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Freshsales CRM vs Insightly 2026 — Which CRM Is Worth It?

utworzone przez | Last updated Sep 7, 2026

Zwycięzca
Wnikliwie
4.1
  • Ponad 2000 łączników AppConnect
  • SOC 2 Typ II, RODO, HIPAA
  • CRM + Zarządzanie projektami
  • Drugi pilot Asystent AI Wbudowany
  • Wykresy Gantta dodane w 2025 r.
  • Customizable Kanban Pipelines
  • Plany od 29 USD/użytkownika/miesiąc
Wicemistrz
Freshsales CRM
4.0
  • Punktacja potencjalnych klientów Freddy'ego AI
  • 21-dniowy bezpłatny okres próbny
  • Phone, Email, Chat and SMS
  • 4.5/5 on G2 and Capterra
  • Około 385 integracji
  • iOS and Android Mobile App
  • Plany od 9 USD/użytkownika/miesiąc

⚡ Szybki werdykt:

  • Wycena: Freshsales CRM starts at $9/user/month. Insightly starts at $29/user/month.
  • Najlepiej dla: Freshsales CRM suits sales teams that want built-in phone, email and chat. Insightly suits teams that run projects after the deal closes.
  • Kluczowa różnica: Insightly bundles project management with the CRM. Freshsales CRM bundles omnichannel communication and Freddy AI.
  • Nasz wybór: Insightly, by a hair. It rates 4.1 to 4.0 and covers more ground per account.
Freshsales CRM vs Insightly Comparison

The cheaper CRM is not automatically the weaker one here.

Freshsales CRM costs $9 per user per month to start.

Insightly starts at more than three times that price.

One is a sales engine. The other is a sales and delivery system.

Here is how to tell which one fits your biznes.

Przegląd

This Freshsales CRM vs Insightly comparison covers pricing, features, ease of use and support.

Our sources are published specs, vendor documentation and G2 and Capterra reviews.

Neither product has a hands-on log from our writers yet.

So we flag where a claim comes from a review site or a vendor page.

By the end you will know which customer relationship management platform matches your workflow.

Czym jest Freshsales CRM?

Freshsales CRM is a cloud-based customer relationship management platform from Freshworks.

It launched in 2016 as the second major product in the Freshworks lineup.

The tool centralizes customer data and keeps a full history of every touchpoint.

Sales teams get visual pipelines, one-click phone, event tracking and lead tracking in one place.

Freddy AI sits on top and scores leads, predicts deal risk and suggests the next best action.

Freshworks says more than 67,000 customers worldwide use its products.

Recenzja Freshsales Freshworks CRM – czy nadal jest dobry?

Freshsales CRM

⭐ 4,0/5 | 💰 Od 9 USD/użytkownika/miesiąc

Phone, email, chat and SMS live inside one skrzynka odbiorcza. Freddy AI ranks your leads for you. The 21-day free trial needs no credit card.

Cennik Freshsales CRM

Freshsales CRM uses a tiered structure aimed at different business sizes.

PlanCenaNajlepsze dla
Wzrost9 USD/użytkownik/miesiącMałe zespoły zaczynające od CRM
Zawodowiec39 USD/użytkownik/miesiącGrowing sales teams that need automatyzacja
Przedsiębiorstwo59 USD/użytkownik/miesiącLarger teams needing full customization

Pricing verified September 2026.

Cennik CRM Freshsales

Bezpłatny okres próbny: 21 days on every tier, with no credit card required to open a new account.

Gwarancja zwrotu pieniędzy: Freshworks does not publish a blanket refund window. Cancel before renewal to avoid the next charge.

📌 Notatka: Freshsales CRM pricing has dropped over the years and now sits two to three times lower than earlier tiers. Freshworks documentation also describes a free plan for up to 3 users. Some capabilities arrive as paid add ons rather than being bundled into your base seat.

⚠️ Pricing conflict flagged: Third-party research lists the entry paid tier at $11/user/month and Enterprise at $71/user/month. Our verified CSV data shows Growth at $9 and Enterprise at $59. We use the CSV figures throughout this article. Check the Freshworks site before you buy, since regional currency and billing cycle change the number you see.

Kluczowe korzyści Freshsales CRM

Here is what makes this crm software worth a look:

  • Jednolita skrzynka odbiorcza: Phone, email, chat and SMS run inside the CRM. Reps stop switching browser tabs mid-conversation.
  • Freddy AI scoring: Leads are ranked on behavior and profile. Freshworks positions this as a way to lift conversion rates.
  • Kanban pipelines: Deals move across a visual board. Bottlenecks show up before the quarter ends.
  • Zasięg wielokanałowy: WhatsApp Business, Facebook Messenger and LINE connect to the same customer record.
  • Bulk email with tracking: Send personalized batches and monitor opens and replies from the timeline.
  • Aplikacja mobilna: The iOS and Android app supports offline access and call logging on the road.
  • Freshworks tie-in: Freshmarketer and Freshdesk connect natively, so marketing and support share the same customer data.
Strona główna Freshsales

Co zauważył nasz zespół

Note: We have not logged extended hands-on time with Freshsales CRM yet. What follows comes from the vendor website, product documentation and public review data.

Reviewers rate it highly, averaging around 4.5 out of 5 on G2 and Capterra.

The recurring complaint in those reviews is speed. Navigation feels cluttered and pages load slowly once records pile up.

Zalety i wady Freshsales CRM

✅ Zalety
  • Entry price of $9 per user per month is excellent value for small and medium sized businesses
  • Built-in phone, email, chat and SMS in one unified inbox
  • Freddy AI scores leads, predicts deal risk and suggests next steps
  • 21-dniowy bezpłatny okres próbny na każdym poziomie bez konieczności podawania numeru karty kredytowej
  • 24/5 support on all plans via phone, chat and email
❌ Wady
  • Cluttered navigation and slow loading times drag the experience down
  • Around 385 integrations, fewer than older rivals offer
  • Third-party connectors are thinner than the links to other Freshworks products
  • Brakuje niektórych funkcji dostępnych w HubSpot i Salesforce

Czym jest Insightly?

Insightly CRM keeps current and prospective customer data in one place.

It handles leads, sales opportunities and the projects that follow a closed deal.

The company markets it as the modern crm teams love, and the poziom is about range.

You get customizable pipelines, Kanban views, milestones and an opportunities dashboard.

Managers can monitor employee work while reps build relationships.

PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend the system.

Recenzja Insightly CRM: Lepsze niż się spodziewałem?

🏆 Zwycięzca: Insightly

⭐ 4,1/5 | 💰 Od 29 USD/użytkownika/miesiąc

CRM and project management share one record. AppConnect adds over 2,000 pre-built connectors. SOC 2 Type II, GDPR and HIPAA compliance come standard.

Cennik Insightly

Insightly offers three tiers. Each one is billed annually per user.

PlanCenaNajlepsze dla
Plus29 USD/użytkownik/miesiącSmall teams needing CRM plus projects
Profesjonalny49 USD/użytkownik/miesiącTeams needing dashboards and third-party apps
Przedsiębiorstwo99 USD/użytkownik/miesiącFull access to every feature and control

Pricing verified September 2026.

Najważniejsze korzyści Insightly

Bezpłatny okres próbny: Insightly lists a trial on its pricing page. Length varies by plan, so confirm the terms before you create a new account.

Gwarancja zwrotu pieniędzy: No published refund window. Annual contracts renew automatically unless you cancel.

📌 Notatka: Plus gives limited access to most features. Professional adds limited dashboards and third-party app integration. Insightly Marketing and Insightly Service are sold separately on the same three tiers, so a full stack multiplies your costs.

⚠️ Ostrzeżenie: Plus and Professional price competitively against other CRMs. Enterprise does not. At $99 per user per month it runs close to double Zoho CRM at the same level. Price that tier carefully before committing a whole team.

Kluczowe korzyści z Insightly

Here is what pushes Insightly ahead of most crm tools in its price band:

  • CRM and projects together: Milestones, pipelines and task management live beside the deal record. Nothing gets re-keyed at handoff.
  • AppConnect: A low-code integration engine with over 2,000 pre-built connectors to other applications.
  • Copilot AI: The assistant summarizes emails and retrieves records without a manual search.
  • Gantt charts: Added in 2025 for project timelines and dependency tracking.
  • Zgodność: SOC 2 Type II, GDPR and HIPAA standards are covered, which matters for health and finance organizations.
  • Szybka konfiguracja: Getting data in is not overly convoluted, and quick rollout is a stated reason for its appeal.
  • Przechwytywanie mobilne: Add contacts on the go, scan a business card and assign tasks from your phone.
Strona główna Insightly

Co zauważył nasz zespół

Note: We have not logged extended hands-on time with Insightly either. The observations below come from published documentation and third-party review coverage.

The interface is easy to pick up, and reviewers repeatedly note a short learning curve compared with heavier platforms.

The trade-off is depth. Insightly is easier than Zoho CRM but not as feature-deep, and custom workflows lag behind some rivals.

Zalety i wady Insightly

✅ Zalety
  • Project management and CRM share the same records with no handoff gap
  • AppConnect provides over 2,000 pre-built connectors through a low-code engine
  • SOC 2 Type II, GDPR and HIPAA compliance
  • Copilot AI summarizes emails and retrieves data on request
  • Easy to pick up with a smooth data input and sharing process
❌ Wady
  • The Enterprise tier at $99 per user per month is close to double Zoho CRM
  • Lacks advanced features such as custom workflows found in some competitors
  • Easier to use than Zoho CRM but not as feature-deep
  • No entry tier under $29, so very small teams pay more to start

Porównanie funkcji

We compared ten areas that decide most CRM purchases. The table below gives the shape of it. Each section explains what the checkmarks mean in practice.

FunkcjaFreshsales CRMWnikliwie
Cena wywoławcza9 USD/użytkownik/miesiąc29 USD/użytkownik/miesiąc
Built-in Phone, Chat, SMS✅❌
Zarządzanie projektami❌✅
Asystent AI✅ Sztuczna inteligencja Freddy'ego✅ Drugi pilot
Liczba integracjiAround 385Ponad 2000
SOC 2, RODO, HIPAA❌ Not all published✅
Wykresy Gantta❌✅
Aplikacja mobilna✅ iOS and Android✅ iOS and Android
Bezpłatny okres próbny✅ 21 dni✅ Varies by plan
Najlepsze dlaSales teams selling by phone and chatTeams that deliver projects after the sale

1. Zarządzanie kontaktami

Freshsales CRM: Every contact record carries a 360-degree view with a full timeline. Calls, emails and chats write back to the same profile automatically, and that collected data feeds personalized marketing campaigns.

Zarządzanie kontaktami w systemie Freshsales CRM

Wnikliwie: Contacts sit alongside an organization record, so you see the company and its people in one view. Insightly also offers a 360-degree customer view built for personalized follow-up.

Insightly CRM

2. Sales Pipeline and Deal Tracking

Freshsales CRM: Kanban boards drive the visual sales pipeline. Freddy AI scores each lead on behavior and profile, then flags deal risk before it costs you the quarter.

Freshsales CRM AI Lead Scoring

Wnikliwie: Pipelines and Kanban views are customizable per stage, so a services pipeline can look nothing like a product one. The opportunities dashboard tracks progress across the team, and stages hand off into a project pipeline.

Insightly Modern CRM

3. Zarządzanie projektami

Freshsales CRM: There is no project module. Sales sequences are the closest thing, running multi-step outreach on a schedule. After a deal closes, delivery work moves to a separate app.

Sekwencje sprzedaży Freshsales CRM

Wnikliwie: This is the clearest gap between the two. Milestones, project pipelines and task assignment ship in the core product. Gantt chart visualizations arrived with the 2025 new version, covering timelines and dependencies.

Wnikliwe zarządzanie projektami

⚠️ Ostrzeżenie: If your business ends at the signature, project management is dead weight you are paying for. Insightly only earns its higher price when work continues after the deal closes.

4. Workflow Automation and AI

Freshsales CRM: Automation handles repetitive sales activities so reps spend more time selling. Freddy AI is the headline act, scoring leads and recommending the next move to close deals.

Freshsales CRM Freddy AI Copilot

Wnikliwie: Copilot summarizes long email threads and pulls records on request. Workflow automation exists but stays shallower than the heavyweights, and custom workflows are a known gap versus deeper platforms.

Wnikliwe automatyzacje AI

5. E-mail i komunikacja

Freshsales CRM: The strongest column on the board. Phone, email, chat and SMS run through one unified inbox, and omnichannel reach extends to WhatsApp, Facebook Messenger and LINE. Send bulk emails and monitor activity on each.

https://youtu.be/jv9ub1AzJcY?si=hHblC7UumI3_i7NF

Wnikliwie: Email templates and the option to schedule emails cover the basics. There is no built-in phone or SMS layer, so głos sellers add a separate dialer.

Wnikliwy e-mail

6. Raportowanie i pulpity nawigacyjne

Freshsales CRM: Around a dozen predefined sales reports ship ready to use, and all of them are customizable. AI insights sit beside them for forecasting revenue and tracking team performance.

Freshsales CRM Inteligentni agenci AI

Wnikliwie: Reports and dashboards give visual insight into business performance and metrics. Note the tier gate: the Professional plan includes limited dashboards, and full raportowanie functionality unlocks at Enterprise.

Wnikliwe raportowanie

7. Integracje i aplikacje

Freshsales CRM: Around 385 integrations and apps are available at the time of writing, including Google, Microsoft 365, Slack and Zoom. The tightest links run to other Freshworks products, while third-party connectors stay thinner.

Freshsales CRM Szeroki rynek

Wnikliwie: AppConnect is a low-code integration engine with over 2,000 pre-built connectors. Google Workspace, Outlook and the usual business apps are covered. Links to other Insightly products run natively.

Bezproblemowe integracje Insightly

8. Lead Capture and Task Management

Freshsales CRM: Web forms push new leads straight into the system with no manual entry. Event tracking follows what a visitor does on your site before they ever fill anything in.

Formularze internetowe Freshsales CRM

Wnikliwie: Task management runs deeper. Create reminders, to-do lists and call logs, then assign tasks to any team member from the web or the mobile app.

Wnikliwe organizacje

9. Support and Service Tools

Freshsales CRM: Every plan gets 24/5 support by phone, chat and email, unusually even coverage at a $9 entry tier. Freshdesk OMNI extends the same record into ticketing.

Freshsales CRM Freshdesk OMNI

Wnikliwie: Ticketing and a knowledge base live in Insightly Service, a separate purchase priced on the same three tiers. Buying CRM, Marketing and Service together adds up quickly.

Wsparcie i zgłoszenia Insightly

10. Ceny i koszty

Here are both ladders side by side.

SzczebelFreshsales CRMWnikliwie
WejścieWzrost — 9 USD/użytkownika/miesiącPlus — 29 USD/użytkownika/miesiąc
ŚredniPro — 39 USD/użytkownik/miesiącProfesjonalny — 49 USD/użytkownik/miesiąc
SzczytEnterprise — 59 USD/użytkownika/miesiącEnterprise — 99 USD/użytkownika/miesiąc

Freshsales CRM: Cheaper at every rung. Five people cost $45 a month on Growth against $145 on Insightly Plus. That gap is why reviewers call it excellent value for small and medium sized businesses.

Wnikliwie: You pay more for two products in one. If project management would otherwise cost you a separate subscription, the $20 gap at entry level closes fast. If it would not, Insightly is simply the expensive option.

Różne scenariusze

Jeśli potrzebujesz…WybieraćDlaczego
The lowest entry costFreshsales CRM$9 versus $29 per seat
Projects after the saleWnikliwieMilestones and Gantt charts built in
Phone and SMS sellingFreshsales CRMDialer and SMS included
HIPAA or SOC 2 coverageWnikliwieCompliance published
The widest app libraryWnikliwieOver 2,000 connectors
Szybkie wdrożenieWnikliwieKrótsza krzywa uczenia się

💰 Twój budżet

Ten seats cost $90 a month on Growth and $290 on Plus. Over a year that is real money, so be honest about whether you will use what the extra buys.

🔌 Twój zestaw technologii

Already running Freshdesk or Freshmarketer? Freshsales CRM slots in with almost no setup. Running a mixed stack around Google Workspace and a dozen niche tools? AppConnect covers more ground.

📝 Twój proces sprzedaży

High-volume phone and chat selling favors the unified inbox. Consultative deals that turn into delivery work favor the CRM with a project side attached.

🎓 Twój poziom doświadczenia

Insightly is the gentler start for a first CRM, and getting data in is not overly convoluted. Freshsales CRM rewards teams willing to customize the layout and tune Freddy AI.

🆓 Bezpłatne wersje próbne i dema

The 21-day Freshworks window is the more generous test, with no credit card required. Load one real pipeline into each and see which your reps open on Monday.

🛟 Wsparcie i bezpieczeństwo

Freshworks gives 24/5 phone, chat and email help on every tier, rare at this price. Insightly answers the security pytanie instead, with SOC 2 Type II, GDPR and HIPAA compliance.

Przewodnik po przełączaniu

Already on one of these? Here is what moving actually costs you.

🔄 Przechodzisz z Freshsales CRM do Insightly?

✅ Co zyskasz:

  • Project pipelines, milestones and Gantt charts in the same account
  • Over 2,000 AppConnect connectors instead of around 385
  • Published SOC 2 Type II, GDPR and HIPAA compliance

❌ Co stracisz:

  • Built-in phone, SMS and WhatsApp in one inbox
  • Freddy AI lead scoring and deal risk prediction
  • The $9 entry price and 24/5 support on every plan

📋 Jak przełączyć:

  1. Export contacts, companies and deals from Freshsales CRM as CSV
  2. Create your Insightly account and map fields during import
  3. Rebuild pipelines, then reconnect your apps through AppConnect
🔄 Przechodzisz z Insightly do Freshsales CRM?

✅ Co zyskasz:

  • Roughly 69% lower entry cost per seat
  • A unified inbox with phone, email, chat and SMS
  • Freddy AI scoring plus a dozen customizable sales reports

❌ Co stracisz:

  • Project management, milestones and dependency tracking
  • The AppConnect library and its low-code budowniczy
  • HIPAA and SOC 2 Type II coverage on the record

📋 Jak przełączyć:

  1. Export contacts, organizations and opportunities from Insightly
  2. Start the 21-day trial and import during setup
  3. Move open project work to a separate tool before you cancel

Czego nie objęła nasza recenzja

This comparison focused on small and mid-market sales teams. We did not test API performance at scale, custom object modeling, or behavior at 100,000 plus records. Marketing teams weighing Freshmarketer or Insightly Marketing should price those separately. Our figures reflect September 2026 pricing pages, and both vendors update tiers regularly.

Ostateczny werdykt

KategoriaZwycięzca
💰 CennikFreshsales CRM
📞 Narzędzia komunikacyjneFreshsales CRM
🤖 AI AssistanceFreshsales CRM
📋 Zarządzanie projektamiWnikliwie
🔌 IntegracjeWnikliwie
🔒 Bezpieczeństwo i zgodnośćWnikliwie
👶 Łatwość użytkowaniaWnikliwie
🏆 Zwycięzca klasyfikacji generalnejWnikliwie

🏆 ZWYCIĘZCA: INSIGHTLY

Insightly wygrywa w 4 z 7 kategorii.

Najlepiej dla: Agencies and consultancies, professional services organizations, regulated industries needing HIPAA coverage

💡 How we broke the tie: 4.1 against 4.0 is close to a dead heat. Insightly takes it because one account covers selling and delivery, and the ease-of-use and compliance gaps are documented rather than a matter of taste. Change one variable, a budget under $20 per seat for example, and Freshsales CRM is the correct pick.

These are not really the same category of product. Freshsales CRM is a sales engine built around conversations, priced so a three-person team can afford it.

Insightly is a customer relationship management platform with a delivery system attached, and it charges accordingly. Freshsales CRM still wins on pure sales productivity per dollar.

But if your work continues after the contract is signed, Insightly saves you a second subscription and a second login.

Więcej informacji o Freshsales CRM w porównaniu

Here is how it holds up against the other names on most shortlists:

https://youtu.be/Fk9X2K6M9QY

Freshsales CRM kontra HubSpot

Freshsales CRM wygrywa w następujących kategoriach: a far cheaper paid entry point, phone and SMS included rather than sold as an add-on, 24/5 human support on every tier

HubSpot wygrywa w kategoriach: a much larger app marketplace, deeper content and marketing tooling, a free tier that scales further before it forces an upgrade

Freshsales CRM kontra Zoho CRM

Freshsales CRM wygrywa w następujących kategoriach: a cleaner unified inbox, Freddy AI scoring available earlier in the range, simpler setup for a first-time buyer

Zoho CRM wygrywa w następujących kategoriach: deeper customization and custom workflows, a wider suite of sibling business apps, lower cost at the enterprise end

Freshsales CRM kontra Pipedrive

Freshsales CRM wygrywa w następujących kategoriach: native calling and messaging, AI insights for forecasting, tighter links to marketing and support products

Pipedrive wygrywa w kategoriach: faster page loads and a leaner interface, a pipeline view many reps prefer, less clutter for teams that only track deals

Więcej informacji na temat Insightly w porównaniu

And here is where Insightly lands against the same field:

Insightly kontra Zoho CRM

Insightly wygrywa w kategoriach: project delivery built into the CRM, a shorter path from signup to a working system, AppConnect’s low-code connector library

Zoho CRM wygrywa w następujących kategoriach: greater feature depth across modules, roughly half the price at the enterprise tier, more advanced automation rules

Insightly kontra Salesforce

Insightly wygrywa w kategoriach: rollout measured in days instead of quarters, no admin headcount required to keep it running, predictable per-seat costs

Salesforce wygrywa w następujących kategoriach: unmatched extensibility and reporting, a partner network for any industry, capacity for very large record volumes

Insightly kontra HubSpot

Insightly wygrywa w kategoriach: milestones and Gantt charts HubSpot has no answer for, HIPAA coverage for regulated work, flatter pricing as seat count grows

HubSpot wygrywa w kategoriach: a genuinely usable free plan, stronger inbound marketing tooling, a bigger library of learning material and templates

Często zadawane pytania

Czy Freshsales to CRM?

Yes. It is a cloud-based customer relationship management platform from Freshworks, launched in 2016 to manage sales, marketing and customer interactions in one place.

Jaka jest maksymalna liczba użytkowników dozwolona w bezpłatnym planie Freshsales?

Freshworks documentation describes a free tier for up to 3 users with most core features included. Beyond three seats, the Growth plan at $9 per user applies.

Czy Insightly jest łatwy w użyciu?

Reviewers describe the interface as easy to pick up, with a smooth data input and sharing process. Setup is fast, though custom workflow options stay limited.

Do czego przydaje się Insightly?

Businesses that need sales tracking and project delivery linked together. Customization, integrations and speed are its strengths, especially for agencies and professional services organizations.

Ile kosztuje program CRM?

Entry tiers here run $9 to $29 per user monthly. Top tiers reach $59 and $99. Most small teams land between $10 and $50 per seat.

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