Insightly CRM is most compared with , whereas Salesforce Sales Cloud is most compared with Microsoft Dynamics CRM, SAP CRM, Oracle E-Business Suite, SAP ERP and IQVIA Orchestrated Customer Engagement.

    See our list of best CRM vendors.

    We monitor all CRM reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.