⚡ 간단 평가:
- 가격: Insightly starts at $29 per user per month. Capsule CRM has a free version and paid plans from $18/user/month.
- 다음과 같은 경우에 가장 적합합니다: Insightly suits sales teams that need project management inside their CRM software. Capsule CRM suits 소규모 사업체 간단한 연락처 관리를 원하는 사람들.
- 주요 차이점: Insightly adds AI automations, help desk ticketing, and marketing 오토메이션 through other Insightly products. Capsule CRM keeps the feature set narrow on purpose.
- 저희가 선택한 제품: Insightly, because it covers sales, projects, and reporting in one system without a second tool.
The cheaper customer relationship management tool is not always the weaker one.
Capsule CRM costs less than half of what Insightly charges per user.
But price is the smallest difference between these two CRM tools.
Insightly bundles project management, reporting, and workflow 오토메이션 하나의 플랫폼으로 통합합니다.
Capsule CRM strips things back to contacts, sales pipelines, and simple tasks.
Your team size and your sales process decide which one fits.
개요
This Insightly vs Capsule CRM comparison covers pricing, core features, and ease of use.
We also break down who each CRM system works best for.
저희 자료 출처에는 공개된 사양서, 공급업체 문서 및 G2 리뷰가 포함됩니다.
Insightly is also recommended by PC Magazine, Entrepreneur Magazine, and TrustRadius.
By the end, you will know which CRM solution matches your 사업.
Insightly란 무엇인가요?
Insightly is a customer relationship management platform for sales and marketing teams.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer 데이터 한 곳에.
The system tracks leads, sales opportunities, projects, and customer interactions together.
Most companies pick it for that link between the sales pipeline and delivery work.
Here is a short walkthrough of the platform before we dig into details.
🏆 수상자: Insightly
One system for contacts, projects, and reporting. Copilot AI summarizes emails and finds records fast. Setup takes days, not months.
Insightly 가격 책정
Insightly offers three paid tiers. There is no free plan.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | Small teams that need core CRM and projects |
| 전문적인 | 사용자당 월 49달러 | Teams that need dashboards and third-party apps |
| 기업 | 사용자당 월 99달러 | Companies that need full access to all features |
Pricing verified August 2026.
무료 체험: Yes. Insightly offers a 14-day trial with no credit card required.
환불 보장: None advertised. Plans are prepaid and billed annually by default.
📌 메모: The Plus tier gives limited access to most features. Professional adds dashboards and third-party app integration. Enterprise unlocks all the features.
⚠️ 경고: Insightly Marketing and Insightly Service are sold separately. Each product follows the same three-tier pricing, so costs stack fast for a full sales and marketing setup.
Insightly의 주요 이점
Insightly를 살펴볼 만한 이유는 다음과 같습니다.
- Sales and projects in one place: Won deals turn into projects with milestones and pipelines. You can assign tasks to any team member without leaving the record.
- Copilot AI 어시스턴트: Copilot summarizes emails and retrieves data on request. It cuts the time managers spend digging through contact records.
- AppConnect low-code engine: Over 2,000 pre-built connectors link Insightly to other apps. You can build 사업 processes without a developer.
- 보고서 및 대시보드: An opportunities dashboard shows pipeline health at a glance. Custom reports track revenue, activity, and team progress.
- Security and compliance: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare and finance companies.
- Mobile app with business card scan: Add new contacts on the go from a business card. You can also create projects and assign work from your phone.
- Gantt chart timelines: Insightly added Gantt visualizations in 2025. Project timelines and dependencies are easier to monitor.
우리 팀이 발견한 점
Note: We have not had extended hands-on time with Insightly yet. The points above come from published documentation, the vendor’s own pricing page, and public user reviews. G2 reviews highlight fast setup and easy data import as the two most common reasons buyers pick this CRM software.
Insightly의 장점 및 단점
✅ 장점
- Links projects, milestones, and tasks to won deals inside one CRM
- Copilot AI summarizes emails and retrieves data on request
- AppConnect provides over 2,000 pre-built connectors to other apps
- Meets SOC 2 Type II, GDPR, and HIPAA compliance standards
- Setup is fast, which keeps 일찍 adoption simple for managers
❌ 단점
- The Enterprise tier costs almost double Zoho CRM at the same level
- No free version, so testing needs a trial or a paid plan
- Lacks advanced features like deep custom workflows found in bigger CRMs
- Marketing and Service are priced as separate products
캡슐 CRM이란 무엇인가요?
Capsule CRM is a cloud-based CRM system built for small to medium businesses.
It centralizes people and organization records in one place.
Each contact shows a 360-degree view of emails, notes, and social profiles.
The company calls its approach “powerful simplicity” instead of feature overload.
A minimalist interface means teams start without a dedicated administrator.
Watch how the interface handles daily sales work.
🥈 Runner Up: Capsule CRM
A clean, user friendly CRM for small business teams. Free version holds 250 contacts. No training needed to get going.
캡슐 CRM 가격 책정
Here is what Capsule CRM costs. A free plan is included.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | $0 | Two users and up to 250 contacts |
| 기동기 | 사용자당 월 18달러 | Small businesses tracking one sales pipeline |
| 성장 | 사용자당 월 36달러 | Teams needing multiple sales pipelines and automation |
Pricing verified August 2026.
무료 체험: Yes. A 14-day trial covers paid features, and the free version never expires.
환불 보장: None advertised. You can downgrade to the free plan instead.
📌 메모: Prices above are per user per month. Discounts of up to 15% apply when you pay annually. Storage and contact limits rise with each paid plan.
⚠️ Pricing conflict flagged: Our verified figures show three tiers. Capsule’s public page has also listed Starter at $21 and Growth at $38 on monthly billing, plus higher Advanced ($60) and Ultimate ($75) tiers. The rates in our table reflect pricing when billed annually. Check the vendor page before you buy.
캡슐 CRM의 주요 이점
Here is where Capsule CRM earns its place:
- Genuine free version: Two users and 250 contacts cost nothing. That makes it one of the few real free CRM providers for a startup.
- 간편한 연락처 관리: Every client interaction sits on one page. Teams see status and plan the next step without hunting through inboxes.
- Project boards after the sale: Won deals feed straight into delivery boards. Post-sale work stays linked to the original opportunity.
- Tracks and workflow automations: Tracks are templated task lists for repeatable work like onboarding. Higher tiers add multi-step automation.
- Everyday app integrations: 제로, 퀵북스, and Mailchimp connect natively. 자피어 opens over 1,000 other integrations.
- Email marketing through 트랜스폰드: The Transpond integration runs marketing campaigns from inside your Capsule account.
- Custom fields and pipelines: You can customize records and build multiple sales pipelines to match your sales cycle.
우리 팀이 발견한 점
Note: We have not run an extended hands-on trial of Capsule CRM. The observations here come from vendor documentation and public reviews. G2 reviews frequently praise the clean interface and the sales pipeline view, while support response times draw the most criticism.
캡슐 CRM의 장점과 단점
✅ 장점
- Free plan covers 250 contacts and two users
- Clean interface that needs no training to pick up
- Over 60 native integrations plus Zapier for the rest
- Paid plans start at half the price of Insightly
❌ 단점
- Email tracking asks you to BCC an address to save messages
- Google Workspace and Microsoft 365 sync runs one way only
- The free version has no reporting and a 50MB storage cap
- Support is email-first, with no live chat option
기능 비교
Ready for a closer look at Insightly vs Capsule CRM? We compare the key features that decide most buying calls, from lead generation and contact management through to cost.
| 특징 | 통찰력 있게 | 캡슐 CRM |
|---|---|---|
| 시작 가격 | 사용자당 월 29달러 | 사용자당 월 18달러 |
| 무료 플랜 | ❌ | ✅ |
| 연락처 관리 | ✅ | ✅ |
| 다양한 판매 파이프라인 | ✅ | ✅ (유료 플랜) |
| 프로젝트 관리 | ✅ Milestones + Gantt | ✅ Project boards |
| 워크플로 자동화 | ✅ AppConnect | ✅ Tracks + workflows |
| AI 어시스턴트 | ✅ 부조종사 | ✅ Content Assistant |
| 네이티브 통합 | 2,000+ connectors | 60+ native apps |
| Help Desk / Ticketing | ✅ Insightly Service | ❌ |
| 가장 적합한 대상 | Sales teams running projects | Small business contact management |
1. 연락처 관리
통찰력 있게: Every contact record holds emails, calls, files, and linked sales opportunities. A 360-degree customer view supports personalized outreach and automated follow-up. Lead management and account management share the same object model, so nothing gets stranded.
캡슐 CRM: Contacts and organizations sit on one page with notes, history, and social profiles. G2 reviews single out this contact management system as the easiest part of the tool. Custom fields let you customize records for your niche.
2. Sales Pipeline and Opportunities
통찰력 있게: Customizable pipelines and Kanban views track each stage of the sales cycle. The opportunities dashboard shows deal value, stage, and owner in one dashboard view. Sales teams can build strong relationships while managers monitor progress.
캡슐 CRM: Paid tiers unlock multiple sales pipelines shaped around your own sales process. Each opportunity carries value, milestone, and expected close date. It stays simple, which is the point.
3. 프로젝트 및 작업 관리
통찰력 있게: This is the clearest gap between the two. Projects carry milestones, pipelines, and Gantt chart timelines added in 2025. You can create reminders, to-do lists, call logs, and assign tasks to any team member from web or mobile.
캡슐 CRM: Project boards handle delivery work linked to won deals. Task management covers assignments, recurring work, and calendar sync with Outlook or Gmail. There are no Gantt charts or dependency views.
4. Email Tools and Marketing
통찰력 있게: You get email templates, the option to schedule emails, and open tracking inside the CRM. Insightly Marketing adds marketing automation and campaign journeys as a separate product. Copilot drafts summaries so reps spend less time writing recaps.
캡슐 CRM: Email marketing runs through Transpond, which shares contact data with the CRM. You can send marketing campaigns without exporting lists. Saving inbound mail still means BCCing a Capsule address.
⚠️ 경고: Capsule’s BCC method is easy to forget on busy days. If full email logging matters to your sales and marketing workflow, Insightly handles it with less manual effort.
5. 보고 및 대시보드
통찰력 있게: Reporting is the stronger side here. Dashboards give visual insight into business performance, and you can generate reports on any object. Professional and Enterprise tiers unlock the deeper reporting features.
캡슐 CRM: The sales dashboard covers conversion rates, pipeline health, and revenue forecasting. Reporting tools are solid for a small business but shallower than Insightly’s. The free version has no reporting at all.
6. 통합
통찰력 있게: AppConnect is a low-code engine with over 2,000 pre-built connectors. It ties the CRM to 회계, support, and marketing services without custom code. Full integration with other Insightly products is built in.
캡슐 CRM: Over 60 native integrations cover 제로, QuickBooks, and Mailchimp. Google Workspace, formerly G Suite, lets you add contacts from Gmail, and Microsoft 365 exposes contacts and events. Zapier and Automate.io handle other integrations, and premium integrations sit on higher tiers.
⚠️ 경고: Capsule syncs one way with Google Workspace and Microsoft 365. Edits made in Capsule do not flow back into those services.
7. Workflow Automation and Customization
통찰력 있게: Workflow automation handles record updates, alerts, and multi-step business processes. Copilot adds AI summaries and data retrieval on top. Reviewers still note that custom workflow depth trails larger CRM software.
캡슐 CRM: Tracks turn repeatable work into templated checklists, and higher tiers add multi-step workflow automations. Custom fields cover most tailoring needs. Deep conditional logic is not part of the package.
8. 사용 편의성 및 학습 곡선
통찰력 있게: The interface is easy to pick up and getting data into the system is not overly convoluted. Insightly is simpler than Zoho CRM, though not as feature-deep. Fast setup is a big reason buyers pick it.
캡슐 CRM: The learning curve is the shortest of the two. Most teams get productive on day one without training or an admin. Simplicity is the trade for missing advanced features.
9. Support and Mobile Access
통찰력 있게: Insightly Service adds help desk ticketing and a knowledge base as a paid product. The mobile app scans a business card, logs calls, and lets you assign work to other team members. Higher tiers include priority support.
캡슐 CRM: iOS와 기계적 인조 인간 apps cover contacts, tasks, and pipeline updates. Support runs on email, and reviewers ask for live chat. Top-tier customers get a named account manager.
10. 가격 및 비용
Let’s put the plans side by side. Both vendors charge per user, so headcount drives your bill.
| 층 | 통찰력 있게 | 캡슐 CRM |
|---|---|---|
| 무료 | ❌ | 무료: 0달러 |
| 기입 | 추가 요금: 사용자당 월 29달러 | Starter: $18/user/month |
| 중간 | 전문가용: 사용자당 월 49달러 | Growth: $36/user/month |
| 맨 위 | 기업용: 사용자당 월 99달러 | ❌ |
통찰력 있게: Pricing is competitive at the Plus and Professional tiers versus other CRMs. The Enterprise tier is the sore spot at almost double Zoho CRM. You are paying for projects, reporting, and compliance in one system.
캡슐 CRM: A five-person team on Starter costs $90 a month. The same team on Insightly Plus costs $145. For budget-first small businesses, that difference funds a second tool.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 캡슐 CRM | Free plan plus $18 entry tier |
| Projects tied to deals | 통찰력 있게 | Milestones and Gantt timelines |
| 가장 빠른 온보딩 | 캡슐 CRM | No admin needed |
| 심층 보도 | 통찰력 있게 | Custom dashboards on every object |
| HIPAA or SOC 2 needs | 통찰력 있게 | Certified compliance |
| Help desk plus CRM | 통찰력 있게 | Insightly Service handles tickets |
💰 예산
Capsule CRM undercuts Insightly at every paid plan. If cash is tight, start free and upgrade when contact limits pinch.
🔌 사용 중인 기술 스택
Insightly wins if you connect many systems, since AppConnect covers over 2,000 apps. Capsule is enough for a Xero and Mailchimp stack.
📝 귀사의 영업 프로세스
Simple deal flow suits Capsule CRM. Long cycles with handoffs into delivery work suit Insightly, because projects live beside opportunities.
🎓 귀하의 경험 수준
First-time CRM buyers get to value faster with Capsule. Teams that already ran another CRM will find Insightly’s extra functionality worth the short ramp.
🆓 무료 체험 및 데모
Both offer 14-day trials, and Capsule keeps a free version after that. Load 20 real contacts and one live deal before you decide.
🛟 지원 옵션
Capsule support is email-first, which frustrates teams that want live chat. Insightly bundles priority help into higher plans and sells a ticketing product.
전환 가이드
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Capsule CRM?
✅ 얻게 될 이점:
- A lower bill, starting at $18 per user per month
- A free plan you can fall back to at any time
- A shorter learning curve for new hires
❌ 잃게 될 것:
- Gantt timelines and milestone-based project management
- Copilot AI summaries and 2,000+ AppConnect connectors
- Help desk ticketing through Insightly Service
📋 전환 방법:
- Insightly에서 연락처, 조직 및 기회를 CSV 파일로 내보낼 수 있습니다.
- Create your Capsule account and map custom fields before import
- Rebuild pipelines and Tracks, then connect Google Workspace
🔄 Switching from Capsule CRM to Insightly?
✅ 얻게 될 이점:
- Project management with milestones, Gantt charts, and dependencies
- Deeper reporting and a configurable opportunities dashboard
- SOC 2 Type II, GDPR, and HIPAA compliance coverage
❌ 잃게 될 것:
- The free plan and the lower per-seat price
- The stripped-back interface your team already knows
- 이메일 마케팅을 위한 Transpond 연동
📋 전환 방법:
- Export contact records, notes, and open deals from Capsule CRM
- Start an Insightly trial and set up pipelines before importing
- Import your data, then rebuild automations in AppConnect
저희 리뷰에서 다루지 않은 내용
This comparison focused on small and mid-sized teams. We did not test custom API builds, data residency rules, or bulk licensing for 100-plus seats. Our figures reflect the August 2026 pricing pages, and a new version of either app may shift feature limits. If you run a regulated firm or a non-standard sales process, run your own trial before committing.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 캡슐 CRM |
| 👥 연락처 관리 | 묶다 |
| Loading... | 통찰력 있게 |
| 📊 신고 | 통찰력 있게 |
| 👶 사용 편의성 | 캡슐 CRM |
| 🔌 통합 | 통찰력 있게 |
| 🛟 Support and Service | 통찰력 있게 |
| 🏆 종합 우승 | 통찰력 있게 |
🏆 수상자: 인사이트리
Insightly wins 4 of 7 categories.
다음과 같은 경우에 가장 적합합니다: Sales teams running client projects, marketing teams that need campaign data in the CRM, and companies with compliance requirements.
Insightly and Capsule CRM are aimed at different buyers. Insightly is a customer relationship management system that also runs delivery work, reporting, and service tickets.
Capsule CRM is a great tool for keeping track of contacts and deals without extra weight. For a two-person shop, the free version alone may cover the job.
There is no perfect CRM for every business. But if you want one platform for sales, projects, and productivity gains across the team, Insightly is the safer pick.
Insightly 비교에서 더 많은 정보
Here is how Insightly measures up against other CRM providers:
Insightly는 다음 항목에서 우위를 점합니다: Built-in project management, lower entry price than HubSpot’s paid Sales Hub, tighter link between deals and delivery
HubSpot이 다음 분야에서 우위를 차지했습니다: A far larger free tier, deeper marketing automation, and a bigger app marketplace
Insightly는 다음 항목에서 우위를 점합니다: Simpler onboarding, cleaner project records, faster time to first report
Zoho CRM이 다음 항목에서 우위를 차지했습니다: Deeper feature set, custom workflow rules, and an Enterprise tier that costs roughly half of Insightly’s
통찰력 vs 파이프드라이브
Insightly는 다음 항목에서 우위를 점합니다: Projects and milestones after the deal closes, compliance certifications, native ticketing through a sister product
Pipedrive는 다음 항목에서 승리했습니다: A tighter pipeline view for pure sales, lower entry pricing, and quicker rep adoption
통찰력 vs 세일즈포스
Insightly는 다음 항목에서 우위를 점합니다: Setup measured in days, no consultant required, predictable per-seat costs
Salesforce가 다음 분야에서 우위를 점했습니다: Customization depth, a huge partner network, and reporting that scales to thousands of users
캡슐 CRM 비교
Weighing other options? This video walks through the closest alternatives.
Capsule CRM이 다음 항목에서 우위를 점합니다: Flat, predictable pricing, a lighter interface, and no upsell pressure at contact-limit thresholds
HubSpot이 다음 분야에서 우위를 차지했습니다: Marketing campaign depth, native email logging without BCC, and richer analytics
Capsule CRM이 다음 항목에서 우위를 점합니다: A permanent free plan, post-sale project boards, and simpler contact records
Pipedrive는 다음 항목에서 승리했습니다: Sales forecasting, activity-based selling prompts, and a deeper automation 건축업자
Capsule CRM이 다음 항목에서 우위를 점합니다: Day-one usability, no admin overhead, and a cleaner mobile app
Zoho CRM이 다음 항목에서 우위를 차지했습니다: Advanced features, two-way Google sync, and a wider set of built-in modules
Capsule CRM과 Freshsales 비교
Capsule CRM이 다음 항목에서 우위를 점합니다: Transparent tiers, faster setup, and stronger third-party 회계 links like Xero
Freshsales가 다음 부문에서 승리했습니다: Built-in phone and chat, AI lead scoring, and native email sequencing
자주 묻는 질문
Insightly는 무엇에 사용되나요?
Teams use it to manage leads, sales opportunities, and projects in one place. It also handles task management, reporting, and customer interactions across sales and delivery work.
Capsule CRM 가격은 얼마인가요?
There is a free plan for two users. Paid tiers run $18 and $36 per user per month, with a discount of up to 15% when billed annually.
Insightly는 사용하기 쉬운가요?
Yes for most teams. The interface is simple to pick up and data import is not convoluted, though it asks a little more setup effort than Capsule.
Capsule CRM은 어떤 용도에 가장 적합할까요?
It fits small businesses and startups that need clean contact management and a simple sales pipeline. Teams needing heavy customization or deep analytics will outgrow it.
그것은 최고의 CRM 소프트웨어 여기?
Insightly, for most buyers. It wins on projects, reporting, integrations, and compliance. Pick Capsule CRM if budget and simplicity outrank every other detail.
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