What users are saying about

Insightly

Top Rated
530 Ratings

Salesforce

Top Rated
1996 Ratings

Insightly

Top Rated
530 Ratings
Score 8.1 out of 101

Salesforce

Top Rated
1996 Ratings
Score 8.1 out of 101

Add comparison

Likelihood to Recommend

Insightly

One obvious answer is that it can be used as a basic contact management system. Another obvious answer is that it is pretty well suited for CRM purposes: tracking leads, opportunities, and sales through a sales funnel. It's easy to setup sales pipelines. However, the pipeline capability can be used to track any type of step-by-step work-low processes. For example, we use it to track the sales processes for speaking and seminars, which is different from tracking consulting, and both of which are different from tracking retail sales. Once the pipelines were set up, all I have to do is select the appropriate product or service type and Insightly hides the way from there. For some rudimentary email blasts, Insightly allows you to send and track message responses from customer groups. Insightly can also be used as a basic project and task tracking system. Regular and ongoing task sets can be used with pipelines. For example, once a speaking engagement is booked, there are normally associated tasks that must be completed to make the event happen and Insightly allows a pipeline to be set up to track that task set.

Salesforce

Salesforce is amazing for many scenarios, pretty hard to find one that doesn't fit. It's great if you are an executive who needs to know everything about an account prior to a meeting, but doesn't want to have to look in a million different places. If you are a sales rep, and you need to know how many opportunities you've created or what's in your pipeline, your dashboard has it. Say you are a customer success manager, and you need to find out when or why a certain customer churned, theoretically it's all there in the opportunity. You should have their entire history, products suites, surveys and any supporting notes and documents.The only scenario I don't think SFDC excels in would be utilizing it as a ticketing system. There are just too many systems specifically geared to that industry that have it more built out and user-friendly.

Feature Rating Comparison

Sales Force Automation

Insightly
7.3
Salesforce
8.3
Customer data management / contact management
Insightly
8.3
Salesforce
8.7
Workflow management
Insightly
7.4
Salesforce
8.2
Territory management
Insightly
6.1
Salesforce
8.4
Opportunity management
Insightly
7.9
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Insightly
7.3
Salesforce
7.9
Contract management
Insightly
6.5
Salesforce
7.8
Quote & order management
Insightly
7.2
Salesforce
8.0
Interaction tracking
Insightly
7.3
Salesforce
9.1
Channel / partner relationship management
Insightly
7.7
Salesforce
8.0

Customer Service & Support

Insightly
7.1
Salesforce
8.5
Case management
Insightly
7.0
Salesforce
9.0
Call center management
Insightly
7.2
Salesforce
8.4
Help desk management
Insightly
7.1
Salesforce
8.3

Marketing Automation

Insightly
7.2
Salesforce
7.6
Lead management
Insightly
7.6
Salesforce
8.2
Email marketing
Insightly
6.9
Salesforce
7.0

CRM Project Management

Insightly
6.5
Salesforce
7.7
Task management
Insightly
7.8
Salesforce
8.3
Billing and invoicing management
Insightly
4.6
Salesforce
6.7
Reporting
Insightly
7.2
Salesforce
8.2

CRM Reporting & Analytics

Insightly
7.0
Salesforce
8.2
Forecasting
Insightly
6.5
Salesforce
8.0
Pipeline visualization
Insightly
7.2
Salesforce
8.4
Customizable reports
Insightly
7.4
Salesforce
8.4

Customization

Insightly
7.0
Salesforce
7.9
Custom fields
Insightly
7.5
Salesforce
8.3
Custom objects
Insightly
6.6
Salesforce
8.2
Scripting environment
Insightly
6.8
Salesforce
7.4
API for custom integration
Insightly
7.3
Salesforce
7.7

Security

Insightly
7.9
Salesforce
8.7
Single sign-on capability
Insightly
7.9
Salesforce
8.8
Role-based user permissions
Insightly
7.9
Salesforce
8.6

Social CRM

Insightly
6.7
Salesforce
7.0
Social data
Insightly
6.8
Salesforce
7.1
Social engagement
Insightly
6.5
Salesforce
6.9

Integrations with 3rd-party Software

Insightly
6.0
Salesforce
7.7
Marketing automation
Insightly
6.8
Salesforce
8.2
Compensation management
Insightly
5.2
Salesforce
7.2

Platform

Insightly
7.4
Salesforce
7.7
Mobile access
Insightly
7.4
Salesforce
7.7

Pros

  • It's online and has different tiers. You can easily move between different product tiers as your business needs change.
  • I love the integration of sales pipelines with projects and tasks.
  • Integration with third-party software tools.
  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.

Cons

  • Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
  • I am a Microsoft product user and would like better integration with those products.
  • Would be nice to have templates for different business types.
  • Reporting. At times it's a little too robust, and can lack certain intuitive features, especially when it comes to filters.
  • Drag n Drop. It would be great to be able to drag and drop a file directly into an Opportunity or Account.

Likelihood to Renew

Insightly8.9
Based on 18 answers
It has chenged the way I can keep track with my clients. I don't waste any new contact, or phone call. It always has a follow up.
Salesforce10.0
Based on 48 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable

Usability

Insightly8.5
Based on 47 answers
No problems - intuitive once you get a few of the basics down and then figure out how it best works for your system.
Salesforce8.0
Based on 34 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.

Reliability and Availability

Insightly10.0
Based on 3 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Salesforce9.8
Based on 27 answers
They always advise of maintenance windows which never interrupt daily processes and I have only experienced 1 outage in my 5 years of working with SF which was resolved in less than 10 minutes.

Performance

Insightly8.4
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Salesforce9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure

Support

Insightly4.3
Based on 13 answers
I only needed support once, and the answer was outstanding. Support was quick, and personal, with a "real" person on the other side. It's not that much as an experience, but I felt there was great company at the other side of the wire.
Salesforce5.0
Based on 30 answers
Employees are available in roughly 26 languages, quick turnaround times, visibility into issue status, quick and knowledgeable service support techs, solid & efficient solutions.

In-Person Training

No score
No answers yet
No answers on this topic
Salesforce7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training

Online Training

Insightly9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Salesforce9.1
Based on 15 answers
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.

Implementation

Insightly8.6
Based on 19 answers
You always need to be clear on your basic needs, but if it meets that, use it. This thing is a winner.

This program is by far the best CRM experience I have had, ever, and I have used many programs from the very simple to the very complex. In my book this program is a winner.
Salesforce9.4
Based on 16 answers
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.

Alternatives Considered

Insightly is more comprehensive than the others except for maybe for Vtiger. Price/quality relation is better in Insightly. The learning curve is lower with Insightly.
InsideSales was great for making outbound dials but we found it difficult to use as a CRM system and it didn't offer the same flexibility for integrating with other platforms that Salesforce does.

Collaboration and Sharing

No score
No answers yet
No answers on this topic
Salesforce8.2
Based on 5 answers
They have a chatter function which is great! You can easily create group dashboards and reports.

Data Integration

No score
No answers yet
No answers on this topic
Salesforce8.4
Based on 5 answers
It’s real-time, quick access, and easily compatible with over systems.

Scalability

Insightly7.7
Based on 6 answers
Would be nice to have certain allotment of memory per user
Salesforce10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.

Return on Investment

  • Insightly has had a positive impact with regard to employee efficiency. Time is saved searching through emails. Fewer emails need to be sent with regard to 'status' updates about where an account falls within the sales pipeline.
  • Insightly has also helped to ensure that leads are followed up with, though I cannot say it has had a direct impact on conversion rates.
  • Streamlined processes
  • Limited things falling through the cracks
  • Increased ease of visibility across firm

Pricing Details

Insightly

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Insightly More Information

Salesforce

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Salesforce More Information