Insightly vs Salesforce——どっちが優秀？
Insightlyを選ぶべき人: CRMとプロジェクト管理を1つのツールで済ませたい、2つのサブスク不要な小規模ビジネス
Salesforceを選ぶべき人: 無限のカスタマイズが必要で、複雑さの代償も受け入れるエンタープライズのセールスチーム向け
私たちの見解: Insightly for simplicity, Salesforce for power users.
| Insightly | Salesforce | |
|---|---|---|
| 料金 | Free for up to 2 users | Plus $29/user/mo | No free plan (30-day trial) | Starter $25/user/mo |
| 機能 | Project management post-sale, Relationship linking, Custom dashboards, Workflow automation, AppConnect integrations | Lead and opportunity management, Einstein AI analytics, AppExchange marketplace, Advanced workflow automation, Custom objects and fields |
| こんな人に最適 | Small businesses that want CRM and project delivery in one tool without buying two subscriptions | Enterprise sales teams that need infinite customization and don't mind the complexity tax |
| 学習コスト | 普通 | 難しい |
本当の違い
Both offer free tiers, so the real question is what you get when you start paying.
Insightly stands out with Project management post-sale and Relationship linking. Salesforce counters with Lead and opportunity management and Einstein AI analytics.
Insightly's Achilles heel: the ui feels like 2015 — functional but clunky, and reporting takes too many clicks. Salesforce's: requires a dedicated admin — configuration is a full-time job and the ui feels dated without heavy customization. Pick whichever weakness you can live with.
結論
If you value project management post-sale and crmとプロジェクト管理を1つのツールで済ませたい、2つのサブスク不要な小規模ビジネス, go with Insightly. If 無限のカスタマイズが必要で、複雑さの代償も受け入れるエンタープライズのセールスチーム向け matters more, Salesforce is your pick. Neither is a bad choice — but one will fit your workflow better.