Creatio CRM vs Insightly: Which is The Best One in 2025

Feeling overwhelmed trying to manage customers?

It’s a real headache. 

That’s where CRMs come in.

You’ve probably heard of Creatio CRM vs Insightly, and now you’re wondering which one is actually worth your time. 

We’re going to break down the key differences so you can pick the CRM that helps you win.

Visión general

To give you the real deal, we dove deep.

We checked out user reviews, tested key features, and compared pricing.

This isn’t just theory; it’s based on seeing how these CRMs work in action.

What is Insightly CRM?

Okay, now let’s talk about Insightly’s other CRM option.

This one focuses on both sales and project management.

It helps you keep track of leads.

Plus, you can manage projects within the same system. This can be handy for some teams.

Explore también nuestros Insightly alternatives…

Principales ventajas

• Boost Productivity: Improve project completion rates by 20%.
• Increase Revenue: Track leads effectively and close more deals.
• Enhance Collaboration: Connect teams and improve communication.
• Gain Valuable Insights: Get a deeper understanding of your customers.

Precios

All the plans will be billed annually.

• Plus: $29/user/month.
• Professional: $49/user/month.
• Empresa: $99/user/month.

¿Qué es Creatio CRM?

So, you’re looking at Creatio CRM.

It’s built to help businesses manage customers.

Think of it as a tool to keep everything organized.

It helps track leads, sales, and customer interactions. You can customize it to fit your needs.

Basically, it’s about making your work smoother.

Explore también nuestros Alternativas a Creatio CRM…

Principales ventajas

• Visual workflow builder: Map out and automate your sales and marketing processes with drag-and-drop ease.
• No-code platform: Customize the CRM without any coding knowledge.
• Robust analytics: Track key metrics and get deep insights into your sales performance.
• Industry-specific solutions: Choose from tailored solutions for finance and real estate industries.

Precios

All the plans will be billed annually.

• Growth (Minimum five users): $25/user/month.
• Empresa: $55/user/month.
• Unlimited: $85/user/month.

Comparación de funciones

Let’s dive into the nitty-gritty.

Choosing the right crm software means looking at the details.

This comparison will help you see where Creatio and Insightly shine and where they fall short.

1. Gestión de contactos

• Creatio CRM: This offers highly customizable fields, robust filter options, and a 360-degree view of customer data. Strong contact management is a core strength.
• Insightly also provides good contact management, but its customization is less flexible. It’s user-friendly, especially for small businesses, but lacks the depth for complex business needs.

2. Gestión del flujo de trabajo

• Creatio CRM: This excels with its workflow management and business process automation. It features no-code development, letting users create complex workflows without coding.
• Insightly offers some workflow automation. However, it’s not as advanced. It focuses more on basic project management capabilities.

3. Automatización del marketing

• Creatio CRM: Provides advanced marketing automation, including campaign management, lead nurturing, and detailed reporting.
• Insightly includes email marketing automation, but its campaign features are less comprehensive. It’s good for simple campaigns but lacks Creatio’s depth.

4. Reporting and Dashboards

• Creatio CRM: This offers comprehensive custom reports, interactive dashboard displays, and detailed data analysis. Users can generate reports and visualize data effectively.
• Insightly provides basic reporting. While it can export to Excel, its reporting is less detailed.

5. Project Management Capabilities

• Creatio CRM: While its core is CRM, it has solid project management capabilities within its service module.
• Insightly integrates project management capabilities directly into its CRM, making it a strong choice for businesses that need both.

6. Sales Forecasting

• Creatio CRM: This offers robust forecast tools, letting users predict sales and analyze trends.
• Insightly also provides forecast features, but they are less detailed and customizable.

7. Case Management and Invoicing

• Creatio CRM: This offers extensive case management and invoice generation within the service module.
• Insightly has basic case tracking and can generate invoices, but it’s not as robust as Creatio.

What to Look For in a CRM?

• Consider your specific business needs first.
• Evaluate scalability for future growth.
• Assess integration with existing tools.
• Factor in the total cost per user per month.
• Prioritize ease of use for your team.
• Check for mobile accessibility and responsiveness.
• Look at available customer support and training.
• Test free trials to get hands-on experience.
• Determine the level of customization you need.
• Read user reviews and case studies.

Veredicto final 

So, which one wins: Creatio vs Creatio or Insightly?

For us, Creatio CRM takes the lead.

It’s got more functionality, especially with its low-code options.

You can really make it fit your business.

Sure, it might take a bit to learn.

But if you want a strong customer relationship tool, Creatio delivers.

Its marketplace is growing, and it’s responsive on different devices.

If you’re serious about managing new leads and growing your business, it’s a solid choice.

Más información sobre Creatio CRM

He aquí una breve comparación de Creatio CRM con estas soluciones de software:

• Creatio CRM vs Gohighlevel: Creatio CRM es una plataforma robusta y altamente personalizable con un potente flujo de trabajo y automatización de marketing. Al mismo tiempo GoHighLevel es una solución de ventas y marketing todo en uno con funciones integradas como creadores de sitios web y embudos.
• Creatio CRM vs Pipedrive: Creatio CRM ofrece una completa automatización de procesos y personalización sin código para diversos flujos de trabajo empresariales, mientras que Pipedrive se especializa en la gestión visual de la cartera de ventas, simplificando el seguimiento de las operaciones.
• Creatio CRM vs Keap: Creatio CRM ofrece una amplia automatización de las ventas y perspectivas impulsadas por IA para procesos complejos, mientras que Keap se centra en simplificar la gestión de contactos, el marketing por correo electrónico y las citas para las pequeñas empresas.
• Creatio CRM vs ActiveCampaign: Creatio CRM ofrece una plataforma unificada para automatizar los procesos de ventas, servicios y marketing con una profunda personalización; ActiveCampaign destaca en la automatización inteligente del marketing, la segmentación y las campañas de correo electrónico.
• Creatio CRM vs Hubspot: Creatio CRM hace hincapié en flujos de trabajo altamente personalizables y una sólida automatización de procesos, mientras que HubSpot ofrece una suite más amplia e integrada para marketing, ventas y atención al cliente, conocida por su facilidad de uso.
• Creatio CRM vs Clickfunnels: Creatio CRM es un CRM integral centrado en la gestión de las relaciones con los clientes y la automatización de los procesos empresariales; ClickFunnels es una herramienta especializada en la creación de embudos de ventas y la optimización de las conversiones.
• Creatio CRM frente a Folk: Creatio CRM ofrece una potente automatización del marketing y análisis detallados para necesidades complejas. Folk es un sistema de gestión de contactos colaborativo y fácil de usar, más adecuado para equipos pequeños.
• Creatio CRM vs Instantly: Creatio CRM ofrece amplias funciones de CRM con una sólida automatización de flujos de trabajo y campañas de marketing, mientras que Instantly se centra específicamente en la captación automatizada de clientes potenciales mediante correo electrónico.
• Creatio CRM vs Clickup: Creatio CRM es una plataforma CRM dedicada y orientada a procesos con una fuerte automatización; ClickUp es una herramienta versátil de gestión del trabajo que incluye funciones CRM junto con la gestión de proyectos y tareas.
• Creatio CRM frente a Monday CRM: Creatio CRM ofrece automatización avanzada de ventas y marketing con una amplia personalización, mientras que Monday CRM hace hincapié en los flujos de trabajo visuales y la colaboración en equipo, a menudo utilizada para la gestión de proyectos.
• Creatio CRM frente a Cápsula CRM: Creatio CRM ofrece una plataforma sólida y escalable con amplias funciones de automatización y sin código. Capsule CRM es un sistema de gestión de contactos más sencillo centrado en el seguimiento de las oportunidades de venta.
• Creatio CRM vs Freshsales CRM: Creatio CRM ofrece una potente automatización del flujo de trabajo y una personalización en profundidad para operaciones de ventas complejas. Al mismo tiempo, Freshsales CRM da prioridad a una interfaz intuitiva y a la gestión visual del pipeline de ventas para los equipos comerciales.
• Creatio CRM frente a Salesforce: Creatio CRM proporciona una plataforma flexible y basada en procesos con una sólida personalización sin código; Salesforce es un CRM empresarial líder del sector, altamente escalable y completo con un amplio ecosistema de aplicaciones.

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 Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
• 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.

Preguntas frecuentes