What are the key differences between Insightly Business Pro and Salesforce Essentials?

Core Strength: Insightly Business Pro offers Insightly Business Pro integrates project management with CRM, allowing users to manage contacts and projects in one platform, which is ideal for businesses that require both functionalities., while Salesforce Essentials offers Salesforce Essentials focuses on providing a robust CRM experience with advanced lead tracking and opportunity management, making it more suitable for sales-oriented teams.. Performance: Insightly Business Pro offers Insightly Business Pro offers solid performance with features like task automation that can handle multiple projects efficiently, but it may lack the depth of analytics compared to Salesforce., while Salesforce Essentials offers Salesforce Essentials delivers high performance with its Lightning platform, allowing for real-time data updates and advanced reporting capabilities that are essential for data-driven decision-making.. Value for Money: Insightly Business Pro offers Insightly Business Pro is competitively priced for small businesses, offering good ROI with its project management features included in the CRM package., while Salesforce Essentials offers Salesforce Essentials, while slightly more expensive, justifies its cost with extensive customization options and access to a vast marketplace, providing greater long-term value for growing businesses..

Insightly Business Pro vs Salesforce Essentials

Insightly Business Pro

Salesforce Essentials

WINNER Salesforce Essentials

The comparison between Insightly Business Pro and Salesforce Essentials is particularly intriguing due to their shared f...

Insightly Business Pro

7.8 Good

CRM Software

emoji_events WINNER

Salesforce Essentials

9.5 Brilliant

CRM Software

psychology AI Verdict

The comparison between Insightly Business Pro and Salesforce Essentials is particularly intriguing due to their shared focus on small to medium-sized enterprises, yet they cater to different user needs and preferences. Insightly Business Pro excels in providing a user-friendly interface that integrates project management with CRM functionalities, making it an excellent choice for businesses that require robust project tracking alongside customer relationship management. Its task automation features allow users to streamline workflows effectively, which can significantly enhance productivity for teams managing multiple projects.

Conversely, Salesforce Essentials stands out with its powerful customization capabilities through the Lightning platform, enabling businesses to tailor the CRM experience to their specific needs. This flexibility, combined with access to the extensive AppExchange marketplace, offers users a plethora of third-party integrations that can enhance their CRM experience. While both platforms are cloud-based and offer mobile applications, Salesforce Essentials provides a more comprehensive lead tracking and opportunity management system, which is crucial for sales-driven organizations.

Ultimately, while Insightly Business Pro is a strong contender for businesses focused on project management, Salesforce Essentials emerges as the superior choice for organizations prioritizing extensive customization and scalability, making it the recommended option for those looking to grow their CRM capabilities in the long term.

emoji_events Winner: Salesforce Essentials

verified Confidence: High

thumbs_up_down Pros & Cons

Insightly Business Pro

check_circle Pros

User-friendly interface with integrated project management
Effective task automation features
Good for businesses needing organized sales and project tracking
Affordable pricing for small businesses

cancel Cons

Limited advanced analytics compared to competitors
Less extensive third-party integrations
May not scale as effectively for larger teams

Salesforce Essentials

check_circle Pros

Powerful customization capabilities through the Lightning platform
Access to a vast AppExchange marketplace for integrations
Robust lead tracking and opportunity management
Scalable solution for growing businesses

cancel Cons

Higher cost compared to some competitors
Steeper learning curve for new users
May be overwhelming for very small teams due to extensive features

compare Feature Comparison

Feature	Insightly Business Pro	Salesforce Essentials
Contact Management	Comprehensive contact management with project integration	Advanced contact management with lead scoring capabilities
Task Automation	Automates tasks related to projects and contacts	Limited automation features focused primarily on sales processes
Reporting Tools	Basic reporting tools for project and sales tracking	Advanced reporting and analytics for sales performance
Customization Options	Limited customization capabilities	Extensive customization through the Lightning platform
Mobile App	Mobile app available with essential features	Robust mobile app with full CRM functionalities
Integration Capabilities	Basic integrations with popular tools	Wide range of integrations available through AppExchange

payments Pricing

Insightly Business Pro

$29 per user/month

Good Value

Salesforce Essentials

$25 per user/month

Excellent Value

difference Key Differences

Insightly Business Pro Salesforce Essentials

Insightly Business Pro integrates project management with CRM, allowing users to manage contacts and projects in one platform, which is ideal for businesses that require both functionalities.

Core Strength

Salesforce Essentials focuses on providing a robust CRM experience with advanced lead tracking and opportunity management, making it more suitable for sales-oriented teams.

Insightly Business Pro offers solid performance with features like task automation that can handle multiple projects efficiently, but it may lack the depth of analytics compared to Salesforce.

Performance

Salesforce Essentials delivers high performance with its Lightning platform, allowing for real-time data updates and advanced reporting capabilities that are essential for data-driven decision-making.

Insightly Business Pro is competitively priced for small businesses, offering good ROI with its project management features included in the CRM package.

Value for Money

Salesforce Essentials, while slightly more expensive, justifies its cost with extensive customization options and access to a vast marketplace, providing greater long-term value for growing businesses.

Insightly Business Pro is known for its intuitive interface, making it easy for new users to adopt without extensive training.

Ease of Use

Salesforce Essentials, while powerful, has a steeper learning curve due to its extensive features and customization options, which may require more time to master.

Insightly Business Pro is ideal for small businesses that need integrated project management and CRM functionalities.

Best For

Salesforce Essentials is best suited for small to medium-sized businesses focused on sales growth and requiring extensive customization.

help When to Choose

Insightly Business Pro

If you prioritize project management integration
If you need a user-friendly interface
If you are a small team focused on project tracking

Salesforce Essentials

If you prioritize extensive customization options
If you need advanced lead tracking
If you are planning for long-term growth

description Overview

Insightly Business Pro

Insightly Business Pro is a customer relationship management (CRM) software designed to help businesses manage their contacts, sales opportunities, and projects in one place. Key features include contact management, task automation, and reporting tools, aimed at small to medium-sized enterprises needing organized sales and project tracking.

Salesforce Essentials

Salesforce Essentials is the small business edition of the world's leading CRM, delivering core Salesforce power in a simplified, cost-effective package. It provides tools for account and contact management, lead tracking, opportunity management, and email integration. Key features include the Lightning platform for customization, a powerful mobile app, and access to the vast AppExchange marketpla...