Insightly vs Salesforce: CRM Comparison (2026)

Insightly offers a clear starting price and a free tier that extends beyond a trial, while Salesforce lists a free tier but no starting price. Insightly specifies features like project management and AI Copilot, whereas Salesforce highlights its powerful CRM platform and AI-driven insights.

AI Citation Scorecard

How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.

Salesforce leads overall80% cited vs Insightly 16% across 256 probes.
ChatGPT
Insightly
0 / 24 probes
0%
Invisible
SalesforceLeads
20 / 24 probes
83%
Excellent
Perplexity
Insightly
9 / 24 probes
38%
Good
SalesforceLeads
18 / 24 probes
75%
Excellent
Gemini
Insightly
9 / 24 probes
38%
Good
SalesforceLeads
18 / 24 probes
75%
Excellent
Claude
Insightly
0 / 34 probes
0%
Invisible
SalesforceLeads
28 / 34 probes
82%
Excellent
Copilot
Insightly
2 / 22 probes
9%
Below average
SalesforceLeads
18 / 22 probes
82%
Excellent
Scale:NoneLowFairStrongExcellent

Probes run hourly; each (engine × query) combo retests every ~3 days.

Pricing

Insightly
Starting price
$29/user/month
Free tier
Yes
insightly.com
Salesforce
Starting price
null
Free tier
Yes
salesforce.com

Key Features

Insightly
  • Lead and contact management
  • Project management
  • Advanced reports
  • Pre-built business dashboards
  • AI Copilot
  • Workflow automation
  • Custom scoring models
  • Unlimited role-based permissions
Salesforce
  • Powerful CRM platform
  • Seamless integrations
  • Customizable solutions
  • AI-driven insights

When to choose Insightly

Insightly is suitable for users seeking lead and contact management, project management, and AI Copilot, with a clear starting price of $29/user/month and a free tier.

When to choose Salesforce

Salesforce is better for users prioritizing a powerful CRM platform, seamless integrations, customizable solutions, and AI-driven insights, with a free tier available.

Frequently Asked Questions

What are the key differences in features between Insightly and Salesforce?
Insightly offers lead and contact management, project management, advanced reports, pre-built business dashboards, AI Copilot, workflow automation, custom scoring models, and unlimited role-based permissions. Salesforce provides a powerful CRM platform, seamless integrations, customizable solutions, and AI-driven insights.
What are the pricing differences between Insightly and Salesforce?
Insightly has a starting price of $29/user/month and a free tier. Salesforce does not list a starting price but does offer a free tier.
What integrations do Insightly and Salesforce offer?
Insightly integrates with Google, MS 365, Slack, QuickBooks, Xero, PandaDoc, Asana, and Jira. Salesforce integrates with Slack, MuleSoft, Marketing Cloud, and Service Cloud.
What are the advantages of using Insightly?
Insightly offers affordable pricing for small teams, comprehensive features, a user-friendly interface, and strong customer support.
What are the advantages of using Salesforce?
Salesforce provides a user-friendly interface, scalable solutions for businesses, comprehensive customer support, and a wide range of features.

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