How are Salesforce and Insightly scored?

Salesforce has an AI score of 8.5/10 and Insightly has an AI score of 8.7/10. Scores are based on category fit, feature coverage, pricing signals, public reception, and recency.

Salesforce vs Insightly 2026 — Compared

Salesforce

Insightly

WINNER Salesforce

The comparison between Insightly and Salesforce is particularly compelling due to their distinct approaches to CRM funct...

emoji_events WINNER

Salesforce

8.5 Very Good

SAAS Get Salesforce open_in_new

Insightly

8.7 Very Good

CRM Software Get Insightly open_in_new

Salesforce From $25/mo

payments

Insightly Pricing not available

psychology AI Verdict

The comparison between Insightly and Salesforce is particularly compelling due to their distinct approaches to CRM functionality and target markets. Insightly excels in integrating CRM with project management, making it an attractive option for service-oriented businesses that require seamless coordination between client relationships and project delivery. Its features, such as the ability to link deals directly to projects and manage tasks within the same platform, provide a streamlined experience for small to midsize businesses.

However, Salesforce stands out as the market leader with its comprehensive suite of tools that cover not only sales but also service, marketing, and commerce, creating a holistic view of customer interactions. Salesforce's advanced capabilities, powered by its Einstein AI, offer predictive analytics and automation that are unmatched in the industry. While Insightly provides a user-friendly interface and solid project management features, Salesforce's customizability through its AppExchange and extensive integration options make it a more robust choice for larger organizations or those with complex needs.

Ultimately, for businesses that prioritize project management alongside CRM, Insightly is a strong contender, but for those seeking a powerful, all-encompassing CRM solution, Salesforce is the clear winner.

emoji_events Winner: Salesforce

verified Confidence: High

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thumbs_up_down Pros & Cons

Salesforce

check_circle Pros

Comprehensive suite of CRM tools
Powerful AI-driven analytics and automation
Highly customizable with extensive AppExchange
Strong support for large enterprises

cancel Cons

Higher cost may be prohibitive for small businesses
Steeper learning curve
Complexity can overwhelm new users

Insightly

check_circle Pros

Integrated project management features
User-friendly interface
Affordable pricing for small businesses
Strong G Suite and Microsoft 365 integration

cancel Cons

Limited scalability for larger organizations
Fewer advanced analytics features
Less extensive third-party integrations compared to Salesforce

difference Key Differences

Salesforce Insightly

Salesforce's core strength is its comprehensive ecosystem that encompasses sales, service, marketing, and commerce, providing a 360-degree view of customer interactions and enabling complex business processes.

Core Strength

Insightly's core strength lies in its unique combination of CRM and project management, allowing users to manage client relationships and project tasks in one platform, which is particularly beneficial for service-based businesses.

Salesforce delivers high performance across various business sizes, with advanced analytics and automation capabilities that enhance productivity and decision-making.

Performance

Insightly offers solid performance for small to midsize businesses with features like task management and project tracking, but it may struggle with scalability as business needs grow.

Salesforce, while more expensive, offers extensive features and integrations that can justify the cost for larger organizations seeking a comprehensive solution.

Value for Money

Insightly is generally more affordable for small businesses, providing good value with its project management features included in the CRM.

Salesforce, while powerful, has a steeper learning curve due to its vast array of features and customization options, which may require dedicated training resources.

Ease of Use

Insightly is known for its intuitive user interface, making it easier for small teams to adopt and use effectively without extensive training.

Salesforce is best suited for larger organizations that require a comprehensive CRM solution with advanced capabilities and scalability.

Best For

Insightly is ideal for small businesses and marketing teams that need integrated project management with their CRM.

help When to Choose

Salesforce

If you prioritize a comprehensive CRM solution with advanced features
If you need robust analytics and automation capabilities
If you choose Salesforce if your organization requires extensive customization and scalability

Insightly

If you prioritize integrated project management with CRM
If you need an affordable solution for small teams
If you choose Insightly if ease of use is important for quick adoption

description Overview

Salesforce

Salesforce is the undisputed market leader and most comprehensive CRM platform, offering a vast ecosystem of cloud-based products. Its core Sales Cloud provides powerful lead, opportunity, and pipeline management, while its Service, Marketing, and Commerce Clouds create a full 360-degree customer view. Powered by its Einstein AI, it delivers predictive analytics and automation. Its immense strengt...

Insightly

Insightly uniquely combines CRM with project management, making it a strong choice for service-based businesses and B2B companies that need to manage client relationships and project delivery in one place. It offers robust contact and opportunity management, marketing automation, and deep integration with G Suite and Microsoft 365. Its project management features allow teams to link deals to proje...