🚀 Consultas sobre colaboraciones: fahim@fahimai.com | Con la confianza de más de 250.000 lectores mensuales en 17 idiomas 🔥

🚀 Consultas sobre colaboraciones: fahim@fahimai.com

ClickFunnels vs Insightly: Find Your Best Fit in 2026

por | Last updated Aug 4, 2026

Ganador
Embudos de clics
4.2
  • Drag and Drop Funnel Builder
  • Landing Pages & Sales Pages
  • Herramientas de marketing por correo electrónico integradas
  • Online Courses & Memberships
  • A/B Testing and Analytics
  • Prueba gratuita de 14 días
  • Planes de pago desde 81 dólares al mes.
Subcampeón
Perspicazmente
4.1
  • CRM Plus Project Management
  • Cumple con SOC 2, GDPR y HIPAA.
  • AppConnect: 2,000+ Connectors
  • Copiloto Asistente de IA
  • Diagramas de Gantt añadidos en 2025
  • Kanban Sales Pipeline Views
  • Planes de pago desde 29 $/usuario/mes

⚡ Veredicto rápido:

  • Precios: ClickFunnels starts at $81/month. Insightly starts at $29/user/month.
  • Ideal para: ClickFunnels for sales funnels, landing pages, and online courses. Insightly for customer relationship management and project management.
  • Diferencia clave: ClickFunnels builds the sales process that brings leads in. Insightly tracks those contacts, tasks, and projects after the deal starts.
  • Nuestra elección: ClickFunnels (4.2) for most online negocio owners, because it bundles the funnel builder, page builder, and email marketing tools under one roof.
ClickFunnels vs Insightly Comparison

ClickFunnels and Insightly both promise to help you win more customers.

But they work at opposite ends of the sales process.

ClickFunnels is a funnel builder for landing pages and checkout pages.

Insightly is CRM software that tracks contacts, projects, and sales opportunities.

One brings website visitors in. The other keeps them organized.

Here is how to pick the right platform for your business online.

Descripción general

This ClickFunnels vs Insightly comparison covers pricing, core features, and ease of use.

Nuestro escritor spent hands-on time inside ClickFunnels directly.

Observations on Insightly come from its documentation, pricing pages, and G2 reviews.

También analizamos para quién funciona mejor cada herramienta de ventas.

By the end, you will know which one fits your sales and marketing setup.

¿Qué es ClickFunnels?

ClickFunnels is a software-as-a-service marketing platform for sales funnels.

It helps businesses build advanced sales and marketing funnels that drive sales.

The core feature is a drag and drop website and landing page builder.

You can create landing pages, sales pages, and checkout pages without code.

A sizable library of professionally designed templates covers lead funnels, product launches, and webinars.

ClickFunnels also handles online courses, an online store, and automated email marketing.

Embudos de clics

Here is a closer look at how the platform works in practice.

Vídeo de YouTube

🏆 Winner: ClickFunnels

⭐ 4.2/5 | 💰 Desde $81/mes

Build automated sales funnels without hiring a web design team. Pages, email campaigns, and courses live on one platform.

Precios de ClickFunnels

Así serán los precios de ClickFunnels en 2026.

PlanPrecioMejor para
Lanzamiento$81/mesSolo founders starting their first funnel
Escala$164 al mesGrowing teams running more marketing campaigns
Optimizar$248/mesBusinesses with high contact volume
Dominar$5,997/añoEstablished brands wanting the full toolset

Pricing verified August 2026.

Precios de Clickfunnels

Prueba gratuita: Yes. ClickFunnels provides a 14-day free trial to new users.

Garantía de devolución de dinero: ClickFunnels offers a 30 day money back guarantee on annual plans.

📌 Nota: Entry plans include one website, up to three users, up to 20 funnels, and up to 10,000 contacts. Higher tiers raise those limits toward 100 funnels and 25,000 contacts.

⚠️ Pricing conflict flagged: Some public sources list the entry tier as a “Startup” plan at $81/month with annual billing or $97/month monthly, and a “Pro” plan at $248 annual or $297 monthly. Our table above uses the plan names and figures recorded in our own pricing datos. Check the checkout page before you enter credit card details.

Principales ventajas de ClickFunnels

Esto es lo que hace que ClickFunnels merezca la pena tenerlo en cuenta:

  • Pre-built funnel library: Templates cover lead funnels, product launches, and seminario web sign ups. You edit them instead of building each funnel manually.
  • Editor de arrastrar y soltar: The page builder needs no coding knowledge. Web pages come together in an afternoon.
  • Marketing por correo electrónico integrado: Email sequences send welcome messages and abandoned cart reminders automatically.
  • Order bumps and upsells: Customers add a matching product with one click at checkout. One-click upsells and downsells follow the purchase.
  • Courses and memberships: ClickFunnels 2.0 lets you create, sell, and manage courses in the same account.
  • A/B testing and reportando: You can test two versions of a page and watch orders, opt-ins, and conversion rates.
  • Community and training: The success center and coaching program connect you with like minded entrepreneurs.
Embudos de clics

Lo que nuestro equipo observó

Our writer signed up for ClickFunnels and built a lead magnet funnel end to end. Here is what stood out from that hands-on time:

Embudos de clics

Ventajas y desventajas de ClickFunnels

✅ Ventajas
  • Builds sophisticated funnels that turn website visitors into paying customers
  • Combines page builder, email marketing, and courses on one platform
  • Removes distractions from the buying journey to lift conversion rates
  • Extensive educational center and guides for DIY fixes
  • 14-day free trial plus a 30-day refund window on annual plans
❌ Contras
  • Steep learning curve that takes real time to get through
  • Many users report that published pages load very slowly, which can deter potential customers
  • Expensive next to leading competitors in the same category
  • No two-factor authentication on accounts

¿Qué es Insightly?

Insightly is customer relationship management software with project management built in.

Insightly CRM keeps current and prospective customer data in one place.

Sales teams use it to track leads, deals, and sales opportunities.

Customizable pipelines and Kanban views show every stage of a deal.

The same account handles projects, milestones, and task management for delivery work.

Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.

Página principal de Insightly

The walkthrough below shows how the system fits together.

Análisis de Insightly CRM: ¿Mejor de lo que esperaba?

Perspicazmente

⭐ 4.1/5 | 💰 Desde $29/usuario/mes

A CRM that also runs your projects. Compliant with SOC 2 Type II, GDPR, and HIPAA standards.

Precios de Insightly

Insightly starts lower than most funnel platforms because you pay per seat.

PlanPrecioMejor para
Más$29/usuario/mesEquipos pequeños que necesitan herramientas CRM básicas
Profesional$49/usuario/mesTeams wanting dashboards and third party integrations
Empresa$99/usuario/mesFull access to every feature and workflow automatización

Pricing verified August 2026.

Principales beneficios de Insightly

Prueba gratuita: Yes. Insightly offers a free trial so you can test the CRM before you pay.

Garantía de devolución de dinero: No published refund window. Rates are quoted per user and are typically billed annually.

📌 Nota: Insightly Marketing and Insightly Service are other Insightly products, sold separately. They follow the same pricing structure as the CRM, so adding them multiplies your monthly costs.

⚠️ Advertencia: The Plus and Professional tiers price well against other CRMs. The Enterprise tier is almost double what Zoho CRM charges for a similar level of access.

Principales ventajas de Insightly

Here is what Insightly offers that a funnel platform does not:

  • Vista del cliente en 360 grados: Every email, call log, and record sits on one contact card. That lifts productivity for sales teams and marketing teams sharing the same account.
  • Projects tied to deals: Won opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the system.
  • Integraciones de AppConnect: A low-code integration engine ships with over 2,000 pre-built connectors, including Google Workspace and popular apps.
  • Copilot AI assistant: The AI features summarize emails and retrieve data, which cuts admin work for busy managers.
  • Informes y paneles de control: An opportunities dashboard gives visual insight into progress, revenue, and team performance.
  • Cumplimiento integrado: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards, which matters in regulated services.
  • Gantt charts and mobile access: A new version in 2025 added Gantt visualizations for timelines. The mobile app lets you create contacts, track tasks, and monitor projects anywhere.

Lo que nuestro equipo observó

Note: We have not had extensive hands-on time with Insightly yet. The points above come from published documentation, its pricing page, and reviews on G2 and TrustRadius.

Ventajas y desventajas de Insightly

✅ Ventajas
  • Easier to pick up than Zoho CRM, and quick to set up
  • Links CRM records and project delivery in one place
  • Over 2,000 pre-built connectors through AppConnect
  • Cumple con SOC 2 Tipo II, GDPR y HIPAA.
❌ Contras
  • Not as feature-deep as rival CRM software
  • Lacks advanced options such as custom workflows on lower tiers
  • Enterprise pricing runs close to double Zoho CRM
  • No funnel builder, checkout pages, or opt in forms for selling

Comparación de características

These two platforms overlap in one place only: contact management.

Everything else pulls in a different direction. The ClickFunnels features below sit against Insightly’s CRM tools across ten areas that decide the choice.

CaracterísticaEmbudos de clicPerspicazmente
Precio inicial$81/mes$29/usuario/mes
Prueba gratuita✅ 14 días
Constructor de embudos
Creador de páginas de destino
Checkout & Order Bumps
Marketing por correo electrónico✅ Templates only
Gestión de contactos✅ CRM básico✅ CRM completo
Gestión de proyectos
Cursos en línea
Mejor paraSelling onlineManaging customers

1. Funnel Builder vs Sales Pipeline

Embudos de clic: The funnel builder is the whole product. You map an entire funnel from opt-in to thank-you page, then publish it. Pre-built layouts cover webinars, product launches, and lead generation.

Embudos de clics

Perspicazmente: There is no funnel builder here. Instead you get a sales pipeline with Kanban views for each stage of a deal. It tracks what happens after someone already raised a hand.

CRM Insightly

2. Landing Pages and Web Design

Embudos de clic: The drag and drop builder handles landing pages, sales pages, and full sites. Professionally designed templates mean you rarely start from a blank canvas. No web design skills are required.

Páginas de destino de Clickfunnels

Perspicazmente: Insightly is not a creador de sitios web and does not create landing pages. Insightly Marketing is sold as a separate product for campaign work. Most teams pair the CRM with an existing page builder.

CRM moderno e innovador

3. Contact Management and Customer Records

Embudos de clic: A customizable CRM stores contacts collected through your pages. It works for basic segmentation and follow-up. It is not built to manage long relationships across departments.

Embudos de clics

Perspicazmente: This is where Insightly wins outright. Contacts, companies, and organizations link together with full history, and you can customize the details held on each record. Sales teams get a 360-degree view of every customer.

Organizaciones con visión de futuro

4. Email Marketing and Email Templates

Embudos de clic: Email marketing tools are built into the funnel itself. Email sequences fire welcome messages and abandoned cart reminders after someone leaves the site. Broadcast email campaigns run from the same dashboard.

Embudos de clics

Perspicazmente: The CRM lets you schedule emails and reuse email templates for one-to-one superar a. Larger campaigns require Insightly Marketing, which is priced separately. This is sales email, not automated email marketing at scale.

Correo electrónico de Insightly

5. Automation and Workflow Automation

Embudos de clic: Funnel automations trigger from buyer behaviour, so automated sales follow-up runs without anyone pressing send. The rules stay tied to customer journeys through your pages.

Automatizaciones de embudos de Clickfunnels

Perspicazmente: Workflow automation moves records, creates tasks, and alerts a team member when a stage changes. Copilot adds AI summaries on top. Custom workflows sit on higher tiers, which is a documented gap on entry plans.

Automatizaciones de IA de Insightly

6. Online Courses, Online Store, and Projects

Embudos de clic: ClickFunnels 2.0 added course creation and membership sites. You can sell a course and manage member access in the same account. It lacks the depth of a dedicated LMS, but setup is quick.

Embudos de clics

The store side handles physical and digital products from the same dashboard.

Embudos de clics

Perspicazmente: No courses and no online store. What you get instead is real project management: milestones, pipelines, and task assignment for the work you deliver after the sale.

Gestión de proyectos con visión estratégica

7. Checkout Pages and Payments

Embudos de clic: Checkout pages, order bumps, and one-click upsells are native. A customer adds a complementary product during checkout with a single click. This is the clearest revenue advantage in the comparison.

Inteligencia artificial para pagos de Clickfunnels

Perspicazmente: Insightly does not take payments or collect credit card details. Quotes and won deals are recorded, but the transaction happens elsewhere.

⚠️ Advertencia: ClickFunnels lacks two-factor authentication. If you handle sensitive buyer data, weigh that against the compliance certifications Insightly carries.

8. Reports, Analytics, and Dashboards

Embudos de clic: ClickFunnels analytics track total orders, opt-ins, and conversion rates automatically. A/B testing lets you compare two versions of a page and fine tune the winner. All the data points back to funnel performance.

Informes y análisis de Clickfunnels

Perspicazmente: Reporting focuses on people and revenue rather than pages. Dashboard functionality covers pipeline health, activity, and progress by rep. Third-party app integration for reporting is limited on the Professional tier.

Informes perspicaces

9. Integrations and Support

Embudos de clic: Third party integrations connect email marketing and CRM systems to your funnels. Live chat support runs 24 hours a day, Monday through Friday, backed by an AI chatbot. Email replies can take a long time, and that frustration shows up often in reviews.

Perspicazmente: AppConnect provides over 2,000 pre-built connectors, including Google Workspace and other business apps. Support and ticketing tools are part of Insightly Service. According to G2 reviews, quick setup is a frequently cited reason teams pick it.

Integraciones perfectas e intuitivas

Ticket handling sits alongside those connectors for teams that support customers directly.

Soporte y gestión de incidencias de Insightly

10. Precios y costos

Vamos a comparar los planes uno al lado del otro.

NivelEmbudos de clicPerspicazmente
EntradaLanzamiento: $81/mesAdemás: 29 $/usuario/mes
MedioEscala: $164/mesProfesional: 49 $/usuario/mes
AltoOptimizar: $248/mesEmpresa: 99 $/usuario/mes
ArribaDominate: $5,997/yr❌ No se ofrece

Embudos de clic: The price covers the account, not the seat, so a three-person team pays the same $81 as a solo founder. That flat structure suits pequeñas empresas selling digital products. It is still expensive next to leading competitors.

Perspicazmente: Per-seat pricing looks cheap at one or two users and climbs fast after that. Ten users on Professional costs more per month than the ClickFunnels Optimize plan. Adding Insightly Marketing or Service repeats the whole bill.

Diferentes escenarios

Si lo necesitaElegirPor qué
To generate leads from cold trafficEmbudos de clicOpt-in pages and lead magnets built in
To track deals after first contactPerspicazmenteFull sales pipeline and records
Para vender cursos en líneaEmbudos de clicCourses and memberships included
To manage projects for clientsPerspicazmenteMilestones, tasks, and Gantt charts
Cheapest entry for one personPerspicazmente$29/user/month vs $81/month
Everything under one roofEmbudos de clicPages, email, checkout, courses

💰 Tu presupuesto

A solo operator pays less on Insightly at $29 per user. Once three or four people need access, the ClickFunnels flat rate closes the gap.

🔌 Tu conjunto de tecnologías

Already running a website builder and an email tool? Insightly slots in behind them through AppConnect. Starting from nothing? ClickFunnels replaces three or four subscriptions at once.

📈 Tu proceso de ventas

Self-serve buyers who purchase from a page suit ClickFunnels. Long deals with quotes, calls, and multiple stakeholders suit an actual CRM.

🎓 Tu nivel de experiencia

ClickFunnels carries a steep learning curve, though its education center is unusually thorough. Insightly’s interface is easy to pick up and getting data into the system is not overly convoluted.

Pruebas y demostraciones gratuitas 🆓

Use the 14-day ClickFunnels window to publish one real offer, not a test page. Run the Insightly trial with your own contacts imported so you judge the reporting fairly.

🛟 Opciones de soporte

ClickFunnels runs live chat on weekdays plus a large knowledge base, though slow email replies are a common complaint. Insightly leans on documentation and its own service product.

Guía de cambio

Already using one of these? Here is what changes if you move.

🔄 Switching from ClickFunnels to Insightly?

✅ Lo que ganarás:

  • A real sales pipeline with linked companies and projects
  • SOC 2 Type II, GDPR, and HIPAA compliance
  • Task management, milestones, and reporting by team

❌ Lo que perderás:

  • The funnel builder and every published page
  • Checkout, order bumps, and one-click upsells
  • Courses, memberships, and the affiliate center

📋 Cómo cambiar:

  1. Export your contacts and order history to CSV
  2. Rebuild your pages on a separate website builder first
  3. Import contacts into Insightly and map fields to custom records
🔄 Switching from Insightly to ClickFunnels?

✅ Lo que ganarás:

  • A drag and drop page builder with ready templates
  • Checkout pages that take payment on the spot
  • Automated email marketing tied to buyer behaviour

❌ Lo que perderás:

  • Project management, milestones, and Gantt views
  • Over 2,000 AppConnect connectors and Copilot AI
  • Compliance certifications your clients may require

📋 Cómo cambiar:

  1. Export contacts, tasks, and open opportunities from Insightly
  2. Start the 14-day ClickFunnels trial and pick a funnel template
  3. Import contacts, then rebuild your best offer as a single funnel

Lo que nuestra reseña no cubrió

This comparison focused on small businesses and solo operators. We did not test large multi-team rollouts, custom API work, or the Insightly Service ticketing product in daily use. Page load speed on ClickFunnels is a widely reported complaint we could not measure across different hosting setups. If you run a regulated organization with 50 or more seats, your priorities will look different from what we covered here.

Veredicto final

CategoríaGanador
💰 PreciosPerspicazmente
🚀 Funnel & Page BuildingEmbudos de clic
📧 Marketing por correo electrónicoEmbudos de clic
👥 Contact & Project ManagementPerspicazmente
💳 Selling and CheckoutEmbudos de clic
👶 Facilidad de usoPerspicazmente
🔌 IntegracionesPerspicazmente
🎓 Courses and MembershipsEmbudos de clic
🏆 Ganador absolutoEmbudos de clic

🏆 GANADOR: CLICKFUNNELS

ClickFunnels takes 4 of 8 categories and the higher overall rating at 4.2 against 4.1.

Ideal para: selling digital products, running marketing funnels, launching online courses

These are two very different products, and the scorecard splits almost evenly. ClickFunnels wins because it owns the part of the job that produces revenue.

ClickFunnels turns traffic into paying customers through pages, offers, and automated sales sequences. Insightly organizes the relationships and projects that follow.

Insightly is the better pick for consultancies, agencies, and service firms with long sales cycles. Its per-seat entry price is also friendlier for a one-person business.

If you need to sell something today, ClickFunnels is the tool that gets you there. Plenty of businesses eventually run both. A consultancy selling a course is a good example, using one for acquisition and one for retention.

Más sobre ClickFunnels comparado

If you are still weighing ClickFunnels alternatives, here is how it lands against closer rivals. Our full ClickFunnels review covers each in more depth.

ClickFunnels vs GoHighLevel

ClickFunnels gana en: cleaner funnel templates, stronger course and membership tools, a deeper training library for beginners

GoHighLevel gana en: agency sub-accounts, white-label resale, built-in SMS and call tracking

ClickFunnels vs Keap

ClickFunnels gana en: faster page publishing, order bumps and upsells at checkout, no separate onboarding fee

Sigue ganando: deeper contact segmentation, appointment booking, quote and invoice handling

ClickFunnels vs HubSpot

ClickFunnels gana en: lower entry cost for selling, purpose-built checkout flows, course hosting inside the same account

HubSpot triunfa en: free CRM tier, richer reporting, far larger integration marketplace

ClickFunnels vs Instantáneamente

ClickFunnels gana en: owning the destination page, payment collection, product and course delivery

Gana al instante en: cold outreach volume, bandeja de entrada rotation and warm-up, per-mailbox pricing

Más de Insightly comparado

Here is how Insightly holds up against the CRM software it competes with directly.

Insightly vs Zoho CRM

Insightly gana en: simpler setup, project management inside the CRM, cleaner data entry and sharing

Zoho CRM gana en: depth of features, cheaper top tier, wider suite of connected products

Perspicacia vs. Pipedrive

Insightly gana en: post-sale delivery tracking, HIPAA compliance, AppConnect’s connector library

Pipedrive gana en: pipeline speed for pure sales teams, lower entry seat price, activity-based selling views

Perspicacia vs. Fuerza de ventas

Insightly gana en: quick rollout, far lower admin overhead, predictable per-seat costs

Salesforce gana en: customization ceiling, partner network size, advanced forecasting

Insightly frente a HubSpot

Insightly gana en: project delivery features, lower cost at mid tiers, tighter link between deals and work

HubSpot triunfa en: free starting tier, marketing automation depth, content and landing page tools

Preguntas frecuentes

¿Qué hace ClickFunnels?

It builds sales funnels. You create landing pages, checkout pages, and email sequences that guide a visitor from first click to purchase, all inside one account.

¿Cuánto cuesta ClickFunnels al mes?

Plans run $81, $164, and $248 per month, with a $5,997 yearly tier above those. A 14-day free trial lets you test before paying.

¿Merece la pena usar ClickFunnels?

Worth it if you sell digital products and use the funnel, courses, and checkout tools. Not worth it if you only need a simple website.

¿Para qué se utiliza Insightly?

It manages customer interactions, leads, and sales opportunities, then carries won deals into projects with milestones and assigned tasks for the delivery team.

Which one should a pequeña empresa pick?

Pick ClickFunnels to acquire customers through paid traffic and offers. Pick Insightly if deals arrive by referral and the hard part is delivery.

Artículos relacionados