Insightly vs Salesforce: Side-by-Side Feature & Pricing Comparison
Thinking of switching from Insightly to Salesforce (or vice versa)? This comparison covers features, costs, and migration considerations to help mid-market Australian businesses make an informed decision.
Feature Comparison
Side-by-side feature ratings for Insightly and Salesforce.
| Feature | Insightly | Salesforce | Notes |
|---|---|---|---|
| Contact management | When it comes to contact management, Salesforce pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team. | ||
| Pipeline management | For Professional Services that rely on strong pipeline management, Salesforce is the more capable option in our assessment. | ||
| Email automation | When it comes to email automation, Salesforce pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team. | ||
| Reporting and analytics | When it comes to reporting and analytics, Insightly pulls clearly ahead of Salesforce — a factor worth weighing if this capability is important to your team. | ||
| Integration ecosystem | For integration ecosystem, both platforms deliver a similar experience — neither has a clear advantage. | ||
| Mobile app | When it comes to mobile app, Salesforce pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team. | ||
| Custom fields and objects | When it comes to custom fields and objects, Insightly pulls clearly ahead of Salesforce — a factor worth weighing if this capability is important to your team. | ||
| Workflow automation | For workflow automation, both platforms deliver a similar experience — neither has a clear advantage. | ||
| Team collaboration | Insightly has a notable advantage in team collaboration. | ||
| Customer support features | Insightly significantly outperforms Salesforce on customer support features, making it the stronger choice for businesses that prioritise this area. | ||
| Ease of setup | Both Insightly and Salesforce offer comparable ease of setup capabilities. | ||
| Value for money | Insightly has a notable advantage in value for money. |
Contact management
Insightly
Salesforce
When it comes to contact management, Salesforce pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.
Pipeline management
Insightly
Salesforce
For Professional Services that rely on strong pipeline management, Salesforce is the more capable option in our assessment.
Email automation
Insightly
Salesforce
When it comes to email automation, Salesforce pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.
Reporting and analytics
Insightly
Salesforce
When it comes to reporting and analytics, Insightly pulls clearly ahead of Salesforce — a factor worth weighing if this capability is important to your team.
Integration ecosystem
Insightly
Salesforce
For integration ecosystem, both platforms deliver a similar experience — neither has a clear advantage.
Mobile app
Insightly
Salesforce
When it comes to mobile app, Salesforce pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.
Custom fields and objects
Insightly
Salesforce
When it comes to custom fields and objects, Insightly pulls clearly ahead of Salesforce — a factor worth weighing if this capability is important to your team.
Workflow automation
Insightly
Salesforce
For workflow automation, both platforms deliver a similar experience — neither has a clear advantage.
Team collaboration
Insightly
Salesforce
Insightly has a notable advantage in team collaboration.
Customer support features
Insightly
Salesforce
Insightly significantly outperforms Salesforce on customer support features, making it the stronger choice for businesses that prioritise this area.
Ease of setup
Insightly
Salesforce
Both Insightly and Salesforce offer comparable ease of setup capabilities.
Value for money
Insightly
Salesforce
Insightly has a notable advantage in value for money.
Pricing Comparison
General pricing information for each platform.
Insightly
Free tier available; paid from ~$29/user/month
Pricing is indicative only and subject to change. We recommend contacting the vendor for a tailored quote based on your Australian business needs.
Salesforce
From ~$35/user/month
Prices shown are approximate and may differ based on your plan, team size, and billing cycle. Verify directly with the vendor for current AUD rates.
Pros & Cons
An honest look at the strengths and limitations of each platform.
Insightly
Pros
- Cloud-based with reliable uptime
- Well-documented REST API for custom integrations
- Active user community and resources
- Well-established platform with strong market presence
- Centralised customer data for better sales outcomes
Cons
- Complex data model may require expert configuration
- Can require significant setup and customisation
- May not suit every workflow without customisation
- Data migration from other CRMs can be tricky
Salesforce
Pros
- Well-established platform with strong market presence
- Centralised customer data for better sales outcomes
- Regular platform updates and improvements
- Solid feature set for its price point
- Rich data model covering leads, contacts, accounts and more
Cons
- Complex data model may require expert configuration
- Can require significant setup and customisation
- Data migration from other CRMs can be tricky
- Onboarding documentation could be more comprehensive
Best For
Which tool suits which use case.
Choose Insightly if you need
- ✓ Teams needing extensive third-party integrations
- ✓ Professional Services businesses
- ✓ Managing customer relationships
- ✓ Complex data models (contacts, organisations, opportunities and more)
- ✓ Manufacturing organisations
Choose Salesforce if you need
- ✓ Marketing automation
- ✓ Complex data models (leads, contacts, accounts and more)
- ✓ Professional Services businesses
- ✓ Contact management
- ✓ Teams needing extensive third-party integrations
Expert Verdict
Our Harvard-educated consultants' take on this comparison.
Clever Ops Recommendation
Salesforce offers a much wider integration ecosystem than Insightly, making it a strong choice for businesses with complex tech stacks. However, integration breadth is just one factor. Our Harvard-educated consultants weigh features, pricing, usability, and your specific workflows before making a recommendation.
Migration Notes
What to know about switching between Insightly and Salesforce.
Migrating Between Insightly and Salesforce
Clever Ops takes a low-risk approach to migrating between Insightly and Salesforce. We run both systems in parallel during the transition, transferring contacts, opportunities, tasks in stages and verifying data at each step. Your team continues working in the existing system until the new one is fully validated. The process typically takes 4-8 weeks, followed by 3 months of hands-on support.
Insightly vs Salesforce FAQ
Related Comparisons
Other popular comparisons involving Insightly or Salesforce.
Explore These Tools
Connect These Tools
Already decided? See how to integrate Insightly and Salesforce seamlessly.
Need Help Choosing?
Join 50+ Australian businesses that trust Clever Ops for objective, vendor-neutral technology advice.