Insightly vs Salesforge: CRM Platform vs Sales Engagement Platform Comparison
Compare Insightly (CRM platform) and Salesforge (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Compare Insightly (CRM platform) and Salesforge (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Reviewed and updated September 2, 2026
Insightly vs Salesforge: CRM Platform vs Sales Engagement Platform Comparison
Insightly is a CRM platform; Salesforge is a sales engagement platform. Whether you need one, the other, or both depends on which part of the workflow you are buying for: customer relationship management and sales pipeline tracking on one side, multi-channel sales outreach and engagement tracking on the other. This guide lays out what each vendor publishes.
The Quick Answer
Insightly is a CRM platform for customer relationship management and sales pipeline tracking; Salesforge is a sales engagement platform for multi-channel sales outreach and engagement tracking. By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, and Salesforge lists cold email automation at scale and linkedin automation.
Insightly offers a lower entry point at $29/mo compared to Salesforge at $48/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, Insightly is the one built for it; for coordinating outreach across email, phone, and social channels, that is Salesforge. Many teams run one of each.
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.
Salesforge is Multichannel outreach platform that runs cold email and LinkedIn sequences from unlimited mailboxes and LinkedIn senders, with AI personalization, built-in warm-up, and an optional AI SDR agent.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Pro Plan
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Salesforge Pricing (as of September 2026)
| Plan | Price | Contacts | Emails |
|---|---|---|---|
| Pro Plan | $48/mo | 1,000 Active Contacts in Sequence | 5,000 Emails/Month |
| Growth Plan | $96/mo | 10,000 Active Contacts in Sequence | 50,000 Emails/Month |
| Agent Frank (AI SDR) | $499/mo | Up to 1,000 Active Contacts | - |
Source: Salesforge Pricing
Pricing Analysis
Insightly is more affordable at the entry level ($29/mo vs $48/mo). For teams with tight budgets or those just getting started with customer relationship management and sales pipeline tracking and multi-channel sales outreach and engagement tracking, this price difference matters.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Cold email automation at scale
- LinkedIn automation
- Multichannel outreach across email and LinkedIn
- Automated follow-ups for email and LinkedIn
- Primebox unified inbox for LinkedIn messages and emails
- Agent Frank AI SDR with auto-pilot and co-pilot modes
- and 4 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
Salesforge Key Features
- Cold email automation at scale
- LinkedIn automation
- Multichannel outreach across email and LinkedIn
- Automated follow-ups for email and LinkedIn
- Primebox unified inbox for LinkedIn messages and emails
- Agent Frank AI SDR with auto-pilot and co-pilot modes
- Unlimited mailboxes and unlimited premium warm-up
- AI personalization for every lead
- Email Finder API for verified B2B emails at scale
- Lead Finder over 500M+ verified B2B leads
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 Salesforge
- Cold email automation at scale
- LinkedIn automation
- Multichannel outreach across email and LinkedIn
- Automated follow-ups for email and LinkedIn
- Primebox unified inbox for LinkedIn messages and emails
- Agent Frank AI SDR with auto-pilot and co-pilot modes
- Unlimited mailboxes and unlimited premium warm-up
- AI personalization for every lead
- Email Finder API for verified B2B emails at scale
- Lead Finder over 500M+ verified B2B leads
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Salesforge Integrations
Salesforge connects with: Salesforce, HubSpot, Pipedrive, GoHighLevel, Clay, Make, Zapier, n8n, Slack, Google Workspace, Microsoft 365, SMTP.
Shared Integrations
Both tools integrate with: Slack.
Integrations listed only by Insightly: Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Integrations listed only by Salesforge: Salesforce, HubSpot, Pipedrive, GoHighLevel, Clay, Make, Zapier, n8n, Google Workspace, Microsoft 365, SMTP.
Use Case Recommendations
Best Fit for Insightly
- 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
Best Fit for Salesforge
- Budget-conscious teams looking for an affordable sales engagement platform
- Teams that need a wide feature set (10 capabilities listed)
- Organizations with complex tech stacks needing broad integration support (12 integrations)
Feature Comparison Summary
| Feature | Insightly | Salesforge |
|---|---|---|
| Starting Price | $29/mo | $48/mo |
| Top Tier Price | $99/mo | $499/mo |
| Total Features Listed | 8 | 10 |
| Integrations | 10 | 12 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking and multi-channel sales outreach and engagement tracking requirements and monthly budget
- Estimate your expected contacts and deals and sequences and engagement actions 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 serves the customer relationship management and sales pipeline tracking side of an outbound stack and Salesforge the multi-channel sales outreach and engagement tracking side. Insightly offers a more accessible entry point at $29/mo, while Salesforge starts at $48/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 Salesforge for current information.
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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