⚡ 簡単な評価:
- 価格: Insightly starts at $29 per user per month. Capsule CRM has a free version and paid plans from $18/user/month.
- 最適な用途: Insightly suits sales teams that need project management inside their CRM software. Capsule CRM suits 中小企業 シンプルな連絡先管理を求めている人。
- 主な違い： Insightly adds AI automations, help desk ticketing, and marketing オートメーション through other Insightly products. Capsule CRM keeps the feature set narrow on purpose.
- 私たちのおすすめ： Insightly, because it covers sales, projects, and reporting in one system without a second tool.
The cheaper customer relationship management tool is not always the weaker one.
Capsule CRM costs less than half of what Insightly charges per user.
But price is the smallest difference between these two CRM tools.
Insightly bundles project management, reporting, and workflow オートメーション 一つのプラットフォームに統合する。
Capsule CRM strips things back to contacts, sales pipelines, and simple tasks.
Your team size and your sales process decide which one fits.
概要
This Insightly vs Capsule CRM comparison covers pricing, core features, and ease of use.
We also break down who each CRM system works best for.
情報源としては、公開されている仕様書、ベンダーのドキュメント、G2のレビューなどが挙げられます。
Insightly is also recommended by PC Magazine, Entrepreneur Magazine, and TrustRadius.
By the end, you will know which CRM solution matches your 仕事.
Insightly とは何ですか?
Insightly is a customer relationship management platform for sales and marketing teams.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer データ 1 か所に。
The system tracks leads, sales opportunities, projects, and customer interactions together.
Most companies pick it for that link between the sales pipeline and delivery work.
Here is a short walkthrough of the platform before we dig into details.
🏆 受賞者：Insightly
One system for contacts, projects, and reporting. Copilot AI summarizes emails and finds records fast. Setup takes days, not months.
Insightlyの価格
Insightly offers three paid tiers. There is no free plan.
| 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 | Small teams that need core CRM and projects |
| プロ | 1ユーザーあたり月額49ドル | Teams that need dashboards and third-party apps |
| 企業 | 1ユーザーあたり月額99ドル | Companies that need full access to all features |
Pricing verified August 2026.
無料トライアル: Yes. Insightly offers a 14-day trial with no credit card required.
返金保証: None advertised. Plans are prepaid and billed annually by default.
📌 注記： The Plus tier gives limited access to most features. Professional adds dashboards and third-party app integration. Enterprise unlocks all the features.
⚠️ 警告： Insightly Marketing and Insightly Service are sold separately. Each product follows the same three-tier pricing, so costs stack fast for a full sales and marketing setup.
Insightlyの主なメリット
Insightlyが注目に値する理由は以下のとおりです。
- Sales and projects in one place: Won deals turn into projects with milestones and pipelines. You can assign tasks to any team member without leaving the record.
- Copilot AI アシスタント: Copilot summarizes emails and retrieves data on request. It cuts the time managers spend digging through contact records.
- AppConnect low-code engine: Over 2,000 pre-built connectors link Insightly to other apps. You can build 仕事 processes without a developer.
- レポートとダッシュボード： An opportunities dashboard shows pipeline health at a glance. Custom reports track revenue, activity, and team progress.
- Security and compliance: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare and finance companies.
- Mobile app with business card scan: Add new contacts on the go from a business card. You can also create projects and assign work from your phone.
- Gantt chart timelines: Insightly added Gantt visualizations in 2025. Project timelines and dependencies are easier to monitor.
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 points above come from published documentation, the vendor’s own pricing page, and public user reviews. G2 reviews highlight fast setup and easy data import as the two most common reasons buyers pick this CRM software.
Insightlyの長所と短所
✅ メリット
- Links projects, milestones, and tasks to won deals inside one CRM
- Copilot AI summarizes emails and retrieves data on request
- AppConnect provides over 2,000 pre-built connectors to other apps
- Meets SOC 2 Type II, GDPR, and HIPAA compliance standards
- Setup is fast, which keeps 早い adoption simple for managers
❌ デメリット
- The Enterprise tier costs almost double Zoho CRM at the same level
- No free version, so testing needs a trial or a paid plan
- Lacks advanced features like deep custom workflows found in bigger CRMs
- Marketing and Service are priced as separate products
Capsule CRM とは何ですか?
Capsule CRM is a cloud-based CRM system built for small to medium businesses.
It centralizes people and organization records in one place.
Each contact shows a 360-degree view of emails, notes, and social profiles.
The company calls its approach “powerful simplicity” instead of feature overload.
A minimalist interface means teams start without a dedicated administrator.
Watch how the interface handles daily sales work.
🥈 Runner Up: Capsule CRM
A clean, user friendly CRM for small business teams. Free version holds 250 contacts. No training needed to get going.
カプセルCRMの価格
Here is what Capsule CRM costs. A free plan is included.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | $0 | Two users and up to 250 contacts |
| スターター | 1ユーザーあたり月額18ドル | Small businesses tracking one sales pipeline |
| 成長 | 1ユーザーあたり月額36ドル | Teams needing multiple sales pipelines and automation |
Pricing verified August 2026.
無料トライアル: Yes. A 14-day trial covers paid features, and the free version never expires.
返金保証: None advertised. You can downgrade to the free plan instead.
📌 注記： Prices above are per user per month. Discounts of up to 15% apply when you pay annually. Storage and contact limits rise with each paid plan.
⚠️ Pricing conflict flagged: Our verified figures show three tiers. Capsule’s public page has also listed Starter at $21 and Growth at $38 on monthly billing, plus higher Advanced ($60) and Ultimate ($75) tiers. The rates in our table reflect pricing when billed annually. Check the vendor page before you buy.
Capsule CRMの主なメリット
Here is where Capsule CRM earns its place:
- Genuine free version: Two users and 250 contacts cost nothing. That makes it one of the few real free CRM providers for a startup.
- シンプルな連絡先管理： Every client interaction sits on one page. Teams see status and plan the next step without hunting through inboxes.
- Project boards after the sale: Won deals feed straight into delivery boards. Post-sale work stays linked to the original opportunity.
- Tracks and workflow automations: Tracks are templated task lists for repeatable work like onboarding. Higher tiers add multi-step automation.
- Everyday app integrations: Xero、 クイックブックス, and Mailchimp connect natively. ザピエール opens over 1,000 other integrations.
- Email marketing through トランスポンド: The Transpond integration runs marketing campaigns from inside your Capsule account.
- Custom fields and pipelines: You can customize records and build multiple sales pipelines to match your sales cycle.
私たちのチームが気づいたこと
Note: We have not run an extended hands-on trial of Capsule CRM. The observations here come from vendor documentation and public reviews. G2 reviews frequently praise the clean interface and the sales pipeline view, while support response times draw the most criticism.
Capsule CRMのメリットとデメリット
✅ メリット
- Free plan covers 250 contacts and two users
- Clean interface that needs no training to pick up
- Over 60 native integrations plus Zapier for the rest
- Paid plans start at half the price of Insightly
❌ デメリット
- Email tracking asks you to BCC an address to save messages
- Google Workspace and Microsoft 365 sync runs one way only
- The free version has no reporting and a 50MB storage cap
- Support is email-first, with no live chat option
機能比較
Ready for a closer look at Insightly vs Capsule CRM? We compare the key features that decide most buying calls, from lead generation and contact management through to cost.
| 特徴 | 洞察力のある | カプセルCRM |
|---|---|---|
| 開始価格 | 1ユーザーあたり月額29ドル | 1ユーザーあたり月額18ドル |
| 無料プラン | ❌ | ✅ |
| 連絡先管理 | ✅ | ✅ |
| 複数の販売パイプライン | ✅ | ✅（有料プラン） |
| プロジェクト管理 | ✅ Milestones + Gantt | ✅ Project boards |
| ワークフロー自動化 | ✅ AppConnect | ✅ Tracks + workflows |
| AIアシスタント | ✅ 副操縦士 | ✅ Content Assistant |
| ネイティブ統合 | 2,000+ connectors | 60+ native apps |
| Help Desk / Ticketing | ✅ Insightly Service | ❌ |
| 最適な用途 | Sales teams running projects | Small business contact management |
1. 連絡先管理
洞察力： Every contact record holds emails, calls, files, and linked sales opportunities. A 360-degree customer view supports personalized outreach and automated follow-up. Lead management and account management share the same object model, so nothing gets stranded.
カプセルCRM: Contacts and organizations sit on one page with notes, history, and social profiles. G2 reviews single out this contact management system as the easiest part of the tool. Custom fields let you customize records for your niche.
2. Sales Pipeline and Opportunities
洞察力： Customizable pipelines and Kanban views track each stage of the sales cycle. The opportunities dashboard shows deal value, stage, and owner in one dashboard view. Sales teams can build strong relationships while managers monitor progress.
カプセルCRM: Paid tiers unlock multiple sales pipelines shaped around your own sales process. Each opportunity carries value, milestone, and expected close date. It stays simple, which is the point.
3. プロジェクトとタスク管理
洞察力： This is the clearest gap between the two. Projects carry milestones, pipelines, and Gantt chart timelines added in 2025. You can create reminders, to-do lists, call logs, and assign tasks to any team member from web or mobile.
カプセルCRM: Project boards handle delivery work linked to won deals. Task management covers assignments, recurring work, and calendar sync with Outlook or Gmail. There are no Gantt charts or dependency views.
4. Email Tools and Marketing
洞察力： You get email templates, the option to schedule emails, and open tracking inside the CRM. Insightly Marketing adds marketing automation and campaign journeys as a separate product. Copilot drafts summaries so reps spend less time writing recaps.
カプセルCRM: Email marketing runs through Transpond, which shares contact data with the CRM. You can send marketing campaigns without exporting lists. Saving inbound mail still means BCCing a Capsule address.
⚠️ 警告： Capsule’s BCC method is easy to forget on busy days. If full email logging matters to your sales and marketing workflow, Insightly handles it with less manual effort.
5. レポートとダッシュボード
洞察力： Reporting is the stronger side here. Dashboards give visual insight into business performance, and you can generate reports on any object. Professional and Enterprise tiers unlock the deeper reporting features.
カプセルCRM: The sales dashboard covers conversion rates, pipeline health, and revenue forecasting. Reporting tools are solid for a small business but shallower than Insightly’s. The free version has no reporting at all.
6. 統合
洞察力： AppConnect is a low-code engine with over 2,000 pre-built connectors. It ties the CRM to 会計, support, and marketing services without custom code. Full integration with other Insightly products is built in.
カプセルCRM: Over 60 native integrations cover ゼロ, QuickBooks, and Mailchimp. Google Workspace, formerly G Suite, lets you add contacts from Gmail, and Microsoft 365 exposes contacts and events. Zapier and Automate.io handle other integrations, and premium integrations sit on higher tiers.
⚠️ 警告： Capsule syncs one way with Google Workspace and Microsoft 365. Edits made in Capsule do not flow back into those services.
7. Workflow Automation and Customization
洞察力： Workflow automation handles record updates, alerts, and multi-step business processes. Copilot adds AI summaries and data retrieval on top. Reviewers still note that custom workflow depth trails larger CRM software.
カプセルCRM: Tracks turn repeatable work into templated checklists, and higher tiers add multi-step workflow automations. Custom fields cover most tailoring needs. Deep conditional logic is not part of the package.
8. 使いやすさと学習曲線
洞察力： The interface is easy to pick up and getting data into the system is not overly convoluted. Insightly is simpler than Zoho CRM, though not as feature-deep. Fast setup is a big reason buyers pick it.
カプセルCRM: The learning curve is the shortest of the two. Most teams get productive on day one without training or an admin. Simplicity is the trade for missing advanced features.
9. Support and Mobile Access
洞察力： Insightly Service adds help desk ticketing and a knowledge base as a paid product. The mobile app scans a business card, logs calls, and lets you assign work to other team members. Higher tiers include priority support.
カプセルCRM: iOSと アンドロイド apps cover contacts, tasks, and pipeline updates. Support runs on email, and reviewers ask for live chat. Top-tier customers get a named account manager.
10. 価格設定とコスト
Let’s put the plans side by side. Both vendors charge per user, so headcount drives your bill.
| ティア | 洞察力のある | カプセルCRM |
|---|---|---|
| 無料 | ❌ | 無料：0ドル |
| エントリ | さらに：ユーザー1人あたり月額29ドル | Starter: $18/user/month |
| 中 | プロフェッショナルプラン：月額49ドル/ユーザー | Growth: $36/user/month |
| トップ | エンタープライズ版：ユーザー1人あたり月額99ドル | ❌ |
洞察力： Pricing is competitive at the Plus and Professional tiers versus other CRMs. The Enterprise tier is the sore spot at almost double Zoho CRM. You are paying for projects, reporting, and compliance in one system.
カプセルCRM: A five-person team on Starter costs $90 a month. The same team on Insightly Plus costs $145. For budget-first small businesses, that difference funds a second tool.
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 | カプセルCRM | Free plan plus $18 entry tier |
| Projects tied to deals | 洞察力のある | Milestones and Gantt timelines |
| 最速のオンボーディング | カプセルCRM | No admin needed |
| 徹底取材 | 洞察力のある | Custom dashboards on every object |
| HIPAA or SOC 2 needs | 洞察力のある | Certified compliance |
| Help desk plus CRM | 洞察力のある | Insightly Service handles tickets |
💰 あなたの予算
Capsule CRM undercuts Insightly at every paid plan. If cash is tight, start free and upgrade when contact limits pinch.
🔌 あなたの技術スタック
Insightly wins if you connect many systems, since AppConnect covers over 2,000 apps. Capsule is enough for a Xero and Mailchimp stack.
📝 販売プロセス
Simple deal flow suits Capsule CRM. Long cycles with handoffs into delivery work suit Insightly, because projects live beside opportunities.
🎓 あなたの経験レベル
First-time CRM buyers get to value faster with Capsule. Teams that already ran another CRM will find Insightly’s extra functionality worth the short ramp.
🆓 無料トライアルとデモ
Both offer 14-day trials, and Capsule keeps a free version after that. Load 20 real contacts and one live deal before you decide.
🛟 サポートオプション
Capsule support is email-first, which frustrates teams that want live chat. Insightly bundles priority help into higher plans and sells a ticketing product.
切り替えガイド
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Capsule CRM?
✅ 得られるもの：
- A lower bill, starting at $18 per user per month
- A free plan you can fall back to at any time
- A shorter learning curve for new hires
❌ 失うもの：
- Gantt timelines and milestone-based project management
- Copilot AI summaries and 2,000+ AppConnect connectors
- Help desk ticketing through Insightly Service
📋切り替え方法：
- Insightlyから連絡先、組織、および商談をCSVファイルとしてエクスポートする
- Create your Capsule account and map custom fields before import
- Rebuild pipelines and Tracks, then connect Google Workspace
🔄 Switching from Capsule CRM to Insightly?
✅ 得られるもの：
- Project management with milestones, Gantt charts, and dependencies
- Deeper reporting and a configurable opportunities dashboard
- SOC 2 Type II, GDPR, and HIPAA compliance coverage
❌ 失うもの：
- The free plan and the lower per-seat price
- The stripped-back interface your team already knows
- メールマーケティングのためのTranspond連携
📋切り替え方法：
- Export contact records, notes, and open deals from Capsule CRM
- Start an Insightly trial and set up pipelines before importing
- Import your data, then rebuild automations in AppConnect
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 test custom API builds, data residency rules, or bulk licensing for 100-plus seats. Our figures reflect the August 2026 pricing pages, and a new version of either app may shift feature limits. If you run a regulated firm or a non-standard sales process, run your own trial before committing.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | カプセルCRM |
| 👥 連絡先管理 | ネクタイ |
| 🚀 プロジェクト管理 | 洞察力のある |
| 📊 報道 | 洞察力のある |
| 👶 使いやすさ | カプセルCRM |
| 🔌 連携機能 | 洞察力のある |
| 🛟 Support and Service | 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 wins 4 of 7 categories.
最適な用途: Sales teams running client projects, marketing teams that need campaign data in the CRM, and companies with compliance requirements.
Insightly and Capsule CRM are aimed at different buyers. Insightly is a customer relationship management system that also runs delivery work, reporting, and service tickets.
Capsule CRM is a great tool for keeping track of contacts and deals without extra weight. For a two-person shop, the free version alone may cover the job.
There is no perfect CRM for every business. But if you want one platform for sales, projects, and productivity gains across the team, Insightly is the safer pick.
Insightly Comparedのその他の記事
Here is how Insightly measures up against other CRM providers:
Insightlyが勝利した点： Built-in project management, lower entry price than HubSpot’s paid Sales Hub, tighter link between deals and delivery
HubSpotが優れている点： A far larger free tier, deeper marketing automation, and a bigger app marketplace
Insightlyが勝利した点： Simpler onboarding, cleaner project records, faster time to first report
Zoho CRMが優れている点： Deeper feature set, custom workflow rules, and an Enterprise tier that costs roughly half of Insightly’s
インサイトリー対 パイプドライブ
Insightlyが勝利した点： Projects and milestones after the deal closes, compliance certifications, native ticketing through a sister product
Pipedriveが勝利した点： A tighter pipeline view for pure sales, lower entry pricing, and quicker rep adoption
インサイトリー対 セールスフォース
Insightlyが勝利した点： Setup measured in days, no consultant required, predictable per-seat costs
Salesforceが優れている点： Customization depth, a huge partner network, and reporting that scales to thousands of users
Capsule CRMの比較
Weighing other options? This video walks through the closest alternatives.
Capsule CRMが優れている点： Flat, predictable pricing, a lighter interface, and no upsell pressure at contact-limit thresholds
HubSpotが優れている点： Marketing campaign depth, native email logging without BCC, and richer analytics
Capsule CRMが優れている点： A permanent free plan, post-sale project boards, and simpler contact records
Pipedriveが勝利した点： Sales forecasting, activity-based selling prompts, and a deeper automation ビルダー
Capsule CRMが優れている点： Day-one usability, no admin overhead, and a cleaner mobile app
Zoho CRMが優れている点： Advanced features, two-way Google sync, and a wider set of built-in modules
Capsule CRMとFreshsalesの比較
Capsule CRMが優れている点： Transparent tiers, faster setup, and stronger third-party 会計 links like Xero
Freshsalesが勝利した点： Built-in phone and chat, AI lead scoring, and native email sequencing
よくある質問
Insightlyは何に使われますか？
Teams use it to manage leads, sales opportunities, and projects in one place. It also handles task management, reporting, and customer interactions across sales and delivery work.
Capsule CRMの価格はいくらですか？
There is a free plan for two users. Paid tiers run $18 and $36 per user per month, with a discount of up to 15% when billed annually.
Insightly は使いやすいですか?
Yes for most teams. The interface is simple to pick up and data import is not convoluted, though it asks a little more setup effort than Capsule.
Capsule CRMはどのような用途に最適ですか？
It fits small businesses and startups that need clean contact management and a simple sales pipeline. Teams needing heavy customization or deep analytics will outgrow it.
それは 最高のCRMソフトウェア ここ？
Insightly, for most buyers. It wins on projects, reporting, integrations, and compliance. Pick Capsule CRM if budget and simplicity outrank every other detail.
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