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Insightly CRM vs Salsa CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Salsa CRM is based on a specific set of business needs and context. The comparison uses 13974 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Salsa CRM

Insightly CRM, Salsa CRM, 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.

Salsa CRM focuses on Helpdesk Management with Offline, Engagement Management with Offline, Communication Management with E-Mail, Training & Onboarding with Video, etc.

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton

"We are building a community of supporters to take action and hold our elected leaders accountable. We work to make sure government leaders are hearing from their constituents that early education is a critical investment. It helps to build stronger ...communities and economies. And, it helps kids live better lives in the long run. " - Diana Onken

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 Salsa CRM for

Software Failure Risk

  • medium

logo Salsa CRM

Focus area

Salsa CRM is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Donor Management and Fundraising CRM

Age

2009

Financials

SERIES C

M&A

Business Need

Total Processes
(we found evidences for)

108

49

Total Goals
(we found evidences for)

13

7

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up


workflow management



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



social media management

social media analytics


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


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


community building


segmentation and targeting


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
  • Improve ROI

  • Scale best practices

  • Improve digital and social presence

  • Acquire customers

  • Improve internal communications

  • Increase sales & revenue

  • Launch new products

  • See 4 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • social media

  • website

  • newsletter

  • user generated content

  • blogs

  • phone calls

  • mobile

  • video

  • mobile app

  • trade shows

  • chat

  • point of sale

  • mass media

  • See 13 more
  • offline

  • causes and charity

  • e-mail

  • social media

  • website

  • newsletter

  • user generated content

  • blogs

  • phone calls

  • mobile

  • video

  • mobile app

  • trade shows

  • chat

  • point of sale

  • mass media

  • See 13 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting