⚡ حكم سريع:
- الأسعار: Insightly starts at $29/user/month. Agile إدارة علاقات العملاء has a free version and paid plans from $8.99.
- الأفضل لـ: Insightly suits teams that need customer relationship management plus project management. Agile CRM suits small businesses on a tight budget.
- الفرق الرئيسي: Insightly links deals to delivery projects. Agile CRM bundles marketing الأتمتة and a helpdesk instead.
- اختيارنا: Insightly, rated 4.1 against 2.8, because its records, الإبلاغ and support hold up better as you grow.
The cheaper CRM is not always the weaker one.
Agile CRM undercuts Insightly by roughly $20 per user each month.
It even hands you a free plan for ten people.
But price is the smallest difference between these two CRM tools.
One is built around projects. The other is built around campaigns.
That single split decides which one fits your عمل.
ملخص
This Insightly vs Agile CRM comparison covers pricing, core features, and ease of use.
ملكنا الكاتب spent hands-on time inside Agile CRM directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
We also break down who each platform actually serves best.
By the end you will know which CRM system to pick.
ما هو Insightly؟
Insightly is a CRM software platform for growing teams.
The company markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer بيانات في مكان واحد.
Sales teams use it to build strong relationships with contacts and companies.
Managers use it to monitor employees and track progress.
The real hook is project management sitting next to the sales pipeline.
Won deals become projects with milestones, so delivery never falls through gaps.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the tool.
Here is a walkthrough of how the system works day to day.
🏆 الفائز: Insightly
One system for contacts, deals, and delivery projects. Copilot handles the busywork. Built for teams that sell and then ship.
تسعير دقيق
Insightly offers three paid tiers and no permanent free version. Each tier is quoted per user and billed annually.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| زائد | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | Small sales teams starting with contact management |
| احترافي | 49 دولارًا أمريكيًا/للمستخدم/شهريًا | Teams needing dashboards and third-party apps |
| مَشرُوع | 99 دولارًا أمريكيًا/للمستخدم/شهريًا | Full access, custom fields, and heavy workflow الأتمتة |
Pricing verified August 2026.
تجربة مجانية: Yes. Insightly runs a 14-day trial on the CRM with no card required.
ضمان استرداد الأموال: None published. Annual contracts are the standard billing route.
📌 ملحوظة: The Plus tier gives limited access to most features. Professional adds limited dashboards and app integration. Enterprise unlocks everything.
⚠️ تحذير: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack quickly.
الفوائد الرئيسية لـ Insightly
Here is what makes Insightly worth the higher price:
- Projects Tied to Deals: Won sales opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the record.
- Copilot AI مساعد: Copilot summarizes long email threads and retrieves data on request. It trims the daily admin load.
- تكاملات AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, mail, and محاسبة apps all plug in.
- Reporting and Dashboards: An opportunities dashboard gives visual insight into revenue and team performance. Reports are filterable by owner or stage.
- Gantt Timelines: Gantt chart visualizations arrived in 2025. They map dependencies across a longer project.
- الوصول عبر الهاتف المحمول: The mobile app scans a عمل card into a new contact. You can create projects and check progress on the go.
- Security Standards: The platform meets SOC 2 Type II, GDPR, and HIPAA requirements. That matters for regulated services work.
ما لاحظه فريقنا
Note: We have not had extended hands-on time inside an Insightly account yet. Everything above comes from published documentation, the pricing page, and third-party review sites such as G2 and TrustRadius.
G2 reviews highlight two things repeatedly. Setup is fast, and getting records into the system is not overly convoluted. The same reviews flag thin custom workflow options against deeper rivals.
إيجابيات وسلبيات Insightly
✅ المزايا
- Links deals, projects, and milestones inside one CRM system
- Copilot summarizes emails and retrieves customer data on request
- AppConnect ships over 2,000 pre-built connectors
- Meets SOC 2 Type II, GDPR, and HIPAA standards
❌ سلبيات
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower tiers
- No free version, so entry cost starts at $29 per user
ما هو نظام إدارة علاقات العملاء الرشيق (Agile CRM)؟
Agile CRM is a cloud-based, all in one CRM built in 2013.
It targets small and medium businesses that cannot afford three separate tools.
Sales, marketing, and customer service sit inside a single interface.
That design cuts data silos between departments.
The company reports over 15,000 customers globally.
G2 Crowd has recognized it as a category leader.
Offices sit in الهند والفلبين.
This review video walks through the main screens.
Runner Up: Agile CRM
Ten free seats and a helpdesk built in. The cheapest way to run sales marketing and support together.
تسعير إدارة علاقات العملاء الرشيقة
Agile CRM offers four tiers, quoted per user each month. There is no setup fee on any of them.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| حر | حر | Up to 10 users testing contact management |
| بداية | $8.99 | Solo founders and tiny sales teams |
| عادي | $29.99 | فرق متنامية تحتاج إلى أتمتة التسويق |
| مَشرُوع | $47.99 | Full access with reporting and integrations |
Pricing verified August 2026.
تجربة مجانية: Not needed. The free version is permanent for up to 10 users.
ضمان استرداد الأموال: None published. Test on the free tier before paying.
📌 ملحوظة: Even the Enterprise tier costs less than Insightly’s mid plan. That great price is the main reason small businesses shortlist it.
⚠️ تحذير: Review sites carry repeated complaints about billing and cancellation friction. Read the terms before you commit an annual budget.
الفوائد الرئيسية لنظام إدارة علاقات العملاء المرن
Here is where Agile CRM earns its shortlist spot:
- Genuine Free Tier: Ten users cost nothing, which is rare among other CRMs. Small businesses can run a full sales process for free.
- أتمتة التسويق: Drag-and-drop campaign builders create automated email marketing sequences. You can also gauge web engagement per contact.
- أتمتة المبيعات: Follow-ups, lead scoring, and data entry all run on rules. A visual sales pipeline tracks every deal stage.
- Helpdesk Built In: Ticketing automates customer queries and a knowledge base deflects repeat questions. Telephony handles calls in the same tab.
- تطبيق أسلوب اللعب: Leaderboards and badges push friendly competition across a sales team. Few rivals ship this by default.
- حجز المواعيد عبر التقويم: Leads book meetings straight onto your calendar. It syncs with Google Calendar or Outlook.
- الوصول عبر قنوات متعددة: Campaigns run across email, وسائل التواصل الاجتماعي, and mobile from one screen. Teams follow up on LinkedIn without switching apps.
ما لاحظه فريقنا
Our writer signed up for Agile CRM and ran a small pipeline through it for several days. Here is what stood out from that hands-on time:
The clip below covers the same walkthrough in more detail.
مزايا وعيوب نظام إدارة علاقات العملاء المرن
✅ المزايا
- Free version covers up to 10 users
- Sales, marketing, and service share one interface
- Gamification adds leaderboards and badges for reps
- Telephony, helpdesk, and email marketing included
❌ سلبيات
- Users report email delivery rates dropping sharply
- Reporting tools are poorly configured
- Support answers vary and bug fixes can take two weeks
- Limited custom fields and data mapping for larger companies
⚠️ Split verdict: User sentiment is unusually polarized. Some reviewers call the great support a standout. Others report weeks of broken email sending. Test the free tier hard before you migrate.
مقارنة الميزات
Both products call themselves CRM software, but they solve different jobs. We compared ten areas that decide most buying calls.
| ميزة | برؤية ثاقبة | إدارة علاقات العملاء الرشيقة |
|---|---|---|
| السعر المبدئي | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | Free, then $8.99 |
| النسخة المجانية | ❌ | ✅ (10 users) |
| إدارة المشاريع | ✅ | ❌ |
| أتمتة التسويق | منتج منفصل | ✅ مُضمّن |
| مكتب المساعدة / نظام التذاكر | منتج منفصل | ✅ مُضمّن |
| مساعد الذكاء الاصطناعي | ✅ مساعد الطيار | محدود |
| مخططات جانت | ✅ | ❌ |
| تحفيز المبيعات من خلال الألعاب | ❌ | ✅ |
| الامتثال لقانون HIPAA | ✅ | ❌ |
| الأفضل لـ | Sell-then-deliver teams | Budget all-round teams |
1. إدارة جهات الاتصال
نظرة ثاقبة: Every contact carries a 360-degree history of calls, files, and linked records. Relationship links map who reports to whom inside an account. The mobile app can scan a business card into a new entry.
نظام إدارة علاقات العملاء المرن: Contact management also gives a 360-degree view of customer interactions. Tags and custom fields work well at small scale. Larger companies hit limits on data mapping.
2. Sales Pipeline and Opportunities
نظرة ثاقبة: Customizable pipelines and Kanban views track each stage of sales. Sales opportunities carry their own value, owner, and close date. Pipeline stages can differ per product line.
نظام إدارة علاقات العملاء المرن: A visual deals board tracks opportunities across custom milestones. Gamified leaderboards sit alongside it to rank reps. Sales forecasting stays basic against dedicated tools.
3. Project Management and Task Management
نظرة ثاقبة: This is the clearest gap between the two. Projects carry milestones, pipelines, and task assignments. You can assign tasks, set reminders, build to-do lists, and log calls. Gantt charts added in 2025 map dependencies.
نظام إدارة علاقات العملاء المرن: There is task management and project tracking, plus an online calendar for scheduling. But there is no true project delivery layer. Won deals do not become structured projects.
💡 نصيحة احترافية: If your work continues after the sale, this section alone should decide your choice.
4. Reporting and Dashboards
نظرة ثاقبة: Reports and dashboards give visual insight into business performance. Managers can monitor employees, pipeline progress, and revenue by stage. Dashboard access is limited on the Professional tier.
نظام إدارة علاقات العملاء المرن: Reports and analytics cover campaigns, calls, and deals. This is the weakest area in user feedback. Reviewers describe the reporting tools as awful and poorly configured.
5. Email and Marketing Teams
نظرة ثاقبة: You can schedule emails, save email templates, and track opens from the record. Full campaign work needs Insightly Marketing, sold separately. Google Workspace and Outlook sync both ways.
نظام إدارة علاقات العملاء المرن: Marketing teams get campaigns, A/B testing, personalization, and landing pages inside the base product. The template builder is simple but inflexible. Some users report a halved delivery rate over six months.
6. أتمتة سير العمل والذكاء الاصطناعي
نظرة ثاقبة: Copilot summarizes email threads and retrieves data on request. Workflow automation covers record updates and alerts. Custom workflow depth still trails Zoho CRM.
نظام إدارة علاقات العملاء المرن: A drag-and-drop builder handles sales automation, follow-ups, lead scoring, and data entry. The 2026 roadmap points toward AI agents for lead scoring and predictive analytics.
7. Companies and Organization Records
نظرة ثاقبة: An organization record rolls up every contact, project, and opportunity for that company. Search across records is fast. This structure suits services firms with long accounts.
نظام إدارة علاقات العملاء المرن: Companies link to their contacts and deals with the details you expect. It works, but the hierarchy is flatter than Insightly’s.
8. عمليات التكامل
نظرة ثاقبة: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also ties into other Insightly products such as Insightly Marketing and Insightly Service.
نظام إدارة علاقات العملاء المرن: Third-party integrations cover mail, telephony, and web engagement tracking. Coverage is decent for the price. Deep two-way syncs are thinner than Salesforce or Insightly.
9. الدعم ونظام التذاكر
نظرة ثاقبة: Ticketing lives in Insightly Service, a separate paid product. That keeps the core CRM clean but raises total cost.
نظام إدارة علاقات العملاء المرن: A helpdesk with automated ticketing ships inside every paid plan. Customer queries, calls, and deals share one timeline. Vendor support quality is the sticking point.
⚠️ تحذير: Support reports on Agile CRM contradict each other sharply. Some reviewers praise it. Others say a single bug fix took two weeks.
10. التسعير والتكلفة
Here are both price lists side by side.
| المستوى | برؤية ثاقبة | إدارة علاقات العملاء الرشيقة |
|---|---|---|
| حر | ❌ | حر |
| دخول | Plus — $29/user/month | Starter — $8.99 |
| منتصف | Professional — $49/user/month | Regular — $29.99 |
| قمة | Enterprise — $99/user/month | Enterprise — $47.99 |
نظرة ثاقبة: Pricing is competitive at Plus and Professional against rival CRM tools. The Enterprise tier is the outlier at almost double Zoho CRM. You are paying for the project layer and compliance coverage.
نظام إدارة علاقات العملاء المرن: Every tier undercuts Insightly, and the top plan still costs less than Insightly’s middle one. For example, a ten-person team saves thousands of dollars a year on the Regular plan.
سيناريوهات مختلفة
| إذا كنت بحاجة إلى | يختار | لماذا |
|---|---|---|
| أضيق ميزانية | إدارة علاقات العملاء الرشيقة | Free version for 10 users |
| Projects after the sale | برؤية ثاقبة | Milestones and Gantt charts |
| Marketing in the same tool | إدارة علاقات العملاء الرشيقة | Campaigns bundled, not extra |
| HIPAA or SOC 2 coverage | برؤية ثاقبة | Documented compliance standards |
| Reliable reporting | برؤية ثاقبة | Agile’s reports draw complaints |
| Fastest start for beginners | برؤية ثاقبة | Gentler learning curve overall |
💰 ميزانيتك
Agile CRM saves real money at every headcount. Insightly costs more but bundles work that you would otherwise buy from a second vendor.
🔌 مجموعة أدواتك التقنية
Insightly wins if you run many apps and need deep two-way syncs. Agile CRM is fine for a simple stack of mail, calendar, and a website.
📝 عملية البيع الخاصة بك
Pick Insightly when a signed deal starts a delivery project. Pick Agile CRM when a signed deal starts a nurture campaign instead.
🎓 مستوى خبرتك
Insightly is easier to pick up than Zoho CRM, though it is not as feature-deep. Agile CRM has more moving parts and a steeper learning curve for a first-time admin.
🛒 Your Industry
Consultancies, agencies, and healthcare services lean toward Insightly. Ecommerce and high-volume lead generation lean toward Agile CRM’s sales enablement tooling.
🆓 تجارب وعروض توضيحية مجانية
Test both with your own data before you commit. Agile CRM’s free tier and Insightly’s trial both let you customize a pipeline in an afternoon.
دليل التبديل
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to Agile CRM?
✅ ما ستجنيه:
- A far lower bill, plus a free tier for up to 10 users
- Marketing automation and a helpdesk without buying add-ons
- Gamified leaderboards and built-in telephony
❌ ما ستخسره:
- Project management with milestones and Gantt charts
- Copilot AI summaries and 2,000+ AppConnect connectors
- SOC 2 Type II and HIPAA compliance coverage
📋 كيفية التبديل:
- Export contacts, companies, and opportunities from Insightly as CSV files
- Open a free Agile CRM account and map your custom fields
- Import in stages and rebuild open projects as tasks and calendar entries
🔄 Switching from Agile CRM to Insightly?
✅ ما ستجنيه:
- Delivery projects linked directly to won deals
- Reporting and dashboards that hold up under scrutiny
- Documented compliance and a cleaner records structure
❌ ما ستخسره:
- The free version and the $8.99 entry price
- Bundled email marketing, landing pages, and ticketing
- Sales gamification and web engagement scoring
📋 كيفية التبديل:
- Export contacts, companies, and deals from Agile CRM
- Start an Insightly trial and set up your pipelines first
- Import records, then rebuild campaigns inside Insightly Marketing
ما لم تتناوله مراجعتنا
This comparison focused on small and medium businesses running standard sales and service work. We did not test bulk data migration at scale, custom API builds, or in-house telephony routing. Enterprise contract terms and volume discounts were outside our scope. Findings reflect the August 2026 versions of both platforms, and functionality may shift after that date.
الحكم النهائي
| فئة | الفائز |
|---|---|
| 💰 الأسعار | إدارة علاقات العملاء الرشيقة |
| 🚀 الميزات الأساسية لنظام إدارة علاقات العملاء | برؤية ثاقبة |
| 📁 إدارة المشاريع | برؤية ثاقبة |
| 📣 أتمتة التسويق | إدارة علاقات العملاء الرشيقة |
| 📊 Reporting & Dashboards | برؤية ثاقبة |
| 🔌 عمليات التكامل | برؤية ثاقبة |
| 🛟 ادعم الجودة | برؤية ثاقبة |
| 🏆 الفائز الإجمالي | برؤية ثاقبة |
🏆 الفائز: إنسايتلي
Insightly wins 5 of 7 categories.
الأفضل لـ: Agencies and consultancies, services firms tracking delivery, and teams that need customer relationship management joined to project management.
These are two different products wearing the same label. Insightly is a CRM for teams that sell something and then have to deliver it.
Agile CRM is a budget engine for lead capture, campaigns, and tickets. It genuinely earns its place for a five-person business watching every dollar.
The gap shows up later. Reporting complaints, email delivery problems, and uneven support are the reasons its rating sits at 2.8 against Insightly’s 4.1.
If your budget is fixed and your needs are simple, Agile CRM will do the job. For everyone else, Insightly is the safer place to build a system you will still trust in three years.
المزيد من المقارنات المتعمقة
Here is how Insightly holds up against other CRMs on your shortlist:
مقارنة بين Insightly و Zoho إدارة علاقات العملاء
إنسايتلي يفوز في: Faster setup, native project management, cleaner record structure for services work
يتفوق Zoho CRM في: Deeper custom workflows, roughly half the Enterprise price, a far wider suite of connected business apps
مقارنة بين Insightly و HubSpot
إنسايتلي يفوز في: Predictable per-user costs, project milestones after the close, HIPAA coverage for regulated services
تفوقت شركة HubSpot في: A more generous free tier, richer content and landing page tooling, a much larger partner marketplace
نظرة ثاقبة مقابل محرك الأنابيب
إنسايتلي يفوز في: Post-sale delivery tracking, organization-level record rollups, AppConnect’s connector library
فاز فريق بايب درايف في: A leaner deal-first interface, lower entry pricing, quicker onboarding for pure sales teams
مقارنة بين Insightly و Salesforce
إنسايتلي يفوز في: Far lower admin overhead, quicker rollout for a small team, project management without a paid extension
تتفوق Salesforce في: Near-unlimited customization, the deepest reporting engine in the market, an enormous consultant network
المزيد من مزايا إدارة علاقات العملاء الرشيقة (Agile CRM) مقارنة
Here is how Agile CRM measures up against its closest rivals:
مقارنة بين نظام إدارة علاقات العملاء المرن (Agile CRM) ونظام HubSpot
تتفوق منهجية إدارة علاقات العملاء الرشيقة في: Cheaper paid tiers, telephony included at no extra cost, gamification that HubSpot leaves out
تفوقت شركة HubSpot في: Email deliverability, polished reporting, documentation and training depth
إدارة علاقات العملاء الرشيقة مقابل حملة نشطة
تتفوق منهجية إدارة علاقات العملاء الرشيقة في: A true free tier, bundled helpdesk ticketing, lower cost per seat at small headcounts
فازت حملة ActiveCampaign في: Stronger send reputation, more advanced automation branching, better campaign analytics
مقارنة بين نظام إدارة علاقات العملاء الرشيق ونظام Keap
تتفوق منهجية إدارة علاقات العملاء الرشيقة في: No onboarding fee, a much lower monthly floor, simpler first-week setup
فاز كيب في: Ecommerce and invoicing built in, sturdier automation logic, more consistent vendor support
نظام إدارة علاقات العملاء المرن مقابل نظام إدارة علاقات العملاء من Freshsales
تتفوق منهجية إدارة علاقات العملاء الرشيقة في: Marketing and helpdesk in the same product, ten free seats, built-in leaderboards
نظام إدارة علاقات العملاء Freshsales يفوز في: Cleaner interface, stronger AI lead scoring, more reliable support response times
الأسئلة الشائعة
ما هي استخدامات برنامج Insightly؟
Insightly is used to manage leads, contacts, sales opportunities, and delivery projects in one place. Services teams pick it because won deals turn into trackable projects with milestones.
هل نظام إدارة علاقات العملاء الرشيق مجاني حقاً؟
Yes. The free version supports up to 10 users permanently. Paid tiers start at $8.99 and unlock marketing automation, reporting, and the helpdesk.
هل برنامج Insightly سهل الاستخدام؟
Reviewers describe the interface as easy to pick up and quick to populate with data. It is simpler than Zoho CRM, though less feature-deep.
هل لدى Insightly تطبيق للهواتف المحمولة؟
Yes. The mobile app lets you add contacts, create projects, and assign tasks from a phone. It can also scan a business card into a record.
كم تبلغ تكلفة نظام إدارة علاقات العملاء (CRM) عادةً؟
معظم الشركات الصغيرة CRM software runs $10 to $50 per user monthly. Agile CRM starts free. Insightly starts at $29 and reaches $99 on Enterprise.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 