You’re looking for a CRM, droite?
And you’ve probably seen Folk and Insightly pop up.
Choosing between them?
That’s the tricky part. Both promise to make your life easier, but which one actually delivers?
It’s like choosing between two cool video games—you need to know which one is worth your time.
Bonnes nouvelles!
We’re breaking down Folk vs Insightly to help you decide.
Aperçu
To give you a real picture, we didn’t just read about these CRMs.
We got our hands dirty.
Our team tested both Folk and Insightly, setting up accounts, importing données, and running through daily tasks.
It excels at managing 10,000 contacts and building relationships. It has powerful automation.
Tarifs : It has a free trial. The premium plan starts at $20/month.
Caractéristiques principales :
- Sales pipelines
- Advanced reports
- Android app
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Tarifs : It has a free trial. The premium plan starts at $29/month.
Caractéristiques principales :
- Gestion de projet
- Automatisation des flux de travail
- Relationship Linking
Qu'est-ce que le folklore ?
Le folklore est un CRM. Il est conçu pour les équipes.
Il vous aide à gérer vos contacts.
Il est facile à utiliser. Tout tourne autour de la collaboration.
Découvrez également nos alternatives Folk préférées...
Notre avis
It excels at managing 10,000 contacts and building relationships. It has powerful automation that some businesses need.
Principaux avantages
- Manage 10,000 contacts.
- Connect five email accounts.
- No warranty mentioned.
Tarifs
Tous les plans seront facturés annuellement.
- Standard: $20/membre/mois.
- Prime: $40/membre/mois.
Avantages
Inconvénients
Qu'est-ce qu'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.
Découvrez également nos favoris Alternatives perspicaces…
Notre avis
Insightly est un choix solide pour les entreprises qui ont besoin d’un CRM évolutif avec des capacités de gestion de projet.
Principaux avantages
- Évolutif pour la croissance : Adaptez la plateforme à mesure que votre entreprise se développe.
- Fonctionnalités de gestion de projet : Gardez vos projets organisés et sur la bonne voie.
- Tableaux de bord et rapports personnalisables : Obtenez les informations dont vous avez besoin pour prendre des décisions éclairées.
- Intégrations avec des applications populaires : Connectez-vous à vos outils professionnels préférés.
Tarifs
- Plus: 29 $/utilisateur/mois.
- Professionnel: 49 $/utilisateur/mois.
- Entreprise: 99 $/utilisateur/mois.
Avantages
Inconvénients
Comparaison des fonctionnalités
This comparison evaluates Folk, a unique tool for customer relationship management that excels at building real relationships through deep social listening.
Insightly CRM, a versatile crm platform loved by sales teams and marketing teams for its strong project and task management capabilities.
This analysis will clarify which CRM solution is the better investment for nurturing client relationships versus optimizing internal sales and marketing teams workflows.
1. Core Platform Focus and Goal
- Folk: The primary goal is deep real relationships and helping users organize contacts efficiently. It is built to build genuine connections and manage the human side of entreprise across diverse use cases.
- Insightly CRM: The focus is on providing a versatile crm system that integrates sales, marketing (insightly marketing), and project management, making it a modern crm teams love for managing the full lifecycle of customers and companies.
2. Contact Management and Organization
- Folk: Excels at helping users organize contacts effectively, utilizing its chrome extension to add contacts quickly from external sources. Users can set reminders and manage notes for every same person easily, emphasizing qualitative relationship history.
- Insightly CRM: Offers robust contact management that links contacts to projects, opportunities, and organizations. The insightly starts by integrating with google workspace to pull in organization data, providing a complete view of the customers and company.
3. Sales Pipeline and Deal Management
- Folk: Offers a visual sales pipeline built to help users close winning deals. Its strength lies in using personalized communication history and set reminders (including logging phone calls) to drive the sales process efficiently across diverse use cases.
- Insightly CRM: Provides a flexible sales pipeline and opportunities dashboard to track deals. It enables sales teams to assign tasks, manage sales opportunities, and automate stages via workflow automation.
4. Project Management and Collaboration
- Folk: Offers light project management tools, mostly focused on tracking relationship follow-ups. Collaboration relies on shared notes and the ability to add contacts to groups for internal organization.
- Insightly CRM: A key differentiator is its native project management capability, allowing sales teams to seamlessly hand off a winning deal to the service team member. It is one of the other crms lauded by PC Magazine for this feature.
5. Automation and Workflow
- Folk: Provides simple email automation and tools to set reminders. Automation is designed to support personalized relationship nurturing across different use cases, often relying on other tools for complex tasks.
- Insightly CRM: Offers comprehensive workflow automation, allowing users to set complex rules to assign tasks, update records, or schedule email templates based on trigger events, enhancing team productivity.
6. Ecosystem and Integrations
- Folk: Excels as a central relationship hub that integrates with other tools. Its chrome extension acts as the key connector, allowing users to add contacts and utilize email automation externally.
- Insightly CRM: Known for its deep google workspace integration. Insightly products often feature stronger native links to external services than other crms, making the system highly versatile.
7. Marketing Features
- Folk: Supports nurturing with email automation and reminders, focusing on personalized communication. It is not designed for mass campaigns like dedicated marketing teams require.
- Insightly CRM: Includes insightly marketing, a separate but integrated product that offers features like campaign management and email templates to support marketing teams and sales teams alignment.
8. User Experience and Learning Curve
- Folk CRM: Features a minimal user interface designed for speed and clarity. It has a very low learning curve, making it easy for any team member to add contacts and begin tracking immediately.
- Insightly CRM: Offers a robust user interface but has a slightly higher learning curve due to the depth of its integrated sales, marketing, and project management modules. Its new version has improved usability.
9. Pricing and Value
- Folk: Priced per user and based on contact limits. Its value lies in its specialized focus on genuine connections, making it an affordable alternative to other crms for small teams.
- Insightly CRM: Insightly starts with a free plan and scales through tiered pricing, often billed annually. Its value lies in providing a modern crm teams love with advanced capabilities for all phases of contact management and project execution.
What to Look For in a CRM Software?
- Évolutivité : Peut-il évoluer avec votre entreprise ?
- Customization: Does it fit your unique workflows?
- Accès mobile : Is it accessible on the go?
- Soutien: Does it offer reliable customer support?
- Données Sécurité: How well does it protect your data?
- Reporting: Does it provide meaningful insights?
- Caractéristiques spécifiques à l'industrie : Does it cater to your particular industry needs?
- Formation et intégration : Does the vendor provide adequate training resources?
- Automation: Can it automate repetitive tasks to save time?
- Collaboration: Does it facilitate team collaboration and communication?
- Rapport coût-efficacité : 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?
Verdict final
So, which one wins?
It depends on what you need.
If you want something simple and easy, Folk is great. It’s like a smart contact list for small teams.
But, if you need a strong CRM with lots of tools, Insightly is better.
It can handle big projects and sales.
We tested both, remember? We saw how they work.
We think Insightly is the better choice for most businesses.
It has more features and can grow with you.
But, if you just need the basics, Folk is okay.
Plus de Folk
Voici une brève comparaison de Folk avec ces solutions logicielles :
- Folk vs GoHighLevel: Folk met l'accent sur l'organisation collaborative des contacts et la facilité d'utilisation, tandis que GoHighLevel est une plateforme complète de vente et de marketing avec une automatisation robuste et la génération de leads.
- Folk vs Pipedrive: Folk se concentre sur la gestion conviviale des contacts et la personnalisation, tandis que Pipedrive excelle dans la gestion visuelle du pipeline de vente pour les équipes axées sur la vente.
- Folk vs Keap: Folk offre une interface simple et collaborative pour la gestion des contacts, tandis que Keap propose une automatisation puissante des ventes et du marketing avec une personnalisation poussée.
- Folk vs ActiveCampaign: Folk offre un système de gestion des contacts convivial et collaboratif, tandis qu'ActiveCampaign se targue d'une automatisation du marketing, d'une segmentation et d'analyses détaillées.
- Folk vs Clickfunnels: Folk est un CRM de gestion des contacts, tandis que ClickFunnels est un générateur d'entonnoirs de vente conçu pour créer des pages d'atterrissage et automatiser les processus de vente.
- Folk vs Instantané: Folk se concentre sur la gestion et l'enrichissement des contacts ; Instantly se spécialise dans les campagnes automatisées d'envoi de courriels non sollicités et dans la prospection commerciale à haut volume.
- Folk vs ClickUp: Folk est un outil spécialisé dans la gestion des relations avec les contacts, tandis que ClickUp est un espace de travail tout-en-un qui combine des fonctions de gestion de projet, de suivi des tâches et de CRM.
- Folk vs Monday: Folk offre un système de contact simple et collaboratif, tandis que Monday CRM propose des flux de travail visuels hautement personnalisables et une collaboration d'équipe solide.
- Folk vs Capsule: Folk est un CRM moderne et personnalisable pour la gestion des contacts ; Capsule CRM est un gestionnaire de contacts simplifié, principalement axé sur le suivi des opportunités de vente.
- Folk vs Insightly: Folk est une solution simple de gestion collaborative des contacts ; Insightly offre un CRM plus robuste avec des fonctions avancées de gestion de pipeline de vente et de projets.
- Folk vs Freshsales CRM: Folk se concentre sur la gestion intuitive des relations et les pipelines visuels ; Freshsales propose un CRM complet avec une automatisation avancée et des rapports détaillés pour les ventes.
- Folk contre Salesforce: Folk fournit un CRM convivial pour une gestion simple des relations, tandis que Salesforce est un CRM d'entreprise hautement personnalisable, évolutif et complexe avec des fonctionnalités étendues.
- Folk contre Zendesk: Folk privilégie une gestion simple et collaborative des contacts pour les petites équipes, tandis que Zendesk est une plateforme de service client complète axée sur la billetterie et l'assistance.
Plus d'informations sur Insightly
Voici une brève comparaison d'Insightly avec ces solutions logicielles :
- Insightly vs Pipedrive: Insightly se concentre sur le CRM avec gestion de projet intégrée ; Pipedrive se spécialise dans la gestion visuelle du pipeline de vente, souvent préférée par les équipes centrées sur les ventes.
- 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 propose un CRM robuste avec suivi de projet ; Keap offre une automatisation puissante du marketing, des campagnes d'e-mailing et des fonctions de vente complètes.
- Insightly vs ActiveCampaign: Insightly fusionne le CRM avec des capacités de gestion de projet ; ActiveCampaign excelle dans l'automatisation avancée du marketing, le séquençage des courriels et l'évaluation des prospects.
- 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 est un CRM avec gestion de projet ; ClickFunnels est principalement un générateur d'entonnoirs de vente pour créer des pages d'atterrissage et automatiser les processus de vente.
- Insightly vs Folk: Insightly est un CRM complet avec des capacités de gestion de projet ; Folk est un outil de gestion des contacts plus rationalisé et collaboratif.
- Insightly vs Instantly: Insightly offre une solution robuste de CRM et de gestion de projet ; Instantly se concentre sur l'envoi automatisé d'e-mails froids et la génération de leads.
- Insightly vs ClickUp: Insightly intègre la gestion de la relation client et la gestion de projet ; ClickUp est une plateforme polyvalente de gestion du travail qui peut être configurée pour des tâches de gestion de la relation client.
- Insightly vs Monday: Insightly combine la gestion de la relation client avec la gestion de projet ; Monday CRM est un système d'exploitation hautement personnalisable, adaptable à divers besoins en matière de gestion de la relation client.
- 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 propose un CRM robuste avec gestion de projet ; Freshsales CRM offre une automatisation avancée des ventes, des connaissances en matière d'IA et une communication multicanal.
- Insightly vs Salesforce: Insightly est un CRM complet avec gestion de projet intégrée ; Salesforce est une solution CRM de niveau entreprise, hautement personnalisable et étendue.
- Insightly vs Zendesk: Insightly est un CRM avec des fonctions de gestion de projet ; Zendesk se concentre principalement sur l'assistance à la clientèle et les tickets de service.
Questions fréquemment posées
Is Folk better for small teams?
Yes, Folk is generally better for small teams or individuals who need a simple contact management solution. Its intuitive interface and focus on collaboration make it easy to use for smaller groups.
Does Insightly offer more features than Folk?
Yes, Insightly offers a more comprehensive suite of features, including advanced sales pipeline management, email marketing tools, and detailed reporting. It’s designed for businesses with more complex needs.
Which CRM is easier to customize?
Insightly is significantly more customizable than Folk. It allows for custom fields, layouts, and workflows, enabling businesses to tailor the platform to their specific requirements.
Can I integrate email marketing with both CRMs?
While Folk integrates with existing email tools, Insightly offers built-in email marketing features, allowing you to create and send campaigns directly from the platform.
Which CRM offers a free trial?
Both Folk and Insightly offer free trials, but the extent and features available during the trial period may vary. Check their websites for the most current details.
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