cuspera logo CUSPERA

Insightly CRM vs Salesforce Essentials: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Salesforce Essentials is based on a specific set of business needs and context. The comparison uses 13801 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Salesforce Essentials

Insightly CRM, Salesforce Essentials, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Salesforce Essentials focuses on Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.

"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. " - Keith Gardner

"The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to m...ake sure we are making a good decision. " - Samuel Dall’Agnol

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Salesforce Essentials for

Software Failure Risk

  • medium

logo Salesforce Essentials

Focus area

Salesforce Essentials is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Build stronger customer relationships, with the CRM built for small business

Age

2009

1999

Financials

SERIES C

IPO

Business Need

Total Processes
(we found evidences for)

108

82

Total Goals
(we found evidences for)

13

16

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics

managing social media account


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score



account management


competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


community building



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Increase customer life time value

  • Improve efficiency

  • Improve brand engagement

  • Build brand awareness

  • Grow market share

  • Increase average basket value

  • Improve digital and social presence

  • Improve internal communications

  • Scale best practices

  • Launch new products

  • Establish thought leadership

  • See 13 more

Top Channels

Channels Used

  • social media

  • phone calls

  • e-mail

  • Facebook

  • Twitter

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • offline

  • point of sale

  • mobile

  • Instagram

  • games

  • video

  • mobile app

  • trade shows

  • on premises

  • omnichannel

  • promotions

  • See 18 more
  • social media

  • phone calls

  • e-mail

  • Facebook

  • Twitter

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • offline

  • point of sale

  • mobile

  • Instagram

  • games

  • video

  • mobile app

  • trade shows

  • on premises

  • omnichannel

  • promotions

  • See 18 more

Failure Risk Guidance Security Report?

Low Medium High
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}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting