Insightly vs SalesforceIQ Comparison Chart

Summary
Pricing
Details
Top features
Typical customers
Support options
Mobile apps
Android
iPhone/iPad
User reviews
Value for money
Ease of use
Features
Customer support
Users recommended to a colleague
Integrations
Social presence
Facebook
Twitter


Reviews

Melissa Legree

insightly better match for me

2016-10-03

On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Insightly Reviews
Insightly
CRM for lifelong customer relationships.
Read more
Anonymous
Venture Capital and Growth Equity Investor (Venture Capital & Private Equity company, 51-200 employees)
Verified Reviewer

Best. CRM. Ever

2014-05-09

Has fundamentally changed the workflow not only for me individually but the whole team. We are more on top of deals, more efficient with our time, and seeing a major ROI on our investment. Honestly think I would choose my next job on whether or not they use RelateIQ as I could NEVER go back to Salesforce.

Pros

Integrations, UI/UX, Delivers right insight at the right time, automating the follow up process, Gmail plugin

Cons

Reporting tools aren't great yet

Source: GetApp
7 of 9 people found this review helpful
Helpful?   Yes   No
SalesforceIQ Reviews
SalesforceIQ
SalesforceIQ is now part of Salesforce Essentials
Read more
Joseph R. Sweeney

Verified Reviewer

Perfect companion to Salesforce

2018-12-16

Pros

SalesforceIQ assists in reporting insight into the data that you already enter in to Salesforce.

Cons

Sometimes the integration into Salesforce can be a bit glitchy in the sense that it takes a while to load and the data needs to be refreshed manually.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
SalesforceIQ Reviews
SalesforceIQ
SalesforceIQ is now part of Salesforce Essentials
Read more