Salesforce Essentials vs Insight Business Management Comparison

82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Salesforce Essentials

CRM Software

4.3 148 user ratings

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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insight Business Management

CRM Software

5 2 user ratings

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Overview

Description

Salesforce Essentials software is a platform used to track all of your customer information for business. The software offers tools to supports customers and track sales to generate revenue. Measure business metrics with prebuilt reports and dashboards. It integrates with DocuSign, Dropbox, and more. Small business make use of the software. Read more

Insight Business Management is a platform used to automate business workflows. The software offers a scheduling system to manage company activities like job information, staff leave, staff activities via calendar. Manage stock and inventory with invoices to maintain total control and a full audit trail. Collaborate with teams to gain Insights with customer databases like transactions and related information to measure the performance of business. Read more

Pricing Options

Free Trial Available
Starts at $25.00.

Free Trial Not Available
Offers Custom plan.

SW Score & Breakdown

82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%
Reviews

79%
Momentum

62%
Popularity

73%

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%
Reviews

68%
Momentum

60%
Popularity

62%

Features

Total Features	8 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity + 5 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity + 5 More - Show Less

Technical Details

Organization Types Supported	Medium Business Small Business	Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.3/5 148 user ratings	5/5 2 user ratings
Rating Distribution	Excellent 50% Very Good 36.5% Average 8.8% Poor 3.4% Terrible 1.4%	Excellent 100% Very Good 0% Average 0% Poor 0% Terrible 0%
	Read All User Reviews	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Available Starts at $25.00.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Salesforce Essentials $25.00 $35.00 per user / month	Insight Business Management Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

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	View All Salesforce Essentials Alternatives	View All Insight Business Management Alternatives