Insightly vs Salesforce
- ✦ Pipeline Management
- ✦ Project Management
- ✦ Email Tracking
- ✦ Opportunity Management
- ✦ Sales Forecasting
- ✦ Reports & Dashboards
Insightly and Salesforce are both CRM tools. Insightly starts at $35/mo, Salesforce at $25/mo. Compare features, pricing, and ratings below to find the best fit for your team.
When to Choose Insightly vs Salesforce
The question that matters: “In what situation will I regret choosing A over B after 3 months?”
Project Management attaches billable work to Opportunities so deal terms and contacts auto-populate at close, reducing post-sale setup time and eliminating 4-5 hours of manual.
Workflow Automation fires email sequences when a lead hits a custom Lead Management score threshold, cutting time-to-first-sales-touch from 8 days to 2 for marketing-qualified.
Salesforce Contact Management links decision-makers, influencers, and procurement contacts to a single Opportunity record, with email opens and meeting attendance tracked per.
Lead Management scoring rules weight email opens and demo attendance, then auto-route high-intent leads to inside sales in under 15 minutes - cutting time-to-first-contact from.
Pricing Comparison & PlansHigh· Verified May 28, 2026
Insightly Plans
Free tier available
Free
FreeBest for: You get 2 users, 2500 records
- ✓Basic contact management
- ✓Lead tracking
- ✓Limited email integrations
- ✓Basic customization
Plus
$35/user/moBest for: 100K records, 25 email templates
- ✓Contact management
- ✓Pipeline management
- ✓Project management
- ✓Customizable dashboards
- ✓Standard reporting
Professional
$59/user/moBest for: 250K records, 100 email templates, Workflows
- ✓Workflow automation
- ✓Advanced reporting
- ✓Custom dashboards
- ✓More email templates
- ✓Greater custom fields
Enterprise
$129/user/moBest for: Unlimited records, Custom objects, Lambda functions
- ✓All Professional features
- ✓Enhanced workflow automation
- ✓Advanced security features
- ✓Dedicated support options
- ✓Higher AI Copilot query limits
Salesforce Plans
Paid plans only
Free Suite
FreeBest for: Ideal for individuals or very small teams exploring basic CRM functionalities
- ✓CRM basics
- ✓2 user licenses
- ✓Lead management
- ✓Contact management
- ✓Opportunity tracking
Starter Suite
$25/user/moBest for: small businesses needing core sales and service features
- ✓Sales + Service + Marketing
- ✓Email marketing
- ✓Case management
- ✓No contract required
Pro Suite
$100/user/moBest for: Suitable for growing teams requiring more advanced customization and automation
- ✓Advanced forecasting
- ✓Automated workflows
- ✓Pipeline management
- ✓Revenue intelligence
Enterprise
$165/user/moBest for: Designed for larger organizations needing extensive customization, integration, and workflow automation
- ✓Custom objects
- ✓Advanced APIs
- ✓Workflow automation
- ✓Advanced reporting
Unlimited
$330/user/moBest for: Provides comprehensive features, unlimited customization, and premium support for large enterprises
- ✓AI features
- ✓Premier support
- ✓Full customization
- ✓Sandbox environments
Einstein 1 Sales
$500/user/moBest for: The top tier for businesses seeking cutting edge AI driven insights and automation
- ✓Einstein Copilot AI
- ✓Data Cloud
- ✓Revenue Intelligence
- ✓All Unlimited features
Capability Breakdown
7 differences found across 18 standardized features
- •Contact Management
- •Lead Management
- •Pipeline Management
- •Project Management
- •Email Tracking
- •Workflow Automation
- •Custom Dashboards
- •Reporting
- •Web-to-Lead Forms
- •Mobile App
- •Role-based Permissions
- •API
- •AppConnect
- •Calendar Sync
- •File Sharing
- •Contact Management
- •Opportunity Management
- •Lead Management
- •Sales Forecasting
- •Workflow Automation
- •Reports & Dashboards
- •Email Integration
- •Mobile App
- •AppExchange Marketplace
- •Einstein AI
- •Custom Objects
- •API Access
- •Marketing Automation
- •Service Cloud
- •Commerce Cloud
Strengths & Limitations
Evaluative strengths and weaknesses: not feature lists
- +Free plan available
- +Competitive pricing from $29/mo
- +Multiple pricing tiers (4 plans) to match different needs
- +Free plan available
- +Competitive pricing from $25/mo
- +Multiple pricing tiers (5 plans) to match different needs
- −I wish that when I bring up a report or enter my opportunities, I could easily edit some fields.
- −If there is anything I would improve about Salesforce, it would be customer service during the initial implementation, as our expe
- −As a person who knows SQL, it would be very helpful if there were tools that could leverage my SQL knowledge.
- −I have no frustrations regarding Salesforce, but I think it can be improved by making it visually more user-friendly, though in ge
- −More understanding from the business standpoint will help Salesforce.
At a Glance
Recent Price History
Insightly raised "Enterprise" from $99/mo to $129/mo (+30%)
Price change · May 28, 2026
Insightly raised "Professional" from $49/mo to $59/mo (+20%)
Price change · May 28, 2026
Insightly raised "Plus" from $29/mo to $35/mo (+21%)
Price change · May 28, 2026
Salesforce added a new "Free Suite" plan (Custom pricing)
Plan added · May 26, 2026
Salesforce added a new "Einstein 1 Sales" plan (Custom pricing)
Plan added · May 26, 2026
Frequently Asked Questions
Related Comparisons
Sources & Data Trail · Insightly
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-05-28)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.2/5 · 941 reviews
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Sources & Data Trail · Salesforce
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-05-26)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.4/5 · 25,768 reviews
- 4.Capterra·Capterra verified reviews · 4.4/5
- 5.TrustRadius·TrustRadius verified reviews
- 6.PeerSpot·PeerSpot enterprise peer reviews