Creatio CRM vs Insightly: Which is The Best One in 2025

우승자

4.5

• Pipeline Management
• Lead Tracking
• Workflow Automation
• 프로젝트 관리
• Insightly marketing
• 무료 체험 가능
• Paid Plan Starts at $29

지금 시도해보세요

준우승

3.5

• Creatio Studio
• No-Code Design
• Creatio AI
• Marketing Applications
• Service Applications
• 무료 체험 가능
• 월 25달러부터 시작하는 유료 플랜

지금 시도해보세요

Feeling overwhelmed trying to manage customers?

It’s a real headache. 

That’s where CRMs come in.

You’ve probably heard of Creatio 고객 관계 관리(CRM) vs Insightly, and now you’re wondering which one is actually worth your time. 

We’re going to break down the key differences so you can pick the 고객 관계 관리(CRM) that helps you win.

개요

To give you the real deal, we dove deep.

We checked out user reviews, tested key features, and compared pricing.

This isn’t just theory; it’s based on seeing how these CRMs work in action.

3.55점 만점에

Need a 고객 관계 관리(CRM) that goes beyond sales with robust project management tools? Insightly’s got you covered.

가격: It has a free trial. The premium plan starts at $29/month.

주요 특징:

• 프로젝트 관리
• Workflow Automation
• Relationship Linking

Try Insightly For FREE 전체 리뷰 읽기

710점 만점에

Ready to explore Creatio’s powerful features? Sign up and experience the platform firsthand.

가격: It has a free trial. The premium plan starts at $25/month.

주요 특징:

• Visual Workflow Builder
• 고급 분석
• No-Code Customization

Try Creatio now 전체 리뷰 읽기

What is Insightly CRM?

Okay, now let’s talk about Insightly’s other 고객 관계 관리(CRM) option.

This one focuses on both sales and project management.

It helps you keep track of leads.

Plus, you can manage projects within the same system. This can be handy for some teams.

또한 우리가 가장 좋아하는 것을 탐색하세요 Insightly alternatives…

우리의 견해

Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.

Try Insightly For free 전체 리뷰 읽기 Insightly 대안 확인

주요 이점

• Scalable for growth: Adapt the platform as your business expands.
• Project management features: Keep your projects organized and on track.
• Customizable dashboards and reports: Get the insights you need to make informed decisions.
• Integrations with popular apps: Connect with your favorite business tools.

Try insightly FOR FREE

가격

• 을 더한: $29/user/month.
• 전문적인: 사용자당 월 49달러.
• 기업: $99/user/month.

Try insightly FOR FREE

장점

• Scalable for businesses of all sizes.
• Includes project management features.
• Customizable dashboards and reports.
• Integrates with popular apps.

단점

• It can be complex to learn and use.
• Some features are limited to lower plans.
• 대규모 팀의 경우 비용이 많이 들 수 있습니다.

Try insightly FOR FREE

What is Creatio CRM?

So, you’re looking at Creatio 고객 관계 관리(CRM).

It’s built to help businesses manage customers.

Think of it as a tool to keep everything organized.

It helps track leads, sales, and customer interactions. You can customize it to fit your needs.

Basically, it’s about making your work smoother.

또한 우리가 가장 좋아하는 것을 탐색하세요 Creatio CRM alternatives…

우리의 견해

It’s a very strong tool, especially with its no-code features that save development time. Its ability to automate business processes can lead to significant efficiency gains, and some users have seen a 300% improvement in lead conversion rates.

Try creatio now 전체 리뷰 읽기 creatio alternatives

주요 이점

Creatio has some strong points that make it stand out. It helps make your work faster and better.

• No-Code Freedom: Build apps fast. Change workflows easily. No coding needed!
• Boosts Efficiency: Automate tasks. This frees up your team.
• 360° Customer View: See all customer info in one spot. Understand them better.
• AI Smart Help: Uses AI for predictions. Helps make smart business choices.
• Integrated Modules: Combines sales, marketing, and service. All in one place.

노력하다 creatio for free

가격

All the plans will be billed annually.

• 성장: 월 25달러.
• 기업: 월 55달러.
• 제한 없는: 월 85달러.

노력하다 creatio for free

장점

• Powerful automation.
• Deep customization.
• Strong sales tools.
• Marketing features.
• Automates many processes.

단점

• Steep learning curve, complex setup.
• Higher cost, significant investment.
• Customization needs technical skills.
• Can be overkill for small teams.

노력하다 creatio for free

기능 비교

We need to compare the specifics to see which crm software tool is the best fit.

This feature comparison will help you decide where Creatio vs Creatio and Insightly shine, and where they fall short.

1. No-Code Platform and Customization

• Creatio CRM: This platform is built on a robust no-code platform to automate workflows with a maximum degree of freedom. Studio Creatio provides no-code tools for citizen developers to build applications and automate workflows.
• 통찰력 있게: Offers good customization for fields and layouts. However, it does not provide the same depth of a true no-code platform for building new applications or fundamentally changing core sales processes.

2. Business Process and Workflow Automation

• Creatio CRM: Excels in 사업 process management. Users can visually design and automate workflows for complex, end-to-end scenarios. This power can accelerate sales processes significantly.
• Insightly: Provides standard workflow 오토메이션 for basic tasks like sending emails or assigning tasks when a sales opportunity’s status changes. It is simpler and less focused on large-scale business process modeling.

3. Marketing and Customer Journey

• Creatio CRM: The Marketing Creatio application is a powerful omnichannel marketing platform. It helps marketing teams design and orchestrate customer journey maps and complex marketing campaigns. This focus helps enhance customer and employee experiences.
• Insightly Marketing: Insightly offers Insightly Marketing as a separate product. It includes features like email marketing and lead nurture. It is a good starting point for simple marketing needs but lacks the depth of Creatio’s full customer journey tools.

4. Core CRM Applications

• Creatio CRM: Comes with modular crm applications: Sales Creatio, Marketing Creatio, and Service Creatio. This structure allows businesses to buy the specific tools they need.
• 통찰력 있게: Offers a unified platform for sales, marketing, and service. It is known for integrating its sales pipeline and sales opportunities with project management capabilities.

5. Project and Order Management

• Creatio CRM: Includes solid order management and project tracking, particularly within its service module.
• 통찰력 있게: This is a defining part of Insightly. It’s highly valued for seamlessly converting a won sale into a project with its built-in project management capabilities.

6. Sales Process Management

• Creatio CRM: Provides robust tools to manage and accelerate sales processes, including complex opportunity management and account management.
• 통찰력 있게: Supports sales teams with a clear sales pipeline, the ability to assign tasks, and features for managing sales opportunities. It’s a modern crm teams love for its simplicity.

7. Scalability and Extensibility

• Creatio CRM: Designed for scalability, offering features for large enterprises and long lasting relationships. Its marketplace add ons and open API offer a vast maximum degree of freedom and extensibility.
• 통찰력 있게: More popular among small to mid-sized companies. It scales well for those businesses but may reach a limit sooner than the low-code Creatio platform when facing significant complexity.

8. Industry Workflows

• Creatio CRM: Provides pre-built industry workflows for over 20 different verticals. This drastically speeds up deployment in a specific business environment.
• 통찰력 있게: Focuses on general CRM and project management. It requires more custom configuration to fit specialized industry processes.

9. Ecosystem and Marketplace

• Creatio CRM: Has a growing marketplace where partners and users can offer creatio products and tools. The company emphasizes communicating transparently and providing support.
• 통찰력 있게: Integrates well with third-party apps like Google Workspace. While it has an AppConnect platform, its internal marketplace is not as expansive as Creatio’s.

What to Look for When Choosing Customer Relationship Management?

Picking the right crm tools goes beyond features. You need a platform that truly supports your team and operations.

Here are key insights to monitor before you 만들다 a final review.

• 1. The learning curve: How long will it take for every team member to master the system? A steep learning curve impacts user productivity right away.
  2. Quick 데이터 capture: Look for fast ways to create new contacts. Does the app support business card scanning?
  3. Customer support: Beyond the technology, check the vendor’s genuine care. You need transparent communication and local presence, especially for large organizations.
  4. Total cost: Remember that insightly starts with a lower per user price, but consider all costs. Watch out for fees for insighly products like insightly service or Insightly marketing, and confirm if you are billed annually.
  5. Sales and tasks: You need an opportunities dashboard that is easy for sales teams and managers to monitor. Efficient task management is key to boosting team productivity.
  6. Enterprise experience: Creatio is a strong performer, trusted by groups like Société Générale Group and BNP Paribas Group. This shows it can handle complex operations and 보안.
  7. Reporting and efficiency: The chosen solution must allow you to generate reports and streamline workflows and crm processes to show a direct impact on revenue.
  8. Integrations: Check the available email templates and connections with other crm tools. Insightly products integrate well with Google Workspace; other crms may offer more marketplace add ons.
  9. Scalability: Ensure the technology can handle your growth. Creatio has six offices and a significant team, suggesting a high capacity for support and new version releases.

최종 판결 

So, which one wins: Creatio vs Creatio or Insightly?

For us, Creatio CRM takes the lead.

It’s got more functionality, especially with its low-code options.

You can really make it fit your business.

Sure, it might take a bit to learn.

But if you want a strong customer relationship tool, Creatio delivers.

Its marketplace is growing, and it’s responsive on different 장치.

If you’re serious about managing new leads and growing your business, it’s a solid choice.

Try Insightly For FREE 전체 리뷰 읽기 Insightly alternatives

Try Creatio now 전체 리뷰 읽기 Creatio alternatives

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