⚡ 간단 평가:
- 가격: Insightly starts at $29/user/month. Salesmate starts at $23/user/month.
- 다음과 같은 경우에 가장 적합합니다: Insightly suits teams that need CRM and project management together. Salesmate suits sales reps who live in the phone and 받은 편지함.
- 주요 차이점: Insightly ships project milestones, Gantt charts, and task management. Salesmate ships built-in calling, a meeting scheduler, and Sandy AI.
- 저희가 선택한 제품: Insightly, rated 4.1 against Salesmate’s 2.5, for most modern CRM teams.
Insightly and Salesmate both call themselves customer relationship management platforms.
They are not chasing the same buyer.
Insightly bolts project management onto its CRM software.
Salesmate bolts a phone system and marketing 오토메이션 onto its sales pipeline.
That single split decides which one fits your 사업.
개요
This Insightly vs Salesmate comparison covers pricing, features, and how easy each system is to learn.
우리의 작가 spent time inside Salesmate directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
또한 각 플랫폼이 어떤 사용자에게 가장 적합한지 분석해 보았습니다.
By the end, you will know which CRM tools match your sales process.
Insightly란 무엇인가요?
Insightly is a customer relationship management platform for growing companies.
It joins CRM software and project management inside one system.
Sales teams track leads, contacts, and sales opportunities in a single place.
Agencies and professional services firms make up much of its base.
Marketing teams and support staff get sibling products called Insightly Marketing and Insightly Service.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend it.
Most buyers pick it for fast setup and a short learning curve.
Here is a walkthrough of the platform in action.
🏆 수상자: Insightly
One account holds your contacts, projects, and 보고. Compliance covers SOC 2 Type II, GDPR, and HIPAA. Insightly offers a fast path from signup to live data.
Insightly 가격 책정
Insightly runs three tiers. Every plan costs the same per user, billed annually.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | Small sales teams needing core contact management |
| 전문적인 | 사용자당 월 49달러 | Teams that want dashboards and third-party apps |
| 기업 | 사용자당 월 99달러 | Full access to every feature and workflow automation |
Pricing verified August 2026.
무료 체험: Insightly runs a free trial on request through its website. There is no permanent free tier.
환불 보장: No published refund window. Cancel before renewal to avoid the next term.
📌 메모: Insightly Marketing and Insightly Service follow the same three-tier structure. Adding other Insightly products multiplies your costs. For example, a five-seat Plus account plus Marketing lands near $290 each month.
⚠️ 경고: The Plus tier gives limited access to most features. Dashboards and third-party app integration only open up on Professional and above.
Insightly의 주요 이점
Here is what makes Insightly CRM worth a look:
- One record for every customer: Insightly CRM keeps current and prospective customer data in one place. A 360-degree view lets you personalise how you treat customers.
- Customizable sales pipeline: Kanban views track each stage of sales. You can customize pipelines per team or per service line.
- Task management built in: Create reminders, to-do lists, and call logs. Assign tasks to any team member from the same page.
- Projects beside deals: Manage projects with milestones and pipelines. Gantt chart visualizations arrived in 2025 for timeline and dependency tracking.
- Reporting that managers use: Reports and dashboards give visual insights into 사업 performance. An opportunities dashboard shows deal progress at a glance.
- AppConnect 연동: A low-code engine carries over 2,000 pre-built connectors. Google Workspace, 회계 tools, and support apps all plug in.
- Mobile and compliance: The mobile app scans a business card and creates records on the go. SOC 2 Type II, GDPR, and HIPAA standards are covered.
우리 팀이 발견한 점
Note: We have not had extended hands-on time inside an Insightly account yet. Everything above comes from published documentation, the pricing page, and third-party reviews on G2 and TrustRadius.
G2 reviews highlight two themes. Getting data into the system is not overly convoluted, and rollout is fast. The same reviews flag missing depth on custom workflows compared with other CRMs.
Insightly의 장점 및 단점
✅ 장점
- Fast setup and a short learning curve for new users
- CRM software and project management sit inside one system
- SOC 2 Type II, GDPR, and HIPAA compliance for regulated business
- AppConnect carries over 2,000 pre-built connectors to other apps
- Copilot AI summarises emails and speeds up data retrieval
❌ 단점
- Lacks advanced features like custom workflows found in other CRMs
- The Enterprise tier costs almost double Zoho CRM’s equivalent plan
- Easier to use than Zoho CRM, but not as feature-deep
- No built-in phone dialler for outbound sales reps
Salesmate란 무엇인가요?
Salesmate is a cloud-based CRM for sales, marketing, and support.
It replaces several disjointed systems so you save money and save time.
그만큼 정점 is simple: richer customer interactions and higher sales productivity.
Salesmate CRM is aimed mainly at small and medium-sized businesses.
Startups and Fortune 500 companies both run on it.
Sales reps get a visual sales pipeline, built-in calling, and a meeting scheduler.
Sandy AI handles repetitive tasks like drafting emails and summarising calls.
This video walks through the main screens.
Runner Up: Salesmate
Built-in phone, email tracking, and a meeting scheduler in one CRM. Over 700 other apps connect, including Google Apps and Microsoft Apps. Start a free trial today with no card.
세일즈메이트 가격 책정
Salesmate runs three published tiers. Each price is per user, billed annually.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 기초적인 | 사용자당 월 23달러 | Small sales teams starting pipeline management |
| 찬성 | 사용자당 월 39달러 | Teams that need automation and sales forecasting |
| 사업 | 사용자당 월 63달러 | Larger sales teams tracking sales performance |
Pricing verified August 2026.
무료 체험: 15 days, no credit card required. That is long enough to import contacts and train users.
환불 보장: None published. Salesmate has run a Black Friday promotion offering 10% off annual plans.
📌 메모: Every tier includes the built-in phone, web forms, and mobile CRM. Higher plans widen automation journeys, reporting depth, and API access.
⚠️ 경고: Some users report that leads can be deleted when a payment is missed. Keep an export of your records on a fixed date each month.
세일즈메이트의 주요 이점
Here is where Salesmate earns its place:
- Contact and Deal Intelligence: One view holds every thread of customer interactions. Emails, calls, and notes sit against the same contact details.
- Sandy AI automation: Sandy AI drafts emails, summarises calls, and scores lead quality. Repetitive tasks stop eating the working day.
- Built-in phone: Call recording and voicemail drops run inside the CRM. Reps stop switching between apps mid-call.
- 700개 이상의 연동 기능: Google Apps, Microsoft Apps, Slack, and 자피어 integrations all connect. That range is a huge plus for mixed tech stacks.
- 자동화 여정: Multi-channel drip campaigns handle follow ups without manual chasing. Marketing automation runs beside the sales pipeline.
- Forms and scheduling: Personalised web forms embed on any page or share by link. Prospects book meetings through the meeting scheduler.
- 모바일 CRM: Full access to data and activities from the mobile app. Field reps update deals between visits.
우리 팀이 발견한 점
Our writer signed up for Salesmate and worked through pipeline setup, email tracking, and the meeting scheduler. Here is what stood out from that hands-on time:
💡 꿀팁: Salesmate is rated “Great” at 4.1 / 5 on Trustpilot, and its support team draws steady praise for quick help. Test the email template editor during the trial, since that is where reported bugs cluster.
세일즈메이트의 장점과 단점
✅ 장점
- Loading...
- Built-in calling, call recording, and voicemail drops
- Sandy AI cuts data entry by enriching contacts automatically
- Over 700 other apps connect, including Google Apps and Microsoft Apps
❌ 단점
- Users report bugs in the email template editor and automation journeys
- Weaker at marketing automation than dedicated campaign software
- Leads can disappear if a payment is missed, a real data 보안 worry
- No true project management module for delivery work
기능 비교
Ready for the detailed breakdown of Insightly vs Salesmate? We walk through ten areas that decide most CRM purchases.
| 특징 | 통찰력 있게 | 세일즈메이트 |
|---|---|---|
| 시작 가격 | 사용자당 월 29달러 | 사용자당 월 23달러 |
| 무료 체험 | ✅ 요청 시 | ✅ 15일, 카드 불필요 |
| 프로젝트 관리 | ✅ | ❌ |
| 내장 통화 기능 | ❌ | ✅ |
| 마케팅 자동화 | ✅ Separate product | ✅ 포함됨 |
| AI 어시스턴트 | ✅ 부조종사 | ✅ 샌디 AI |
| 회의 일정 관리자 | ❌ | ✅ |
| 통합 | ✅ 2,000개 이상의 커넥터 | ✅ 700+ apps |
| HIPAA 준수 | ✅ | ❌ 미발표 |
| 가장 적합한 대상 | CRM plus project delivery | Outbound sales reps |
1. 연락처 관리
통찰력 있게: Contact management links people to an organization, a project, and every open opportunity. Adding new contacts on the go works from the mobile app. Accounts, records, and tasks stay linked so nothing sits orphaned.
판매원: Contacts sit inside Contact and Deal Intelligence, which pulls emails, calls, and notes together. You can track companies alongside individual buyers. Enrichment fills gaps in contact details automatically.
2. Sales Pipeline and Opportunities
통찰력 있게: Customizable pipelines and Kanban views cover each stage of sales. Managers monitor employee work from the same board. The opportunities dashboard rolls everything into one summary.
판매원: A visual pipeline lets reps track deals and drag them between stages. Pipeline management is the core of the product, not a side feature. Sales forecasting sits one click away.
3. 프로젝트 관리
통찰력 있게: Won deals convert into projects with milestones and their own pipelines. Gantt charts added in 2025 show timelines and dependencies. This is the clearest gap between the two products.
판매원: There is no dedicated project module. Team collaboration covers tagging teammates, sharing notes, and keeping communication history. Delivery work needs a separate tool.
⚠️ 경고: If your team sells and then delivers the work, Salesmate leaves a gap. You will pay for a second system to handle project progress.
4. Reporting and Dashboards
통찰력 있게: Reports and dashboards give visual insights into business performance. Dashboards are limited on Professional and open fully on Enterprise. Reporting covers both sales and project data.
판매원: Report analytics turn activity into actionable insights on sales performance. Dashboards focus tightly on revenue and rep activity. Project reporting is absent by design.
5. Email Templates and Tracking
통찰력 있게: You can schedule emails, save email templates, and send from linked records. Copilot summarises long threads so nobody rereads them. Google Workspace and Outlook both sync.
판매원: Email tracking shows opens and clicks, and templates run inside Gmail through the extension. Sandy AI drafts replies from context. Our writer found the template editor the weakest screen.
6. 워크플로 자동화 및 AI
통찰력 있게: Copilot handles email summaries and data retrieval. Workflow automation exists but stays thinner than what heavier CRMs ship. Custom workflow depth is the common complaint.
판매원: Sandy AI automates administrative work and qualifies leads. 챗봇 catch website visitors before a rep is free. Automation journeys chain campaigns across email, 텍스트그리고 전화 통화.
7. 통합
통찰력 있게: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links the other Insightly products together. Non-technical staff can build connections without code.
판매원: Over 700 apps connect, including Google Apps, Microsoft Apps, Slack, and Zapier integrations. Developers get the necessary APIs for custom builds. Coverage is wide for a tool at this price.
8. Lead Capture and Web Forms
통찰력 있게: Leads land against organization records and route to the right owner. Insightly Marketing handles landing pages and campaign capture as a paid add-on. The base CRM stays focused on what happens after capture.
판매원: Personalised web forms embed on your site or share as a link. Submissions create contacts with zero data entry. Form capture is included on every plan.
9. Support, Ticketing and Scheduling
통찰력 있게: Insightly Service adds ticketing and a knowledge base for post-sale support. It shares the same three-tier pricing as the CRM. Service and sales records stay joined.
판매원: The meeting scheduler lets prospects book meetings from a shared link. That removes the back-and-forth email chain before a call. Support and sales share one communication history.
10. 가격 및 비용
Here are both price lists side by side.
| 층 | 통찰력 있게 | 세일즈메이트 |
|---|---|---|
| 기입 | 추가 요금 — 사용자당 월 29달러 | 기본 요금제 — 사용자당 월 23달러 |
| 중간 | 전문가용 — 사용자당 월 49달러 | 프로 버전 — 사용자당 월 39달러 |
| 맨 위 | 기업용 — 사용자당 월 99달러 | 기업용 — 사용자당 월 63달러 |
통찰력 있게: Pricing is competitive at the Plus and Professional tiers. The Enterprise plan is the outlier and runs almost double Zoho CRM’s comparable tier. You are paying for CRM and project delivery in one licence.
판매원: Every tier undercuts the matching Insightly plan. The top tier saves $36 per user each month. For a ten-seat team, that is real money back in the budget.
💡 테스트 결과: Salesmate is cheaper at every tier. Insightly still wins on scope, since matching its project management would mean buying a second system.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 세일즈메이트 | Cheaper at all three tiers |
| Projects after the sale | 통찰력 있게 | 주요 일정 및 간트 차트 |
| 대량 발신 전화 | 세일즈메이트 | Built-in phone and recording |
| HIPAA or SOC 2 evidence | 통찰력 있게 | Published compliance coverage |
| Widest connector library | 통찰력 있게 | 2,000개 이상의 AppConnect 커넥터 |
| Fastest trial start | 세일즈메이트 | 15일, 카드 필요 없음 |
💰 예산
Salesmate wins on sticker price at every level. Insightly closes the gap once you count the project tool you would otherwise buy.
🔌 사용 중인 기술 스택
Salesmate slots into Google Apps and Microsoft Apps quickly and works inside Gmail. Insightly reaches further with AppConnect if you run unusual internal systems.
📝 귀사의 영업 프로세스
Phone-heavy teams should customize Salesmate around calls and follow ups. A real estate company chasing viewings will get more from Salesmate. Consultative teams that hand work to delivery staff fit Insightly better.
🎓 귀하의 경험 수준
Both platforms carry a mild learning curve. Insightly’s interface is easy to pick up, which shortens the time you spend training a new team member.
🆓 무료 체험 및 데모
Salesmate hands you 15 days with no card, so you can start a free trial today. Insightly runs demos and trials through its sales team instead.
🛟 지원 옵션
Salesmate’s support team is often praised as quick and helpful. Insightly bundles a knowledge base and adds ticketing through Insightly Service.
전환 가이드
Already running one of them? Here is what changes if you move.
🔄 Switching from Insightly to Salesmate?
✅ 얻게 될 이점:
- 통화 기능, 녹음 기능 및 음성메일 전송 기능이 내장되어 있습니다.
- A meeting scheduler so prospects book meetings themselves
- A lower monthly bill at every tier
❌ 잃게 될 것:
- Project milestones, Gantt charts, and delivery tracking
- Published SOC 2 Type II, GDPR, and HIPAA coverage
- The 2,000+ connector AppConnect library
📋 전환 방법:
- Export contacts, companies, and opportunities from Insightly as CSV
- Open the 15-day Salesmate trial and map your pipeline stages
- Import the files, then rebuild automation journeys before you cancel
🔄 Switching from Salesmate to Insightly?
✅ 얻게 될 이점:
- Real project management with milestones and dependencies
- Compliance paperwork that regulated buyers ask for
- Insightly Marketing and Insightly Service on the same data
❌ 잃게 될 것:
- The built-in phone and call recording
- Sandy AI drafting and call summaries
- Roughly $6 to $36 per user each month in savings
📋 전환 방법:
- Export deals, contacts, and activity history from Salesmate
- Create an Insightly account and set up your pipelines first
- Import records, then connect Google Workspace and your other apps
저희 리뷰에서 다루지 않은 내용
This comparison focused on small and mid-sized teams. We did not test bulk seat licensing, single sign-on, or migration from 세일즈포스. Our notes reflect the version of each platform available in August 2026, and any new version may shift the picture. If you run a 200-seat organization, your priorities will differ from what we covered here.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 세일즈메이트 |
| 🚀 핵심 CRM 기능 | 통찰력 있게 |
| 📁 프로젝트 관리 | 통찰력 있게 |
| 📞 전화 및 예약 | 세일즈메이트 |
| 📊 신고 | 통찰력 있게 |
| 🔌 통합 | 통찰력 있게 |
| 🔒 보안 및 규정 준수 | 통찰력 있게 |
| 🏆 종합 우승 | 통찰력 있게 |
🏆 수상자: 인사이트리
Insightly wins 5 out of 7 categories.
다음과 같은 경우에 가장 적합합니다: agencies and consultancies, regulated business, teams linking sales to project delivery
Insightly and Salesmate solve different halves of the same job. Insightly is a CRM that keeps going after the deal closes, through projects, milestones, and reporting.
Salesmate is a sales engine. Built-in calling, a meeting scheduler, and Sandy AI help reps close more deals with less admin.
Salesmate is the better buy if your team lives on the phone and you want to save money. Its 2.5 rating reflects reported bugs and billing complaints, not the functionality on offer.
If you need one system for sales, projects, and compliance, Insightly is the safer choice for most companies.
Insightly 비교에서 더 많은 정보
Here is how Insightly measures up against other CRMs buyers shortlist:
Insightly는 다음 항목에서 우위를 점합니다: native project management, flatter per-user costs at the mid tier, HIPAA coverage
HubSpot이 다음 분야에서 우위를 차지했습니다: a genuinely free starting tier, deeper marketing automation, a far larger app marketplace
Insightly는 다음 항목에서 우위를 점합니다: quicker setup, an interface that is easy to pick up, less convoluted data import
Zoho CRM이 다음 항목에서 우위를 차지했습니다: deeper feature coverage, custom workflow building, a cheaper top plan
통찰력 vs 파이프드라이브
Insightly는 다음 항목에서 우위를 점합니다: post-sale project tracking, reporting across projects and deals, AppConnect breadth
Pipedrive는 다음 항목에서 승리했습니다: a lower entry price, a simpler deal board, faster onboarding for tiny sales teams
Insightly는 다음 항목에서 우위를 점합니다: far shorter rollout, no admin headcount required, predictable licence costs
Salesforce가 다음 분야에서 우위를 점했습니다: unlimited customisation, enterprise sales forecasting, the widest partner network
세일즈메이트와 비교했을 때 더 많은 정보
Salesmate lands on plenty of shortlists beside these tools:
Salesmate가 다음 항목에서 승리합니다: built-in calling at no extra cost, cheaper paid seats, faster setup for small teams
HubSpot이 다음 분야에서 우위를 차지했습니다: campaign reporting depth, content tools, a free tier that never expires
Salesmate가 다음 항목에서 승리합니다: automation journeys, the meeting scheduler, wider third-party app coverage
Freshsales CRM이 다음 항목에서 우위를 차지했습니다: a free starting plan, tighter helpdesk linkage, steadier release quality
세일즈메이트 vs 킵
Salesmate가 다음 항목에서 승리합니다: lower entry pricing, a cleaner pipeline view, no mandatory onboarding fee
Keap은 계속해서 승리합니다: e-commerce and invoicing, longer-running campaign templates, small-business marketing depth
Salesmate가 다음 항목에서 승리합니다: native calling, sales-specific AI, richer email tracking
월요일 CRM 주요 성과: board-style project views, cross-department use, a friendlier visual editor
This video runs through more alternative options if neither fits.
자주 묻는 질문
Insightly는 무엇에 사용되나요?
Insightly is used to manage customer relationships, leads, and sales opportunities, then run the resulting projects. Teams also use it for task management, reporting, and linking work across departments.
Salesmate는 무엇에 사용되나요?
Salesmate is used to run outbound sales. Reps track deals, call prospects from the built-in phone, send tracked emails, and automate follow ups from one workflow.
Insightly는 사용하기 쉬운가요?
Yes. The interface is easy to pick up and importing data is straightforward. Reviewers rate it simpler than Zoho CRM, though it trades some depth for that simplicity.
최고의 CRM 플랫폼은 무엇인가요?
Salesforce holds the largest market share globally. For small teams, though, the best CRM is whichever one matches your sales process and budget without extra admin work.
Insightly는 모바일 앱을 제공하나요?
Yes. The mobile app scans a business card, adds contacts, creates projects, and lets you assign tasks to a team member from your phone.
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