Insightly CRM and Salesforce Sales Cloud, An In-Depth Comparison 2024

"...Sales people within our organization will forward emails to Insightly to help me capture those contacts for future email marketing...." Peer review by Employee in Marketing

"...It really supports a huge database and lists of contacts and connections organized however you want...." Peer review by Bethany Linares, Education

"...We use it as a CRM tool to organize, track and follow up on customer orders...." Peer review by Sarah Niven, Customer Service Specialist, Onvio LLC

"...I do not use all the funnel tools, just keeping track of emails, calls and follow-up tasks and it is great...." Peer review by Kevin Hill, Research

"...Once you have it set up, then it is really easy to track leads and continue to follow-up with them...." Peer review by Felicia H., Owner, Pharmaceuticals

"...My company has been able to track sales and leads thus increase in sales to the company...." Peer review by ANNE WANJIRU

"...In short I would say all these features are good enough to maintain my workflow in a very stunning way...." Peer review by Angela B., Content Developer, Information Technology and Services

"...I love the flexibility of custom objects, formula fields, custom functions, workflows, etc...." Peer review by Peter Fuller, Information Technology and Services

"...Insightly allows us to assign the task, have a record for when it was performed, and send out an email to those contacts after it has been completed...." Peer review by Nicholas D, Founder, Creative Director, Marketing and Advertising

"...That you can place your contacts, notes, send emails, pretty much integrate everything into salesforce and customize nearly everything is great...." Peer review by Ramin Lavi, Real Estate