Insightly vs Salesforce——哪个更胜一筹？
选 Insightly，如果你: 想要CRM和项目交付合二为一、不用买两个订阅的小企业
选 Salesforce，如果你: 需要无限定制化、愿意承受复杂度的企业销售团队
我们的看法: Insightly for simplicity, Salesforce for power users.
| Insightly | Salesforce | |
|---|---|---|
| 价格 | Free for up to 2 users | Plus $29/user/mo | No free plan (30-day trial) | Starter $25/user/mo |
| 功能 | 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 |
| 最适合 | 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 |
| 学习曲线 | 中等 | 较难 |
真正的区别
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.
最终结论
If you value project management post-sale and 想要crm和项目交付合二为一、不用买两个订阅的小企业, go with Insightly. If 需要无限定制化、愿意承受复杂度的企业销售团队 matters more, Salesforce is your pick. Neither is a bad choice — but one will fit your workflow better.