⚡ 간단 평가:
- 가격: Insightly starts at $29/user/month. ClickUp has a free plan and paid plans from $7/user/month.
- 다음과 같은 경우에 가장 적합합니다: Insightly suits sales teams that need customer relationship management. ClickUp suits teams running multiple projects.
- 주요 차이점: Insightly is a CRM with project management attached. ClickUp is a project management platform with no CRM pipeline of its own.
- 저희가 선택한 제품: ClickUp for most teams, because the free forever plan and lower paid tiers cover far more work per user.
Insightly and ClickUp both promise to keep your work in one place.
They are not really chasing the same buyer.
Insightly is CRM software built around contacts, leads, and deals.
ClickUp is project management software built around tasks and projects.
The right pick depends on which side of that line your work sits.
개요
This full Insightly vs ClickUp comparison covers pricing, features, and ease of use.
우리의 작가 spent hands-on time inside ClickUp directly.
Notes on Insightly come from its documentation and public user reviews.
We also break down who each system works best for.
Insightly란 무엇인가요?
Insightly is CRM software for 소규모 사업체 and mid-sized teams.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to build strong relationships and track sales opportunities.
It adds project management on top, with milestones, pipelines, and task assignments.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the platform.
통찰력 있게
A CRM that links deals to delivery work. Contacts, sales pipeline, and projects share one system. Compliance covers SOC 2 Type II, GDPR, and HIPAA.
Insightly 가격 책정
Insightly offers three paid tiers and no free plan. Every price below is per user, per month.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | 소규모 영업팀이 시작합니다 |
| 전문적인 | 사용자당 월 49달러 | Teams needing dashboards and third-party apps |
| 기업 | 사용자당 월 99달러 | 모든 기능에 대한 전체 액세스 권한 |
Pricing verified August 2026.
무료 체험: Yes. Insightly runs a 14-day trial on its pricing page with no card required.
환불 보장: None advertised. Subscriptions are billed annually by default.
📌 메모: Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same per user pricing structure as the CRM.
⚠️ 경고: The Plus and Professional tiers price well against other CRMs. The Enterprise tier costs almost double Zoho CRM’s equivalent plan.
Insightly의 주요 이점
Insightly를 살펴볼 만한 이유는 다음과 같습니다.
- 360도 고객 관점: Every contact, company, and deal sits on one record. That view drives personalized customer experiences.
- 시각적 판매 파이프라인: Customizable pipelines and Kanban views track each stage of a deal. An opportunities dashboard shows what is close to closing.
- 프로젝트 관리 기능이 내장되어 있습니다. Milestones, pipelines, and Gantt chart visualizations arrived in 2025 for timeline and dependency work.
- AppConnect 연동: A low-code engine ships over 2,000 pre-built connectors to other apps and 사업 소프트웨어.
- Copilot AI: The AI assistant summarizes emails and retrieves data so reps save time on admin.
- 빠른 설치: Getting data into the system is not overly convoluted. Easy customization options help teams shape it around their 사업 운영.
- Serious compliance: SOC 2 Type II, GDPR, and HIPAA standards are all covered.
우리 팀이 발견한 점
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation and user reviews on G2 and TrustRadius.
Insightly의 장점 및 단점
✅ 장점
- CRM and project management live in one system
- Easier to learn than Zoho CRM
- Over 2,000 AppConnect connectors for integrations
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ 단점
- No free plan at all
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows
ClickUp이란 무엇인가요?
ClickUp is project management software for teams that plan and track work together.
Teams manage tasks, docs, calendars, and communication in one workspace.
That cuts the tool switching most teams deal with every day.
ClickUp includes list, board, calendar, Gantt, and timeline views.
An AI assistant called ClickUp Brain tracks workloads and time spent on projects.
🏆 우승: ClickUp
One workspace for tasks, docs, goals, and time tracking. The free forever plan allows an unlimited number of users. Paid plans stay cheap per user.
ClickUp 가격 책정
ClickUp offers a free plan and three paid plans. The Business plan adds advanced permissions, and the Enterprise plan covers large companies. Here is what each ClickUp plan costs.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | $0 | 개인 작업자 및 소규모 팀 |
| 제한 없는 | 사용자당 월 7달러 | Unlimited storage and integrations |
| 사업 | 사용자당 월 12달러 | 고급 기능이 필요한 성장하는 팀 |
| 기업 | 관습 | Large companies needing HIPAA compliance |
Pricing verified August 2026.
무료 체험: Yes. ClickUp runs a 15-day free trial on its paid plans.
환불 보장: 30 days on all paid plans. Both vendors offer discounts when you pay billed annually.
📌 메모: The free forever plan is completely free and allows an unlimited number of users. Essential features are there, but it caps custom fields at 100 uses. Paid tiers unlock other features like advanced 오토메이션.
⚠️ 경고: You upgrade your entire workspace at once. Every team member moves to the paid plan together, so costs scale with headcount.
ClickUp의 주요 이점
Here is what ClickUp does well:
- One place for everything: Tasks, docs, calendars, and team communication share a workspace. Fewer apps means less switching.
- 유연한 보기 방식: Kanban board, list, calendar, Gantt charts, and timeline cover different working styles. The mobile app has an offline mode for new tasks and reminders.
- 심층 자동화: Custom rules and over 100 pre-built automation templates handle repetitive tasks.
- Time tracking included: Native timers, manual logging, time estimates, and workload views support resource management.
- Goals and dashboards: Measurable goals link to specific tasks, and dashboards track KPIs and progress in real time.
- 협업 도구: Docs, chat, and a whiteboard feature support real time editing and 브레인스토밍.
- Huge integration list: Over 1,000 apps connect, including Slack, Google Drive, and Zoom.
Our full ClickUp review breaks down each module in more depth. The screenshot below shows how the workspace looks once projects are set up.
우리 팀이 발견한 점
Our writer set up a ClickUp account and ran a small content project inside it. Here is what stood out from that hands-on time:
ClickUp의 장점과 단점
✅ 장점
- 사용자 수 무제한 무료 플랜
- Over 1,000 integrations including Slack and Google Drive
- Built-in time tracking, goals, and dashboards
- Strong collaboration tools like docs and whiteboards
❌ 단점
- Interface feels overwhelming for new users
- 보고 도구들은 플랫폼 전체에 흩어져 있습니다.
- No phone support and no sales CRM pipeline
기능 비교
Ready for a closer look at Insightly vs ClickUp? We compare nine core areas, then pricing. Each one shows where the two systems split apart.
| 특징 | 통찰력 있게 | 클릭업 |
|---|---|---|
| 시작 가격 | 사용자당 월 29달러 | 사용자당 월 7달러 |
| 무료 플랜 | ❌ | ✅ |
| 연락처 관리 | ✅ | ❌ |
| 영업 파이프라인 | ✅ | ❌ |
| 프로젝트 관리 | ✅ | ✅ |
| 워크플로 자동화 | ✅ | ✅ |
| 시간 추적 | ❌ | ✅ |
| AI 어시스턴트 | ✅ 부조종사 | ✅ 클릭업 브레인 |
| 통합 | 2,000+ connectors | 1,000+ apps |
| 가장 적합한 대상 | Sales teams and customer data | Teams running multiple projects |
1. Core Purpose and Setup
통찰력 있게: This is customer relationship management first. Insightly CRM helps businesses manage customer interactions, leads, sales opportunities, and projects from one account. Setup is fast, which is a key reason for its appeal.
클릭업: This is a project management platform first. Teams plan, track, and collaborate on tasks in a single workspace. Setup takes longer because you decide the structure yourself.
2. Contact Management and Sales Pipeline
통찰력 있게: Contact management is the core job here. Customizable pipelines and Kanban views track each stage of a deal. Reps add new contacts on the go and log every customer interaction against a company record.
클릭업: There is no native sales pipeline. Teams build a CRM-style list with custom fields and statuses instead. It works for simple deal tracking, but it is not real CRM software.
⚠️ 경고: If you need lead scoring and sales reporting out of the box, ClickUp will not replace a dedicated CRM.
3. 프로젝트 및 작업 관리
통찰력 있게: You can manage projects with milestones and pipelines, and assign tasks to a team member from mobile. Task management covers reminders, to-do lists, and call logs. Complex projects with dependencies feel thin next to dedicated project management tools.
클릭업: A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, Tasks, and Subtasks. Teams view tasks as a list, board, calendar, or timeline. That structure handles multiple projects and complex tasks without breaking. Sprint reports and burndown charts add performance insights for dev teams.
4. 워크플로 자동화
통찰력 있게: Workflow automation handles routine record updates and task creation. Reviewers still flag missing advanced features like fully custom workflows compared with some competitors.
클릭업: Teams automate repetitive work with customizable rules and over 100 pre-built automation templates. You can trigger a status change when a due date passes, for example.
5. AI 어시스턴트
통찰력 있게: Copilot is the built-in AI assistant. It summarizes emails and retrieves data from your records, which saves reps time on manual lookups.
클릭업: ClickUp Brain sits across the whole workspace. It tracks workloads, summarizes threads, and answers questions about projects. It reaches further into daily work than Copilot does.
6. 시간 추적 및 자원 관리
통찰력 있게: There is no native time tracking. Agencies billing hourly need a third-party app connected through AppConnect.
클릭업: Native timers and manual logging track billable hours against estimates. Workload views help managers monitor capacity and prevent burnout. Some users find the timer flow clunky in daily use.
7. 보고 및 대시보드
통찰력 있게: Reports and dashboards give visual insight into business performance. The Professional tier limits dashboards, so heavy reporting users often land on Enterprise.
클릭업: A central reporting module offers pre-made dashboards, and you can customize your own reports. Dashboards track KPIs, team capacity, and project health live. The catch is that reporting settings are scattered across the platform.
8. Email and Team Communication
통찰력 있게: Sales users get email templates and can schedule emails from inside the CRM. Everything logs back to the contact record, so nothing sits only in an 받은 편지함.
클릭업: Communication features live inside the workspace instead. Chat, docs, and an AI notetaker keep discussion attached to the task it belongs to.
9. Integrations, Support and Onboarding
통찰력 있게: AppConnect ships over 2,000 pre-built connectors, and Google Workspace sync is standard. Insightly Marketing and Insightly Service plug straight in, which suits marketing teams already using those tools.
클릭업: Over 1,000 apps connect, and API access covers the rest. Help resources include a knowledge base, ClickUp University, live training, and 24/7 live chat behind an AI 챗봇. There is no phone support, and higher ClickUp plans add single sign on, granular user permissions, guest access, and live onboarding training.
10. 가격 및 비용
Here are the ClickUp plans and Insightly tiers side by side.
| 층 | 통찰력 있게 | 클릭업 |
|---|---|---|
| 무료 | ❌ | 무료: 0달러 |
| 유료 플랜 | 추가 요금: 사용자당 월 29달러 | 무제한: 사용자당 월 7달러 |
| 중급 | 전문가용: 사용자당 월 49달러 | 기업용: 사용자당 월 12달러 |
| 최상위 | 기업용: 사용자당 월 99달러 | 기업: 맞춤형 |
통찰력 있게: The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 per user is the sore spot, since it runs close to double Zoho CRM’s comparable plan.
클릭업: ClickUp’s features cost less per seat at every step. A five-person team pays $35 a month on Unlimited. The same team on Insightly Plus pays $145. That gap is the single biggest factor in this comparison.
💡 꿀팁: Run ClickUp’s free plan on one real project first. If your team never asks for a sales pipeline, you have your answer.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 클릭업 | Free plan plus $7 entry tier |
| Sales pipeline and leads | 통찰력 있게 | Real CRM records and deal stages |
| 복잡한 프로젝트 | 클릭업 | Deeper hierarchy and views |
| Billable hours | 클릭업 | Native time tracking built in |
| HIPAA and GDPR needs | 통찰력 있게 | Compliance on every tier |
| 가장 빠른 설치 | 통찰력 있게 | 학습 곡선이 더 짧음 |
💰 예산
Insightly costs $29 per user before you invite anyone. ClickUp’s free plan covers unlimited users, so budget rarely blocks the trial.
🔌 사용 중인 기술 스택
Both connect to the usual apps, and both offer API access for the rest. If Google Workspace and email sit at the center of your tech stack, Insightly fits more naturally.
📋 Your Daily Work
Ask what your organization opens first each morning. A deal list points to Insightly, while a task board points to ClickUp.
🎓 귀하의 경험 수준
ClickUp has a steeper learning curve, and its interface can overwhelm new users. Insightly’s interface is easier to pick up on day one.
🆓 무료 체험 및 데모
ClickUp gives 15 days on paid plans plus a free tier you can keep. Insightly runs a trial from its pricing page instead.
🛟 지원 옵션
ClickUp offers 24/7 live chat, a knowledge base, and live training, but no phone support. Insightly’s paid tiers include guided onboarding services.
전환 가이드
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to ClickUp?
✅ 얻게 될 이점:
- A far cheaper cost per user, plus a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards for team communication
❌ 잃게 될 것:
- A true sales pipeline with deal stages
- Email templates tied to contact records
- Links to other Insightly products like Marketing and Service
📋 전환 방법:
- Export contacts, companies, and projects to CSV from Insightly
- Create a ClickUp workspace and set up your Spaces
- Import data into Lists and rebuild deal stages as custom fields
🔄 Switching from ClickUp to Insightly?
✅ 얻게 될 이점:
- Proper contact and opportunity records for sales
- A shorter learning curve for non-technical staff
- SOC 2 Type II, GDPR, and HIPAA compliance across tiers
❌ 잃게 될 것:
- The free forever plan and low per-seat cost
- Built-in time tracking and sprint reporting
- Whiteboards, docs, and in-app chat
📋 전환 방법:
- Export your ClickUp Lists and task details to CSV
- Open an Insightly account and pick a tier
- Map tasks to projects and contacts to CRM records
저희 리뷰에서 다루지 않은 내용
This comparison focused on small teams and mid-sized companies. We did not test enterprise rollouts, custom API builds, or the newest version of either mobile app in depth. New features released after publication are not covered either. Insightly Marketing and Insightly Service were out of scope, and ClickUp’s Enterprise pricing is quoted case by case. If you manage 200 seats, your priorities will differ from what we covered here.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 클릭업 |
| Loading... | 클릭업 |
| 🤝 CRM and Contacts | 통찰력 있게 |
| ⚙️ 워크플로 자동화 | 클릭업 |
| ⏱️ 시간 추적 | 클릭업 |
| 👶 사용 편의성 | 통찰력 있게 |
| 🔌 통합 | 통찰력 있게 |
| 🏆 종합 우승 | 클릭업 |
🏆 우승: 클릭업
ClickUp이 7개 부문 중 4개 부문에서 수상했습니다.
다음과 같은 경우에 가장 적합합니다: Agencies, product teams, professional services teams, and anyone running multiple projects at once.
Insightly and ClickUp answer two different questions. Insightly asks who your customers are. ClickUp asks what your team is doing this week.
Insightly earns a high score for sales work. Contacts, leads, and deals sit in one place, and the interface is easy to pick up.
ClickUp wins here because it covers more ground for less money. The free forever plan alone gives smaller teams enough features to run real work.
Pick Insightly if a sales pipeline is the point. Pick ClickUp if the projects are.
Insightly 비교에서 더 많은 정보
Here is how Insightly measures up against other CRM tools:
Insightly는 다음 항목에서 우위를 점합니다: Built-in project delivery, flat per user pricing, faster rollout
HubSpot이 다음 분야에서 우위를 차지했습니다: A genuinely free CRM tier, marketing automation depth, larger app marketplace
Insightly는 다음 항목에서 우위를 점합니다: Simpler day-one setup, cleaner data entry, tighter project linkage
Zoho CRM이 다음 항목에서 우위를 차지했습니다: Deeper functionality, a much cheaper top tier, more customization knobs
통찰력 vs 파이프드라이브
Insightly는 다음 항목에서 우위를 점합니다: Project management after the sale, reporting breadth, HIPAA coverage
Pipedrive는 다음 항목에서 승리했습니다: A lower entry price, a leaner pipeline view, quicker rep adoption
통찰력 vs 세일즈포스
Insightly는 다음 항목에서 우위를 점합니다: Cost per seat, setup speed without consultants, easier admin work
Salesforce가 다음 분야에서 우위를 점했습니다: Enterprise scale, custom development options, a far bigger partner network
ClickUp과 비교했을 때 더 많은 정보
ClickUp이 다른 프로젝트 관리 도구와 비교했을 때 어떤 위치에 있는지 살펴보겠습니다.
ClickUp vs Asana
ClickUp이 다음 분야에서 우위를 점했습니다: A stronger free tier, built-in time tracking, cheaper mid tier per user
Asana가 다음 항목에서 승리했습니다: A calmer interface, faster onboarding, tidier task views for small teams
ClickUp vs Monday.com
ClickUp이 다음 분야에서 우위를 점했습니다: Better value for money, no minimum seat count, docs and whiteboards included
Monday.com이 다음 항목에서 승리했습니다: A gentler first hour, brighter visual boards, simpler admin settings
ClickUp vs Trello
ClickUp이 다음 분야에서 우위를 점했습니다: Multi-level hierarchy, reporting dashboards, automation depth
Trello가 다음 분야에서 승리했습니다: Instant setup, a single clean kanban board, near-zero training time
ClickUp이 다음 분야에서 우위를 점했습니다: Task-first workflows, sprint and workload views, native timers
개념 승리 항목: Document flexibility, a lighter interface, easier wiki building
자주 묻는 질문
Insightly는 무엇에 사용되나요?
Insightly is used to manage contacts, leads, and sales opportunities in one place. It also runs projects with milestones and tasks after a deal closes.
Loading...
Yes. The free forever plan is completely free and supports unlimited users. Limits apply to custom fields and some advanced features, but core task work is unrestricted.
Insightly는 사용하기 쉬운가요?
Yes. Reviewers describe the interface as quick to pick up, with a smooth data input process. It is easier than Zoho CRM, though less feature-deep.
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ClickUp costs $0 on the free plan, $7 per user monthly on Unlimited, and $12 per user monthly on Business. Enterprise pricing is quoted directly.
Which is better for project management?
ClickUp. Its hierarchy, views, and automation handle complex work that Insightly’s project module cannot match. Insightly still wins when projects follow a sale.
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