⚡ 간단 평가:
- 가격: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- 다음과 같은 경우에 가장 적합합니다: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- 주요 차이점: Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- 저희가 선택한 제품: Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your 사업 for less money per seat.
Most CRM buyers pick the wrong tool for a simple reason.
They compare feature lists instead of workflows.
Insightly and Close CRM are both customer relationship management platforms.
하지만 그것들은 서로 다른 두 가지 용도로 만들어졌습니다.
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
개요
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
우리의 작가 spent hands-on time inside Close CRM directly.
Notes on Insightly come from its documentation, pricing page and G2 reviews.
We also break down who each system works best for.
결론적으로, 여러분은 어떤 CRM 소프트웨어가 팀에 가장 적합한지 알게 될 것입니다.
Insightly란 무엇인가요?
Insightly is a customer relationship management platform for small and mid-sized companies.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer 데이터 한 곳에.
The system pairs contact management with real project management.
Sales teams track sales opportunities while delivery teams run projects.
PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend it.
Here is a short walkthrough of the platform.
🏆 수상자: Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
Insightly 가격 책정
Insightly uses three tiers. Every plan is priced per user, per month.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | Small teams needing core CRM and projects |
| 전문적인 | 사용자당 월 49달러 | Teams that want dashboards and app integration |
| 기업 | 사용자당 월 99달러 | Full access to every feature and custom objects |
Pricing verified August 2026.
무료 체험: Yes. Insightly offers a 14-day trial with no card required.
환불 보장: None advertised. Annual contracts are prepaid, so test the trial first.
📌 메모: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party 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 up fast.
Insightly의 주요 이점
Insightly를 살펴볼 만한 이유는 다음과 같습니다.
- 360도 고객 관점: All customer records, emails and files sit on one page. That view supports personalized 쭉 내밀다 and automated tasks.
- Projects built in: You can create projects, set milestones and assign tasks to any team member. Gantt chart visualizations arrived in 2025 for timelines and dependencies.
- Pipelines and Kanban views: Customizable pipelines track each stage of your sales process. Multiple pipelines let you separate new 사업 from renewals.
- AppConnect 연동: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and 회계 apps all connect without a developer.
- Copilot AI 어시스턴트: Copilot summarizes long email threads and retrieves records on request. It cuts manual data entry during busy weeks.
- Strong compliance: Insightly meets SOC 2 Type II, GDPR and HIPAA standards. 보안 matters if you handle health or EU customer data.
- 모바일 접속: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
우리 팀이 발견한 점
Note: We have not had extended hands-on time inside Insightly yet. The points above come from published documentation, the Insightly pricing page and verified G2 reviews. G2 reviewers repeatedly highlight the fast rollout and the smooth data input and sharing process.
Insightly의 장점 및 단점
✅ 장점
- CRM and project management link tightly in one system
- Easier to pick up than Zoho CRM, with a short learning curve
- Over 2,000 AppConnect connectors reach almost any tool
- SOC 2 Type II, GDPR and HIPAA compliance included
- Rollout is fast, so teams start tracking deals sooner
❌ 단점
- Not as feature-deep as Zoho CRM on advanced features
- Custom workflows lag behind rival CRM tools
- The Enterprise tier costs almost double Zoho CRM
- No built-in dialer, so phone calls need another tool
Close CRM이란 무엇인가요?
Close CRM은 중소기업을 위해 설계된 영업 플랫폼입니다.
Its whole focus is turning leads into revenue.
Email, calling and SMS sit inside a single inbox.
Sales reps dial prospects straight from the browser or desktop app.
Smart Views filter leads by criteria so nobody wastes a search.
Close is often grouped with sales engagement tools rather than traditional CRM options.
The video below walks through the interface in more detail.
Runner Up: Close CRM
The pick for high-volume outbound calling. Close offers a power dialer, SMS and a shared inbox. Migration from other CRMs is free and takes one click.
CRM 가격 마감
Close CRM also uses three tiers. Pricing is per seat, per month.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 골자 | 좌석당 월 35달러 | Startup features for a first sales team |
| 성장 | 좌석당 월 99달러 | Professional features like 오토메이션 and sequences |
| 규모 | 좌석당 월 139달러 | Call coaching, custom objects and 보고 깊이 |
Pricing verified August 2026.
💡 가격 관련 참고 사항: Our research notes list an older Startup, Professional and Enterprise structure at $59, $109 and $149 per seat when billed monthly. The table above reflects our verified plan data. Check the vendor page before you buy.
무료 체험: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
환불 보장: None published. Annual plans are billed annually at a discount to monthly.
📌 메모: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ 경고: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
Close CRM의 주요 이점
Here is where Close CRM earns its keep:
- Built-in dialers: A power dialer and a predictive dialer automate outbound calls. Reps dial multiple numbers without touching a keypad.
- One inbox for everything: Email, phone calls and SMS land in the same place. That cuts app switching for busy sales reps.
- 실시간 전화 코칭: Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- 스마트 뷰: Saved filters surface the right leads first. Prioritization stops guesswork at the top of the day.
- Fast onboarding: A CSV import tool and a free one-click migration tool move data from other tools. Setup takes hours, not weeks.
- Activity timelines: Every call, email and note appears on the lead profile. Nothing about your outreach gets lost.
- Support and knowledge base: A help center, API documentation and product updates back the platform. Onboarding support is proactive and free.
우리 팀이 발견한 점
Our writer signed up for Close CRM and ran real outreach through it for several days. Here is what stood out from that hands-on time:
클로즈 CRM의 장점과 단점
✅ 장점
- Best-in-class calling, dialed straight from the browser
- Simple enough to earn full team engagement quickly
- Free one-click migration and proactive onboarding help
- Holds a 4.7/5 rating on G2 from user reviews
❌ 단점
- Reporting functionality is weak for sales analysis
- Less customizable than rival platforms
- No project management, so delivery work lives elsewhere
- 80+ integrations still miss some key connections
기능 비교
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| 특징 | 통찰력 있게 | CRM 닫기 |
|---|---|---|
| 시작 가격 | 사용자당 월 29달러 | 좌석당 월 35달러 |
| 무료 플랜 | ❌ | ❌ |
| 프로젝트 관리 | ✅ | ❌ |
| 내장 통화 기능 | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| 워크플로 자동화 | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️ 제한됨 |
| 통합 | ✅ 2,000명 이상 | Loading... |
| HIPAA 준수 | ✅ | ❌ |
| 가장 적합한 대상 | CRM plus project delivery | 대량 아웃바운드 판매 |
1. Contact Management & Customer Records
통찰력 있게: Contact management sits at the centre of the system. Every company, contact and file links to the same record, so customer relationships stay readable. Custom fields let you store the details your business actually tracks.
CRM 닫기: Leads, not accounts, are the primary object. That suits outbound work but makes long-term account history thinner. Custom objects arrive only on the top tier.
2. Sales Pipeline & Sales Opportunities
통찰력 있게: The sales pipeline uses customizable stages and Kanban views. Sales teams move sales opportunities forward while managers monitor progress. You can customize each pipeline per product line.
CRM 닫기: A visual pipeline highlights bottlenecks in the sales process. It is fast to read but less flexible than Insightly. Deals move quickly because activity data updates itself.
3. Project Management & Task Management
통찰력 있게: This is the clearest gap between the two products. You can create projects, set milestones and assign tasks to any team member. Task management also covers reminders, to-do lists and call logs.
CRM 닫기: There is no project management module at all. You get inbox management and task reminders tied to leads instead. Delivery work has to live in a separate tool.
⚠️ 경고: If you sell and then deliver the work, this single difference usually decides the choice for you.
4. 워크플로 자동화
통찰력 있게: Workflow automation handles record updates, task creation and alerts. Copilot adds AI summaries on top. Custom workflows are thinner than some rival CRM software, which is a fair criticism.
CRM 닫기: Workflows trigger automated follow ups that lift response rates without manual effort. Automation is aimed squarely at outreach, not operations. It removes a lot of manual data entry for reps.
5. 이메일 템플릿 및 시퀀스
통찰력 있게: You can build email templates, schedule emails and send bulk email from inside a record. Google Workspace and Outlook sync keeps threads attached to contacts. Copilot summarizes long threads for you.
CRM 닫기: Email sequences run alongside calls and SMS in one thread. Templates and merge fields are quick to set up. This is the stronger side for pure outbound cadences.
6. Built-In Calling & Power Dialer
통찰력 있게: There is no native dialer. Calls are logged manually or through an integration. The organization view is what Insightly gives you instead, grouping contacts under each company.
CRM 닫기: Calling is the headline feature. A power dialer and predictive dialer let reps dial multiple numbers back to back. Managers can join live for call coaching.
7. Reporting & Opportunities Dashboard
통찰력 있게: Reporting is a real strength. The opportunities dashboard gives visual insight into revenue, and custom graphs cover most questions. Professional adds limited dashboards, while Enterprise unlocks the full set.
CRM 닫기: Quick KPI reports work well for daily standups and training. Deeper analysis is harder, and reviewers call the reporting functionality weak. Growing teams often export data elsewhere.
8. Integrations & Other Tools
통찰력 있게: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links to other Insightly products such as Insightly Marketing and Insightly Service. No developer is needed for common apps.
CRM 닫기: Close connects to over 80 other tools, including Zoom meetings and Slack. Coverage is solid for sales stacks but thinner elsewhere. A few key connections found in other CRMs are missing.
9. Support, Onboarding & Free Trial
통찰력 있게: Support and ticketing run through the help centre and paid service tiers. Rollout is fast, which is a key reason for its appeal. Getting data into the system is not overly convoluted.
CRM 닫기: Onboarding support is proactive and includes free migration help and training. An ROI calculator, help centre and API documentation round out the resources. Most teams launch inside the free trial.
10. 가격 및 비용
Here are both pricing structures side by side.
| 층 | 통찰력 있게 | CRM 닫기 |
|---|---|---|
| 기입 | 추가 요금 — 사용자당 월 29달러 | 필수 서비스 — 좌석당 월 35달러 |
| 중간 | 전문가용 — 사용자당 월 49달러 | 성장세 — 좌석당 월 99달러 |
| 맨 위 | 기업용 — 사용자당 월 99달러 | 스케일 — 좌석당 월 139달러 |
통찰력 있게: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most 소규모 사업체, Professional at $49 is the sweet spot.
CRM 닫기: Entry pricing is mid-tier, but the jump from Essentials to Growth is steep. You are paying for calling infrastructure, not breadth. A five-seat team pays $495 a month on Growth.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 최저 진입 비용 | 통찰력 있게 | $6 less per seat monthly |
| High-volume outbound calls | CRM 닫기 | 파워 및 예측 다이얼러 |
| Projects after the sale | 통찰력 있게 | Milestones, Gantt charts, tasks |
| 심층 보도 | 통찰력 있게 | Custom graphs and dashboards |
| Fastest rep onboarding | CRM 닫기 | Live inside the free trial |
| HIPAA or GDPR duty | 통찰력 있게 | SOC 2 Type II and HIPAA ready |
💰 예산
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 사용 중인 기술 스택
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 귀사의 영업 프로세스
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 귀하의 경험 수준
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 무료 체험 및 데모
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 지원 옵션
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
전환 가이드
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ 얻게 될 이점:
- A dialer inside the CRM, so reps stop switching apps
- Live call coaching for managers training new hires
- Email, SMS and calls stacked on one lead timeline
❌ 잃게 될 것:
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋 전환 방법:
- Export contacts, companies and open deals from Insightly as CSV
- Start a Close trial and run the free one-click migration
- Rebuild pipelines and Smart Views, then connect your number
🔄 Switching from Close CRM to Insightly?
✅ 얻게 될 이점:
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ 잃게 될 것:
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋 전환 방법:
- Export leads, activity history and custom fields from Close
- Create an Insightly account and import the files
- Set up pipelines, then add a calling app for outbound work
저희 리뷰에서 다루지 않은 내용
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise rollouts, custom API builds or how either system handles thousands of records. Marketing teams evaluating Insightly Marketing should check that product separately, since it is priced apart from the CRM. Our notes reflect the August 2026 versions, and each new version may shift the details.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 통찰력 있게 |
| 🚀 핵심 CRM 기능 | 통찰력 있게 |
| 📞 Calling & Outreach | CRM 닫기 |
| 📁 프로젝트 관리 | 통찰력 있게 |
| 📊 신고 | 통찰력 있게 |
| 👶 사용 편의성 | CRM 닫기 |
| 🔌 통합 | 통찰력 있게 |
| 🏆 종합 우승 | 통찰력 있게 |
🏆 수상자: 인사이트리
Insightly wins 5 of 7 categories.
다음과 같은 경우에 가장 적합합니다: service businesses, agencies serving clients, and teams that need CRM and project delivery in one system
Insightly and Close CRM solve different halves of the same job. Insightly covers the customer from first contact through delivery, which protects team productivity across departments.
Close CRM is a specialist. If your team lives on the phone and wants more deals per rep, it earns its higher seat price.
For most buyers weighing Insightly vs Close CRM, Insightly is the safer choice. It costs less at entry, does more, and still handles day-to-day sales work well.
Insightly 비교에서 더 많은 정보
Here is how Insightly measures up against other CRM tools:
Insightly는 다음 항목에서 우위를 점합니다: shorter learning curve, native project management, faster rollout
Zoho CRM이 다음 항목에서 우위를 차지했습니다: feature depth, custom workflow flexibility, far cheaper top tier
Insightly는 다음 항목에서 우위를 점합니다: project milestones, predictable per-user costs, HIPAA readiness
HubSpot이 다음 분야에서 우위를 차지했습니다: free starting tier, marketing automation depth, content and knowledge tools
통찰력 vs 파이프드라이브
Insightly는 다음 항목에서 우위를 점합니다: post-sale delivery tracking, 2,000+ connectors, compliance coverage
Pipedrive는 다음 항목에서 승리했습니다: simpler pipeline view, lower entry price, quicker rep adoption
통찰력 vs 세일즈포스
Insightly는 다음 항목에서 우위를 점합니다: setup speed, no admin headcount required, lower total cost
Salesforce가 다음 분야에서 우위를 점했습니다: unlimited customization, developer platform depth, enterprise reporting
Close CRM과 비교했을 때 더 많은 장점
Close CRM is measured against a different set of rivals. This video covers the main ones.
CRM에서 최종 승리를 거둔 사례: browser dialing, cheaper for pure sales seats, faster rep onboarding
HubSpot이 다음 분야에서 우위를 차지했습니다: reporting dashboards, service and marketing modules, larger app marketplace
CRM 종료 vs 킵
CRM에서 최종 승리를 거둔 사례: predictive dialing, cleaner interface, sales-only focus
Keap은 계속해서 승리합니다: email marketing depth, invoicing and payments, appointment booking
CRM에서 최종 승리를 거둔 사례: native calling, outbound sequences, activity tracking accuracy
월요일 CRM 주요 성과: board customization, cross-team project views, cheaper small plans
CRM에서 최종 승리를 거둔 사례: dialer quality, simpler setup, migration support
Freshsales CRM이 다음 항목에서 우위를 차지했습니다: free entry plan, built-in chat, stronger analytics
자주 묻는 질문
Insightly는 무엇에 사용되나요?
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
Insightly는 사용하기 쉬운가요?
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
클로즈 CRM이란 무엇인가요?
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
한 달에 얼마 정도면 충분할까요?
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
Close는 다른 CRM과 어떻게 다른가요?
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, 텍스트 and email without leaving the platform.
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