Ever feel lost trying to pick the right tool for your online negocio?
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 su ¿necesidades?
¡Albricias!
We’re breaking down ClickFunnels vs Insightly to help you decide.
Descripción general
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.
Esta experiencia práctica nos permite ofrecerle una comparación real y práctica.
Es ideal para crear embudos de ventas rápidamente. Incluye muchas plantillas para que puedas empezar rápidamente.
Precios: It has a free trial. The premium plan starts at $81/month.
Características principales:
- Visual sales pipelines
- Customizable reports
- Mobile app
Necesita un CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Precios: Dispone de una versión de prueba gratuita. El plan premium cuesta a partir de $29/mes.
Características principales:
- Gestión de proyectos
- Automatización del flujo de trabajo
- Relationship Linking
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…
Nuestra opinión
Es ideal para crear embudos de ventas rápidamente. Incluye muchas plantillas para que puedas empezar rápidamente.
Beneficios clave
- Creación de embudos optimizados.
- Proporciona un período de prueba de 14 días.
- Amplias integraciones con terceros.
- Acceso a una biblioteca de plantillas variada.
- Capacidades de prueba A/B integradas.
Precios
- Lanzamiento:$81/mes, 2 miembros del equipo.
- Escala:$164/mes, 5 miembros del equipo.
- Optimizar: $248/mes, 10 miembros del equipo.
- Dominar: $5,997/año, 20 miembros del equipo.
Ventajas
Contras
¿Qué es 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.
Además, explora nuestros favoritos Alternativas a Insightly…
Nuestra opinión
Insightly es una opción sólida para las empresas que necesitan un CRM escalable con capacidades de gestión de proyectos.
Beneficios clave
- Escalable para el crecimiento: Adapte la plataforma a medida que su negocio se expande.
- Características de gestión de proyectos: Mantenga sus proyectos organizados y encaminados.
- Paneles e informes personalizables: Obtenga la información que necesita para tomar decisiones informadas.
- Integraciones con aplicaciones populares: Conéctate con tus herramientas de negocio favoritas.
Precios
- Más:$29/usuario/mes.
- Profesional:$49/usuario/mes.
- Empresa:$99/usuario/mes.
Ventajas
Contras
Comparación de características
This analysis compares ClickFunnels, the specialized funnel builder designed to maximize conversions.
Perspicazmente CRM, a modern crm tool loved by sales teams for its strong integrated project management tools.
This comparison will clarify which solution is the better investment for dedicated conversion marketing versus comprehensive relationship management across the entire customer journey.
1. Core Platform Focus
- Embudos de clic: The primary focus is revenue maximization, acting as just a tool to drive website visitors through the entire funnel. It is a sales tool for building high-converting sales pages and capturing paying customers.
- Insightly CRM: The core focus is deep customer relationship management, linking opportunities to integrated project management tools and supporting both sales teams and marketing teams within one one platform.
2. Lead Generation and Page Creation
- Embudos de clic: Excels at generate leads by using its integrated landing page builder and drag and drop builder to quickly create landing pages and opt in forms to capture potential customers. It’s built to optimize sales within the funnel structure.
- Insightly CRM: Offers excellent lead generation tools via its Insightly Marketing suite, focusing on capturing leads from the web and nurturing them with sophisticated campaigns. It does not include a native funnel builder or landing page builder.
3. Sales Pipeline and Forecasting
- Embudos de clic: The sales process is linear (the funnel steps). Pipeline visualization is simple, focused mainly on conversion metrics within the entire funnel. ClickFunnels pricing is tiered by funnel capacity.
- Insightly CRM: Provides advanced sales opportunities and pipeline management, allowing sales teams to visualize and track deals from initial lead generation through closure. It also includes native features for assign tasks throughout the process.
4. Project Management and Service
- Embudos de clic: Lacks native project management or Insightly Service features. ClickFunnels features are narrowly focused on marketing and conversion; everything else requires third party integrations.
- Insightly CRM: A major differentiator is the integrated project management tools that let sales teams seamlessly convert a closed deal into a project, ensuring customer relationships are managed throughout service delivery.
5. Automation and Workflow
- Embudos de clic: Includes basic clickfunnels email automatización to send simple email sequences. Automated sales funnels are its specialty, but it lacks the depth of true CRM workflow automation.
- Insightly CRM: Features powerful workflow automation that can be triggered by deal status, assign tasks, or email activity. This allows modern crm teams love to automate administrative work and ensure consistent customer journeys.
6. Email Marketing and Campaign Tools
- Embudos de clic: Provides basic email marketing tools for follow-up within the funnel, but this functionality is limited. The clickfunnels review highlights its conversion utility, not its deep marketing automation.
- Insightly CRM: Offers Insightly Marketing, a separate but integrated module with robust email templates, journey constructores, and analytics, making it a great solution for marketing teams looking for full control over outreach.
7. Ideal Users and Strategy
- Embudos de clic: The better sales tool for like minded entrepreneurs and marketers focused purely on optimize sales through high-performing sales pages. It offers a free trial and unlimited funnels at higher tiers.
- Insightly CRM: Ideal for sales teams and marketing teams who need a unified crm tool that connects sales, marketing, and project management in one place, offering a comprehensive approach to managing sales opportunities.
8. Ecosystem and Extensibility
- Embudos de clic: ClickFunnels features are self-contained. It relies on third party integrations to provide CRM depth or connect to external crm tools like Zoho CRM.
- Insightly CRM: Offers deep, native integration with Google Workspace and Microsoft Apps, making it highly productive for sales teams and the modern crm teams love who rely on those platforms. It’s built to be the central one platform.
9. Management of Customer Data
- Embudos de clic: Contact management is centered on the entire funnel journey. ClickFunnels users primarily focus on moving potential customers toward a purchase.
- Insightly CRM: Provides a comprehensive, 360-degree view of customer relationships, logging all sales, service, and project interactions, which is what modern crm teams love for providing excellent customer experience.
What to Look For in a CRM Software?
- Specific Business Needs: When evaluating a unified platform to run your business online, don’t get swayed by flashy features. Really dig deep into the core features. What are your exact challenges in optimizing your sales and marketing funnels and improving conversion rates?
- Escalabilidad: Can the platform grow with your pequeñas empresas? Think beyond your current size. Will it handle increased data, more users, and expanding workflows for your online courses and successful marketing campaigns?
- Integration Capabilities: Does the platform keep all the data and tools you need under one roof, or does it play well with your existing ecosystem? Check for seamless marketing and sales automation integrations for things like lead magnets, online store sales, and your automated email marketing system.
- Atención al cliente: How responsive and helpful is their support team? Issues will arise, particularly with web design and complex web pages. Quick, reliable support can minimize downtime and frustration, making a difference in whether the Clickfunnels worth it pregunta is answered positively.
- Training Resources: Does the provider offer comprehensive training and curso en línea materials? Easy onboarding is crucial for user adoption of the website builder and its powerful drag and drop editor, especially for non-technical users looking to create landing pages, set up checkout pages, and manage email campaigns or a coaching program.
- Data Security: Ensure the platform has robust security measures to protect your customer data. Check for features like data encryption and compliance (e.g., PCI DSS), especially when managing transactions from your online store or collecting leads and sensitive credit card details via professionally designed templates for webinar sign ups or an affiliate center.
- Precios: Look beyond the monthly rate. Consider the true cost, including any premium features or the discount provided with annual billing, to ensure it fits the budget for scaling your ability to create landing pages and run email campaigns, and operate your entire online business.
Veredicto final
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.
Hemos probado ambas cosas y sabemos lo que funciona.
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. Compró, 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 difusión por correo electrónico en frío and lead management, and is often integrated with other platforms like ClickFunnels.
- ClickFunnels vs ClickUp: ClickFunnels is designed for sales funnels and online marketing. Haga clic hacia arriba 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 Insightly: ClickFunnels focuses on sales funnels. Insightly is a comprehensive CRM with project management capabilities, helping businesses track leads and projects.
- 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.
Más sobre Insightly
He aquí una breve comparación de Insightly con estas soluciones de software:
- Insightly vs Pipedrive: Insightly se centra en CRM con gestión de proyectos integrada; Pipedrive se especializa en la gestión visual del pipeline de ventas, a menudo preferida por los equipos centrados en las ventas.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly ofrece un sólido CRM con seguimiento de proyectos; Keap proporciona una potente automatización del marketing, campañas de correo electrónico y completas funciones de ventas.
- Insightly vs ActiveCampaign: Insightly fusiona CRM con capacidades de gestión de proyectos; ActiveCampaign destaca en automatización avanzada de marketing, secuenciación de correos electrónicos y puntuación de clientes potenciales.
- 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 Clickfunnels: Insightly es un CRM con gestión de proyectos; ClickFunnels es principalmente un constructor de embudos de ventas para crear páginas de aterrizaje y automatizar procesos de ventas.
- Insightly vs Folk: Insightly es un CRM completo con funciones de gestión de proyectos; Folk es una herramienta de gestión de contactos más ágil y colaborativa.
- Insightly vs Instantly: Insightly ofrece un sólido CRM y una solución de gestión de proyectos; Instantly se centra en la captación automatizada de clientes potenciales mediante correo electrónico.
- Insightly vs ClickUp: Insightly integra CRM y gestión de proyectos; ClickUp es una plataforma versátil de gestión del trabajo que puede configurarse para tareas de CRM.
- Insightly vs Lunes: Insightly combina CRM con gestión de proyectos; Monday CRM es un sistema operativo de trabajo altamente personalizable, adaptable a diversas necesidades de CRM.
- 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 ofrece un sólido CRM con gestión de proyectos; Freshsales CRM proporciona automatización avanzada de ventas, perspectivas de IA y comunicación multicanal.
- Insightly frente a Salesforce: Insightly es un CRM completo con gestión de proyectos integrada; Salesforce es una solución CRM de nivel empresarial, altamente personalizable y expansiva.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Preguntas frecuentes
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.
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