Why switch to Insightly now?
We put together this page to help you navigate the evaluation process, calculate savings, and choose Insightly as your next CRM.
Insightly is different from Salesforce and other legacy CRMs
Built from the ground up with the latest technology, Insightly is a modern unified CRM that provides businesses of all sizes and industries with secure, flexible, and scalable sales, marketing, and delivery solutions all in one place, without the high cost and complexity of legacy CRMs, like Salesforce.
The majority of integrated legacy CRMs are often packaged as “suite of apps” or “point solutions” or “multi-platform” CRMs, where sales, marketing, and service data are collected and managed in separate structures. All Insightly apps sit atop a single data platform, providing continuity and transparency at every level—from data structures to system integrations to user interface.
Calculate and compare your CRM costs
Compare Salesforce costs to Insightly CRM costs with Insightly’s CRM cost calculator. See instantly how much you will save with Insightly.
with Insightly: $14,420
CRM Cost Calculator
Total cost of ownership by platform
Ready to start saving?
Start saving with Insightly
CRM Cost Calculator Assumptions
The CRM Cost Calculator compares Salesforce.com’s Sales Cloud Professional Edition and Insightly CRM Professional Plan, and Salesforce.com’s Pardot Growth Plan with Insightly Marketing Professional Plan.
All CRM and Marketing Automation cost calculations are made using pricing information publicly available on salesforce.com and insightly.com.
Year 1 implementation costs for Sales Cloud are assumed to be $12,500. Source: Bluewolf. Year 1 implementation costs for Insightly is $3,000. This includes premium support.
Total costs include a premium support costs of 20% per user per month for Salesforce compared to a $3,000 annual flat fee per implementation for Insightly from year 2 onwards, regardless of number of users.
Insightly is the number one platform and priority for our executives to scale our processes nationwide and get the customer insights we need to make improvements in our business.
Brian Pavlick, COO, CBUSA
5 steps from Salesforce to Insightly
Assess your CRM needs
Clean and structure your CRM data
Define roles and permissions
Migrate your data
Just export your Salesforce data and share the file with Insightly. We’ll take care of the rest!
5 steps to a successful CRM switch
Use this guide to switch from Salesforce to Insightly CRM with more knowledge, confidence, and clarity.
Download the eBook
Insightly provided us with specific instructions on what to do before we cut over. The process of getting everyone up and running took about four weeks from start to finish. Transitioning from Salesforce to Insightly allowed us to reduce our costs by 40%.
Jamie Paton, SEO Director, PCG Digital
At Insightly we believe that human connections are the foundation of lasting customer relationships. We’ve built our technology and our customer service on that belief. Reach out to our team and let’s start your switch from Salesforce to Insightly CRM.
Switching CRMs is an important investment that requires stakeholder buy-in, planning, and research. We’re here to help you along the way.