Ever feel lost trying to pick the right tool for your online business?
You need something that helps with sales and customer stuff, right?
But with so many options, knowing where to start is hard.
You’ve heard of ClickFunnels and Insightly, but which one actually fits your needs?
Good news!
We’re breaking down ClickFunnels vs Insightly to help you decide.
Overview
We’ve rolled up our sleeves and put ClickFunnels and Insightly through their paces.
We signed up, built funnels, managed contacts, and explored every nook and cranny.
This hands-on experience lets us give you a real, practical comparison.
Build high-converting sales funnels without any coding. ClickFunnels gives you the tools and templates to succeed.
Pricing: It has a free plan. Paid plan starts at $81/month
Key Features:
- Sales funnels
- Landing pages
- Email marketing
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Project management
- Multiple pipelines
- Advanced contact management
What is ClickFunnels?
Think of ClickFunnels as your all-in-one sales and marketing toolbox.
It helps you build sales funnels.
These funnels guide customers to buy your products. Easy, right?
Also, explore our favorite ClickFunnels alternatives…
Build high-converting sales funnels without any coding. ClickFunnels gives you the tools and templates to succeed. See how easy it can be to transform your business.
Key Benefits
- Drag-and-drop builder: Easily create high-converting pages without any coding.
- Pre-built templates: Get a head start with proven funnel designs for various industries.
- A/B testing: Optimize your funnels for maximum conversions.
- Email marketing integrations: Connect with your audience and nurture leads.
- Affiliate management tools: Build your army of promoters to boost sales.
Pricing
All the plans will be billed annually.
- Startup: $81/month, 3 Brand Workspaces, 3 Team Members.
- Pro: $248/month, 10 Brand Workspaces, 10 Team Members.
Pros
Cons
What is Insightly?
Okay, so what’s Insightly all about? It’s a CRM, but it adds project management.
Think of it as a tool for sales and project tracking.
It helps you manage relationships and deliver projects.
It’s designed for businesses that need both.
Also, explore our favorite Insightly alternatives…
Ready to streamline your business processes and build stronger relationships? Start your free trial of Insightly and see the difference!
Key Benefits
-
- Boost Productivity: Improve project completion rates by 20%.
- Increase Revenue: Track leads effectively and closes more deals.
- Enhance Collaboration: Connect teams and improve communication.
- Gain Valuable Insights: Get a deeper understanding of your customers.
Pricing
All the plans will be billed annually.
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
Feature Comparison
Let’s dive into the core differences.
We’ll compare key features to see where each platform shines, helping you pick the right tool for your business needs.
1. Sales Pipeline
ClickFunnels focuses on building sales funnels and guiding customers through the buying process.
Insightly, on the other hand, provides a robust sales pipeline management tool.
It lets you track leads, deals, and opportunities from start to finish.
If your main goal is to optimize a sales process, ClickFunnels is better.
If you need a complete sales pipeline overview, Insightly wins.
2. Customer Relationship Management (CRM)
Insightly stands out with its powerful customer relationship management.
It helps you manage contacts, track interactions, and build strong customer relationships.
ClickFunnels has some basic contact management, but it’s not its primary focus.
For a dedicated CRM, Insightly is the clear choice.
3. Marketing Automation
ClickFunnels offers basic marketing automation features like follow-up emails and sequence builders.
Insightly also offers marketing automation, but with a more detailed level of campaign management.
If you need simple automation for sales funnels, ClickFunnels works.
For complex marketing campaigns, Insightly is more suitable.
4. Integration
Both platforms offer integration with various third-party tools.
ClickFunnels integrates well with payment gateways and email marketing services.
Insightly, however, focuses on integrating with business tools like Zoho and HubSpot.
If your goal is to integrate with a wide variety of business software, Insightly will be more useful.
5. Functionality
ClickFunnels’ core functionality centers on building sales funnels and landing pages.
Insightly’s functionality is broader, encompassing CRM, project management, and sales.
This means that if you need a tool with a wide range of features, Insightly will be better.
If you only need to build sales funnels, ClickFunnels is effective.
6. Zoho & HubSpot Integration
As briefly mentioned, Insightly excels at Zoho and HubSpot integration.
ClickFunnels has far less integration with these specific platforms.
If you rely heavily on Zoho or HubSpot, Insightly is the better option.
7. Overall User Experience
ClickFunnels is designed to be user-friendly, especially for those new to online marketing.
Insightly, while powerful, might require a steeper learning curve due to its extensive feature set.
If ease of use is your priority, ClickFunnels is simpler.
If you need advanced features and are willing to learn, Insightly is a strong choice.
What to Look For When Choosing CRM Software?
- Scalability: Can it grow with your business?
- Customization: Does it fit your unique workflows?
- Mobile Access: Is it accessible on the go?
- Support: Does it offer reliable customer support?
- Data Security: How well does it protect your data?
- Reporting: Does it provide meaningful insights?
- Industry-Specific Features: Does it cater to your particular industry needs?
- Training and Onboarding: Does the vendor provide adequate training resources?
- Automation: Can it automate repetitive tasks to save time?
- Collaboration: Does it facilitate team collaboration and communication?
- Cost-Effectiveness: Does the pricing align with your budget and ROI?
- Reviews and Testimonials: What are other users saying about their experience?
- Future Updates: How often does the vendor release updates and new features?
Final Verdict
So, which one wins? It really depends on what you need.
If you’re all about building killer sales funnels, ClickFunnels is your go-to.
It’s easy to use and gets the job done.
However, if you need a full-blown CRM with many features, Insightly is the better choice.
It handles everything from customer details to projects.
We’ve tested both, and we know what works.
Trust us to help you pick the right tool for your business.
More of ClickFunnels
Here’s a brief comparison of ClickFunnels with these software solutions:
- ClickFunnels vs GoHighLevel: While ClickFunnels excels at funnel building for entrepreneurs, GoHighLevel offers a broader, all-in-one marketing suite with advanced agency and CRM features, often including white-label solutions.
- ClickFunnels vs Pipedrive: ClickFunnels prioritizes high-converting sales funnels, whereas Pipedrive focuses on comprehensive sales pipeline management and CRM functionalities for various business needs.
- ClickFunnels vs Keap: ClickFunnels is a specialized sales funnel builder that offers templates and drag-and-drop tools. Keap, formerly Infusionsoft, provides a robust CRM with marketing and sales automation for small businesses.
- ClickFunnels vs ActiveCampaign: ClickFunnels focuses on sales funnels and landing pages, while ActiveCampaign is a powerful marketing automation platform with advanced email marketing and CRM capabilities.
- ClickFunnels vs HubSpot: ClickFunnels is ideal for creating sales funnels and is easy to use. HubSpot offers an extensive all-in-one marketing, sales, and CRM platform, catering to broader business operations.
- ClickFunnels vs Folk: ClickFunnels is a sales funnel platform for conversions. Folk is primarily a CRM tool for managing contacts and relationships, distinct from sales funnel automation.
- ClickFunnels vs Instantly: ClickFunnels builds sales funnels for conversions. Instantly focuses on cold email outreach and lead management, and is often integrated with other platforms like ClickFunnels.
- ClickFunnels vs ClickUp: ClickFunnels is designed for sales funnels and online marketing. ClickUp is a project management and work operating system that offers task management and team collaboration.
- ClickFunnels vs Monday CRM: ClickFunnels helps build sales funnels. Monday CRM, part of Monday.com’s Work OS, is a flexible CRM for managing sales pipelines and team collaboration, with strong project management roots.
- ClickFunnels vs Capsule CRM: ClickFunnels is for creating sales funnels. Capsule CRM is a simpler, contact-centric CRM for managing customer relationships and sales opportunities.
- ClickFunnels vs Freshsales CRM: ClickFunnels specializes in sales funnel creation. Freshsales CRM is a sales automation platform with lead management, email, and phone integration features.
- ClickFunnels vs Salesforce: ClickFunnels is a tool for building automated sales funnels. Salesforce is a vast, enterprise-level CRM platform offering extensive sales, service, and marketing solutions.
- ClickFunnels vs Zendesk: ClickFunnels helps create conversion-focused sales funnels. Zendesk is primarily a customer service and support platform, focusing on ticketing and customer engagement.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Frequently Asked Questions
Is ClickFunnels better for marketing automation than Insightly?
ClickFunnels provides basic marketing automation for sales funnels, like email follow-ups. Insightly offers more comprehensive automation suitable for complex campaigns. If you need simple automation, ClickFunnels works. For advanced needs, Insightly is stronger.
Which platform has better customer relationship management (CRM) features?
Insightly excels in CRM, offering detailed contact management and interaction tracking. ClickFunnels has basic contact management but is not a dedicated CRM. For robust CRM functionality, Insightly is the preferred choice.
Can ClickFunnels integrate with Zoho or HubSpot?
ClickFunnels has limited integration with Zoho or HubSpot. Insightly, however, integrates well with these platforms. If you rely heavily on Zoho or HubSpot, Insightly offers better integration options.
Is ClickFunnels or Insightly easier to use?
ClickFunnels is generally easier to use, especially for building sales funnels. Insightly, with its extensive features, may require a steeper learning curve. If ease of use is a priority, ClickFunnels is simpler.
Which platform is better for managing a sales pipeline?
Insightly provides a robust sales pipeline management tool that tracks leads and deals comprehensively. ClickFunnels focuses on guiding customers through sales funnels. If you need detailed pipeline management, Insightly is more suitable.
