Insightly vs Salesforce: pricing, capabilities and limits

What the evidence answers

A reading of reviewed official documentation for Insightly and Salesforce. It is not a hands-on test, a ranking or a recommendation of one product.

Price

Insightly From $348/yr per user
- Plus: $348.00 annual per seat ($29/mo equivalent)
- Professional: $588.00 annual per seat ($49/mo equivalent)
- Enterprise: $1,188.00 annual per seat ($99/mo equivalent)
Salesforce From $25/mo per user
- Free Suite: no subscription charge
- Starter Suite: $25.00 monthly per seat
- Starter Suite: $300.00 annual per seat ($25/mo equivalent)
- Pro Suite: $1,200.00 annual per seat ($100/mo equivalent)
- Core: $2,340.00 annual per seat ($195/mo equivalent)
- Advanced: $4,740.00 annual per seat ($395/mo equivalent)

Both list prices on the same basis. Compare what each plan includes; the lower amount alone does not make the better choice.

Documented for both

Seats: Insightly CRM plans are priced per user and billed annually.; Salesforce Priced per user per month for each user who needs access.
Record limits: Insightly Plus: 50 custom fields, Professional: 100, Enterprise: 200Plus: 100,000 recordsProfessional: 250,000 recordsEnterprise: 500,000 records; Salesforce Free Suite, Starter Suite and Pro Suite: 10 GB data storage per org; Core: 10 GB per org plus 20 MB per user; Advanced and Max: 1 GB per user
Pipelines: Insightly Custom pipelines can be set up per line of business and product attributes.; Salesforce Core: Advanced pipeline management and forecasting start at Core.
Automation limits: Insightly Plus: no AI Copilot, Professional: 75 AI Copilot queries, Enterprise: 100 queriesProfessional: Workflow automation and lead assignment and routing start at Professional.; Salesforce Core: 500,000 Flex Credits per org a year; Advanced: 1 million; Max: 2.75 millionStarter Suite: Starter Suite includes built-in sales flows and lead routing.Pro Suite: Flow Builder is limited to 5 flows per org.
Add-ons: Insightly AppConnect integration starts at USD 249 a month, billed annually, for 25,000 tasks a month, plus a required USD 3,000 technical setup.; Salesforce Agentforce for Sales starts at USD 125 per user a month.Pro Suite: Web Services API access costs an extra USD 25 per user a month.Core: AI can be added from Core upward.
Integrations: Insightly Google and Microsoft 365 calendar and contact sync, and PandaDoc, QuickBooks and Xero integrations are listed in the CRM plan comparison.; Salesforce Gmail and Outlook email integration is listed in the edition comparison.Core: Core includes APIs, opportunity scoring and conversation intelligence.

Limits to check

Insightly Records are capped at 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
Salesforce Most Salesforce products use annual contracts, and terms vary by agreement with sales.

Not verified yet

No reviewed evidence for either product on minimum seats.

Documented for one product only, shown in the table below: Insightly: roles and permissions and calling, SMS and email charges.

Not verified means our reviewed sources do not establish it. It does not mean a product lacks the capability or that it costs nothing.

Next steps

Ask Insightly about minimum seats; our sources do not establish it yet.
Ask Salesforce about minimum seats, roles and permissions and calling, SMS and email charges; our sources do not establish them yet.

Documented scope and limits; unverified dimensions remain unknown.
Requirement	Insightly	Salesforce
Pricing	From $348/yr per user Compare all 3 plans	From $25/mo per user Compare all 6 plans
Who it is for	CRM that moves won opportunities into post-sale project delivery while keeping the record data. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect	Sales CRM sold in five paid editions, from Starter Suite to Max, each adding AI, automation, integration and customization. Verified Oct 11, 2026 · Salesforce Sales Cloud pricing page, static text with edition table and FAQ
Coverage limits	Records are capped at 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect	Most Salesforce products use annual contracts, and terms vary by agreement with sales. Verified Oct 11, 2026 · Salesforce Sales Cloud pricing page, static text with edition table and FAQ
Seats	CRM plans are priced per user and billed annually. Verified Oct 11, 2026 · Insightly CRM pricing cards, rendered (USD, billed annually)	Priced per user per month for each user who needs access. Verified Oct 11, 2026 · Salesforce Sales Cloud pricing page, static text with edition table and FAQ
Record limits	Plus: 50 custom fields, Professional: 100, Enterprise: 200 Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect Plus 100,000 records Professional 250,000 records Enterprise 500,000 records	Free Suite, Starter Suite and Pro Suite: 10 GB data storage per org; Core: 10 GB per org plus 20 MB per user; Advanced and Max: 1 GB per user Order follows the six edition columns of the comparison table. Verified Oct 11, 2026 · Salesforce Sales Cloud pricing page, static text with edition table and FAQ
Pipelines	Custom pipelines can be set up per line of business and product attributes. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect	Core Advanced pipeline management and forecasting start at Core.
Roles and permissions	Plus: 2 configurable profiles/page layouts, Professional and Enterprise: unlimited Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect Plus 2 role-based permission roles.	Not verified
Automation limits	Plus: no AI Copilot, Professional: 75 AI Copilot queries, Enterprise: 100 queries The period for the query allowance is not stated. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect Professional Workflow automation and lead assignment and routing start at Professional.	Core: 500,000 Flex Credits per org a year; Advanced: 1 million; Max: 2.75 million Order follows the Core, Advanced and Max columns; the Max plan card also states 2.75M Flex Credits per org per year. Verified Oct 11, 2026 · Salesforce Sales Cloud pricing page, static text with edition table and FAQ Starter Suite Starter Suite includes built-in sales flows and lead routing. Pro Suite Flow Builder is limited to 5 flows per org.
Calling, SMS and email charges	Plus: 2,500 mass emails a day; Professional: 5,000; Enterprise: 10,000 Sending limit; no per-email charge is stated. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect	Not verified
Add-ons	AppConnect integration starts at USD 249 a month, billed annually, for 25,000 tasks a month, plus a required USD 3,000 technical setup. Additional 25,000-task blocks cost USD 249 a month. Marketing automation and support and ticketing are also priced as separate products, or together with CRM and AppConnect as Insightly All-in-One. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect	Agentforce for Sales starts at USD 125 per user a month. Verified Oct 11, 2026 · Salesforce Sales Cloud pricing page, static text with edition table and FAQ Pro Suite Web Services API access costs an extra USD 25 per user a month. Core AI can be added from Core upward.
Integrations	Google and Microsoft 365 calendar and contact sync, and PandaDoc, QuickBooks and Xero integrations are listed in the CRM plan comparison. The comparison also lists REST API access. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect	Gmail and Outlook email integration is listed in the edition comparison. Verified Oct 11, 2026 · Salesforce Sales Cloud pricing page, static text with edition table and FAQ Core Core includes APIs, opportunity scoring and conversation intelligence.

1 requirement without reviewed evidence here

Not verified means the reviewed sources do not establish it; it does not mean a product lacks it or that it costs nothing.

Minimum seats Insightly: not verified · Salesforce: not verified