Are you comparing Salesforce vs. Insightly, among other CRM software tools? Choosing the right CRM system for your sales team can be an overwhelming process. With so many important factors to consider, we’ve laid out some critical comparison points to help you make the right decision for your business needs.
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Target market |
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|---|---|---|
| Mid - large size businesses | Small - mid size businesses | Small - mid size businesses |
Free trial |
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| 30 days | 14 days | 14 days |
Monthly price per user |
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| $25 - $300 | Free - $99 | $12.5 - $49.17 |
Monthly price per 6 users |
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| $150 - $1800 | $174 - $594 | $75 - $295.02 |
Platforms |
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| Web/ iOS/ Android | Web/ iOS/ Android | Web/ iOS/ Android |
Google Apps rating |
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| 4/5 | 3.8/5 | 4.4/5 |
iOS app rating |
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| 4/5 | 3/5 | 4.5/5 |
Customization |
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| (restricted, paid) | (free) | |
Reporting & analytics |
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Customer support |
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| (email only) | ||
API |
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| (paid) | (open) | (open) |
Knowledge base |
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Capterra rating for ease of use |
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| 4/5 | 4/5 | 4.5/5 |
Immediate access. No credit card required.
If a large sales deal is in the balance because of a software error, you can’t afford to wait five working days for an email response. Look for a system with live chat or phone support during your business’ operating hours, and a good-to-stellar reputation for customer service.
Free is not always free, but there are some excellent inexpensive solutions on the market. If your choice of solution suits your business’ size, focus, and customization needs and is inexpensive, celebrate the price and get on with selling. If not, consider the benefits and value of spending more.
Small companies need the ability to customize CRM software quickly, while growing their customer base. Large companies look to CRM software as a system of record to ensure greater continuity with customers, and generally need outside help to customize their CRM.
A project management system will not benefit your sales team as much as a specialized sales CRM. If you’re trying to sell, you need software that takes into account sales budgets, targets and reporting, on top of stages and deadlines.
CRM software is not a “one-size-fits-all” solution. You don’t need an enterprise tool for a team of five salespeople. It’s critical to ensure you pick a CRM that suits your team’s size and ambitions.
Since there isn’t a “right” tool that fits everyone’s needs, you need to take a look at your specific business requirements to find the matching tool. So, when you’re evaluating Salesforce vs Insightly, we recommend to include Pipedrive in your list of candidates.
Pipedrive’s visual and intuitive sales pipeline view drives your team’s sales by making sure no one ever forgets to follow up on an important deal. Complemented with native mobile apps and activity reminder notifications, Pipedrive makes sure you focus on the right deals wherever you are.
It has made our sales department more effective and efficient. It's easy to use and it's constantly updated.
I love the visual presentation of deals in Pipedrive. The platform clearly shows where all active deals are in the sales process and when they need attention - and does so in a visually compelling way. The "Deal Rotting" feature is especially motivating to make sure you drive deals through your sales process.
Pipedrive supports our sales strategy perfectly. The visual and easy to use deal page makes it simple to glance at open deals, and I can easily pull a report and see conversions in seconds. So glad I made the switch to Pipedrive. It's easy to set up, beautifully made, and inexpensive.
As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.
Pipedrive has helped visualize our sales landscape in realtime, and has become an integral component of our process. My favorite features are the reports and activity notifications. Pipedrive ensures no rock goes unturned.
It brings a lot of organization to our workflow, it’s customizable and connects with all the other apps and programs we use.
