⚡ حكم سريع:
- الأسعار: Folk starts at $17.5/member/month. Insightly starts at $29/user/month.
- الأفضل لـ: Folk suits small teams doing contact management. Insightly suits sales teams that also run projects.
- الفرق الرئيسي: Insightly bundles project management, reporting, and workflow الأتمتة. Folk keeps things light.
- اختيارنا: Insightly for most growing businesses, because one system covers both deals and delivery.
Most people pick a CRM before they know what they actually need.
Folk and Insightly both promise better customer relationship management.
But they were built for very different kinds of work.
Folk is about people, outreach, and real relationships.
Insightly is about pipelines, projects, and reporting.
Here is how to tell which one fits your عمل.
ملخص
This Folk vs Insightly comparison covers pricing, crm features, and ease of use.
كما نوضح بالتفصيل لمن تناسب كل أداة بشكل أفضل.
ملكنا الكاتب spent hands-on time inside Folk directly.
Notes on Insightly come from its documentation and published specs.
By the end, you will know which crm software suits your team.
ما هو الفولك؟
Folk is a lightweight CRM built around people, not process.
It helps you organize contacts into simple, shareable groups.
The interface looks and feels like a collaborative spreadsheet.
That design makes Folk incredibly easy for first-time CRM users.
Folk CRM serves multiple use cases beyond sales.
Fundraising, event follow-up, and partnerships all work well here.
Watch the walkthrough below to see the app in action.
الشعب
A simple CRM for people who hate CRMs. Import contacts from Gmail, then start winning deals.
التسعير الشعبي
Folk keeps its pricing page short. Three tiers, no free plan.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| معيار | 17.5 دولارًا أمريكيًا للعضو شهريًا | المؤسسون المنفردون والفرق الصغيرة |
| غالي | 35 دولارًا أمريكيًا للعضو شهريًا | Agency and partnership workflows |
| مخصص | 70 دولارًا أمريكيًا للعضو شهريًا | Larger teams needing more control |
Pricing verified August 2026.
تجربة مجانية: Folk offers a 14-day free trial so you can test the tool before you purchase.
ضمان استرداد الأموال: Folk does not publish a refund window. The trial is the safety net.
📌 ملحوظة: Folk charges per member, so costs scale with headcount. Lower rates apply when plans are billed annually.
⚠️ Pricing conflict: Some sources list Folk at $20 and $40 per user monthly. Our verified figures above show $17.5, $35, and $70. The gap is likely monthly versus annual billing. Always confirm on the Folk pricing page before you buy.
Key Benefits of Folk
Here is what makes Folk worth a look:
- الحقول السحرية: A custom field type that uses AI to clean and enrich contact data. It fills gaps other tools leave blank.
- إضافة كروم: Add contacts straight from LinkedIn while you تصفح. No copy-paste between tabs.
- Gmail and Outlook sync: Folk connects to your صندوق الوارد to import contacts and email history.
- Collaborative mail merge: Send personalized bulk email from shared templates. Your whole team sees the thread.
- Kanban sales pipeline: A visual board to track deals through each stage.
- Self-serve onboarding: Explore the platform at your own pace. No sales rep chasing your account.
ما لاحظه فريقنا
Our writer signed up for Folk and spent several days inside the app. Here is what stood out from that hands-on time:
Folk Pros & Cons
✅ المزايا
- One of the easiest CRMs on the market to learn
- Magic Fields clean and enrich contact data automatically
- Groups make it simple to organize contacts without clutter
- Works for fundraising, events, and partnerships, not just sales
❌ سلبيات
- Lacks advanced reporting views for detailed analytics
- No automatic tracking of meetings or phone calls
- Importing emails and managing contact data can get fiddly
- Not suitable for larger sales teams or complex sales processes
ما هو Insightly؟
Insightly CRM keeps current and prospective customer data in one place.
The company markets it as the modern CRM teams love.
It handles leads, sales opportunities, and projects in one system.
Sales teams use it to build genuine connections with customers.
Managers use it to monitor progress and employee work.
Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.
This video walks through the platform screen by screen.
🏆 الفائز: Insightly
CRM and project management in one account. Built for teams that close deals and then deliver the work.
تسعير دقيق
Insightly offers three pricing tiers. Insightly starts at $29 per user monthly.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| زائد | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | الوصول إلى معظم الميزات محدود |
| احترافي | 49 دولارًا أمريكيًا/للمستخدم/شهريًا | Dashboards and third-party app integration |
| مَشرُوع | 99 دولارًا أمريكيًا/للمستخدم/شهريًا | Full access to every feature |
Pricing verified August 2026.
تجربة مجانية: Insightly offers a free trial of the CRM. No purchase is required to create an account.
ضمان استرداد الأموال: No published refund window. Test the free trial first.
📌 ملحوظة: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same pricing structure as the CRM.
⚠️ تحذير: The Enterprise tier is almost double what Zoho CRM charges for similar services. Compare against other CRMs before committing a large team.
الفوائد الرئيسية لـ Insightly
Here is what makes Insightly worth considering:
- AppConnect: A low-code integration engine with over 2,000 pre-built connectors. It links your CRM to the apps you already run.
- Copilot AI: An AI-powered مساعد that summarizes emails and speeds up data retrieval.
- إدارة المشاريع: Milestones, pipelines, and Gantt chart visualizations added in 2025 for timeline and dependency tracking.
- Reporting and dashboards: Visual insights into عمل performance, including an opportunities dashboard for open deals.
- امتثال: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards.
- الوصول عبر الهاتف المحمول: Scan a business card, add contacts, and assign tasks from the mobile app or the web.
ما لاحظه فريقنا
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation, the pricing page, and third-party reviews on G2 and TrustRadius.
إيجابيات وسلبيات Insightly
✅ المزايا
- Ties project management and CRM together in one platform
- Over 2,000 pre-built connectors through the AppConnect engine
- Copilot AI summarizes emails and speeds up data retrieval
- Meets SOC 2 Type II, GDPR, and HIPAA standards
- Fast setup and a smooth data input process
❌ سلبيات
- يفتقر إلى ميزات متقدمة مثل سير العمل المخصص مقارنة ببعض المنافسين.
- The Enterprise tier is almost double that of Zoho CRM
- Not as feature-deep as Zoho CRM despite being easier to use
- Steeper learning curve than a contacts-only tool like Folk
مقارنة الميزات
Both products call themselves CRM tools, but the overlap is thinner than it looks. We compared ten areas that decide which one you should buy.
| ميزة | الشعب | برؤية ثاقبة |
|---|---|---|
| السعر المبدئي | 17.5 دولارًا أمريكيًا للعضو شهريًا | 29 دولارًا أمريكيًا لكل مستخدم شهريًا |
| خطة مجانية | ❌ | ❌ |
| إدارة جهات الاتصال | ✅ | ✅ |
| إدارة المشاريع | ❌ | ✅ |
| إعداد التقارير المتقدمة | ❌ | ✅ |
| سير العمل الأتمتة | ❌ | ✅ |
| إضافة كروم | ✅ | ❌ |
| Call & مقابلة التتبع | ❌ | ✅ |
| HIPAA & SOC 2 Compliance | ❌ | ✅ |
| الأفضل لـ | Contact-led outreach | Sales plus delivery |
1. إدارة جهات الاتصال
الفولكلور: Contacts live in groups you create yourself. You can add contacts, set reminders, and keep notes on every person without drowning in fields. Folk is good at cleaning and enriching contact data for outreach.
نظرة ثاقبة: Contact management sits inside a 360-degree customer view. Records link to companies, projects, and open deals, so a team member sees full history in one place.
2. مسار المبيعات
الفولكلور: A visual Kanban-style board drives the sales pipeline. Drag a card forward as a deal moves. It is enough for a founder chasing twenty conversations, not two hundred.
نظرة ثاقبة: Customizable pipelines and Kanban views track each stage of sales. You can customize stages per product line and monitor where deals stall.
3. Lead Tracking and Sales Opportunities
الفولكلور: Leads are just contacts with a status. There is no separate opportunity object, which keeps things simple but limits forecasting.
نظرة ثاقبة: Leads convert into sales opportunities tied to an organization. The opportunities dashboard shows value, stage, and owner across the business.
4. Project Management and Task Management
الفولكلور: There is no real project layer. You get reminders and simple task management attached to contacts, and that is the ceiling.
نظرة ثاقبة: Milestones, pipelines, and Gantt charts manage delivery after the sale. You can assign tasks, create to-do lists, and log phone calls, then track progress to completion.
5. Email Automation and Templates
الفولكلور: Email automation runs through collaborative mail merge. Folk connects to Gmail or Outlook to sync history, though outreach is email-only with little support for other channels.
نظرة ثاقبة: Email templates let you schedule emails to lists and log replies against records. It plugs into Google Workspace and Outlook accounts.
6. التقارير ولوحات المعلومات
الفولكلور: This is the weakest area. Folk lacks advanced reporting views, so generating a board-ready summary means exporting to a spreadsheet.
نظرة ثاقبة: Reports and dashboards give visual insight into performance across companies and reps. Managers get numbers without asking anyone to build them.
⚠️ تحذير: If leadership expects weekly reporting, Folk will frustrate you. This is the single clearest functionality gap between the two.
7. AI Features and Workflow Automation
الفولكلور: Magic Fields use AI to fill in missing details on a contact. It is genuinely useful, but there is no rules-based workflow automation behind it.
نظرة ثاقبة: Copilot summarizes emails and retrieves data on request. Automation handles routine steps, though custom workflows are thinner than some rivals offer.
8. Integrations and Chrome Extension
الفولكلور: The Chrome extension pulls profiles from LinkedIn straight into a group. For an agency doing social selling, that alone can justify the purchase.
نظرة ثاقبة: AppConnect exposes more than 2,000 connectors to other apps. You can integrate محاسبة, support, and marketing services without writing code.
9. Partnerships and Support
الفولكلور: Partnerships and events get their own groups, which is why non-sales teams like it. Support is self-serve, backed by a knowledge base rather than a rep.
نظرة ثاقبة: Support and ticketing run through Insightly Service, sold alongside the CRM. Marketing teams can bolt on Insightly Marketing from the same account.
10. التسعير والتكلفة
Here are the published costs side by side.
| المستوى | الشعب | برؤية ثاقبة |
|---|---|---|
| دخول | Standard: $17.5/member/month | بالإضافة إلى: 29 دولارًا أمريكيًا لكل مستخدم شهريًا |
| منتصف | Premium: $35/member/month | النسخة الاحترافية: 49 دولارًا أمريكيًا/للمستخدم/شهريًا |
| قمة | Custom: $70/member/month | للمؤسسات: 99 دولارًا أمريكيًا/للمستخدم/شهريًا |
الفولكلور: Cheaper at every tier. If you are price sensitive and your needs are basic, the maths favours Folk by a wide margin.
نظرة ثاقبة: Competitive at the Plus and Professional tiers against other CRMs. The Enterprise tier is where the value argument weakens.
سيناريوهات مختلفة
| إذا كنت بحاجة إلى | يختار | لماذا |
|---|---|---|
| ميزانية محدودة | الشعب | Cheaper at every tier |
| Project delivery | برؤية ثاقبة | Milestones and Gantt charts |
| البحث عن عملاء محتملين على لينكدإن | الشعب | Chrome extension built in |
| Weekly reporting | برؤية ثاقبة | Dashboards out of the box |
| First CRM ever | الشعب | Almost no learning curve |
| الامتثال لقانون HIPAA | برؤية ثاقبة | Certified to that standard |
💰 ميزانيتك
Folk undercuts Insightly at every level. For a five-person team, the difference funds a year of other tools.
🔌 مجموعة أدواتك التقنية
Insightly connects to over 2,000 apps through AppConnect. Folk covers the essentials and leans on your inbox.
📝 عملية البيع الخاصة بك
If you close winning deals through long, structured cycles, pick Insightly. If deals close over coffee, Folk is enough.
🎓 مستوى خبرتك
Folk suits anyone who has never used a CRM. Insightly rewards teams willing to invest in setup for higher productivity later.
🆓 تجارب وعروض توضيحية مجانية
Folk gives you 14 days to explore with no sales pressure. Insightly also runs a trial, so test both before you commit.
🛟 خيارات الدعم
Folk is self-serve by design. Insightly offers ticketing through its service product for teams that need a human on call.
دليل التبديل
Already using one of these? Here is what changes if you move.
🔄 Switching from Folk to Insightly?
✅ ما ستجنيه:
- Project management with milestones and Gantt charts
- Reports and dashboards you do not have to build by hand
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ ما ستخسره:
- Magic Fields and their AI data enrichment
- The Chrome extension for LinkedIn prospecting
- The spreadsheet-simple interface and low monthly cost
📋 كيفية التبديل:
- Export your groups from Folk as CSV files
- Create an Insightly account and pick a tier
- Import contacts, then map each group to an organization
🔄 Switching from Insightly to Folk?
✅ ما ستجنيه:
- A far shorter setup, measured in hours not weeks
- Lower cost per seat at every plan level
- Faster contact capture from LinkedIn and Gmail
❌ ما ستخسره:
- Every reporting view and the opportunities dashboard
- Project delivery, task assignment, and call logging
- AppConnect and its 2,000 pre-built connectors
📋 كيفية التبديل:
- Export contacts and opportunities from Insightly
- Start a Folk trial and connect your Gmail account
- Import the file, then search for duplicates before you invite the team
⚠️ Before you migrate: Merge duplicate records first. Two entries for the same person will follow you into the new system.
ما لم تتناوله مراجعتنا
This comparison focused on small and mid-sized teams. We did not evaluate custom Enterprise contracts, API-level work, or single sign-on setups. For example, a 200-seat rollout raises questions about admin permissions that we simply did not examine. Our notes reflect the August 2026 version of each product, and a new version may change details. If you run a regulated organization, treat compliance claims as a starting point for your own review.
الحكم النهائي
| فئة | الفائز |
|---|---|
| 💰 الأسعار | الشعب |
| 🚀 Contact Management | الشعب |
| 📊 الإبلاغ | برؤية ثاقبة |
| 🗂️ إدارة المشاريع | برؤية ثاقبة |
| 👶 سهولة الاستخدام | الشعب |
| 🔌 عمليات التكامل | برؤية ثاقبة |
| 🔒 الامتثال | برؤية ثاقبة |
| 🏆 الفائز الإجمالي | برؤية ثاقبة |
🏆 الفائز: إنسايتلي
Insightly wins 4 out of 7 categories.
الأفضل لـ: Sales teams that deliver projects, businesses needing reporting, and organizations with compliance requirements
These are not really the same category of product. Folk is a contact tool that happens to have a pipeline. Insightly is a CRM that happens to be easy.
Folk is excellent at what it does. For fundraising, event follow-up, and partnership tracking, it beats anything heavier. Price-sensitive teams with basic needs should stop reading and start a trial.
But most growing businesses eventually need reporting, projects, and workflow automation in one place. That is why Insightly takes the win here.
More of Folk Compared
Here is how Folk measures up against other contact-led tools:
الفولك ضد محرك الأنابيب
يفوز الفولك على: lower entry price, faster contact import from LinkedIn, friendlier setup for non-sales users
فاز فريق بايب درايف في: deal forecasting, activity reporting, call and meeting logging
يفوز الفولك على: predictable per-seat cost, minutes-long onboarding, no upsell pressure from reps
تفوقت شركة HubSpot في: a free starting tier, marketing automation depth, a far larger app marketplace
فولك ضد إدارة علاقات العملاء يوم الاثنين
يفوز الفولك على: contact enrichment through Magic Fields, inbox-native outreach, less configuration before first use
حقق نظام إدارة علاقات العملاء (CRM) يوم الاثنين انتصارات في: board automations, workload views across projects, granular permission controls
الفولك ضد كبسولة إدارة علاقات العملاء
يفوز الفولك على: collaborative mail merge, browser-based prospecting, a cleaner group model for events
تتفوق شركة Capsule CRM في: a genuinely free tier, sales analytics, case and ticket tracking
المزيد من المقارنات المتعمقة
Here is how Insightly holds up against the bigger names:
مقارنة بين Insightly و Zoho إدارة علاقات العملاء
إنسايتلي يفوز في: a gentler interface, faster rollout, tighter project and CRM linkage
يتفوق Zoho CRM في: deeper feature coverage, custom workflow rules, a far cheaper top tier
نظرة ثاقبة مقابل Salesforce
إنسايتلي يفوز في: setup speed without a consultant, clearer per-user pricing, built-in project delivery
تتفوق Salesforce في: customization ceiling, partner network size, enterprise reporting depth
مقارنة بين Insightly و HubSpot
إنسايتلي يفوز في: milestone-based project tracking, HIPAA coverage, flatter cost as seats grow
تفوقت شركة HubSpot في: free entry plan, content and email marketing tools, reporting polish
مقارنة بين Insightly و Pipedrive
إنسايتلي يفوز في: post-sale delivery, AppConnect breadth, service and ticketing add-ons
فاز فريق بايب درايف في: lower starting price, pipeline speed, simpler daily sales views
الأسئلة الشائعة
ما هو نظام إدارة علاقات العملاء الشعبي؟
Folk is a lightweight customer relationship management app built around contacts and outreach. It groups people, syncs your inbox, and suits fundraising, events, and partnerships as much as sales.
هل نظام إدارة علاقات العملاء (CRM) من Folks نظام جيد؟
Yes, for individuals and small teams with basic needs. It is one of the easiest options to learn. Larger sales teams will hit limits on reporting and call tracking.
كم سعر الفولك؟
Three tiers: Standard at $17.5 per member monthly, Premium at $35, and Custom at $70. A 14-day free trial is available before you pay.
ما هي استخدامات برنامج Insightly؟
It manages customer interactions, leads, sales opportunities, and projects in one system. Teams also use it for reporting, task assignment, and linking delivery work to closed deals.
هل برنامج Insightly سهل الاستخدام؟
The interface is easy to pick up and data entry is not overly convoluted. It is simpler than Zoho CRM, though not as feature-deep.
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