⚡ 간단 평가:
- 가격: Insightly starts at $29/user/month. Agile CRM has a free version and paid plans from $8.99.
- 다음과 같은 경우에 가장 적합합니다: Insightly suits teams that need customer relationship management plus project management. Agile CRM suits small businesses on a tight budget.
- 주요 차이점: Insightly links deals to delivery projects. Agile CRM bundles marketing 오토메이션 and a helpdesk instead.
- 저희가 선택한 제품: Insightly, rated 4.1 against 2.8, because its records, 보고 and support hold up better as you grow.
The cheaper CRM is not always the weaker one.
Agile CRM undercuts Insightly by roughly $20 per user each month.
It even hands you a free plan for ten people.
But price is the smallest difference between these two CRM tools.
One is built around projects. The other is built around campaigns.
That single split decides which one fits your 사업.
개요
This Insightly vs Agile CRM comparison covers pricing, core features, and ease of use.
우리의 작가 spent hands-on time inside Agile CRM directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
We also break down who each platform actually serves best.
By the end you will know which CRM system to pick.
Insightly란 무엇인가요?
Insightly is a CRM software platform for growing teams.
The company markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer 데이터 한 곳에.
Sales teams use it to build strong relationships with contacts and companies.
Managers use it to monitor employees and track progress.
The real hook is project management sitting next to the sales pipeline.
Won deals become projects with milestones, so delivery never falls through gaps.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the tool.
Here is a walkthrough of how the system works day to day.
🏆 수상자: Insightly
One system for contacts, deals, and delivery projects. Copilot handles the busywork. Built for teams that sell and then ship.
Insightly 가격 책정
Insightly offers three paid tiers and no permanent free version. Each tier is quoted per user and billed annually.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | Small sales teams starting with contact management |
| 전문적인 | 사용자당 월 49달러 | Teams needing dashboards and third-party apps |
| 기업 | 사용자당 월 99달러 | Full access, custom fields, and heavy workflow 오토메이션 |
Pricing verified August 2026.
무료 체험: Yes. Insightly runs a 14-day trial on the CRM with no card required.
환불 보장: None published. Annual contracts are the standard billing route.
📌 메모: The Plus tier gives limited access to most features. Professional adds limited dashboards and app integration. Enterprise unlocks everything.
⚠️ 경고: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack quickly.
Insightly의 주요 이점
Here is what makes Insightly worth the higher price:
- Projects Tied to Deals: Won sales opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the record.
- Copilot AI 어시스턴트: Copilot summarizes long email threads and retrieves data on request. It trims the daily admin load.
- AppConnect 연동: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, mail, and 회계 apps all plug in.
- Reporting and Dashboards: An opportunities dashboard gives visual insight into revenue and team performance. Reports are filterable by owner or stage.
- Gantt Timelines: Gantt chart visualizations arrived in 2025. They map dependencies across a longer project.
- 모바일 접속: The mobile app scans a 사업 card into a new contact. You can create projects and check progress on the go.
- Security Standards: The platform meets SOC 2 Type II, GDPR, and HIPAA requirements. That matters for regulated services work.
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 review sites such as G2 and TrustRadius.
G2 reviews highlight two things repeatedly. Setup is fast, and getting records into the system is not overly convoluted. The same reviews flag thin custom workflow options against deeper rivals.
Insightly의 장점 및 단점
✅ 장점
- Links deals, projects, and milestones inside one CRM system
- Copilot summarizes emails and retrieves customer data on request
- AppConnect ships over 2,000 pre-built connectors
- SOC 2 Type II, GDPR 및 HIPAA 표준을 충족합니다.
❌ 단점
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower tiers
- No free version, so entry cost starts at $29 per user
애자일 CRM이란 무엇인가요?
Agile CRM is a cloud-based, all in one CRM built in 2013.
It targets small and medium businesses that cannot afford three separate tools.
Sales, marketing, and customer service sit inside a single interface.
That design cuts data silos between departments.
The company reports over 15,000 customers globally.
G2 Crowd has recognized it as a category leader.
Offices sit in 인도 그리고 필리핀.
This review video walks through the main screens.
준우승: 애자일 CRM
Ten free seats and a helpdesk built in. The cheapest way to run sales marketing and support together.
애자일 CRM 가격 책정
Agile CRM offers four tiers, quoted per user each month. There is no setup fee on any of them.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | 무료 | Up to 10 users testing contact management |
| 기동기 | $8.99 | Solo founders and tiny sales teams |
| 정기적인 | $29.99 | 성장하는 팀에 마케팅 자동화가 필요합니다 |
| 기업 | $47.99 | Full access with reporting and integrations |
Pricing verified August 2026.
무료 체험: Not needed. The free version is permanent for up to 10 users.
환불 보장: None published. Test on the free tier before paying.
📌 메모: Even the Enterprise tier costs less than Insightly’s mid plan. That great price is the main reason small businesses shortlist it.
⚠️ 경고: Review sites carry repeated complaints about billing and cancellation friction. Read the terms before you commit an annual budget.
애자일 CRM의 주요 이점
Here is where Agile CRM earns its shortlist spot:
- Genuine Free Tier: Ten users cost nothing, which is rare among other CRMs. Small businesses can run a full sales process for free.
- 마케팅 자동화: Drag-and-drop campaign builders create automated email marketing sequences. You can also gauge web engagement per contact.
- 영업 자동화: Follow-ups, lead scoring, and data entry all run on rules. A visual sales pipeline tracks every deal stage.
- Helpdesk Built In: Ticketing automates customer queries and a knowledge base deflects repeat questions. Telephony handles calls in the same tab.
- 게임화: Leaderboards and badges push friendly competition across a sales team. Few rivals ship this by default.
- 캘린더 예약: Leads book meetings straight onto your calendar. It syncs with Google Calendar or Outlook.
- 다채널 도달 범위: Campaigns run across email, 소셜 미디어, and mobile from one screen. Teams follow up on LinkedIn without switching apps.
우리 팀이 발견한 점
Our writer signed up for Agile CRM and ran a small pipeline through it for several days. Here is what stood out from that hands-on time:
The clip below covers the same walkthrough in more detail.
애자일 CRM의 장점과 단점
✅ 장점
- Free version covers up to 10 users
- Sales, marketing, and service share one interface
- Gamification adds leaderboards and badges for reps
- Telephony, helpdesk, and email marketing included
❌ 단점
- Users report email delivery rates dropping sharply
- Reporting tools are poorly configured
- Support answers vary and bug fixes can take two weeks
- Limited custom fields and data mapping for larger companies
⚠️ Split verdict: User sentiment is unusually polarized. Some reviewers call the great support a standout. Others report weeks of broken email sending. Test the free tier hard before you migrate.
기능 비교
Both products call themselves CRM software, but they solve different jobs. We compared ten areas that decide most buying calls.
| 특징 | 통찰력 있게 | 애자일 CRM |
|---|---|---|
| 시작 가격 | 사용자당 월 29달러 | Free, then $8.99 |
| 무료 버전 | ❌ | ✅ (10 users) |
| 프로젝트 관리 | ✅ | ❌ |
| 마케팅 자동화 | 별도 제품 | ✅ 포함됨 |
| Loading... | 별도 제품 | ✅ 포함됨 |
| AI 어시스턴트 | ✅ 부조종사 | 제한된 |
| 간트 차트 | ✅ | ❌ |
| Loading... | ❌ | ✅ |
| HIPAA 준수 | ✅ | ❌ |
| 가장 적합한 대상 | Sell-then-deliver teams | Budget all-round teams |
1. 연락처 관리
통찰력 있게: Every contact carries a 360-degree history of calls, files, and linked records. Relationship links map who reports to whom inside an account. The mobile app can scan a business card into a new entry.
애자일 CRM: Contact management also gives a 360-degree view of customer interactions. Tags and custom fields work well at small scale. Larger companies hit limits on data mapping.
2. Sales Pipeline and Opportunities
통찰력 있게: Customizable pipelines and Kanban views track each stage of sales. Sales opportunities carry their own value, owner, and close date. Pipeline stages can differ per product line.
애자일 CRM: A visual deals board tracks opportunities across custom milestones. Gamified leaderboards sit alongside it to rank reps. Sales forecasting stays basic against dedicated tools.
3. 프로젝트 관리 및 작업 관리
통찰력 있게: This is the clearest gap between the two. Projects carry milestones, pipelines, and task assignments. You can assign tasks, set reminders, build to-do lists, and log calls. Gantt charts added in 2025 map dependencies.
애자일 CRM: There is task management and project tracking, plus an online calendar for scheduling. But there is no true project delivery layer. Won deals do not become structured projects.
💡 꿀팁: If your work continues after the sale, this section alone should decide your choice.
4. Reporting and Dashboards
통찰력 있게: Reports and dashboards give visual insight into business performance. Managers can monitor employees, pipeline progress, and revenue by stage. Dashboard access is limited on the Professional tier.
애자일 CRM: Reports and analytics cover campaigns, calls, and deals. This is the weakest area in user feedback. Reviewers describe the reporting tools as awful and poorly configured.
5. Email and Marketing Teams
통찰력 있게: You can schedule emails, save email templates, and track opens from the record. Full campaign work needs Insightly Marketing, sold separately. Google Workspace and Outlook sync both ways.
애자일 CRM: Marketing teams get campaigns, A/B testing, personalization, and landing pages inside the base product. The template builder is simple but inflexible. Some users report a halved delivery rate over six months.
6. 워크플로 자동화 및 AI
통찰력 있게: Copilot summarizes email threads and retrieves data on request. Workflow automation covers record updates and alerts. Custom workflow depth still trails Zoho CRM.
애자일 CRM: A drag-and-drop builder handles sales automation, follow-ups, lead scoring, and data entry. The 2026 roadmap points toward AI agents for lead scoring and predictive analytics.
7. Companies and Organization Records
통찰력 있게: An organization record rolls up every contact, project, and opportunity for that company. Search across records is fast. This structure suits services firms with long accounts.
애자일 CRM: Companies link to their contacts and deals with the details you expect. It works, but the hierarchy is flatter than Insightly’s.
8. 통합
통찰력 있게: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also ties into other Insightly products such as Insightly Marketing and Insightly Service.
애자일 CRM: Third-party integrations cover mail, telephony, and web engagement tracking. Coverage is decent for the price. Deep two-way syncs are thinner than 세일즈포스 or Insightly.
9. 지원 및 티켓팅
통찰력 있게: Ticketing lives in Insightly Service, a separate paid product. That keeps the core CRM clean but raises total cost.
애자일 CRM: A helpdesk with automated ticketing ships inside every paid plan. Customer queries, calls, and deals share one timeline. Vendor support quality is the sticking point.
⚠️ 경고: Support reports on Agile CRM contradict each other sharply. Some reviewers praise it. Others say a single bug fix took two weeks.
10. 가격 및 비용
Here are both price lists side by side.
| 층 | 통찰력 있게 | 애자일 CRM |
|---|---|---|
| 무료 | ❌ | 무료 |
| 기입 | 추가 요금 — 사용자당 월 29달러 | Starter — $8.99 |
| 중간 | 전문가용 — 사용자당 월 49달러 | Regular — $29.99 |
| 맨 위 | 기업용 — 사용자당 월 99달러 | Enterprise — $47.99 |
통찰력 있게: Pricing is competitive at Plus and Professional against rival CRM tools. The Enterprise tier is the outlier at almost double Zoho CRM. You are paying for the project layer and compliance coverage.
애자일 CRM: Every tier undercuts Insightly, and the top plan still costs less than Insightly’s middle one. For example, a ten-person team saves thousands of dollars a year on the Regular plan.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 애자일 CRM | 10명까지 사용 가능한 무료 버전 |
| Projects after the sale | 통찰력 있게 | 주요 일정 및 간트 차트 |
| Marketing in the same tool | 애자일 CRM | Campaigns bundled, not extra |
| HIPAA or SOC 2 coverage | 통찰력 있게 | Documented compliance standards |
| Reliable reporting | 통찰력 있게 | Agile’s reports draw complaints |
| Fastest start for beginners | 통찰력 있게 | Gentler learning curve overall |
💰 예산
Agile CRM saves real money at every headcount. Insightly costs more but bundles work that you would otherwise buy from a second vendor.
🔌 사용 중인 기술 스택
Insightly wins if you run many apps and need deep two-way syncs. Agile CRM is fine for a simple stack of mail, calendar, and a website.
📝 귀사의 영업 프로세스
Pick Insightly when a signed deal starts a delivery project. Pick Agile CRM when a signed deal starts a nurture campaign instead.
🎓 귀하의 경험 수준
Insightly is easier to pick up than Zoho CRM, though it is not as feature-deep. Agile CRM has more moving parts and a steeper learning curve for a first-time admin.
🛒 Your Industry
Consultancies, agencies, and healthcare services lean toward Insightly. Ecommerce and high-volume lead generation lean toward Agile CRM’s sales enablement tooling.
🆓 무료 체험 및 데모
Test both with your own data before you commit. Agile CRM’s free tier and Insightly’s trial both let you customize a pipeline in an afternoon.
전환 가이드
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to Agile CRM?
✅ 얻게 될 이점:
- A far lower bill, plus a free tier for up to 10 users
- Marketing automation and a helpdesk without buying add-ons
- Gamified leaderboards and built-in telephony
❌ 잃게 될 것:
- Project management with milestones and Gantt charts
- Copilot AI summaries and 2,000+ AppConnect connectors
- SOC 2 Type II and HIPAA compliance coverage
📋 전환 방법:
- Export contacts, companies, and opportunities from Insightly as CSV files
- Open a free Agile CRM account and map your custom fields
- Import in stages and rebuild open projects as tasks and calendar entries
🔄 Switching from Agile CRM to Insightly?
✅ 얻게 될 이점:
- Delivery projects linked directly to won deals
- Reporting and dashboards that hold up under scrutiny
- Documented compliance and a cleaner records structure
❌ 잃게 될 것:
- The free version and the $8.99 entry price
- Bundled email marketing, landing pages, and ticketing
- Sales gamification and web engagement scoring
📋 전환 방법:
- Export contacts, companies, and deals from Agile CRM
- Start an Insightly trial and set up your pipelines first
- Import records, then rebuild campaigns inside Insightly Marketing
저희 리뷰에서 다루지 않은 내용
This comparison focused on small and medium businesses running standard sales and service work. We did not test bulk data migration at scale, custom API builds, or in-house telephony routing. Enterprise contract terms and volume discounts were outside our scope. Findings reflect the August 2026 versions of both platforms, and functionality may shift after that date.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 애자일 CRM |
| 🚀 핵심 CRM 기능 | 통찰력 있게 |
| 📁 프로젝트 관리 | 통찰력 있게 |
| 📣 마케팅 자동화 | 애자일 CRM |
| 📊 Reporting & Dashboards | 통찰력 있게 |
| 🔌 통합 | 통찰력 있게 |
| 🛟 품질 지원 | 통찰력 있게 |
| 🏆 종합 우승 | 통찰력 있게 |
🏆 수상자: 인사이트리
Insightly wins 5 of 7 categories.
다음과 같은 경우에 가장 적합합니다: Agencies and consultancies, services firms tracking delivery, and teams that need customer relationship management joined to project management.
These are two different products wearing the same label. Insightly is a CRM for teams that sell something and then have to deliver it.
Agile CRM is a budget engine for lead capture, campaigns, and tickets. It genuinely earns its place for a five-person business watching every dollar.
The gap shows up later. Reporting complaints, email delivery problems, and uneven support are the reasons its rating sits at 2.8 against Insightly’s 4.1.
If your budget is fixed and your needs are simple, Agile CRM will do the job. For everyone else, Insightly is the safer place to build a system you will still trust in three years.
Insightly 비교에서 더 많은 정보
Here is how Insightly holds up against other CRMs on your shortlist:
Insightly는 다음 항목에서 우위를 점합니다: Faster setup, native project management, cleaner record structure for services work
Zoho CRM이 다음 항목에서 우위를 차지했습니다: Deeper custom workflows, roughly half the Enterprise price, a far wider suite of connected business apps
Insightly는 다음 항목에서 우위를 점합니다: Predictable per-user costs, project milestones after the close, HIPAA coverage for regulated services
HubSpot이 다음 분야에서 우위를 차지했습니다: A more generous free tier, richer content and landing page tooling, a much larger partner marketplace
통찰력 vs 파이프드라이브
Insightly는 다음 항목에서 우위를 점합니다: Post-sale delivery tracking, organization-level record rollups, AppConnect’s connector library
Pipedrive는 다음 항목에서 승리했습니다: A leaner deal-first interface, lower entry pricing, quicker onboarding for pure sales teams
Insightly는 다음 항목에서 우위를 점합니다: Far lower admin overhead, quicker rollout for a small team, project management without a paid extension
Salesforce가 다음 분야에서 우위를 점했습니다: Near-unlimited customization, the deepest reporting engine in the market, an enormous consultant network
애자일 CRM 비교
Here is how Agile CRM measures up against its closest rivals:
애자일 CRM이 우위를 점하는 이유: Cheaper paid tiers, telephony included at no extra cost, gamification that HubSpot leaves out
HubSpot이 다음 분야에서 우위를 차지했습니다: Email deliverability, polished reporting, documentation and training depth
애자일 CRM vs 액티브캠페인
애자일 CRM이 우위를 점하는 이유: A true free tier, bundled helpdesk ticketing, lower cost per seat at small headcounts
ActiveCampaign이 다음 분야에서 승리했습니다: Stronger send reputation, more advanced automation branching, better campaign analytics
애자일 CRM이 우위를 점하는 이유: No onboarding fee, a much lower monthly floor, simpler first-week setup
Keap은 계속해서 승리합니다: Ecommerce and invoicing built in, sturdier automation logic, more consistent vendor support
애자일 CRM이 우위를 점하는 이유: Marketing and helpdesk in the same product, ten free seats, built-in leaderboards
Freshsales CRM이 다음 항목에서 우위를 차지했습니다: Cleaner interface, stronger AI lead scoring, more reliable support response times
자주 묻는 질문
Insightly는 무엇에 사용되나요?
Insightly is used to manage leads, contacts, sales opportunities, and delivery projects in one place. Services teams pick it because won deals turn into trackable projects with milestones.
Agile CRM은 정말 무료인가요?
Yes. The free version supports up to 10 users permanently. Paid tiers start at $8.99 and unlock marketing automation, reporting, and the helpdesk.
Insightly는 사용하기 쉬운가요?
Reviewers describe the interface as easy to pick up and quick to populate with data. It is simpler than Zoho CRM, though less feature-deep.
Insightly는 모바일 앱을 제공하나요?
Yes. The mobile app lets you add contacts, create projects, and assign tasks from a phone. It can also scan a business card into a record.
CRM 시스템은 일반적으로 얼마 정도 하나요?
최대 소규모 사업 CRM software runs $10 to $50 per user monthly. Agile CRM starts free. Insightly starts at $29 and reaches $99 on Enterprise.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 