⚡ 간단 평가:
- 가격: Folk starts at $17.5/member/month. Insightly starts at $29/user/month.
- 다음과 같은 경우에 가장 적합합니다: Folk suits small teams doing contact management. Insightly suits sales teams that also run projects.
- 주요 차이점: Insightly bundles project management, reporting, and workflow 오토메이션. Folk keeps things light.
- 저희가 선택한 제품: 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 사업.
개요
This Folk vs Insightly comparison covers pricing, crm features, and ease of use.
또한 각 도구가 누구에게 가장 적합한지 분석해 보았습니다.
우리의 작가 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.
Folk란 무엇인가요?
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.
사람들
A simple CRM for people who hate CRMs. Import contacts from Gmail, then start winning deals.
민속 가격
Folk keeps its pricing page short. Three tiers, no free plan.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 기준 | 회원당 월 17.5달러 | 1인 창업자 및 소규모 팀 |
| 프리미엄 | 회원당 월 35달러 | Agency and partnership workflows |
| 관습 | 회원당 월 70달러 | Larger teams needing more control |
Pricing verified August 2026.
무료 체험: Folk offers a 14-day free trial so you can test the tool before you purchase.
환불 보장: Folk does not publish a refund window. The trial is the safety net.
📌 메모: 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.
민속의 주요 이점
Folk를 주목할 만한 이유는 다음과 같습니다.
- 마법의 들판: A custom field type that uses AI to clean and enrich contact data. It fills gaps other tools leave blank.
- 크롬 확장 프로그램: Add contacts straight from LinkedIn while you 먹다. No copy-paste between tabs.
- Gmail and Outlook sync: Folk connects to your 받은 편지함 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.
우리 팀이 발견한 점
Our writer signed up for Folk and spent several days inside the app. Here is what stood out from that hands-on time:
민속 예술의 장점과 단점
✅ 장점
- 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
❌ 단점
- Lacks advanced reporting views for detailed analytics
- 회의나 전화 통화를 자동으로 추적하지 않습니다.
- Importing emails and managing contact data can get fiddly
- Not suitable for larger sales teams or complex sales processes
Insightly란 무엇인가요?
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.
🏆 수상자: Insightly
CRM and project management in one account. Built for teams that close deals and then deliver the work.
Insightly 가격 책정
Insightly offers three pricing tiers. Insightly starts at $29 per user monthly.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | 대부분의 기능에 대한 접근이 제한됩니다. |
| 전문적인 | 사용자당 월 49달러 | Dashboards and third-party app integration |
| 기업 | 사용자당 월 99달러 | Full access to every feature |
Pricing verified August 2026.
무료 체험: Insightly offers a free trial of the CRM. No purchase is required to create an account.
환불 보장: No published refund window. Test the free trial first.
📌 메모: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same pricing structure as the CRM.
⚠️ 경고: The Enterprise tier is almost double what Zoho CRM charges for similar services. Compare against other CRMs before committing a large team.
Insightly의 주요 이점
Insightly를 고려해 볼 만한 이유는 다음과 같습니다.
- 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 어시스턴트 that summarizes emails and speeds up data retrieval.
- 프로젝트 관리: Milestones, pipelines, and Gantt chart visualizations added in 2025 for timeline and dependency tracking.
- 보고서 및 대시보드: Visual insights into 사업 performance, including an opportunities dashboard for open deals.
- 규정 준수: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards.
- 모바일 접속: Scan a business card, add contacts, and assign tasks from the mobile app or the web.
우리 팀이 발견한 점
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.
Insightly의 장점 및 단점
✅ 장점
- 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 및 HIPAA 표준을 충족합니다.
- Fast setup and a smooth data input process
❌ 단점
- 경쟁사들에 비해 사용자 지정 워크플로와 같은 고급 기능이 부족합니다.
- 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
기능 비교
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.
| 특징 | 사람들 | 통찰력 있게 |
|---|---|---|
| 시작 가격 | 회원당 월 17.5달러 | 사용자당 월 29달러 |
| 무료 플랜 | ❌ | ❌ |
| 연락처 관리 | ✅ | ✅ |
| 프로젝트 관리 | ❌ | ✅ |
| 고급 보고 | ❌ | ✅ |
| 워크플로우 오토메이션 | ❌ | ✅ |
| 크롬 확장 프로그램 | ✅ | ❌ |
| Call & 회의 추적 | ❌ | ✅ |
| HIPAA 및 SOC 2 규정 준수 | ❌ | ✅ |
| 가장 적합한 대상 | Contact-led outreach | Sales plus delivery |
1. 연락처 관리
사람들: 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.
통찰력 있게: 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. 영업 파이프라인
사람들: 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.
통찰력 있게: 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
사람들: Leads are just contacts with a status. There is no separate opportunity object, which keeps things simple but limits forecasting.
통찰력 있게: 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
사람들: There is no real project layer. You get reminders and simple task management attached to contacts, and that is the ceiling.
통찰력 있게: 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
사람들: 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.
통찰력 있게: Email templates let you schedule emails to lists and log replies against records. It plugs into Google Workspace and Outlook accounts.
6. 보고 및 대시보드
사람들: This is the weakest area. Folk lacks advanced reporting views, so generating a board-ready summary means exporting to a spreadsheet.
통찰력 있게: Reports and dashboards give visual insight into performance across companies and reps. Managers get numbers without asking anyone to build them.
⚠️ 경고: 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
사람들: 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.
통찰력 있게: 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
사람들: The Chrome extension pulls profiles from LinkedIn straight into a group. For an agency doing social selling, that alone can justify the purchase.
통찰력 있게: AppConnect exposes more than 2,000 connectors to other apps. You can integrate 회계, support, and marketing services without writing code.
9. Partnerships and Support
사람들: 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.
통찰력 있게: Support and ticketing run through Insightly Service, sold alongside the CRM. Marketing teams can bolt on Insightly Marketing from the same account.
10. 가격 및 비용
Here are the published costs side by side.
| 층 | 사람들 | 통찰력 있게 |
|---|---|---|
| 기입 | Standard: $17.5/member/month | 추가 요금: 사용자당 월 29달러 |
| 중간 | Premium: $35/member/month | 전문가용: 사용자당 월 49달러 |
| 맨 위 | Custom: $70/member/month | 기업용: 사용자당 월 99달러 |
사람들: Cheaper at every tier. If you are price sensitive and your needs are basic, the maths favours Folk by a wide margin.
통찰력 있게: Competitive at the Plus and Professional tiers against other CRMs. The Enterprise tier is where the value argument weakens.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 사람들 | 모든 등급에서 더 저렴합니다 |
| Project delivery | 통찰력 있게 | 주요 일정 및 간트 차트 |
| LinkedIn 잠재고객 발굴 | 사람들 | Chrome extension built in |
| Weekly reporting | 통찰력 있게 | Dashboards out of the box |
| First CRM ever | 사람들 | Almost no learning curve |
| HIPAA 준수 | 통찰력 있게 | Certified to that standard |
💰 예산
Folk undercuts Insightly at every level. For a five-person team, the difference funds a year of other tools.
🔌 사용 중인 기술 스택
Insightly connects to over 2,000 apps through AppConnect. Folk covers the essentials and leans on your inbox.
📝 귀사의 영업 프로세스
If you close winning deals through long, structured cycles, pick Insightly. If deals close over coffee, Folk is enough.
🎓 귀하의 경험 수준
Folk suits anyone who has never used a CRM. Insightly rewards teams willing to invest in setup for higher productivity later.
🆓 무료 체험 및 데모
Folk gives you 14 days to explore with no sales pressure. Insightly also runs a trial, so test both before you commit.
🛟 지원 옵션
Folk is self-serve by design. Insightly offers ticketing through its service product for teams that need a human on call.
전환 가이드
Already using one of these? Here is what changes if you move.
🔄 Switching from Folk to Insightly?
✅ 얻게 될 이점:
- 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
❌ 잃게 될 것:
- Magic Fields and their AI data enrichment
- The Chrome extension for LinkedIn prospecting
- The spreadsheet-simple interface and low monthly cost
📋 전환 방법:
- 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?
✅ 얻게 될 이점:
- A far shorter setup, measured in hours not weeks
- Lower cost per seat at every plan level
- Faster contact capture from LinkedIn and Gmail
❌ 잃게 될 것:
- Every reporting view and the opportunities dashboard
- Project delivery, task assignment, and call logging
- AppConnect and its 2,000 pre-built connectors
📋 전환 방법:
- 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.
저희 리뷰에서 다루지 않은 내용
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.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 사람들 |
| 🚀 Contact Management | 사람들 |
| 📊 신고 | 통찰력 있게 |
| 🗂️ 프로젝트 관리 | 통찰력 있게 |
| 👶 사용 편의성 | 사람들 |
| 🔌 통합 | 통찰력 있게 |
| 🔒 규정 준수 | 통찰력 있게 |
| 🏆 종합 우승 | 통찰력 있게 |
🏆 수상자: 인사이트리
Insightly가 7개 부문 중 4개 부문에서 수상했습니다.
다음과 같은 경우에 가장 적합합니다: 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.
더 많은 사람들이 비교됩니다
Here is how Folk measures up against other contact-led tools:
민속 vs 파이프드라이브
Folk는 다음에서 승리합니다: lower entry price, faster contact import from LinkedIn, friendlier setup for non-sales users
Pipedrive는 다음 항목에서 승리했습니다: deal forecasting, activity reporting, call and meeting logging
Folk는 다음에서 승리합니다: predictable per-seat cost, minutes-long onboarding, no upsell pressure from reps
HubSpot이 다음 분야에서 우위를 차지했습니다: a free starting tier, marketing automation depth, a far larger app marketplace
Folk는 다음에서 승리합니다: contact enrichment through Magic Fields, inbox-native outreach, less configuration before first use
월요일 CRM 주요 성과: board automations, workload views across projects, granular permission controls
민속 vs 캡슐 CRM
Folk는 다음에서 승리합니다: collaborative mail merge, browser-based prospecting, a cleaner group model for events
Capsule CRM이 다음 항목에서 우위를 점합니다: a genuinely free tier, sales analytics, case and ticket tracking
Insightly 비교에서 더 많은 정보
Here is how Insightly holds up against the bigger names:
Insightly는 다음 항목에서 우위를 점합니다: a gentler interface, faster rollout, tighter project and CRM linkage
Zoho CRM이 다음 항목에서 우위를 차지했습니다: deeper feature coverage, custom workflow rules, a far cheaper top tier
통찰력 vs 세일즈포스
Insightly는 다음 항목에서 우위를 점합니다: setup speed without a consultant, clearer per-user pricing, built-in project delivery
Salesforce가 다음 분야에서 우위를 점했습니다: customization ceiling, partner network size, enterprise reporting depth
Insightly는 다음 항목에서 우위를 점합니다: milestone-based project tracking, HIPAA coverage, flatter cost as seats grow
HubSpot이 다음 분야에서 우위를 차지했습니다: free entry plan, content and email marketing tools, reporting polish
Insightly는 다음 항목에서 우위를 점합니다: post-sale delivery, AppConnect breadth, service and ticketing add-ons
Pipedrive는 다음 항목에서 승리했습니다: lower starting price, pipeline speed, simpler daily sales views
자주 묻는 질문
Folk CRM이란 무엇인가요?
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.
Folk는 좋은 CRM인가요?
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.
사람들은 얼마 정도 하나요?
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.
Insightly는 무엇에 사용되나요?
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.
Insightly는 사용하기 쉬운가요?
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.
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