⚡ حكم سريع:
- الأسعار: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- الأفضل لـ: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- الفرق الرئيسي: Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- اختيارنا: Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your عمل for less money per seat.
Most CRM buyers pick the wrong tool for a simple reason.
They compare feature lists instead of workflows.
Insightly and Close CRM are both customer relationship management platforms.
But they were built for two different jobs.
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
ملخص
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
ملكنا الكاتب spent hands-on time inside Close CRM directly.
Notes on Insightly come from its documentation, pricing page and G2 reviews.
We also break down who each system works best for.
By the end, you will know which CRM software fits your team.
ما هو Insightly؟
Insightly is a customer relationship management platform for small and mid-sized companies.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer بيانات في مكان واحد.
The system pairs contact management with real project management.
Sales teams track sales opportunities while delivery teams run projects.
PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend it.
Here is a short walkthrough of the platform.
🏆 الفائز: Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
تسعير دقيق
Insightly uses three tiers. Every plan is priced per user, per month.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| زائد | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | Small teams needing core CRM and projects |
| احترافي | 49 دولارًا أمريكيًا/للمستخدم/شهريًا | Teams that want dashboards and app integration |
| مَشرُوع | 99 دولارًا أمريكيًا/للمستخدم/شهريًا | Full access to every feature and custom objects |
Pricing verified August 2026.
تجربة مجانية: Yes. Insightly offers a 14-day trial with no card required.
ضمان استرداد الأموال: None advertised. Annual contracts are prepaid, so test the trial first.
📌 ملحوظة: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party 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 up fast.
الفوائد الرئيسية لـ Insightly
Here is what makes Insightly worth a look:
- 360-degree customer view: All customer records, emails and files sit on one page. That view supports personalized التواصل and automated tasks.
- Projects built in: You can create projects, set milestones and assign tasks to any team member. Gantt chart visualizations arrived in 2025 for timelines and dependencies.
- Pipelines and Kanban views: Customizable pipelines track each stage of your sales process. Multiple pipelines let you separate new عمل from renewals.
- عمليات التكامل مع AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and محاسبة apps all connect without a developer.
- Copilot AI مساعد: Copilot summarizes long email threads and retrieves records on request. It cuts manual data entry during busy weeks.
- Strong compliance: Insightly meets SOC 2 Type II, GDPR and HIPAA standards. حماية matters if you handle health or EU customer data.
- الوصول عبر الهاتف المحمول: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
ما لاحظه فريقنا
Note: We have not had extended hands-on time inside Insightly yet. The points above come from published documentation, the Insightly pricing page and verified G2 reviews. G2 reviewers repeatedly highlight the fast rollout and the smooth data input and sharing process.
إيجابيات وسلبيات Insightly
✅ المزايا
- CRM and project management link tightly in one system
- Easier to pick up than Zoho CRM, with a short learning curve
- Over 2,000 AppConnect connectors reach almost any tool
- SOC 2 Type II, GDPR and HIPAA compliance included
- Rollout is fast, so teams start tracking deals sooner
❌ سلبيات
- Not as feature-deep as Zoho CRM on advanced features
- Custom workflows lag behind rival CRM tools
- The Enterprise tier costs almost double Zoho CRM
- No built-in dialer, so phone calls need another tool
ما هو نظام إدارة علاقات العملاء Close CRM؟
Close CRM is a sales platform built for small to medium-sized businesses.
Its whole focus is turning leads into revenue.
Email, calling and SMS sit inside a single inbox.
Sales reps dial prospects straight from the browser or desktop app.
Smart Views filter leads by criteria so nobody wastes a search.
Close is often grouped with sales engagement tools rather than traditional CRM options.
The video below walks through the interface in more detail.
Runner Up: Close CRM
The pick for high-volume outbound calling. Close offers a power dialer, SMS and a shared inbox. Migration from other CRMs is free and takes one click.
أسعار إدارة علاقات العملاء (CRM)
Close CRM also uses three tiers. Pricing is per seat, per month.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| الأساسيات | 35 دولارًا للمقعد شهريًا | Startup features for a first sales team |
| نمو | 99 دولارًا/للمقعد/شهريًا | Professional features like الأتمتة and sequences |
| حجم | 139 دولارًا/للمقعد/شهريًا | Call coaching, custom objects and الإبلاغ عمق |
Pricing verified August 2026.
💡 ملاحظة حول التسعير: Our research notes list an older Startup, Professional and Enterprise structure at $59, $109 and $149 per seat when billed monthly. The table above reflects our verified plan data. Check the vendor page before you buy.
تجربة مجانية: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
ضمان استرداد الأموال: None published. Annual plans are billed annually at a discount to monthly.
📌 ملحوظة: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ تحذير: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
الفوائد الرئيسية لنظام إدارة علاقات العملاء Close CRM
Here is where Close CRM earns its keep:
- Built-in dialers: A power dialer and a predictive dialer automate outbound calls. Reps dial multiple numbers without touching a keypad.
- One inbox for everything: Email, phone calls and SMS land in the same place. That cuts app switching for busy sales reps.
- Live call coaching: Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- العروض الذكية: Saved filters surface the right leads first. Prioritization stops guesswork at the top of the day.
- Fast onboarding: A CSV import tool and a free one-click migration tool move data from other tools. Setup takes hours, not weeks.
- Activity timelines: Every call, email and note appears on the lead profile. Nothing about your outreach gets lost.
- Support and knowledge base: A help center, API documentation and product updates back the platform. Onboarding support is proactive and free.
ما لاحظه فريقنا
Our writer signed up for Close CRM and ran real outreach through it for several days. Here is what stood out from that hands-on time:
مزايا وعيوب نظام إدارة علاقات العملاء (CRM)
✅ المزايا
- Best-in-class calling, dialed straight from the browser
- Simple enough to earn full team engagement quickly
- Free one-click migration and proactive onboarding help
- Holds a 4.7/5 rating on G2 from user reviews
❌ سلبيات
- Reporting functionality is weak for sales analysis
- Less customizable than rival platforms
- No project management, so delivery work lives elsewhere
- 80+ integrations still miss some key connections
مقارنة الميزات
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| ميزة | برؤية ثاقبة | إغلاق نظام إدارة علاقات العملاء |
|---|---|---|
| السعر المبدئي | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | 35 دولارًا للمقعد شهريًا |
| خطة مجانية | ❌ | ❌ |
| إدارة المشاريع | ✅ | ❌ |
| الاتصال المدمج | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| أتمتة سير العمل | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️ محدود |
| التكاملات | ✅ أكثر من 2000 | ✅ 80+ |
| الامتثال لقانون HIPAA | ✅ | ❌ |
| الأفضل لـ | CRM plus project delivery | مبيعات خارجية بكميات كبيرة |
1. Contact Management & Customer Records
نظرة ثاقبة: Contact management sits at the centre of the system. Every company, contact and file links to the same record, so customer relationships stay readable. Custom fields let you store the details your business actually tracks.
إغلاق نظام إدارة علاقات العملاء: Leads, not accounts, are the primary object. That suits outbound work but makes long-term account history thinner. Custom objects arrive only on the top tier.
2. Sales Pipeline & Sales Opportunities
نظرة ثاقبة: The sales pipeline uses customizable stages and Kanban views. Sales teams move sales opportunities forward while managers monitor progress. You can customize each pipeline per product line.
إغلاق نظام إدارة علاقات العملاء: A visual pipeline highlights bottlenecks in the sales process. It is fast to read but less flexible than Insightly. Deals move quickly because activity data updates itself.
3. Project Management & Task Management
نظرة ثاقبة: This is the clearest gap between the two products. You can create projects, set milestones and assign tasks to any team member. Task management also covers reminders, to-do lists and call logs.
إغلاق نظام إدارة علاقات العملاء: There is no project management module at all. You get inbox management and task reminders tied to leads instead. Delivery work has to live in a separate tool.
⚠️ تحذير: If you sell and then deliver the work, this single difference usually decides the choice for you.
4. أتمتة سير العمل
نظرة ثاقبة: Workflow automation handles record updates, task creation and alerts. Copilot adds AI summaries on top. Custom workflows are thinner than some rival CRM software, which is a fair criticism.
إغلاق نظام إدارة علاقات العملاء: Workflows trigger automated follow ups that lift response rates without manual effort. Automation is aimed squarely at outreach, not operations. It removes a lot of manual data entry for reps.
5. قوالب وسلاسل رسائل البريد الإلكتروني
نظرة ثاقبة: You can build email templates, schedule emails and send bulk email from inside a record. Google Workspace and Outlook sync keeps threads attached to contacts. Copilot summarizes long threads for you.
إغلاق نظام إدارة علاقات العملاء: Email sequences run alongside calls and SMS in one thread. Templates and merge fields are quick to set up. This is the stronger side for pure outbound cadences.
6. Built-In Calling & Power Dialer
نظرة ثاقبة: There is no native dialer. Calls are logged manually or through an integration. The organization view is what Insightly gives you instead, grouping contacts under each company.
إغلاق نظام إدارة علاقات العملاء: Calling is the headline feature. A power dialer and predictive dialer let reps dial multiple numbers back to back. Managers can join live for call coaching.
7. Reporting & Opportunities Dashboard
نظرة ثاقبة: Reporting is a real strength. The opportunities dashboard gives visual insight into revenue, and custom graphs cover most questions. Professional adds limited dashboards, while Enterprise unlocks the full set.
إغلاق نظام إدارة علاقات العملاء: Quick KPI reports work well for daily standups and training. Deeper analysis is harder, and reviewers call the reporting functionality weak. Growing teams often export data elsewhere.
8. Integrations & Other Tools
نظرة ثاقبة: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links to other Insightly products such as Insightly Marketing and Insightly Service. No developer is needed for common apps.
إغلاق نظام إدارة علاقات العملاء: Close connects to over 80 other tools, including Zoom meetings and Slack. Coverage is solid for sales stacks but thinner elsewhere. A few key connections found in other CRMs are missing.
9. Support, Onboarding & Free Trial
نظرة ثاقبة: Support and ticketing run through the help centre and paid service tiers. Rollout is fast, which is a key reason for its appeal. Getting data into the system is not overly convoluted.
إغلاق نظام إدارة علاقات العملاء: Onboarding support is proactive and includes free migration help and training. An ROI calculator, help centre and API documentation round out the resources. Most teams launch inside the free trial.
10. التسعير والتكلفة
Here are both pricing structures side by side.
| المستوى | برؤية ثاقبة | إغلاق نظام إدارة علاقات العملاء |
|---|---|---|
| دخول | Plus — $29/user/month | Essentials — $35/seat/month |
| منتصف | Professional — $49/user/month | Growth — $99/seat/month |
| قمة | Enterprise — $99/user/month | Scale — $139/seat/month |
نظرة ثاقبة: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most الشركات الصغيرة, Professional at $49 is the sweet spot.
إغلاق نظام إدارة علاقات العملاء: Entry pricing is mid-tier, but the jump from Essentials to Growth is steep. You are paying for calling infrastructure, not breadth. A five-seat team pays $495 a month on Growth.
سيناريوهات مختلفة
| إذا كنت بحاجة إلى | يختار | لماذا |
|---|---|---|
| أقل تكلفة دخول | برؤية ثاقبة | $6 less per seat monthly |
| High-volume outbound calls | إغلاق نظام إدارة علاقات العملاء | Power and predictive dialer |
| Projects after the sale | برؤية ثاقبة | Milestones, Gantt charts, tasks |
| تقارير معمقة | برؤية ثاقبة | Custom graphs and dashboards |
| Fastest rep onboarding | إغلاق نظام إدارة علاقات العملاء | Live inside the free trial |
| HIPAA or GDPR duty | برؤية ثاقبة | SOC 2 Type II and HIPAA ready |
💰 ميزانيتك
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 مجموعة أدواتك التقنية
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 عملية البيع الخاصة بك
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 مستوى خبرتك
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 تجارب وعروض توضيحية مجانية
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 خيارات الدعم
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
دليل التبديل
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ ما ستجنيه:
- A dialer inside the CRM, so reps stop switching apps
- Live call coaching for managers training new hires
- Email, SMS and calls stacked on one lead timeline
❌ ما ستخسره:
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋 كيفية التبديل:
- Export contacts, companies and open deals from Insightly as CSV
- Start a Close trial and run the free one-click migration
- Rebuild pipelines and Smart Views, then connect your number
🔄 Switching from Close CRM to Insightly?
✅ ما ستجنيه:
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ ما ستخسره:
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋 كيفية التبديل:
- Export leads, activity history and custom fields from Close
- Create an Insightly account and import the files
- Set up pipelines, then add a calling app for outbound work
ما لم تتناوله مراجعتنا
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise rollouts, custom API builds or how either system handles thousands of records. Marketing teams evaluating Insightly Marketing should check that product separately, since it is priced apart from the CRM. Our notes reflect the August 2026 versions, and each new version may shift the details.
الحكم النهائي
| فئة | الفائز |
|---|---|
| 💰 الأسعار | برؤية ثاقبة |
| 🚀 الميزات الأساسية لنظام إدارة علاقات العملاء | برؤية ثاقبة |
| 📞 Calling & Outreach | إغلاق نظام إدارة علاقات العملاء |
| 📁 إدارة المشاريع | برؤية ثاقبة |
| 📊 الإبلاغ | برؤية ثاقبة |
| 👶 سهولة الاستخدام | إغلاق نظام إدارة علاقات العملاء |
| 🔌 عمليات التكامل | برؤية ثاقبة |
| 🏆 الفائز الإجمالي | برؤية ثاقبة |
🏆 الفائز: إنسايتلي
Insightly wins 5 of 7 categories.
الأفضل لـ: service businesses, agencies serving clients, and teams that need CRM and project delivery in one system
Insightly and Close CRM solve different halves of the same job. Insightly covers the customer from first contact through delivery, which protects team productivity across departments.
Close CRM is a specialist. If your team lives on the phone and wants more deals per rep, it earns its higher seat price.
For most buyers weighing Insightly vs Close CRM, Insightly is the safer choice. It costs less at entry, does more, and still handles day-to-day sales work well.
المزيد من المقارنات المتعمقة
Here is how Insightly measures up against other CRM tools:
مقارنة بين Insightly و Zoho CRM
إنسايتلي يفوز في: shorter learning curve, native project management, faster rollout
يتفوق Zoho CRM في: feature depth, custom workflow flexibility, far cheaper top tier
مقارنة بين Insightly و HubSpot
إنسايتلي يفوز في: project milestones, predictable per-user costs, HIPAA readiness
تفوقت شركة HubSpot في: free starting tier, marketing automation depth, content and knowledge tools
نظرة ثاقبة مقابل محرك الأنابيب
إنسايتلي يفوز في: post-sale delivery tracking, 2,000+ connectors, compliance coverage
فاز فريق بايب درايف في: simpler pipeline view, lower entry price, quicker rep adoption
نظرة ثاقبة مقابل Salesforce
إنسايتلي يفوز في: setup speed, no admin headcount required, lower total cost
تتفوق Salesforce في: unlimited customization, developer platform depth, enterprise reporting
المزيد من مزايا نظام إدارة علاقات العملاء Close CRM مقارنةً
Close CRM is measured against a different set of rivals. This video covers the main ones.
مقارنة بين Close CRM و HubSpot
فاز نظام إدارة علاقات العملاء (Close CRM) في: browser dialing, cheaper for pure sales seats, faster rep onboarding
تفوقت شركة HubSpot في: reporting dashboards, service and marketing modules, larger app marketplace
مقارنة بين نظام إدارة علاقات العملاء Close CRM كيب
فاز نظام إدارة علاقات العملاء (Close CRM) في: predictive dialing, cleaner interface, sales-only focus
فاز كيب في: email marketing depth, invoicing and payments, appointment booking
مقارنة بين نظام إدارة علاقات العملاء Close CRM ونظام إدارة علاقات العملاء Monday CRM
فاز نظام إدارة علاقات العملاء (Close CRM) في: native calling, outbound sequences, activity tracking accuracy
حقق نظام إدارة علاقات العملاء (CRM) يوم الاثنين انتصارات في: board customization, cross-team project views, cheaper small plans
مقارنة بين نظام إدارة علاقات العملاء Close CRM ونظام إدارة علاقات العملاء Freshsales CRM
فاز نظام إدارة علاقات العملاء (Close CRM) في: dialer quality, simpler setup, migration support
نظام إدارة علاقات العملاء Freshsales يفوز في: free entry plan, built-in chat, stronger analytics
الأسئلة الشائعة
ما هي استخدامات برنامج Insightly؟
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
هل برنامج Insightly سهل الاستخدام؟
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
ما هو نظام إدارة علاقات العملاء (CRM) المغلق؟
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
كم يبلغ المبلغ التقريبي شهرياً؟
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
كيف يختلف نظام Close عن أنظمة إدارة علاقات العملاء الأخرى؟
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, نص and email without leaving the platform.
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