What users are saying about
Top Rated
626 Ratings
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Top Rated
2704 Ratings
Top Rated
626 Ratings
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Score 8.2 out of 100

Salesforce

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Top Rated
2704 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Likelihood to Recommend

Insightly

It provides real-time updates on the campaigns and projects that are carried out within this platform. It is simple to use, but I recommend it for small projects because it lacks certain tools that would define it as a professional CRM tool.
Stella Olsson | TrustRadius Reviewer

Salesforce

[Salesforce.com] is well suited for creating campaigns, tracking clicks, cutting the sales cycle and automating the whole marketing process. Salesforce provides a full view of the customer, such as communication history, activity history, social mentions and so much more using contact management. It may not be appropriate for small businesses because of its price.
Daniel Cooper | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Insightly
8.0
Salesforce
7.5
Customer data management / contact management
Insightly
8.8
Salesforce
8.1
Workflow management
Insightly
7.8
Salesforce
7.3
Territory management
Insightly
7.8
Salesforce
7.4
Opportunity management
Insightly
8.1
Salesforce
7.8
Integration with email client (e.g., Outlook or Gmail)
Insightly
8.5
Salesforce
7.3
Contract management
Insightly
6.5
Salesforce
7.3
Quote & order management
Insightly
8.5
Salesforce
7.2
Interaction tracking
Insightly
8.2
Salesforce
7.8
Channel / partner relationship management
Insightly
7.7
Salesforce
7.3

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
7.7
Salesforce
7.5
Lead management
Insightly
8.0
Salesforce
7.6
Email marketing
Insightly
7.4
Salesforce
7.4

CRM Project Management

Insightly
7.2
Salesforce
7.3
Task management
Insightly
7.7
Salesforce
7.3
Billing and invoicing management
Insightly
6.0
Salesforce
6.7
Reporting
Insightly
8.0
Salesforce
7.8

CRM Reporting & Analytics

Insightly
7.4
Salesforce
8.0
Forecasting
Insightly
7.0
Salesforce
7.8
Pipeline visualization
Insightly
7.9
Salesforce
8.1
Customizable reports
Insightly
7.3
Salesforce
8.2

Customization

Insightly
7.2
Salesforce
7.6
Custom fields
Insightly
7.6
Salesforce
7.9
Custom objects
Insightly
7.4
Salesforce
7.7
Scripting environment
Insightly
6.8
Salesforce
7.3
API for custom integration
Insightly
6.8
Salesforce
7.7

Security

Insightly
8.7
Salesforce
8.1
Single sign-on capability
Insightly
9.1
Salesforce
8.0
Role-based user permissions
Insightly
8.4
Salesforce
8.2

Social CRM

Insightly
7.4
Salesforce
7.1
Social data
Insightly
6.8
Salesforce
7.2
Social engagement
Insightly
8.0
Salesforce
7.1

Integrations with 3rd-party Software

Insightly
6.1
Salesforce
7.2
Marketing automation
Insightly
7.1
Salesforce
7.1
Compensation management
Insightly
5.1
Salesforce
7.2

Platform

Insightly
7.3
Salesforce
7.7
Mobile access
Insightly
7.3
Salesforce
7.7

Pros

Insightly

  • Insightly competes extremely well cost-wise with almost all other CRMs with similar capabilities that are out there.
  • The customer service portal contains a lot of helpful information that is fairly easy to search and navigate. When at a loss, contacting a real person for help via email is easy.
  • The contact and organization records are easy to search and download. Duplicates are fairly easy to merge.
Anonymous | TrustRadius Reviewer

Salesforce

  • Each channel can be independently integrated with other services, which makes for very extensive communication.
  • It is easy to identify each potential customer thanks to Salesforce's bookmarking system.
  • Payment information generated by salespeople within the platform can be used to create reports.
Robert Burns | TrustRadius Reviewer

Cons

Insightly

  • 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.
Tommy L. Chambers | TrustRadius Reviewer

Salesforce

  • When you close SF and open it the next day it tends to open old cases (tabs). You'll end up with tab overload if you don't put time into closing old ones.
  • If you start a case and don't have all the required fields completed, you'll lose it all if you try saving it too soon.
Ben Johnson | TrustRadius Reviewer

Likelihood to Renew

Insightly

Insightly 9.0
Based on 18 answers
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Vanessa Johnson | TrustRadius Reviewer

Salesforce

Salesforce 10.0
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
John Cupoli | TrustRadius Reviewer

Usability

Insightly

Insightly 10.0
Based on 49 answers
Very easy to use once you understand the functions. I am sure there are still features I am not using correctly or to their intended potential. But with trial and error we have learned to use the site and it works very well for us on a day to day basis.
Julie Webster | TrustRadius Reviewer

Salesforce

Salesforce 7.2
Based on 53 answers
While not the most robust software available for tracking and following up with leads, the UI is fairly straight forward and you know right away what you are getting and how to interact with it. While some initial training is required, it is still simple enough for most users to interact with it on a daily basis without feeling burdensome.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Insightly

Insightly 10.0
Based on 6 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.
Jane Beisell PMP, CIA | TrustRadius Reviewer

Salesforce

Salesforce 9.8
Based on 27 answers
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Kyle Dugger | TrustRadius Reviewer

Performance

Insightly

Insightly 8.3
Based on 44 answers
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

Salesforce

Salesforce 9.0
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
Rob Gottschalk | TrustRadius Reviewer

Support Rating

Insightly

Insightly 5.8
Based on 30 answers
I have never given any other software support a 10, but Insightly has really done a great job over the 3 years we have been using it. They are quick to respond, don't ask stupid questions, don't bump you to others, and every issue has been resolved in very short order.
Randie Frederick | TrustRadius Reviewer

Salesforce

Salesforce 6.8
Based on 49 answers
I've used Salesforce in large sales organizations where there were people on staff who were trained in Salesforce, and I was instructed to contact them. They did know exactly what to do and how to resolve issues, but with a big Saleforce they were often very busy. I would have preferred to contact Salesforce's customer support, but I'm not sure if that is possible since each company's version of Salesforce can be customized so much.
Jason Carlage | TrustRadius Reviewer

In-Person Training

Insightly

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
Anonymous | TrustRadius Reviewer

Online Training

Insightly

Insightly 9.0
Based on 5 answers
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Eduardo Reyes | TrustRadius Reviewer

Salesforce

Salesforce 9.1
Based on 15 answers
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Anonymous | TrustRadius Reviewer

Implementation Rating

Insightly

Insightly 8.6
Based on 57 answers
The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!
Jeremy Grant | TrustRadius Reviewer

Salesforce

Salesforce 9.4
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.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Insightly

Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the cost impact to our business. It's not nearly as pricey and we end up using most of the features available.
Anonymous | TrustRadius Reviewer

Salesforce

The biggest advantage with Salesforce is likely the biggest detractor as well. It is largely a blank slate. The system is not customized to any one business or industry out of the box. You have to design everything - which is great if you are looking for a highly customized system, but very difficult for small or even medium sized firms without help from a 3rd party. We developed everything 100% in house. It has been quite a learning curve, but ultimately we preferred this method to farming out the work.
Jeff Fralick | TrustRadius Reviewer

Scalability

Insightly

Insightly 7.8
Based on 6 answers
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of.(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Phil Cashen | TrustRadius Reviewer

Salesforce

Salesforce 10.0
Based on 2 answers
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Anonymous | TrustRadius Reviewer

Return on Investment

Insightly

  • The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
  • Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.
Chris Stephens, CTS | TrustRadius Reviewer

Salesforce

  • ROI is most noticeable when you are able to consolidate disparate legacy systems and move all of their data from a local data center up to the cloud. You end up saving a ton of money that no longer needs to be spent on hardware, software, maintenance, IT, etc.
  • The recurring licensing model is not ideal when it comes to ROI impact, as the long term expenditure will be significant. However, the hidden cost savings that it brings due to a smoother running business is not something that should be ignored.
  • One of the main benefits is collaboration. The platform represents a "single source of truth" that can greatly enhance collaboration and data consolidation. This will impact ROI in ways immeasurable but there can be no doubt that the effects are there.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Insightly

General

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

Insightly Editions & Modules

Edition
Marketing - Plus$2991
Marketing - Professional$5991
Marketing - Enterprise$1,2991
CRM - Plus$292
CRM - Professional$492
CRM - Enterprise$992
  1. per month
  2. per user/per month
Additional Pricing Details
All plans are billed annually.

Salesforce

General

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

Salesforce Editions & Modules

Edition
Essentials$25.001
Professional$100.001
Enterprise$175.001
  1. Per User Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Insightly
8.3
Salesforce
7.8

Likelihood to Renew

Insightly
9.0
Salesforce
10.0

Usability

Insightly
10.0
Salesforce
7.2

Reliability and Availability

Insightly
10.0
Salesforce
9.8

Performance

Insightly
8.3
Salesforce
9.0

Support Rating

Insightly
5.8
Salesforce
6.8

In-Person Training

Insightly
Salesforce
7.9

Online Training

Insightly
9.0
Salesforce
9.1

Implementation Rating

Insightly
8.6
Salesforce
9.4

Scalability

Insightly
7.8
Salesforce
10.0

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