⚡ 簡単な評価:
- 価格: Folk starts at $17.5/member/month. Insightly starts at $29/user/month.
- 最適な用途: Folk suits small teams doing contact management. Insightly suits sales teams that also run projects.
- 主な違い： Insightly bundles project management, reporting, and workflow オートメーション. Folk keeps things light.
- 私たちのおすすめ： Insightly for most growing businesses, because one system covers both deals and delivery.
Most people pick a CRM before they know what they actually need.
Folk and Insightly both promise better customer relationship management.
But they were built for very different kinds of work.
Folk is about people, outreach, and real relationships.
Insightly is about pipelines, projects, and reporting.
Here is how to tell which one fits your 仕事.
概要
This Folk vs Insightly comparison covers pricing, crm features, and ease of use.
また、それぞれのツールがどのようなユーザーに最適なのかも詳しく解説します。
私たちの 作家 spent hands-on time inside Folk directly.
Notes on Insightly come from its documentation and published specs.
By the end, you will know which crm software suits your team.
フォークとは何ですか?
Folk is a lightweight CRM built around people, not process.
It helps you organize contacts into simple, shareable groups.
The interface looks and feels like a collaborative spreadsheet.
That design makes Folk incredibly easy for first-time CRM users.
Folk CRM serves multiple use cases beyond sales.
Fundraising, event follow-up, and partnerships all work well here.
Watch the walkthrough below to see the app in action.
フォーク
A simple CRM for people who hate CRMs. Import contacts from Gmail, then start winning deals.
フォーク価格設定
Folk keeps its pricing page short. Three tiers, no free plan.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 標準 | 会員1人あたり月額17.5ドル | 個人創業者および小規模チーム |
| プレミアム | 会員1名あたり月額35ドル | Agency and partnership workflows |
| カスタム | 会員1人あたり月額70ドル | Larger teams needing more control |
Pricing verified August 2026.
無料トライアル: Folk offers a 14-day free trial so you can test the tool before you purchase.
返金保証: Folk does not publish a refund window. The trial is the safety net.
📌 注記： Folk charges per member, so costs scale with headcount. Lower rates apply when plans are billed annually.
⚠️ Pricing conflict: Some sources list Folk at $20 and $40 per user monthly. Our verified figures above show $17.5, $35, and $70. The gap is likely monthly versus annual billing. Always confirm on the Folk pricing page before you buy.
民俗学の主な利点
Folkが注目に値する理由は以下のとおりです。
- 魔法フィールド: A custom field type that uses AI to clean and enrich contact data. It fills gaps other tools leave blank.
- Chrome拡張機能： Add contacts straight from LinkedIn while you ブラウズ. No copy-paste between tabs.
- Gmail and Outlook sync: Folk connects to your 受信トレイ to import contacts and email history.
- Collaborative mail merge: Send personalized bulk email from shared templates. Your whole team sees the thread.
- Kanban sales pipeline: A visual board to track deals through each stage.
- Self-serve onboarding: Explore the platform at your own pace. No sales rep chasing your account.
私たちのチームが気づいたこと
Our writer signed up for Folk and spent several days inside the app. Here is what stood out from that hands-on time:
フォークの長所と短所
✅ メリット
- One of the easiest CRMs on the market to learn
- Magic Fields clean and enrich contact data automatically
- Groups make it simple to organize contacts without clutter
- Works for fundraising, events, and partnerships, not just sales
❌ デメリット
- Lacks advanced reporting views for detailed analytics
- 会議や電話の自動追跡は行いません
- Importing emails and managing contact data can get fiddly
- Not suitable for larger sales teams or complex sales processes
Insightly とは何ですか?
Insightly CRM keeps current and prospective customer data in one place.
The company markets it as the modern CRM teams love.
It handles leads, sales opportunities, and projects in one system.
Sales teams use it to build genuine connections with customers.
Managers use it to monitor progress and employee work.
Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.
This video walks through the platform screen by screen.
🏆 受賞者：Insightly
CRM and project management in one account. Built for teams that close deals and then deliver the work.
Insightlyの価格
Insightly offers three pricing tiers. Insightly starts at $29 per user monthly.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| プラス | 1ユーザーあたり月額29ドル | ほとんどの機能へのアクセスが制限されています |
| プロ | 1ユーザーあたり月額49ドル | Dashboards and third-party app integration |
| 企業 | 1ユーザーあたり月額99ドル | Full access to every feature |
Pricing verified August 2026.
無料トライアル: Insightly offers a free trial of the CRM. No purchase is required to create an account.
返金保証: No published refund window. Test the free trial first.
📌 注記： Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same pricing structure as the CRM.
⚠️ 警告： The Enterprise tier is almost double what Zoho CRM charges for similar services. Compare against other CRMs before committing a large team.
Insightlyの主なメリット
Insightlyを検討する価値がある理由は以下のとおりです。
- AppConnect: A low-code integration engine with over 2,000 pre-built connectors. It links your CRM to the apps you already run.
- Copilot AI: An AI-powered アシスタント that summarizes emails and speeds up data retrieval.
- プロジェクト管理： Milestones, pipelines, and Gantt chart visualizations added in 2025 for timeline and dependency tracking.
- レポートとダッシュボード： Visual insights into 仕事 performance, including an opportunities dashboard for open deals.
- コンプライアンス： Insightly meets SOC 2 Type II, GDPR, and HIPAA standards.
- モバイルアクセス: Scan a business card, add contacts, and assign tasks from the mobile app or the web.
私たちのチームが気づいたこと
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation, the pricing page, and third-party reviews on G2 and TrustRadius.
Insightlyの長所と短所
✅ メリット
- Ties project management and CRM together in one platform
- Over 2,000 pre-built connectors through the AppConnect engine
- Copilot AI summarizes emails and speeds up data retrieval
- SOC 2 Type II、GDPR、およびHIPAAの基準を満たしています。
- Fast setup and a smooth data input process
❌ デメリット
- 一部の競合他社と比較して、カスタムワークフローなどの高度な機能が不足している。
- The Enterprise tier is almost double that of Zoho CRM
- Not as feature-deep as Zoho CRM despite being easier to use
- Steeper learning curve than a contacts-only tool like Folk
機能比較
Both products call themselves CRM tools, but the overlap is thinner than it looks. We compared ten areas that decide which one you should buy.
| 特徴 | フォーク | 洞察力のある |
|---|---|---|
| 開始価格 | 会員1人あたり月額17.5ドル | 1ユーザーあたり月額29ドル |
| 無料プラン | ❌ | ❌ |
| 連絡先管理 | ✅ | ✅ |
| プロジェクト管理 | ❌ | ✅ |
| 高度なレポート | ❌ | ✅ |
| ワークフロー オートメーション | ❌ | ✅ |
| Chrome拡張機能 | ✅ | ❌ |
| Call & ミーティング トラッキング | ❌ | ✅ |
| HIPAAおよびSOC 2準拠 | ❌ | ✅ |
| 最適な用途 | Contact-led outreach | Sales plus delivery |
1. 連絡先管理
フォーク： Contacts live in groups you create yourself. You can add contacts, set reminders, and keep notes on every person without drowning in fields. Folk is good at cleaning and enriching contact data for outreach.
洞察力： Contact management sits inside a 360-degree customer view. Records link to companies, projects, and open deals, so a team member sees full history in one place.
2. 販売パイプライン
フォーク： A visual Kanban-style board drives the sales pipeline. Drag a card forward as a deal moves. It is enough for a founder chasing twenty conversations, not two hundred.
洞察力： Customizable pipelines and Kanban views track each stage of sales. You can customize stages per product line and monitor where deals stall.
3. Lead Tracking and Sales Opportunities
フォーク： Leads are just contacts with a status. There is no separate opportunity object, which keeps things simple but limits forecasting.
洞察力： Leads convert into sales opportunities tied to an organization. The opportunities dashboard shows value, stage, and owner across the business.
4. Project Management and Task Management
フォーク： There is no real project layer. You get reminders and simple task management attached to contacts, and that is the ceiling.
洞察力： Milestones, pipelines, and Gantt charts manage delivery after the sale. You can assign tasks, create to-do lists, and log phone calls, then track progress to completion.
5. Email Automation and Templates
フォーク： Email automation runs through collaborative mail merge. Folk connects to Gmail or Outlook to sync history, though outreach is email-only with little support for other channels.
洞察力： Email templates let you schedule emails to lists and log replies against records. It plugs into Google Workspace and Outlook accounts.
6. レポートとダッシュボード
フォーク： This is the weakest area. Folk lacks advanced reporting views, so generating a board-ready summary means exporting to a spreadsheet.
洞察力： Reports and dashboards give visual insight into performance across companies and reps. Managers get numbers without asking anyone to build them.
⚠️ 警告： If leadership expects weekly reporting, Folk will frustrate you. This is the single clearest functionality gap between the two.
7. AI Features and Workflow Automation
フォーク： Magic Fields use AI to fill in missing details on a contact. It is genuinely useful, but there is no rules-based workflow automation behind it.
洞察力： Copilot summarizes emails and retrieves data on request. Automation handles routine steps, though custom workflows are thinner than some rivals offer.
8. Integrations and Chrome Extension
フォーク： The Chrome extension pulls profiles from LinkedIn straight into a group. For an agency doing social selling, that alone can justify the purchase.
洞察力： AppConnect exposes more than 2,000 connectors to other apps. You can integrate 会計, support, and marketing services without writing code.
9. Partnerships and Support
フォーク： Partnerships and events get their own groups, which is why non-sales teams like it. Support is self-serve, backed by a knowledge base rather than a rep.
洞察力： Support and ticketing run through Insightly Service, sold alongside the CRM. Marketing teams can bolt on Insightly Marketing from the same account.
10. 価格設定とコスト
Here are the published costs side by side.
| ティア | フォーク | 洞察力のある |
|---|---|---|
| エントリ | Standard: $17.5/member/month | さらに：ユーザー1人あたり月額29ドル |
| 中 | Premium: $35/member/month | プロフェッショナルプラン：月額49ドル/ユーザー |
| トップ | Custom: $70/member/month | エンタープライズ版：ユーザー1人あたり月額99ドル |
フォーク： Cheaper at every tier. If you are price sensitive and your needs are basic, the maths favours Folk by a wide margin.
洞察力： Competitive at the Plus and Professional tiers against other CRMs. The Enterprise tier is where the value argument weakens.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| 予算が限られている | フォーク | どの価格帯でもより安価 |
| Project delivery | 洞察力のある | マイルストーンとガントチャート |
| LinkedInでの見込み客開拓 | フォーク | Chrome extension built in |
| Weekly reporting | 洞察力のある | Dashboards out of the box |
| First CRM ever | フォーク | Almost no learning curve |
| HIPAAコンプライアンス | 洞察力のある | Certified to that standard |
💰 あなたの予算
Folk undercuts Insightly at every level. For a five-person team, the difference funds a year of other tools.
🔌 あなたの技術スタック
Insightly connects to over 2,000 apps through AppConnect. Folk covers the essentials and leans on your inbox.
📝 販売プロセス
If you close winning deals through long, structured cycles, pick Insightly. If deals close over coffee, Folk is enough.
🎓 あなたの経験レベル
Folk suits anyone who has never used a CRM. Insightly rewards teams willing to invest in setup for higher productivity later.
🆓 無料トライアルとデモ
Folk gives you 14 days to explore with no sales pressure. Insightly also runs a trial, so test both before you commit.
🛟 サポートオプション
Folk is self-serve by design. Insightly offers ticketing through its service product for teams that need a human on call.
切り替えガイド
Already using one of these? Here is what changes if you move.
🔄 Switching from Folk to Insightly?
✅ 得られるもの：
- Project management with milestones and Gantt charts
- Reports and dashboards you do not have to build by hand
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ 失うもの：
- Magic Fields and their AI data enrichment
- The Chrome extension for LinkedIn prospecting
- The spreadsheet-simple interface and low monthly cost
📋切り替え方法：
- Export your groups from Folk as CSV files
- Create an Insightly account and pick a tier
- Import contacts, then map each group to an organization
🔄 Switching from Insightly to Folk?
✅ 得られるもの：
- A far shorter setup, measured in hours not weeks
- Lower cost per seat at every plan level
- Faster contact capture from LinkedIn and Gmail
❌ 失うもの：
- Every reporting view and the opportunities dashboard
- Project delivery, task assignment, and call logging
- AppConnect and its 2,000 pre-built connectors
📋切り替え方法：
- Export contacts and opportunities from Insightly
- Start a Folk trial and connect your Gmail account
- Import the file, then search for duplicates before you invite the team
⚠️ Before you migrate: Merge duplicate records first. Two entries for the same person will follow you into the new system.
私たちのレビューで取り上げられなかったこと
This comparison focused on small and mid-sized teams. We did not evaluate custom Enterprise contracts, API-level work, or single sign-on setups. For example, a 200-seat rollout raises questions about admin permissions that we simply did not examine. Our notes reflect the August 2026 version of each product, and a new version may change details. If you run a regulated organization, treat compliance claims as a starting point for your own review.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | フォーク |
| 🚀 Contact Management | フォーク |
| 📊 報道 | 洞察力のある |
| 🗂️ プロジェクト管理 | 洞察力のある |
| 👶 使いやすさ | フォーク |
| 🔌 連携機能 | 洞察力のある |
| 🔒 コンプライアンス | 洞察力のある |
| 🏆総合優勝 | 洞察力のある |
🏆 受賞者：インサイトリー
Insightlyは7部門中4部門で受賞した。
最適な用途: Sales teams that deliver projects, businesses needing reporting, and organizations with compliance requirements
These are not really the same category of product. Folk is a contact tool that happens to have a pipeline. Insightly is a CRM that happens to be easy.
Folk is excellent at what it does. For fundraising, event follow-up, and partnership tracking, it beats anything heavier. Price-sensitive teams with basic needs should stop reading and start a trial.
But most growing businesses eventually need reporting, projects, and workflow automation in one place. That is why Insightly takes the win here.
フォークの比較をもっと
Here is how Folk measures up against other contact-led tools:
フォーク対 パイプドライブ
フォークが勝利した点： lower entry price, faster contact import from LinkedIn, friendlier setup for non-sales users
Pipedriveが勝利した点： deal forecasting, activity reporting, call and meeting logging
フォークが勝利した点： predictable per-seat cost, minutes-long onboarding, no upsell pressure from reps
HubSpotが優れている点： a free starting tier, marketing automation depth, a far larger app marketplace
フォークが勝利した点： contact enrichment through Magic Fields, inbox-native outreach, less configuration before first use
月曜日のCRMの勝利点： board automations, workload views across projects, granular permission controls
フォーク対 カプセル CRM
フォークが勝利した点： collaborative mail merge, browser-based prospecting, a cleaner group model for events
Capsule CRMが優れている点： a genuinely free tier, sales analytics, case and ticket tracking
Insightly Comparedのその他の記事
Here is how Insightly holds up against the bigger names:
Insightlyが勝利した点： a gentler interface, faster rollout, tighter project and CRM linkage
Zoho CRMが優れている点： deeper feature coverage, custom workflow rules, a far cheaper top tier
インサイトリー対 セールスフォース
Insightlyが勝利した点： setup speed without a consultant, clearer per-user pricing, built-in project delivery
Salesforceが優れている点： customization ceiling, partner network size, enterprise reporting depth
Insightlyが勝利した点： milestone-based project tracking, HIPAA coverage, flatter cost as seats grow
HubSpotが優れている点： free entry plan, content and email marketing tools, reporting polish
Insightlyが勝利した点： post-sale delivery, AppConnect breadth, service and ticketing add-ons
Pipedriveが勝利した点： lower starting price, pipeline speed, simpler daily sales views
よくある質問
フォークCRMとは何ですか？
Folk is a lightweight customer relationship management app built around contacts and outreach. It groups people, syncs your inbox, and suits fundraising, events, and partnerships as much as sales.
folkは優れたCRMツールでしょうか？
Yes, for individuals and small teams with basic needs. It is one of the easiest options to learn. Larger sales teams will hit limits on reporting and call tracking.
フォークはいくらですか？
Three tiers: Standard at $17.5 per member monthly, Premium at $35, and Custom at $70. A 14-day free trial is available before you pay.
Insightlyは何に使われますか？
It manages customer interactions, leads, sales opportunities, and projects in one system. Teams also use it for reporting, task assignment, and linking delivery work to closed deals.
Insightly は使いやすいですか?
The interface is easy to pick up and data entry is not overly convoluted. It is simpler than Zoho CRM, though not as feature-deep.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 