InsightlyvsSalesforce
Score Comparison
Signals Comparison
Insightly
- Customer support is slow and often unhelpful(9/10)
Salesforce
- Customer service described as nonexistent(8/10)
Insightly
- Contact limits force constant upgrades or data deletion(8/10)
- Annual billing only - no monthly option available(8/10)
- Hidden setup fees up to $3,000 for technical configuration(8/10)
Salesforce
- Implementation costs range from $15,000 to $500,000+(10/10)
- Hidden costs compound dramatically(9/10)
- Annual price increases of 6-10%+ with no escape(8/10)
- Companies spend hundreds of thousands on barely-used systems(9/10)
Insightly
- Steep learning curve takes months to master(7/10)
Salesforce
- Implementation takes a year to get up to speed(8/10)
Insightly
- Clunky interface with workflows that don't flow well(6/10)
- Project management features lack visual views(5/10)
Salesforce
- Extremely steep learning curve requires technical expertise(8/10)
- Over-customization creates overwhelming interfaces(7/10)
- UI issues cause lost work(6/10)
Insightly
- Reporting and analytics far less advanced than competitors(7/10)
- Advanced features locked behind expensive tiers(6/10)
Salesforce
No signals
Insightly
- Bugs and glitches persist especially in bulk editing(7/10)
Salesforce
No signals
Insightly
- API changes break integrations without warning(7/10)
Salesforce
- Integration between Salesforce clouds isn't seamless(7/10)
Insightly
- Calendar integration bugs make scheduling unusable(7/10)
Salesforce
No signals
Pricing Comparison
Insightly
Users: Unlimited users
Storage: 100,000 records, 10GB files
Limits: 100K record limit, limited storage (10GB), basic reporting only, limited bulk email
Users: Unlimited users
Storage: 250,000 records, 100GB files
Limits: 250K record limit, advanced automation limited, still missing enterprise security features
Users: Unlimited users
Storage: 500,000 records, unlimited files
Limits: Even Enterprise has 500K record limit. Some features still require add-on purchases.
Salesforce
Users: Per user
Storage: Limited
Limits: No advanced automation, Limited customization, Basic reporting only, No API access
Users: Per user
Storage: Standard
Limits: Limited customization compared to Enterprise, No advanced API access
Users: Per user
Storage: Large
Limits: Still requires significant consulting investment, Complex setup
Users: Per user
Storage: Very Large
Limits: Requires dedicated admin team, Multi-year contracts often required
Users: Per user
Storage: Enterprise
Limits: Requires AI expertise, Very high cost per user
Feature Comparison
| Feature | Insightly | Salesforce |
|---|---|---|
| CRM | ||
| Contact management Subject to record limits | ||
| Unlimited contacts All plans have limits | ||
| Customization | ||
| Custom objects and fields Enterprise+ for full customization | ||
| PM | ||
| Project management Basic, lacks visual views | ||
| Development | ||
| Apex programming language For custom development | ||
| Integrations | ||
| Google Workspace integration Full integration | ||
| AppExchange marketplace Thousands of apps available | ||
| Microsoft 365 integration Full integration | ||
| QuickBooks native integration Requires third-party | ||
| Sales | ||
| Sales Cloud Core CRM functionality | ||
| Automation | ||
| Workflow automation All plans | ||
| Support | ||
| Service Cloud Separate product and pricing | ||
| Good customer support Described as nonexistent | ||
| Mobile | ||
| Mobile apps iOS and Android | ||
| Mobile app Limited compared to desktop | ||
| Marketing | ||
| Marketing Cloud Separate product, $1,250+/month | ||
| Marketing automation Separate product, extra cost | ||
| Analytics | ||
| Custom reporting Limited compared to competitors | ||
| AI | ||
| Einstein AI Unlimited+ or additional cost | ||
| Training | ||
| Trailhead learning Free but time-intensive | ||
| Pricing | ||
| Monthly billing option Annual only | ||
| Free plan 14-day trial only | ||
| Affordable pricing $25-550/user + hidden costs | ||
| Monthly billing Annual contracts required | ||
| Security | ||
| Enterprise security SOC 2, HIPAA, etc. | ||
| Onboarding | ||
| Easy implementation 6-12 months typical, $15K-$500K | ||
| Usability | ||
| Simple interface Steep learning curve, cluttered | ||