Insightly vs Salesmate
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Insightly offers fewer features (42 vs 108) and more integrations (27 vs 22). Starting price: Insightly at $29/mo vs Salesmate at $23/mo. Insightly has 38 unique features while Salesmate has 104 unique features, with 4 features in common.
| Insightly | Salesmate | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 42 | 108 |
| AI-Powered Features | 5 | 17 |
| Starting Price | $29/mo | $23/mo |
| Pricing Tiers | 4 | 4 |
| Integrations | 27 | 22 |
| Shared Features | 4 | |
| Shared Integrations | 6 | |
| Data Quality | 71% | 100% |
Feature Comparison by Category
AI & Automation (0 vs 11)
| Feature | Insightly | Salesmate |
|---|---|---|
| AI Agent Credits | ||
| AI Autopilot | ||
| AI Co-pilot | ||
| AI Research | ||
| Auto Profile Enrichment | ||
| Automate Support | ||
| Communication Summarization | ||
| Compose Emails | ||
| Contact Insights | ||
| Sandy AI | ||
| Support Co-pilot |
Activity Management (0 vs 2)
| Feature | Insightly | Salesmate |
|---|---|---|
| Activities | ||
| Sales Activity Tracking |
Administration (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Team Management |
Analytics (5 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Custom Reports Builder | ||
| Dashboard & Reports | ||
| Forecasting | ||
| Predictive Analytics | ||
| Relationship Maps |
Automation (2 vs 6)
| Feature | Insightly | Salesmate |
|---|---|---|
| Auto Assignments | ||
| Extra Smart Flow Credits | ||
| Recurrence Rules | ||
| Sequences | ||
| Smart Flows | ||
| Smart Queue | ||
| Workflow Automation |
Billing (2 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Support |
Calendar (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Calendar Management |
Call Management (0 vs 9)
| Feature | Insightly | Salesmate |
|---|---|---|
| Call Logging | ||
| Call Recordings | ||
| Call Trackers and Insights | ||
| Call Transcriptions | ||
| Click-to-Call | ||
| Conversation History | ||
| Power Dialer | ||
| Virtual Phone Numbers | ||
| Voicemail Drop |
Collaboration (1 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Team Collaboration | ||
| Team Inbox |
Communication (3 vs 3)
| Feature | Insightly | Salesmate |
|---|---|---|
| Calling and Texting | ||
| Conversation Inbox | ||
| Email Integration | ||
| Email Sync History | ||
| Email Templates | ||
| Texts |
Contact Management (0 vs 3)
| Feature | Insightly | Salesmate |
|---|---|---|
| Bulk Actions | ||
| Contact Management | ||
| Filters / Segmentation / Search |
Content (1 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Document Management |
Core CRM (4 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Activity Timeline | ||
| Activity Tracking | ||
| Contact Management | ||
| Organization Hierarchy |
Customization (1 vs 7)
| Feature | Insightly | Salesmate |
|---|---|---|
| Calculated Fields | ||
| Custom Activity Types | ||
| Custom Fields | ||
| Custom Modules | ||
| Custom Validation Rules | ||
| Formula Fields | ||
| Multiple Currencies and Timezones |
Data Management (4 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Advanced Filtering | ||
| Automated Backup | ||
| Bulk Import/Export | ||
| Custom Duplicate Management | ||
| Duplicate Management |
Document Management (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Documents |
Email Analytics (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Email Metrics |
Email Integration (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| 2-Way Email Sync |
Email Management (0 vs 6)
| Feature | Insightly | Salesmate |
|---|---|---|
| Bulk Emails | ||
| Dedicated IP Address | ||
| Email Subscription | ||
| Email Templates | ||
| Email Tracking | ||
| Integrated Inbox |
Email Marketing (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Email Campaign |
Infrastructure (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Dedicated IP |
Integration (1 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| API & Webhooks |
Lead Capture (0 vs 2)
| Feature | Insightly | Salesmate |
|---|---|---|
| Web Form | ||
| Web Forms |
Lead Management (0 vs 3)
| Feature | Insightly | Salesmate |
|---|---|---|
| Lead Scoring | ||
| MQL Scoring | ||
| Segmentation |
Marketing Analytics (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Marketing Insights |
Marketing Automation (0 vs 2)
| Feature | Insightly | Salesmate |
|---|---|---|
| Lead Nurturing | ||
| Text Campaigns |
Marketing Optimization (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| AB Testing |
Messaging (0 vs 2)
| Feature | Insightly | Salesmate |
|---|---|---|
| Text & MMS | ||
| Text Messaging (SMS) |
Mobile (1 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Mobile App | ||
| Mobile CRM |
Productivity (1 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Calendar & Scheduling |
Projects (4 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Kanban Board | ||
| Project Management | ||
| Task Management | ||
| Time Tracking |
Reporting & Analytics (0 vs 13)
| Feature | Insightly | Salesmate |
|---|---|---|
| Activity Reports | ||
| Advanced Goal Management | ||
| Custom Dashboard and Reports | ||
| Custom Reports | ||
| Custom Views / Segments / Reports | ||
| Deal Pipeline Forecast | ||
| Detailed Analytics | ||
| Goal-Oriented Reports | ||
| Goals | ||
| Pipeline & Revenue Reports | ||
| Reports | ||
| Sales Activity Reports | ||
| Visual Sales Reports |
Sales (6 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Lead Routing | ||
| Lead Scoring | ||
| Opportunity Management | ||
| Quote Generation | ||
| Sales Pipeline Management | ||
| Territory Management |
Sales Management (0 vs 5)
| Feature | Insightly | Salesmate |
|---|---|---|
| Deal Credit Split | ||
| Deal Management | ||
| Product & Quote Management | ||
| Product Management | ||
| Quotes |
Sales Pipeline (0 vs 2)
| Feature | Insightly | Salesmate |
|---|---|---|
| Deal Pipeline Stages | ||
| Visual Sales Pipeline |
Scheduling (0 vs 2)
| Feature | Insightly | Salesmate |
|---|---|---|
| Meeting Scheduler | ||
| Schedule Meetings |
Security (5 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Audit Trail | ||
| Data Encryption | ||
| Permission Management | ||
| SSO Integration | ||
| Two-Factor Authentication |
Security & Compliance (0 vs 1)
| Feature | Insightly | Salesmate |
|---|---|---|
| Audit Logs |
Security & Permissions (0 vs 4)
| Feature | Insightly | Salesmate |
|---|---|---|
| Field-Based Permissions | ||
| IP Restriction | ||
| SSO | ||
| User Roles and Access Control |
Support (1 vs 0)
| Feature | Insightly | Salesmate |
|---|---|---|
| Knowledge Base |
Support & Training (0 vs 4)
| Feature | Insightly | Salesmate |
|---|---|---|
| 24x7 Support | ||
| Dedicated Account Manager | ||
| Dedicated Onboarding Consultation | ||
| Quarterly Business Review |
Support Analytics (0 vs 3)
| Feature | Insightly | Salesmate |
|---|---|---|
| CSAT / CES Surveys | ||
| Satisfaction Reports | ||
| Surveys |
Support Management (0 vs 6)
| Feature | Insightly | Salesmate |
|---|---|---|
| Chat | ||
| Knowledge Management | ||
| SLAs | ||
| Service Level Agreements | ||
| Social Media Support | ||
| Ticket Management |
Unique Features
Only in Insightly (38)
Custom Reports Builder
Dashboard & Reports
Forecasting
Predictive Analytics
Relationship Maps
Recurrence Rules
Workflow Automation
Invoice Management
Multi-Currency Support
Team Collaboration
Email Integration
Email Sync History
Document Management
Activity Timeline
Activity Tracking
Organization Hierarchy
Advanced Filtering
Automated Backup
Bulk Import/Export
Duplicate Management
+ 18 more unique features
Only in Salesmate (104)
Activities
Sales Activity Tracking
Team Management
AI Agent Credits
AI Autopilot
AI Co-pilot
AI Research
Auto Profile Enrichment
Automate Support
Communication Summarization
Compose Emails
Contact Insights
Sandy AI
Support Co-pilot
Auto Assignments
Extra Smart Flow Credits
Sequences
Sequences
Smart Flows
Smart Queue
+ 84 more unique features
Want to build your own alternative to Insightly or Salesmate?
Analyze it with Reap