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.
SalesTrip
SalesTrip is an all-in-one travel and expense management software built natively on Salesforce to help you manage business travel, automate expense reporting, and track ROI on your spend.
Quick Comparison
| Feature | Insightly | SalesTrip |
|---|---|---|
| Website | insightly.com | salestrip.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $9/month |
| 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 | 2018 |
| Headquarters | San Francisco, USA | London, UK |
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.
SalesTrip
SalesTrip is a travel and expense management system designed specifically for organizations already using Salesforce. You can manage the entire lifecycle of business travel—from searching and booking flights or hotels to submitting automated expense reports—all within your existing CRM environment. By keeping travel data inside Salesforce, you can link every trip and expense directly to a specific client, deal, or project to see the true cost of winning new business.
The platform eliminates the need for manual data entry by automatically pulling booking details into expense claims. You can set automated travel policies to ensure your team stays within budget while providing them with a consumer-grade booking experience. Whether you are a small sales team or a global enterprise, SalesTrip helps you gain full visibility into how your travel spend contributes to your company's bottom line.
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.
SalesTrip Features
- Native Salesforce Booking. Search and book flights, hotels, and rail travel directly within your CRM without ever leaving the Salesforce interface.
- Automated Expense Claims. Generate expense reports automatically from your travel bookings to save time and reduce manual data entry errors.
- Trip-to-Deal Mapping. Link your travel costs directly to Salesforce opportunities or projects to calculate the exact ROI of your business trips.
- Smart Policy Engine. Set custom travel policies and approval workflows to ensure every booking stays within your company's specific budget guidelines.
- Mobile Receipt Capture. Snap photos of receipts on the go with your mobile device and instantly attach them to your digital expense reports.
- Real-time Spend Analytics. Access live dashboards and reports to monitor your travel spend and identify cost-saving opportunities across your entire organization.
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
SalesTrip Pricing
- Native Salesforce integration
- Mobile receipt capture
- Automated expense reporting
- Approval workflows
- Standard spend reporting
- Link expenses to Salesforce records
- Everything in Expense, plus:
- In-app travel booking
- Flight, hotel, and rail inventory
- Automated trip-to-expense sync
- Advanced travel policy engine
- Centralized company billing
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
SalesTrip
Pros
- Seamless integration for existing Salesforce users
- Eliminates manual data entry for travel bookings
- Provides clear visibility into deal-specific ROI
- User-friendly mobile app for receipt management
- Consolidates travel and expenses in one place
Cons
- Requires an active Salesforce subscription
- Initial configuration can be complex for beginners
- Limited utility for teams not using Salesforce
- Learning curve for advanced reporting features