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Insightly vs Salesforce Health Cloud: Complete Comparison 2026

An in-depth comparison of features, pricing, and user experience to help you make the right choice.

Insightly logo

Insightly

7.9(890 reviews)

CRM that combines customer relationship management with project management and delivery tracking.

Salesforce Health Cloud logo

Salesforce Health Cloud

7.8(2,800 reviews)

Healthcare CRM built on Salesforce for patient relationship management, care coordination, and HIPAA-compliant engagement.

Quick Comparison

AspectInsightlySalesforce Health Cloud
Best ForProfessional services and consulting firmsLarge health systems managing 10,000+ patient relationships across care settings
Pricing ModelFreemiumContact Sales
Starting PriceFree$350/mo
Deploymentcloudcloud
PlatformsWEB, IOS, ANDROIDWEB, IOS, ANDROID
Rating7.9/107.8/10

Pros & Cons

Insightly

Pros

  • Unique CRM + project management combination
  • Deal-to-project conversion streamlines handoffs
  • Good relationship linking and mapping
  • Solid Google Workspace integration

Cons

  • CRM features less advanced than dedicated CRM tools
  • Project management less robust than dedicated PM tools
  • Interface feels dated compared to newer competitors
  • Mobile app needs improvement

Salesforce Health Cloud

Pros

  • Patient 360 timeline unifies clinical, insurance, and communication data on one screen
  • HIPAA-compliant out of the box with Salesforce Shield encryption and BAA support
  • Care plan management coordinates multiple providers around shared patient goals
  • FedRAMP authorization makes it suitable for government healthcare organizations
  • Full Salesforce ecosystem access including AppExchange healthcare apps and Einstein AI

Cons

  • Starting at $325/user/month makes it one of the most expensive healthcare CRMs
  • Implementation requires rare combination of Salesforce and healthcare domain expertise
  • Clinical staff with limited tech experience face 6-8 week onboarding curves
  • Smaller practices under 50 users struggle to justify total cost of ownership
  • Customization depth means ongoing admin costs for a dedicated Salesforce administrator

Pricing Comparison

ProductPricing ModelStarting Price
InsightlyfreemiumFree0
Salesforce Health Cloudcontact sales$350/mo

Our Verdict

Choose Insightly if...

Professional services and consulting firms

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Choose Salesforce Health Cloud if...

Large health systems managing 10,000+ patient relationships across care settings

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Still Not Sure?

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