Overview: Insightly CRM and Salesforce CRM as CRM Category solutions.

Insightly CRM is tailored for contact and workflow management, making it a strong choice for businesses seeking efficient operations in sectors like IT and financial services. With features like extensive data import and integration options, it suits large enterprises well. Salesforce CRM excels in engagement and scalability, serving a diverse user base. Its robust analytics and AI capabilities appeal to enterprises aiming for advanced insights and lead management, covering industries from software to finance.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Salesforce CRM: Salesforce is a unified Customer Relationship Management (CRM) platform. It helps businesses manage customer relationships and streamline processes.

Insightly CRM and Salesforce CRM: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM supports processes like contact and workflow management, which align with operational needs by simplifying lead tracking and sales document handling. read more →

Salesforce CRM enhances engagement and communication management, aligning with operational needs through robust lead tracking and workflow management. read more →

Business Goals

Insightly CRM helps businesses enhance customer relationships and acquire new customers, reflecting strategic objectives by improving communication and stakeholder relations. read more →

Salesforce CRM aids in enhancing customer relationships and acquiring new clients, connecting with strategic goals by improving ROI and scaling best practices. read more →

Core Features

Insightly CRM offers standout features like custom reports and extensive data import options, catering to users needing reliable data migration and integration. read more →

Salesforce CRM boasts features like AI-powered automation and detailed analytics, suitable for users requiring cutting-edge data insights and integration capabilities. read more →

Vendor Support

Insightly CRM provides 24/7 support, with strong preferences for email and phone support, addressing customer needs for accessible vendor assistance. read more →

Salesforce CRM offers comprehensive 24/7 support with a high preference for email and chat, meeting user expectations for timely and reliable customer service. read more →

Segments and Industries

Insightly CRM predominantly serves large enterprises and the information technology and services sector, showcasing suitability for data-driven organizations. read more →

Salesforce CRM serves enterprise and large-scale industries like software and financial services, demonstrating flexibility for diverse business environments. read more →

Operational Alignment

Insightly CRM is designed to fit complex workflows in large enterprises, tailored for industries requiring structured operations like IT. read more →

Salesforce CRM integrates into varied operational workflows, supporting large-scale businesses looking for comprehensive customer relationship management. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

Low
Medium
High

Ease of migration

Read peer / expert warnings.

Data

Data Export

Read peer / expert warnings.

Data Import

Read peer / expert warnings.

Support

Email Support

Read peer / expert warnings.

Chat Support

Read peer / expert warnings.

24/7 Support

Read peer / expert warnings.

Phone Support

Read peer / expert warnings.

Others

Analytics

Read peer / expert warnings.

Custom Reports

Read peer / expert warnings.

AI Powered

Read peer / expert warnings.

Most deployed common Use Cases for Insightly CRM and Salesforce CRM

How does Insightly CRM and Salesforce CRM address your Contact List Management Challenges?

Both Insightly Crm and Salesforce Crm allow users to store and manage contact information. Insightly Crm excels at organizing contacts through relationship connections and linking contacts to other information, such as projects or opportunities. Salesforce Crm prioritizes tracking customer interactions and provides reporting features for managing contacts. However, both tools have limitations, as Insightly Crm can be expensive and have technical glitches, while Salesforce Crm might restrict user permissions and lack a direct import function for Mac contacts.

"...It allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way...." Peer review by Kunal Garg, Inside Sales Manager, SmartBuzz Software

"...Through Social Venture Partners International, I was trained to use Salesforce for Donor/Partner/Grantee/Applicant contact management and mass communication...." Peer review by Erin H., Employment Specialist, Non-Profit Organization Management

How can Insightly CRM and Salesforce CRM enhance your Engagement Management process?

Both Insightly Crm and Salesforce Crm provide features to manage customer engagement. Insightly Crm excels at tracking interactions, following up with leads, and integrating with email clients. Salesforce Crm is particularly strong in analytics, collaboration, and customer service. Both require significant setup effort, and Salesforce Crm has the added limitation of being a high-cost product.

"...Very good and complete free plan for startups, this allows small teams to adopt a professional solution since the early stages of the companyEasy integration with web forms to collect leads with useful links to the social profiles for a first level screening and filtering of the prospectsEasy to set up different pipelines with custom sales stages and to automate custom "activity sets" to generate tasks and follow up automation with just one click..." Peer review by Alessandro Bernardi, CoFounder, Social Elephants

"...It's a way for all sales persons within the organization to collaborate together to followup on sales leads. ...." Peer review by David K., Vice President, Wholesale

How can Insightly CRM and Salesforce CRM enhance your Lead Tracking process?

Insightly and Salesforce both track leads and opportunities. Insightly offers features for tracking lead activities and email tracking. Salesforce integrates with other software to track leads and provides tools for outbound prospecting. Insightly is easier to use, but Salesforce has more features. However, both have limitations, including difficulty in keeping track of leads if users do not set up follow-up steps.

"...It gives us a place to track opportunities and move them along...." Peer review by Jason Carlage, Director of Sales, Globalyceum

"...These help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post sale...." Peer review by Audrey J D.

Why is Insightly CRM and Salesforce CRM the best choice for Communication Management?

Both Insightly CRM and Salesforce CRM allow users to manage communication effectively. Insightly CRM emphasizes email tracking and templates, while Salesforce CRM focuses on automated email tracking and integration with other communication channels. Insightly CRM has limitations in email tracking, while Salesforce CRM sometimes struggles with tracking delivered messages.

"...According to the vendor, businesses use Insightly for: Relationship linking Contact management Email tracking Lead management Opportunity management Quote generation Workflow automation Project management Advanced reporting Mobile CRM app with business card scanning and audio notes..." Peer review

"...You can select specific dates and times to send an email group of person a report which is great...." Peer review by Jayne Pearce, Information Technology and Services