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Insightly VS Salesforce Sales Cloud

Compare Insightly VS Salesforce Sales Cloud and see what are their differences

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Holistic service management: service, support + customer care. From Ticketing to Helpdesk, Service Desk, ITSM to Enterprise Service Management, Service Technician and Field Service Management (FSM)... featured
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Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

Salesforce Sales Cloud logo Salesforce Sales Cloud

Cloud-based CRM & Sales Automation
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Salesforce Sales Cloud Landing page
    Landing page //
    2023-05-09

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Salesforce Sales Cloud features and specs

  • Comprehensive CRM
    Salesforce Sales Cloud offers a robust and comprehensive CRM solution that integrates various sales processes, making it easier to track customer interactions and manage sales pipelines.
  • Customizability
    The platform is highly customizable to fit the specific needs of different businesses, allowing them to create tailored workflows, reports, and dashboards.
  • Third-party Integrations
    Sales Cloud supports a wide range of third-party integrations through its AppExchange marketplace, allowing businesses to extend its functionality.
  • AI Capabilities
    Sales Cloud includes advanced AI features through Salesforce Einstein, which helps in predictive analytics, automating tasks, and providing intelligent insights.
  • Scalability
    Salesforce Sales Cloud is designed to scale with your business, making it suitable for small businesses up to large enterprises.
  • Mobile Accessibility
    The platform offers comprehensive mobile capabilities, allowing sales teams to access crucial information and perform tasks on the go.
  • Strong Community Support
    Salesforce has a large and active user community, which provides extensive support, resources, and shared best practices.

Possible disadvantages of Salesforce Sales Cloud

  • Cost
    Salesforce Sales Cloud can be expensive, especially for small businesses, due to its subscription-based pricing model and additional costs for premium features or extra modules.
  • Complexity
    The platform can be complex to set up and may require a steep learning curve for new users or teams without prior CRM experience.
  • Customization Costs
    While highly customizable, creating tailored solutions can incur additional costs, either through hiring in-house developers or using Salesforce consulting services.
  • Over-reliance on Internet Connection
    Being a cloud-based service, it relies heavily on a stable internet connection, which can be a limitation for businesses with unreliable connectivity.
  • Data Storage Limits
    Sales Cloud has data storage limits, which might lead to additional costs if a business needs to store large volumes of customer data.
  • Performance
    Some users report performance issues such as slow load times and occasional downtime, which can disrupt sales operations.
  • Integration Complexity
    Integrating Salesforce with other third-party applications can sometimes be complex and may require technical expertise.

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Salesforce Sales Cloud videos

+ Add

Zoho CRM vs. Salesforce Sales Cloud

More videos:

  • Demo - Salesforce Sales Cloud Overview Demo

Category Popularity

0-100% (relative to Insightly and Salesforce Sales Cloud)

Insightly

Salesforce Sales Cloud

CRM
87 87%
CRM
13% 13
Sales
89 89%
Sales
11% 11
CRM Platforms
91 91%
CRM Platforms
9% 9
Sales Workflow
86 86%
Sales Workflow
14% 14

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Insightly and Salesforce Sales Cloud

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

Salesforce Sales Cloud Reviews

We have no reviews of Salesforce Sales Cloud yet.
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What are some alternatives?

When comparing Insightly and Salesforce Sales Cloud, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

HubSpot CRM - Free CRM software for small businesses.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

SalesDesk - Sales, Simplified. Collaboration, Amplified.The only CRM that brings your sales teams and customers together in one place - and super-powers it with AI.

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