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.
"Insightly does everything in the most intuitive way possible. " - Seth Rodden
"Our relationships with small vendors make loop & tie the platform it is; we pride ourselves on being part of a healthy and stable economy. With salesforce, we have a better understanding of our own opportunities to support growing businesses. " - Mk Getler
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.
Insightly CRM
Focus area
Insightly CRM is better than Salesforce Essentials for
Software Failure Risk
Salesforce Essentials
Focus area
Salesforce Essentials is better than Insightly CRM for
Software Failure Risk
About
CRM Software for Gmail, G Suite and Outlook.
Build stronger customer relationships, with the CRM built for small business
Age
2009
1999
Financials
PRIVATE
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
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- See 10 more
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve stakeholder relations
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Improve ROI
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Increase customer life time value
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Improve efficiency
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Improve brand engagement
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Build brand awareness
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Grow market share
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Increase average basket value
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Improve digital and social presence
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Improve internal communications
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Scale best practices
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Launch new products
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Establish thought leadership
- See 13 more
Top Channels
Channels Used
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social media
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phone calls
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e-mail
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Facebook
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Twitter
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website
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user generated content
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blogs
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chat
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Slack
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offline
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point of sale
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mobile
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Instagram
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games
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video
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mobile app
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trade shows
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on premises
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omnichannel
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promotions
- See 18 more
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social media
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phone calls
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e-mail
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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?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
