⚡ 簡単な評価:
- 価格: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- 最適な用途: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- 主な違い： Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- 私たちのおすすめ： Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your 仕事 for less money per seat.
Most CRM buyers pick the wrong tool for a simple reason.
They compare feature lists instead of workflows.
Insightly and Close CRM are both customer relationship management platforms.
しかし、それらはそれぞれ異なる用途のために作られたものだった。
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
概要
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
私たちの 作家 spent hands-on time inside Close CRM directly.
Notes on Insightly come from its documentation, pricing page and G2 reviews.
We also break down who each system works best for.
最終的には、あなたのチームに最適なCRMソフトウェアがどれか分かるでしょう。
Insightly とは何ですか?
Insightly is a customer relationship management platform for small and mid-sized companies.
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 pairs contact management with real project management.
Sales teams track sales opportunities while delivery teams run projects.
PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend it.
Here is a short walkthrough of the platform.
🏆 受賞者：Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
Insightlyの価格
Insightly uses three tiers. Every plan is priced per user, per month.
| 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 needing core CRM and projects |
| プロ | 1ユーザーあたり月額49ドル | Teams that want dashboards and app integration |
| 企業 | 1ユーザーあたり月額99ドル | Full access to every feature and custom objects |
Pricing verified August 2026.
無料トライアル: Yes. Insightly offers a 14-day trial with no card required.
返金保証: None advertised. Annual contracts are prepaid, so test the trial first.
📌 注記： The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.
⚠️ 警告： Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack up fast.
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。
- 360度顧客ビュー： All customer records, emails and files sit on one page. That view supports personalized アウトリーチ and automated tasks.
- Projects built in: You can create projects, set milestones and assign tasks to any team member. Gantt chart visualizations arrived in 2025 for timelines and dependencies.
- Pipelines and Kanban views: Customizable pipelines track each stage of your sales process. Multiple pipelines let you separate new 仕事 from renewals.
- AppConnectとの連携： A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and 会計 apps all connect without a developer.
- Copilot AI アシスタント: Copilot summarizes long email threads and retrieves records on request. It cuts manual data entry during busy weeks.
- Strong compliance: Insightly meets SOC 2 Type II, GDPR and HIPAA standards. 安全 matters if you handle health or EU customer data.
- モバイルアクセス: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
私たちのチームが気づいたこと
Note: We have not had extended hands-on time inside Insightly yet. The points above come from published documentation, the Insightly pricing page and verified G2 reviews. G2 reviewers repeatedly highlight the fast rollout and the smooth data input and sharing process.
Insightlyの長所と短所
✅ メリット
- CRM and project management link tightly in one system
- Easier to pick up than Zoho CRM, with a short learning curve
- Over 2,000 AppConnect connectors reach almost any tool
- SOC 2 Type II, GDPR and HIPAA compliance included
- Rollout is fast, so teams start tracking deals sooner
❌ デメリット
- Not as feature-deep as Zoho CRM on advanced features
- Custom workflows lag behind rival CRM tools
- The Enterprise tier costs almost double Zoho CRM
- No built-in dialer, so phone calls need another tool
Close CRM とは何ですか?
Close CRMは、中小企業向けに構築された営業プラットフォームです。
Its whole focus is turning leads into revenue.
Email, calling and SMS sit inside a single inbox.
Sales reps dial prospects straight from the browser or desktop app.
Smart Views filter leads by criteria so nobody wastes a search.
Close is often grouped with sales engagement tools rather than traditional CRM options.
The video below walks through the interface in more detail.
Runner Up: Close CRM
The pick for high-volume outbound calling. Close offers a power dialer, SMS and a shared inbox. Migration from other CRMs is free and takes one click.
CRMの価格設定を閉じる
Close CRM also uses three tiers. Pricing is per seat, per month.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 必需品 | 1席あたり月額35ドル | Startup features for a first sales team |
| 成長 | 1席あたり月額99ドル | Professional features like オートメーション and sequences |
| 規模 | 1シートあたり月額139ドル | Call coaching, custom objects and 報告 深さ |
Pricing verified August 2026.
💡 価格に関する注記： Our research notes list an older Startup, Professional and Enterprise structure at $59, $109 and $149 per seat when billed monthly. The table above reflects our verified plan data. Check the vendor page before you buy.
無料トライアル: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
返金保証: None published. Annual plans are billed annually at a discount to monthly.
📌 注記： Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ 警告： Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
Close CRMの主なメリット
Here is where Close CRM earns its keep:
- Built-in dialers: A power dialer and a predictive dialer automate outbound calls. Reps dial multiple numbers without touching a keypad.
- One inbox for everything: Email, phone calls and SMS land in the same place. That cuts app switching for busy sales reps.
- ライブ通話コーチング： Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- スマートビュー: Saved filters surface the right leads first. Prioritization stops guesswork at the top of the day.
- Fast onboarding: A CSV import tool and a free one-click migration tool move data from other tools. Setup takes hours, not weeks.
- Activity timelines: Every call, email and note appears on the lead profile. Nothing about your outreach gets lost.
- Support and knowledge base: A help center, API documentation and product updates back the platform. Onboarding support is proactive and free.
私たちのチームが気づいたこと
Our writer signed up for Close CRM and ran real outreach through it for several days. Here is what stood out from that hands-on time:
CRMのメリットとデメリット
✅ メリット
- Best-in-class calling, dialed straight from the browser
- Simple enough to earn full team engagement quickly
- Free one-click migration and proactive onboarding help
- Holds a 4.7/5 rating on G2 from user reviews
❌ デメリット
- Reporting functionality is weak for sales analysis
- Less customizable than rival platforms
- No project management, so delivery work lives elsewhere
- 80+ integrations still miss some key connections
機能比較
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| 特徴 | 洞察力のある | CRMを閉じる |
|---|---|---|
| 開始価格 | 1ユーザーあたり月額29ドル | 1席あたり月額35ドル |
| 無料プラン | ❌ | ❌ |
| プロジェクト管理 | ✅ | ❌ |
| 内蔵通話機能 | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| ワークフロー自動化 | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️限定 |
| 統合 | ✅ 2,000以上 | ✅ 80歳以上 |
| HIPAA準拠 | ✅ | ❌ |
| 最適な用途 | CRM plus project delivery | 大量のアウトバウンドセールス |
1. Contact Management & Customer Records
洞察力： Contact management sits at the centre of the system. Every company, contact and file links to the same record, so customer relationships stay readable. Custom fields let you store the details your business actually tracks.
CRMを閉じる: Leads, not accounts, are the primary object. That suits outbound work but makes long-term account history thinner. Custom objects arrive only on the top tier.
2. Sales Pipeline & Sales Opportunities
洞察力： The sales pipeline uses customizable stages and Kanban views. Sales teams move sales opportunities forward while managers monitor progress. You can customize each pipeline per product line.
CRMを閉じる: A visual pipeline highlights bottlenecks in the sales process. It is fast to read but less flexible than Insightly. Deals move quickly because activity data updates itself.
3. Project Management & Task Management
洞察力： This is the clearest gap between the two products. You can create projects, set milestones and assign tasks to any team member. Task management also covers reminders, to-do lists and call logs.
CRMを閉じる: There is no project management module at all. You get inbox management and task reminders tied to leads instead. Delivery work has to live in a separate tool.
⚠️ 警告： If you sell and then deliver the work, this single difference usually decides the choice for you.
4. ワークフロー自動化
洞察力： Workflow automation handles record updates, task creation and alerts. Copilot adds AI summaries on top. Custom workflows are thinner than some rival CRM software, which is a fair criticism.
CRMを閉じる: Workflows trigger automated follow ups that lift response rates without manual effort. Automation is aimed squarely at outreach, not operations. It removes a lot of manual data entry for reps.
5. メールテンプレートとシーケンス
洞察力： You can build email templates, schedule emails and send bulk email from inside a record. Google Workspace and Outlook sync keeps threads attached to contacts. Copilot summarizes long threads for you.
CRMを閉じる: Email sequences run alongside calls and SMS in one thread. Templates and merge fields are quick to set up. This is the stronger side for pure outbound cadences.
6. Built-In Calling & Power Dialer
洞察力： There is no native dialer. Calls are logged manually or through an integration. The organization view is what Insightly gives you instead, grouping contacts under each company.
CRMを閉じる: Calling is the headline feature. A power dialer and predictive dialer let reps dial multiple numbers back to back. Managers can join live for call coaching.
7. Reporting & Opportunities Dashboard
洞察力： Reporting is a real strength. The opportunities dashboard gives visual insight into revenue, and custom graphs cover most questions. Professional adds limited dashboards, while Enterprise unlocks the full set.
CRMを閉じる: Quick KPI reports work well for daily standups and training. Deeper analysis is harder, and reviewers call the reporting functionality weak. Growing teams often export data elsewhere.
8. Integrations & Other Tools
洞察力： AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links to other Insightly products such as Insightly Marketing and Insightly Service. No developer is needed for common apps.
CRMを閉じる: Close connects to over 80 other tools, including Zoom meetings and Slack. Coverage is solid for sales stacks but thinner elsewhere. A few key connections found in other CRMs are missing.
9. Support, Onboarding & Free Trial
洞察力： Support and ticketing run through the help centre and paid service tiers. Rollout is fast, which is a key reason for its appeal. Getting data into the system is not overly convoluted.
CRMを閉じる: Onboarding support is proactive and includes free migration help and training. An ROI calculator, help centre and API documentation round out the resources. Most teams launch inside the free trial.
10. 価格設定とコスト
Here are both pricing structures side by side.
| ティア | 洞察力のある | CRMを閉じる |
|---|---|---|
| エントリ | プラス — 月額29ドル/ユーザー | 基本プラン — 1席あたり月額35ドル |
| 中 | プロフェッショナルプラン — 月額49ドル/ユーザー | 成長 — 1席あたり月額99ドル |
| トップ | エンタープライズ版 — 月額99ドル/ユーザー | 料金プラン — 1席あたり月額139ドル |
洞察力： Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most 中小企業, Professional at $49 is the sweet spot.
CRMを閉じる: Entry pricing is mid-tier, but the jump from Essentials to Growth is steep. You are paying for calling infrastructure, not breadth. A five-seat team pays $495 a month on Growth.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| 最低の参入コスト | 洞察力のある | $6 less per seat monthly |
| High-volume outbound calls | CRMを閉じる | パワーと予測ダイヤラー |
| Projects after the sale | 洞察力のある | Milestones, Gantt charts, tasks |
| 徹底取材 | 洞察力のある | Custom graphs and dashboards |
| Fastest rep onboarding | CRMを閉じる | Live inside the free trial |
| HIPAA or GDPR duty | 洞察力のある | SOC 2 Type II and HIPAA ready |
💰 あなたの予算
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 あなたの技術スタック
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 販売プロセス
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 あなたの経験レベル
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 無料トライアルとデモ
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 サポートオプション
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
切り替えガイド
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ 得られるもの：
- A dialer inside the CRM, so reps stop switching apps
- Live call coaching for managers training new hires
- Email, SMS and calls stacked on one lead timeline
❌ 失うもの：
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋切り替え方法：
- Export contacts, companies and open deals from Insightly as CSV
- Start a Close trial and run the free one-click migration
- Rebuild pipelines and Smart Views, then connect your number
🔄 Switching from Close CRM to Insightly?
✅ 得られるもの：
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ 失うもの：
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋切り替え方法：
- Export leads, activity history and custom fields from Close
- Create an Insightly account and import the files
- Set up pipelines, then add a calling app for outbound work
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 businesses and mid-sized sales teams. We did not test enterprise rollouts, custom API builds or how either system handles thousands of records. Marketing teams evaluating Insightly Marketing should check that product separately, since it is priced apart from the CRM. Our notes reflect the August 2026 versions, and each new version may shift the details.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | 洞察力のある |
| 🚀 コアCRM機能 | 洞察力のある |
| 📞 Calling & Outreach | CRMを閉じる |
| 📁 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 | CRMを閉じる |
| 🔌 連携機能 | 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 5 of 7 categories.
最適な用途: service businesses, agencies serving clients, and teams that need CRM and project delivery in one system
Insightly and Close CRM solve different halves of the same job. Insightly covers the customer from first contact through delivery, which protects team productivity across departments.
Close CRM is a specialist. If your team lives on the phone and wants more deals per rep, it earns its higher seat price.
For most buyers weighing Insightly vs Close CRM, Insightly is the safer choice. It costs less at entry, does more, and still handles day-to-day sales work well.
Insightly Comparedのその他の記事
Here is how Insightly measures up against other CRM tools:
Insightlyが勝利した点： shorter learning curve, native project management, faster rollout
Zoho CRMが優れている点： feature depth, custom workflow flexibility, far cheaper top tier
Insightlyが勝利した点： project milestones, predictable per-user costs, HIPAA readiness
HubSpotが優れている点： free starting tier, marketing automation depth, content and knowledge tools
インサイトリー対 パイプドライブ
Insightlyが勝利した点： post-sale delivery tracking, 2,000+ connectors, compliance coverage
Pipedriveが勝利した点： simpler pipeline view, lower entry price, 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 speed, no admin headcount required, lower total cost
Salesforceが優れている点： unlimited customization, developer platform depth, enterprise reporting
Close CRMの比較
Close CRM is measured against a different set of rivals. This video covers the main ones.
Close CRMが優れている点： browser dialing, cheaper for pure sales seats, faster rep onboarding
HubSpotが優れている点： reporting dashboards, service and marketing modules, larger app marketplace
CRMを閉じる vs キープ
Close CRMが優れている点： predictive dialing, cleaner interface, sales-only focus
キープの勝利条件： email marketing depth, invoicing and payments, appointment booking
Close CRMが優れている点： native calling, outbound sequences, activity tracking accuracy
月曜日のCRMの勝利点： board customization, cross-team project views, cheaper small plans
Close CRMが優れている点： dialer quality, simpler setup, migration support
Freshsales CRMが優れている点： free entry plan, built-in chat, stronger analytics
よくある質問
Insightlyは何に使われますか？
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
Insightly は使いやすいですか?
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
クローズドCRMとは何ですか？
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
毎月の費用はいくらですか？
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
Closeは他のCRMとどう違うのですか？
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, 文章 and email without leaving the platform.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 