Insightly vs Salesforce
Which one do AI engines recommend, and how do they differ on price, fit and features?
The short answer
Salesforce is the stronger AI pick in CRM: it has a visibility score of 60 versus 1.1 for Insightly, and ranks ahead in 100% of the answers that name both.
Choose Insightly if…
- AI answers describe it more positively (43% vs 21% positive)
- You need SOC 2 Type II or GDPR or CCPA or HIPAA coverage
- Excellent for project-based services and analytics
- Powerful pipeline management with a lighter implementation footprint
Choose Salesforce if…
- You want the brand AI engines rank higher (60 vs 1.1)
- You need ISO 27001:2022 or ISO 27017 or ISO 27018 or SOC 1 or SOC 2 or SOC 3 or HITRUST coverage
- You prefer a larger, established vendor (5,000+ employees)
- Powerful reporting, automation and customisation
AI visibility side by side
Latest weekly run · Nov 3
| Metric | Insightly | Salesforce |
|---|---|---|
| Visibility score | 1.1% | 60% |
| Change vs last week | down−0.9% | down−0.2% |
| Rank in CRM | #31 | #2 |
| Share of voice | 0.7% | 12.6% |
| Mentions this run | 3 | 57 |
| Positive in AI answers | 43% | 21% |
The stronger value in each row is marked with a ✓.
Visibility score trend
Weekly runs over the last 60 days
Insightly −0.8999999999999999pp · Salesforce −0.29999999999999716pp over 1 weekly runs.
Engine by engine
Salesforce leads on 3 of 3 engines
Head to head in AI answers
3 engine answers name both brands
| Prompt | Engine | Insightly | Salesforce |
|---|---|---|---|
| Alternatives to the most popular CRM | Perplexity | #9 | #1 |
| Which CRM offers a free trial? | Perplexity | #7 | #1 |
| Where can I sign up for a CRM? | AI Mode | #6 | #2 |
Features, pricing & fit
| Dimension | Insightly | Salesforce |
|---|---|---|
| Pricing model | Per seat | — |
| Entry price | $29 per seat / mo | — |
| Free plan | No · 14-day trial | — |
| Deployment | Cloud | Cloud (SaaS) |
| Integrations | 2000+ | — |
| Compliance | SOC 2 Type II, GDPR, CCPA, HIPAA | ISO 27001:2022, ISO 27017, ISO 27018, SOC 1, SOC 2, SOC 3, HITRUST |
| Support | — | Phone, Trailblazer Community, Success Plans, Trailhead training |
| Founded | 2009 | 1999 |
| Headquarters | San Francisco, California, United States | San Francisco, California |
| Employees | 51–200 | 5,000+ |
| Funding | Series C · $38M raised | — |
| Best for | Mid-market and fast-growing companies wanting an affordable, customizable CRM with marketing and service modules | Businesses from small companies to large enterprises wanting sales, service, marketing and commerce on one CRM platform |
Plans side by side
Insightly
Salesforce
Pricing not available.
Pros and cons
Themes from the AI answers that mention each brand
Insightly
- Excellent for project-based services and analytics
- Powerful pipeline management with a lighter implementation footprint
- Free plan with CRM and basic project management
- Best for combined sales and project delivery
Salesforce
- Powerful reporting, automation and customisation
- Market leader and gold standard CRM
- Deep ecosystem and strong CRM integrations
- Built for large enterprises and scaling
- Free trial to test its features
- Requires a dedicated administrator to manage
- High enterprise pricing
- Heavy, slow implementation that suits large budgets
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 98.8%·next run
Cite as: SlateIndex, “Insightly vs Salesforce”, https://slateindex.ai/compare/insightly-vs-salesforce, data of Nov 3, 2026. Licence: CC BY 4.0.