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Insightly vs Salesforce Sales Cloud

Updated February 5, 2026

Insightly vs Salesforce Sales Cloud: Which is best for you?

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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$29.00

per month

$25.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Task Editing
4.86
Access Controls/Permissions
4.83
Calendar/Reminder System
4.57
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AI/Machine Learning
4.88
Progress Tracking
4.86
Sales Activity Management
4.75
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Integrations
123FormBuilder
123FormBuilder
Direct Mail
Direct Mail
Emma by Marigold
Emma by Marigold
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Box
Box
Dropbox Business
Dropbox Business
Yesware
Yesware
See All
Pros / Cons
  • I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.
  • I found it to be out of my budget and not very helpful.
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  • Salesforce Sales Cloud is great because it centralizes all sales data like how much has been made, seller data like phone numbers and address and also tracks time spent on projects.
  • Salesforce may feel overwhelming and expensive compared to simpler dental CRMs. If implementing for front of house staff, it can be overwhelming to train and add this piece of software to staff who already juggle phones, scheduling, insurance, and patient interactions.
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Ease-of-Use
4/ 5
4/ 5
Value for Money
4/ 5
4/ 5
Customer Support
3.8/ 5
Highest performing feature
in the comparison
4.1/ 5
Functionality
3.9/ 5
Highest performing feature
in the comparison
4.4/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
FrontRunners 2026
FrontRunners 2026
Advisor
  Recommendations
N/A
98 Recommendations
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad