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Salesforce vs Insightly vs Bigin by Zoho CRM Comparison

Last updated:

Salesforce

4.3(31,400 reviews)

Starting at $25 /user/month

  • Free Trial
  • Freelancers / Consultants
  • Large Enterprises

Salesforce CRM software is a social enterprise application designed to help businesses of all sizes and industries like retail, health care, technology, financial services, consumer packaged goods (CPG), and many more. B…

Insightly

4.2(1,241 reviews)

Starting at $29 /User/Month

  • Free Trial
  • Freelancers / Consultants
  • Large Enterprises

Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates via real time messaging, sync con…

Bigin by Zoho CRM

4.3(119 reviews)

Starting at $7 /User/Month

  • Free Trial
  • Small Business

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed…

Salesforce leads on user satisfaction with a 4.3-star rating across 31,400 reviews.

SpotSaaS Analysis

SalesforceInsightlyBigin by Zoho CRM

The core difference between Salesforce and Insightly lies in Salesforce's extensive customization capabilities suited for larger enterprises, while Insightly offers a more flexible CRM solution ideal for mid-sized teams with strong email integration. Salesforce is best for medium to large enterprises needing tailored workflows, whereas Insightly is ideal for smaller teams seeking a unified platform for collaboration.

- Best for medium to large enterprises - Highly customizable CRM solutions - Ideal for teams with 50 to 10,000 employees - Strong analytics and reporting features - Suitable for various industries including Martech and Revtech - Perfect for those needing tailored workflows

- Best for mid-sized teams - Flexible CRM with strong email integration - Ideal for teams with 1 to 500 employees - Unified platform for managing contacts and leads - Built-in real-time messaging for collaboration - Suitable for SaaS and consulting industries

Salesforce vs Insightly vs Bigin by Zoho CRM — at a glance

FeatureSalesforceInsightlyBigin by Zoho CRM
Rating4.3 / 54.2 / 54.3 / 5
Reviews31,4001,241119
Starting price$25 /user/month$29 /User/Month$7 /User/Month
Free trial Yes Yes Yes
Free version No No No
Best forFreelancers / Consultants, Large Enterprises, Medium BusinessFreelancers / Consultants, Large Enterprises, Medium BusinessSmall Business
CategoryCRM SoftwareCRM SoftwareCRM Software
Integrations13+ apps
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
APIAvailableAvailableAvailable
Support modesBusiness Hours, OnlineBusiness Hours, OnlineBusiness Hours, Online
CertificationsSOC 2, HIPAA, GDPR, ISO 27001SOC 2, HIPAA, GDPR
Data residencyGlobalUSGlobal

Key differences between Salesforce and Insightly

  • Pricing: Salesforce starts at $25 /user/month, while Insightly starts at $29 /User/Month.
  • User satisfaction: Salesforce scores higher with a 4.3-star average.
  • Deployment: Salesforce supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; Insightly supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.

Compare Salesforce vs Insightly vs Bigin by Zoho CRM — and walk away knowing which one fits.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most CRM Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Salesforce - CRM Software
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Talk to an expert
Insightly - CRM Software
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Talk to an expert

Biggest differences

Start here before you go deeper into features.

Salesforce

Best for medium to large enterprises needing highly customizable CRM solutions.

Choose if
  • You require extensive customization to fit unique industry workflows.
  • Your team needs robust analytics and reporting for data-driven sales decisions.
  • You want seamless integration with numerous third-party applications and APIs.
Consider alternatives if
  • You are a small business or startup with a limited budget.
  • Your team lacks technical expertise or prior CRM experience.

Insightly

Best for mid-sized teams needing flexible CRM with strong email integration.

Choose if
  • You want a unified platform managing contacts, leads, deals, and opportunities.
  • Your team values built-in real-time messaging for seamless collaboration.
  • You require syncing capabilities with Outlook and Gmail for streamlined workflows.
Consider alternatives if
  • You need advanced reporting and analytics beyond basic CRM capabilities.
  • You rely heavily on mobile app features with full desktop parity.

Bigin by Zoho CRM

Best for

Small Business

Salesforce: Best for medium to large enterprises needing highly customizable CRM solutions. Insightly: Best for mid-sized teams needing flexible CRM with strong email integration.

Description

Salesforce CRM software is a social enterprise application designed to help businesses of all sizes and industries like retail, health care, technology, financial services, consumer ... Read More about Salesforce

Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates ... Read More about Insightly

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, ... Read More about Bigin by Zoho CRM

Entry Level Pricing

  • Starts from $25 , monthly
  • Starts from $29
  • Starts from $7 , Billed Yearly

Free Trial Availability

  • Free Trial available

Spotsaas Score

What's this? ↗

9.8/10

9.3/10

9.0/10

User Ratings

Based on verified Spotsaas reviews

Best Company Size

50 to 10,000 employeesMedium to Large Enterprises
1-50 employees51-500 employees
Get pricing help
Get pricing help

Where each option fits best

See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.

Based on buyer reviews and verified product data collected by Spotsaas.

Strengths

Key strengths

Salesforce

  • Streamlined Sales Processes: Salesforce simplifies the entire sales cycle, enabling teams to manage leads, opportunities, and customer interactions seamlessly. I’ve seen firsthand how this leads to increased efficiency and higher conversion rates.
  • Robust Analytics and Reporting: With Salesforce’s powerful analytics tools, managers can gain deep insights into performance metrics. This allows for informed decision-making based on real-time data, ensuring that strategies are always aligned with business goals.
  • Customizable Solutions: One of the standout features of Salesforce is its adaptability. Whether you're in retail, healthcare, or finance, the platform can be tailored to fit your specific industry needs. I often recommend leveraging this flexibility for maximum impact.

Insightly

  • Streamlined Project Management: With Insightly, teams can effortlessly manage projects from initiation to completion. You’ll appreciate how tasks, deadlines, and milestones are organized in one intuitive platform, ensuring everyone is aligned and focused.
  • Robust CRM Capabilities: Insightly offers a powerful customer relationship management system that helps you maintain meaningful connections with clients. You’ll find it easy to track interactions, manage leads, and ultimately foster stronger relationships that drive sales.
  • Customizable Workflows: Tailor your workflows to fit your unique business needs. Administrators will love the flexibility Insightly provides, allowing for automation of repetitive tasks and ensuring that processes are efficient and consistent across teams.
Best fit

Best fit

Salesforce

  • 50 to 10,000 employees
  • Martech, Revtech, Fintech, Sales Automation, SaaS, and Consulting
  • Sales Managers, Account Executives, Business Development Representatives, and CRM Administrators

Insightly

  • 1 to 500 employees
  • SaaS, Consulting, Marketing Technology (Martech), and Sales Automation
  • roles such as Sales Managers, Account Executives, Business Development Representatives, and CRM Administrators
Watchouts

Reasons buyers look elsewhere

Salesforce

  • Some users may find Salesforce's pricing structure to be complex and potentially high, prompting them to explore more cost-effective CRM options that fit their budget without sacrificing essential features.
  • Organizations with specific industry needs might seek alternatives that offer tailored solutions or customization options better suited to their unique workflows and customer management processes.
  • Users may experience a steep learning curve with Salesforce, leading them to look for more user-friendly CRM systems that can be quickly adopted by their teams without extensive training.

Insightly

  • Users may seek alternatives if they require more advanced customization options for workflows and dashboards, as Insightly's flexibility might not meet specific business needs or unique processes.
  • Businesses looking for enhanced reporting capabilities may explore other CRM solutions that offer more robust analytics tools, which can provide deeper insights into customer interactions and sales performance.
  • Companies with larger teams might consider alternatives that support more extensive user management features, as Insightly's user limits and pricing tiers could be restrictive for growing organizations.

Software Demo

Demo

Need a second opinion?

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Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.

How do Salesforce, Insightly and Bigin by Zoho CRM Compare on Features?

Total Features

10 Features

30 Features

10 Features

Unique Features

No unique features

No unique features

No unique features

Get Quote
Get Quote

Compare Salesforce, Insightly and Bigin by Zoho CRM on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

        Starting From

        • $25 , monthly
        • $29
        • $7 , Billed Yearly

        Pricing Plans

        • Free Suite

          Free

          • Easy setup with guided onboarding

          • Lead, Account, Contact, and Opportunity

          • Service Case Management & Simple Email Marketing

          Show more +

        • Starter Suite

          $25

          /user/month

          • Everything in Free plus built-in Sales Flows and Lead Routing

          • Email to Case Management

          • Dynamic Email Marketing, Forms, and Analytics

          Show more +

        • Pro Suite

          $100

          /user/month

          • Everything in Starter plus Enhanced Real-Time Chat

          • Sales Quoting and Forecasting

          • Greater Customization, Automation+ Access to AppExchange

          Show more +

        • Not Available
        • Free

          • Single Pipeline

          • 500 Records

          • Instant Workflows (3)

          Show more +

        • Express

          • Includes features of Free plan, plus

          • Team Pipelines (3)

          • 50,000 Records

          Show more +

        • Premier

          • Includes features of Express Edition plan. plus

          • Team Pipelines (5)

          • 100,000 Records

          Show more +

        Pricing Page

        Salesforce pricing
        Insightly pricing
        Bigin by Zoho CRM pricing

        Other Details

        Organization Types supported

        • Large Enterprises
        • Medium Business
        • Small Business
        • Freelancers
        • Individuals
        • Large Enterprises
        • Medium Business
        • Small Business
        • Freelancers
        • Individuals
        • Large Enterprises
        • Medium Business
        • Small Business
        • Freelancers
        • Individuals

        Platforms Supported

        • Browser Based (Cloud)
        • Mobile - Android
        • Mobile - iOS
        • Installed - Windows
        • Installed - Mac
        • Browser Based (Cloud)
        • Browser Based (Cloud)
        • Mobile - Android
        • Mobile - iOS
        • Installed - Windows
        • Installed - Mac
        • Browser Based (Cloud)
        • Browser Based (Cloud)
        • Mobile - Android
        • Mobile - iOS
        • Installed - Windows
        • Installed - Mac
        • Browser Based (Cloud)

        Modes of support

        • 24/7 (Live rep)
        • Business Hours
        • Online
        • 24/7 (Live rep)
        • Business Hours
        • Online
        • 24/7 (Live rep)
        • Business Hours
        • Online

        API Support

        • Available
        • Available
        • Available
        Get help choosing
        Get help choosing

        Security & Compliance

        Certifications, data handling, and security controls for IT and compliance evaluators.

        SOC 2

        ✓ Yes
        ✓ Yes

        HIPAA

        ✓ Yes
        ✓ Yes

        GDPR

        ✓ Yes
        ✓ Yes

        ISO 27001

        ✓ Yes

        Single Sign-On (SSO)

        ✓ Yes
        ✓ Yes

        Multi-Factor Auth (MFA)

        ✓ Yes
        ✓ Yes

        Data Encryption

        ✓ Yes
        ✓ Yes

        Audit Logs

        ✓ Yes
        ✓ Yes

        Data Residency

        🌐 Global
        🇺🇸 US

        Salesforce vs Insightly User Reviews & Rating Comparison

        User Ratings

        Rating Distribution

        370

        142

        30

        4

        7

        501

        253

        72

        40

        10

        204

        66

        7

        1

        1

        Spotsaas Editor’s POV generated by AI

        Buyer sentiment

        Overall positive sentiment highlights Salesforce's customization, analytics, and integration strengths, tempered by concerns about cost and complexity.

        What buyers like

        • Customizability
        • Analytics and reporting
        • Integration capabilities

        Common complaints

        • High cost
        • Steep learning curve

        Buyer sentiment

        Overall positive sentiment highlights ease of use, collaboration features, and integration capabilities, with some concerns about mobile functionality and pricing.

        What buyers like

        • Ease of use
        • Collaboration features
        • Integration with email platforms

        Common complaints

        • Limited mobile app functionality
        • Insufficient advanced reporting

        Buyer sentiment

        Buyer sentiment is positive across 279 reviews, with strong overall satisfaction.

        What buyers like

        • Simple, intuitive design with a short learning curve, making it easy to use and implement, even for non-technical users.
        • Affordable pricing tailored for startups and small businesses, offering great value for core CRM functionalities.
        • Effective pipeline management and workflow automation, enabling businesses to streamline sales processes.

        Common complaints

        • Limited integrations with third-party tools (e.g., social media apps, direct LinkedIn or Facebook ad imports), making data syncing challenging.
        • Lack of advanced features and scalability, restricting use for larger enterprises or complex workflows.
        • Inconsistent customer support with restricted availability, affecting issue resolution during critical times.

        Pros and Cons

        • Highly customizable platform tailored to specific industry needs

        • Robust reporting and analytics for data-driven decision-making

        • Extensive integration capabilities with third-party apps and APIs

        • Expensive licensing and additional feature costs

        • Steep learning curve for new or non-technical users

        • Unified platform for managing contacts, leads, deals, and opportunities

        • Built-in real-time messaging for team collaboration

        • Seamless syncing with Outlook and Gmail

        • Reporting tools lack robustness for advanced analytics

        • Mobile app has limited features compared to desktop

        • Real-time updates keep teams informed.

        • Integration with email and calendar enhances productivity.

        • User-friendly interface simplifies navigation.

        • Customization options may not meet all needs.

        • New users may find the interface complex.

        Positive Reviews

        No reviews available for the product

        No reviews available for the product

        No reviews available for the product

        Negative Reviews

        No reviews available for the product

        No reviews available for the product

        No reviews available for the product

        Integrations

        Integration with other apps

        No Integration information available.

        No Integration information available.

        List of Customers

        Customers

        BBVA

        BBVA

        Brunello Cucinelli

        Brunello Cucinelli

        Unilever

        Unilever

        4over LLC

        4over LLC

        Savanta

        Savanta

        Atlanta Eats

        Atlanta Eats

        Antech Microsystem Pvt.Ltd

        Antech Microsystem Pvt.Ltd

        Investacc

        Investacc

        Hire

        Hire

        Media and Screenshots

        Screenshots

        Salesforce Adoption Dashboards

        3 Screenshots

        Marketing

        9 Screenshots

        Videos

        video-0

        5 Videos

        video-0

        5 Videos

        Expand your shortlist

        Add another option to compare side by side

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        Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

        Frequently asked questions

        Which is better, Salesforce or Insightly?
        Salesforce edges out the other on user ratings (4.3 vs 4.2). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
        Do Salesforce and Insightly offer a free trial?
        Yes, both Salesforce and Insightly offer a free trial.
        What is the starting price of Salesforce vs Insightly?
        Salesforce starts at $25 /user/month. Insightly starts at $29 /User/Month.
        What are the top alternatives to Salesforce?
        Top alternatives to Salesforce include Bigin by Zoho CRM, Hubspot Marketing Hub, Dynamics 365 Marketing, ClickUp, Zoho CRM.
        What are the top alternatives to Insightly?
        Top alternatives to Insightly include Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM, Salesforce.

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