Insightly vs Salesforce: CRM Platform Comparison
Compare Insightly and Salesforce side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Insightly and Salesforce are both CRM platforms for tracking leads, contacts, and deals, but they differ in pricing and scale. Insightly starts at $29/mo across 3 tiers and integrates with 10 tools including QuickBooks and Shopify. Salesforce starts at $25/mo across 4 tiers, offers Einstein AI analytics, and connects with 8 tools including Tableau and MuleSoft.
Key takeaways
- Insightly's entry plan, Plus, costs $29/mo, while its Professional and Enterprise tiers cost $49/mo and $99/mo.
- Salesforce's entry plan, Starter Suite, costs $25/mo, with Pro Suite, Enterprise, and Unlimited tiers priced at $100/mo, $175/mo, and $350/mo.
- Salesforce offers 4 pricing tiers compared to Insightly's 3, giving more granularity for scaling teams.
- Insightly lists integrations with 10 tools including Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, and ZoomInfo, while Salesforce lists 8 including Google Workspace, Microsoft Outlook, Mailchimp, Zapier, Tableau, and MuleSoft.
- Both platforms share only two listed integrations in common: Slack and DocuSign.
Reviewed and updated September 2, 2026
Insightly vs Salesforce: CRM Platform Comparison
Sales teams evaluating customer relationship management and sales pipeline tracking tools often narrow their shortlist to Insightly and Salesforce. Both target the same job, but they cater to different workflows and budgets. This comparison covers pricing, features, and integrations so you can pick the right fit.
The Quick Answer
By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, while Salesforce lists lead, account, and contact management and opportunity and pipeline tracking. A capability both offer can appear under different names, so read both feature lists below.
Salesforce offers a lower entry point at $25/mo compared to Insightly at $29/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most.
Understanding the Core Difference
Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.
Salesforce is The world's leading CRM platform offering a comprehensive suite of sales, service, marketing, and commerce tools. Known for extensive customization, AI-powered insights via Einstein, and a vast ecosystem of third-party integrations through AppExchange.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Starter Suite
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Salesforce Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Starter Suite | $25/mo |
| Pro Suite | $100/mo |
| Enterprise | $175/mo |
| Unlimited | $350/mo |
Source: Salesforce Pricing
Pricing Analysis
Salesforce offers the lower entry point ($25/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Salesforce offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Lead, account, and contact management
- Opportunity and pipeline tracking
- Einstein AI-powered analytics and predictions
- Sales forecasting and territory management
- Workflow automation and approval processes
- Customizable dashboards and reports
- and 2 more listed below
Insightly Key Features
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Salesforce Key Features
- Lead, account, and contact management
- Opportunity and pipeline tracking
- Einstein AI-powered analytics and predictions
- Sales forecasting and territory management
- Workflow automation and approval processes
- Customizable dashboards and reports
- AppExchange marketplace
- Mobile CRM app for iOS and Android
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Insightly
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Listed only by Salesforce
- Lead, account, and contact management
- Opportunity and pipeline tracking
- Einstein AI-powered analytics and predictions
- Sales forecasting and territory management
- Workflow automation and approval processes
- Customizable dashboards and reports
- AppExchange marketplace
- Mobile CRM app for iOS and Android
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Salesforce Integrations
Salesforce connects with: Slack, Google Workspace, Microsoft Outlook, Mailchimp, DocuSign, Zapier, Tableau, MuleSoft.
Shared Integrations
Both tools integrate with: Slack, DocuSign.
Integrations listed only by Insightly: Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, ZoomInfo.
Integrations listed only by Salesforce: Google Workspace, Microsoft Outlook, Mailchimp, Zapier, Tableau, MuleSoft.
Use Case Recommendations
Best Fit for Insightly
- Budget-conscious teams looking for an affordable CRM platform
- Organizations with complex tech stacks needing broad integration support (10 integrations)
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
Best Fit for Salesforce
- Budget-conscious teams looking for an affordable CRM platform
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
- Growing teams that need scalable contact management
Feature Comparison Summary
| Feature | Insightly | Salesforce |
|---|---|---|
| Starting Price | $29/mo | $25/mo |
| Top Tier Price | $99/mo | $350/mo |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 8 |
| Founded | N/A | 1999 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking requirements and monthly budget
- Estimate your expected contacts and deals to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Insightly and Salesforce both serve the customer relationship management and sales pipeline tracking market. Salesforce offers a more accessible entry point at $25/mo, while Insightly starts at $29/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Insightly and Salesforce for current information.
Frequently asked questions.
Frequently asked questions- Which is cheaper, Insightly or Salesforce?
- Salesforce has the lower entry price at $25/mo for its Starter Suite plan, compared to Insightly's Plus plan at $29/mo. However, Salesforce's higher tiers scale up to $350/mo for Unlimited, while Insightly's top Enterprise tier tops out at $99/mo.
- What features does Insightly offer that Salesforce doesn't list?
- By exact wording on each vendor's own pages, Insightly lists lead and contact management, lead assignment and routing, opportunity management, customizable sales processes, workflow automation, project management, advanced reports and pre-built dashboards, and an AI Copilot feature.
- What features does Salesforce offer that Insightly doesn't list?
- Salesforce lists lead, account, and contact management, opportunity and pipeline tracking, Einstein AI-powered analytics and predictions, sales forecasting and territory management, workflow automation and approval processes, customizable dashboards and reports, an AppExchange marketplace, and a mobile CRM app for iOS and Android.
- Which integrations do Insightly and Salesforce have in common?
- Insightly and Salesforce both list integrations with Slack and DocuSign. Beyond those two shared tools, Insightly separately lists Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, and ZoomInfo, while Salesforce separately lists Google Workspace, Microsoft Outlook, Mailchimp, Zapier, Tableau, and MuleSoft.
- How many pricing tiers do Insightly and Salesforce each offer?
- Insightly offers 3 pricing tiers: Plus, Professional, and Enterprise. Salesforce offers 4 pricing tiers: Starter Suite, Pro Suite, Enterprise, and Unlimited, giving it more pricing granularity as teams scale.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
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