Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Salesloft
Salesloft is a comprehensive sales engagement platform that helps revenue teams manage their entire customer lifecycle by automating communication, tracking engagement, and providing AI-driven insights to close more deals.
Quick Comparison
| Feature | Insightly | Salesloft |
|---|---|---|
| Website | insightly.com | salesloft.com |
| Pricing Model | Freemium | Custom |
| Starting Price | Free | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2011 |
| Headquarters | San Francisco, USA | Atlanta, USA |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Salesloft
Salesloft helps you transform your sales process into a repeatable, data-driven machine. You can manage every stage of the customer journey, from initial prospecting to closing deals and managing renewals, all within a single interface. By centralizing your sales activities, you eliminate the friction of switching between tools and ensure your team follows the most effective sales plays consistently.
The platform provides you with real-time visibility into your pipeline and team performance. You can automate your multi-channel outreach, record and analyze sales calls for coaching, and use AI to prioritize the most promising leads. Whether you are a growing startup or a global enterprise, Salesloft scales to support your revenue goals while integrating directly with your existing CRM to keep your data synchronized.
Overview
Insightly Features
- Relationship Linking Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Salesloft Features
- Cadence Automation. Build and automate multi-channel outreach sequences including email, phone, and social touches to ensure no lead falls through the cracks.
- Conversational Intelligence. Record and transcribe your sales meetings automatically so you can analyze buyer sentiment and improve your team's pitching skills.
- Sales Playbooks. Guide your reps through every interaction with standardized templates and steps that reflect your most successful sales strategies.
- Deal Intelligence. Identify at-risk deals in your pipeline using AI-driven health scores so you can intervene before it is too late.
- Integrated Dialer. Make and receive calls directly from your browser with automatic logging and local presence to increase your connection rates.
- Revenue Forecasting. Predict your future revenue with higher accuracy by using real-time engagement data instead of subjective rep updates.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Salesloft Pricing
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription
Salesloft
Pros
- Excellent integration with Salesforce and LinkedIn Sales Navigator
- Intuitive interface makes managing high-volume outreach simple
- Powerful analytics help managers identify coaching opportunities
- Reliable email tracking and automated follow-up reminders
Cons
- Initial setup and configuration can be time-consuming
- Pricing is higher than some entry-level competitors
- Occasional syncing delays with certain CRM fields