What users are saying about

Insightly<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
547 Ratings

Salesforce<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
2063 Ratings

Insightly<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
547 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.1 out of 101

Salesforce<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
2063 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.2 out of 101

Add comparison

Likelihood to Recommend

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

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.
John Hilburn profile photo

Feature Rating Comparison

Sales Force Automation

Insightly
7.3
Salesforce
8.3
Customer data management / contact management
Insightly
8.4
Salesforce
8.7
Workflow management
Insightly
7.4
Salesforce
8.1
Territory management
Insightly
6.1
Salesforce
8.3
Opportunity management
Insightly
8.0
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Insightly
7.4
Salesforce
7.9
Contract management
Insightly
6.5
Salesforce
7.7
Quote & order management
Insightly
7.2
Salesforce
8.0
Interaction tracking
Insightly
7.4
Salesforce
9.0
Channel / partner relationship management
Insightly
7.7
Salesforce
8.1

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
7.4
Salesforce
7.6
Lead management
Insightly
7.7
Salesforce
8.2
Email marketing
Insightly
7.1
Salesforce
7.1

CRM Project Management

Insightly
6.6
Salesforce
7.8
Task management
Insightly
7.8
Salesforce
8.4
Billing and invoicing management
Insightly
4.7
Salesforce
6.7
Reporting
Insightly
7.3
Salesforce
8.2

CRM Reporting & Analytics

Insightly
7.1
Salesforce
8.4
Forecasting
Insightly
6.5
Salesforce
8.1
Pipeline visualization
Insightly
7.3
Salesforce
8.6
Customizable reports
Insightly
7.5
Salesforce
8.5

Customization

Insightly
7.1
Salesforce
8.0
Custom fields
Insightly
7.6
Salesforce
8.3
Custom objects
Insightly
6.6
Salesforce
8.3
Scripting environment
Insightly
6.8
Salesforce
7.5
API for custom integration
Insightly
7.5
Salesforce
7.8

Security

Insightly
8.0
Salesforce
8.7
Single sign-on capability
Insightly
8.0
Salesforce
8.8
Role-based user permissions
Insightly
8.0
Salesforce
8.6

Social CRM

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

Integrations with 3rd-party Software

Insightly
6.1
Salesforce
7.8
Marketing automation
Insightly
7.0
Salesforce
8.3
Compensation management
Insightly
5.2
Salesforce
7.3

Platform

Insightly
7.5
Salesforce
7.5
Mobile access
Insightly
7.5
Salesforce
7.5

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.
Tommy L. Chambers profile photo
  • 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.
John Hilburn profile photo

Cons

  • PLEASE add a DocuSign module! It is the only real reason we have considered other CRM companies!
  • Some of the workflow from completing a task but then checking off a task as done is a bit awkward and cumbersome.
  • Would love to be able to add more than 15 business cards per month. Do not want to upgrade for that alone.
Ann Matuszak profile photo
  • Excels at what it was designed for - the sales process. But other functions such as work ticket creation and tracking, product management, etc. are rather forced and clunky. It works, but only with a lot of care and feeding. It can let you do a lot with most any kind of data, but can get weighed down and confusing quickly if your organization has chosen a sub-optimal process and structure for it.
  • Needs much more user-friendly and flexible ways of gathering info. It has highly limited functionality/modules for surveys, for instance. Providing easy, attractive, and highly distributed tools for information gathering are essential, but there's a big gap here.
  • The ability to alter forms and fields and make rules is necessarily limited - ill-informed users could make a big mess in minutes - but a more user-friendly platform for allowing such changes with an approval/vetting workflow would prevent bottlenecks. If you want to do anything meaningful or the least bit innovative with SalesForce, you need in-house experts, often a team of them.
Kent White profile photo

Likelihood to Renew

Insightly9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo
Salesforce10.0
Based on 48 answers
Our account rep is very helpful - she's even visited our office to get a better understanding of how we're using Salesforce and has been helpful in recommending other ways we can use it to increase efficiencies. Cases submitted to the support team are generally resolved in a timely manner. Salesforce is also open about what items are being updated or added in each major release. I find that communication very nice from such a large, global organization.
Carissa Crittenden profile photo

Usability

Insightly8.5
Based on 47 answers
I only needed to consult help guides when I wanted to use more advanced features. You'll be able to start using the software the day you install it.
Vanessa Johnson profile photo
Salesforce8.0
Based on 34 answers
The system has been refined over the years to be very useful to Sales, Marketing and Support staff alike.
Todd Duclos profile photo

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.
Jane Beisell PMP, CIA profile photo
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.
April Barclay profile photo

Performance

Insightly8.4
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos profile photo
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
Rob Gottschalk profile photo

Support

Insightly3.2
Based on 14 answers
The online videos and FAQ are very helpful for a general working knowledge of the product. More detailed questions have been submitted to the support staff and they've always been timely in their reply. They don't always give the desired answer but they do get back quickly.
John Eggenberger profile photo
Salesforce4.9
Based on 30 answers
I prefer not to ever have to involve Salesforce support. I rarely get an answer and they call non-stop to my mobile phone and work phone. They ask questions that are clearly answered in the case description. It is as though they don't read it.
April Barclay profile photo

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
Rob Gottschalk profile photo

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
Jane Beisell PMP, CIA profile photo
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.
Kyle Dugger profile photo

Implementation

Insightly8.5
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.
Rogier Fentener van Vlissingen profile photo
Salesforce9.4
Based on 16 answers
Its the end of June. We won't be complete until end of summer
Bonnie Hilory profile photo

Alternatives Considered

Insightly does a wonderful job at project management, where Salesforce was more of a CRM, Insightly is both. The two main areas that Salesforce outperforms Insightly is in the reporting and custom fields. Salesforce had a lot of customizable objects and those two came in handy for my past company and I know they would with my current company. Insightly, however, is not near as expensive, so we had to make compromises.
Alek Babaa profile photo
One of the driving forces in our decision to use Salesforce over Oracle was Salesforce's ability to have seamless communication between departments. Although only marketing and sales teams use Salesforce at our company, Salesforce has allowed both teams to communicate cross-departmentally on a streamlined level, and track any communication that has taken place. The ability to pull reports that highlights different communication methods is essential to our sales roles. Another high selling point for Salesforce is the ability to track data from points of contact or touch points. Our sales representatives must be able to track all notes, phone calls, and emails placed within a record. Salesforce makes it easy for our teams to see the last method and date of communication, and follow up appropriately
Whitney Slothower profile photo

Collaboration and Sharing

No score
No answers yet
No answers on this topic
Salesforce8.3
Based on 5 answers
They have a chatter function which is great! You can easily create group dashboards and reports.
Stratford Canning profile photo

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.
Stratford Canning profile photo

Scalability

Insightly7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World profile photo
Salesforce10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

Return on Investment

  • Better client follow up and opportunity tracking
  • More cost-effective than SalesForce
Ron Sherwood profile photo
  • Salesforce allows our management team to gain an understanding of our forecast.
  • Salesforce has streamlined the management of sales operations and therefore savestime and $ within the division.
  • Salesforce allows our people to work from anywhere in the world.
Mike Markham profile photo

Pricing Details

Insightly

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

Salesforce

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