Insightly versus Salesmate

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)
• Salesmate From $29/mo per user
  • Basic: $29.00 monthly per seat
  • Basic: $276.00 annual per seat ($23/mo equivalent)
  • Pro: $49.00 monthly per seat
  • Pro: $468.00 annual per seat ($39/mo equivalent)
  • Business: $79.00 monthly per seat
  • Business: $756.00 annual per seat ($63/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.

Salesmate Paid plans charge per user.

Record limits

Insightly Plus: 50 custom fields, Professional: 100, Enterprise: 200Plus: 100,000 recordsProfessional: 250,000 recordsEnterprise: 500,000 records

Salesmate No record limit on any plan.Basic: 50 custom fieldsPro: 100 custom fieldsBusiness: 500 custom fieldsEnterprise: Unlimited custom fields.

Pipelines

Insightly Custom pipelines can be set up per line of business and product attributes.

Salesmate Basic: Deal pipeline management is included from Basic.

Roles and permissions

Insightly Plus: 2 configurable profiles/page layouts, Professional and Enterprise: unlimitedPlus: 2 role-based permission roles.

Salesmate Basic: fixed security roles; Pro, Business and Enterprise: custom rolesPro: Pro adds field-based permissions and team management.

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.

Salesmate Pro: 5 sequences per user, Business: 10, Enterprise: 20Basic: 5,000 Smart Flow credits per user a monthPro: 10,000 Smart Flow credits per user a monthBusiness: 15,000 Smart Flow credits per user a monthEnterprise: 20,000 Smart Flow credits per user a month

Calling, SMS and email charges

Insightly Plus: 2,500 mass emails a day; Professional: 5,000; Enterprise: 10,000

Salesmate US local number: USD 1.2650 a month, US toll-free number: USD 2.3651 a month, Incoming calls answered in the browser: USD 0.0138 a minute, Outgoing calls from a US number: USD 0.0199 a minute, Call recording: USD 0.0028 a minuteBusiness: The power dialer and voicemail drop start at Business.

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.

Salesmate Calling and texting, extra Smart Flow credits, a dedicated IP address and AI agent credits are sold as add-ons.

Integrations

Insightly Google and Microsoft 365 calendar and contact sync, and PandaDoc, QuickBooks and Xero integrations are listed in the CRM plan comparison.

Salesmate Every plan includes the public REST APIs, mobile apps and a Chrome plugin.

Limits to check

• Insightly Records are capped at 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
• Salesmate Basic automation is limited to 5,000 Smart Flow credits per user a month.

Not verified yet

No reviewed evidence for either product on minimum seats.

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 Salesmate about minimum seats; our sources do not establish it yet.

• Insightly profile and plans · View Insightly pricing
• Salesmate profile and plans · View Salesmate pricing