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Folk vs Insightly: Ultimate CRM Showdown in 2026

utworzone przez | Last updated Aug 4, 2026

Zwycięzca
Wnikliwie
4.1
  • SOC 2 Typ II, RODO, HIPAA
  • Copilot AI Email Summaries
  • Ponad 2000 łączników AppConnect
  • Wykresy Gantta dodane w 2025 r.
  • CRM + Zarządzanie projektami
  • Recommended by PC Magazine
  • Plany od 29 USD/użytkownika/miesiąc
Wicemistrz
ludowy
4.0
  • Magic Fields AI Data Cleanup
  • Rozszerzenie Chrome dla LinkedIn
  • 14-dniowy bezpłatny okres próbny
  • Kanban Sales Pipeline View
  • Gmail & Outlook Contact Sync
  • Collaborative Mail Merge
  • Plans from $17.5/member/month

⚡ Szybki werdykt:

  • Wycena: Folk starts at $17.5/member/month. Insightly starts at $29/user/month.
  • Najlepiej dla: Folk suits small teams doing contact management. Insightly suits sales teams that also run projects.
  • Kluczowa różnica: Insightly bundles project management, reporting, and workflow automatyzacja. Folk keeps things light.
  • Nasz wybór: Insightly for most growing businesses, because one system covers both deals and delivery.
Folk vs Insightly Comparison

Most people pick a CRM before they know what they actually need.

Folk and Insightly both promise better customer relationship management.

But they were built for very different kinds of work.

Folk is about people, outreach, and real relationships.

Insightly is about pipelines, projects, and reporting.

Here is how to tell which one fits your biznes.

Przegląd

This Folk vs Insightly comparison covers pricing, crm features, and ease of use.

Przedstawiamy również, dla kogo poszczególne narzędzia sprawdzają się najlepiej.

Nasz pisarz spent hands-on time inside Folk directly.

Notes on Insightly come from its documentation and published specs.

By the end, you will know which crm software suits your team.

Czym jest Folk?

Folk is a lightweight CRM built around people, not process.

It helps you organize contacts into simple, shareable groups.

The interface looks and feels like a collaborative spreadsheet.

That design makes Folk incredibly easy for first-time CRM users.

Folk CRM serves multiple use cases beyond sales.

Fundraising, event follow-up, and partnerships all work well here.

Wprowadzenie ludowe

Watch the walkthrough below to see the app in action.

Ludowy

⭐ 4.0/5 | 💰 From $17.5/member/month

A simple CRM for people who hate CRMs. Import contacts from Gmail, then start winning deals.

Cennik ludowy

Folk keeps its pricing page short. Three tiers, no free plan.

PlanCenaNajlepsze dla
Standard17,5 USD/członek/miesiącZałożyciele solo i małe zespoły
Premia35 USD/członek/miesiącAgency and partnership workflows
Zwyczaj70 USD/członek/miesiącLarger teams needing more control

Pricing verified August 2026.

Cennik ludowy

Bezpłatny okres próbny: Folk offers a 14-day free trial so you can test the tool before you purchase.

Gwarancja zwrotu pieniędzy: Folk does not publish a refund window. The trial is the safety net.

📌 Notatka: Folk charges per member, so costs scale with headcount. Lower rates apply when plans are billed annually.

⚠️ Pricing conflict: Some sources list Folk at $20 and $40 per user monthly. Our verified figures above show $17.5, $35, and $70. The gap is likely monthly versus annual billing. Always confirm on the Folk pricing page before you buy.

Kluczowe korzyści płynące z Folk

Oto, co sprawia, że ​​warto obejrzeć Folk:

  • Pola Magiczne: A custom field type that uses AI to clean and enrich contact data. It fills gaps other tools leave blank.
  • Rozszerzenie Chrome: Add contacts straight from LinkedIn while you przeglądać. No copy-paste between tabs.
  • Gmail and Outlook sync: Folk connects to your skrzynka odbiorcza to import contacts and email history.
  • Collaborative mail merge: Send personalized bulk email from shared templates. Your whole team sees the thread.
  • Kanban sales pipeline: A visual board to track deals through each stage.
  • Self-serve onboarding: Explore the platform at your own pace. No sales rep chasing your account.
CRM ludowy

Co zauważył nasz zespół

Our writer signed up for Folk and spent several days inside the app. Here is what stood out from that hands-on time:

CRM ludowy

Plusy i minusy folkloru

✅ Zalety
  • One of the easiest CRMs on the market to learn
  • Magic Fields clean and enrich contact data automatically
  • Groups make it simple to organize contacts without clutter
  • Works for fundraising, events, and partnerships, not just sales
❌ Wady
  • Lacks advanced reporting views for detailed analytics
  • Brak automatycznego śledzenia spotkań i rozmów telefonicznych
  • Importing emails and managing contact data can get fiddly
  • Not suitable for larger sales teams or complex sales processes

Czym jest Insightly?

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

The company markets it as the modern CRM teams love.

It handles leads, sales opportunities, and projects in one system.

Sales teams use it to build genuine connections with customers.

Managers use it to monitor progress and employee work.

Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.

Strona główna Insightly

This video walks through the platform screen by screen.

Recenzja Insightly CRM: Lepsze niż się spodziewałem?

🏆 Zwycięzca: Insightly

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

CRM and project management in one account. Built for teams that close deals and then deliver the work.

Cennik Insightly

Insightly offers three pricing tiers. Insightly starts at $29 per user monthly.

PlanCenaNajlepsze dla
Plus29 USD/użytkownik/miesiącOgraniczony dostęp do większości funkcji
Profesjonalny49 USD/użytkownik/miesiącDashboards and third-party app integration
Przedsiębiorstwo99 USD/użytkownik/miesiącFull access to every feature

Pricing verified August 2026.

Najważniejsze korzyści Insightly

Bezpłatny okres próbny: Insightly offers a free trial of the CRM. No purchase is required to create an account.

Gwarancja zwrotu pieniędzy: No published refund window. Test the free trial first.

📌 Notatka: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same pricing structure as the CRM.

⚠️ Ostrzeżenie: The Enterprise tier is almost double what Zoho CRM charges for similar services. Compare against other CRMs before committing a large team.

Kluczowe korzyści z Insightly

Oto dlaczego warto rozważyć Inightly:

  • AppConnect: A low-code integration engine with over 2,000 pre-built connectors. It links your CRM to the apps you already run.
  • Copilot AI: An AI-powered asystent that summarizes emails and speeds up data retrieval.
  • Zarządzanie projektami: Milestones, pipelines, and Gantt chart visualizations added in 2025 for timeline and dependency tracking.
  • Raportowanie i pulpity nawigacyjne: Visual insights into biznes performance, including an opportunities dashboard for open deals.
  • Zgodność: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards.
  • Dostęp mobilny: Scan a business card, add contacts, and assign tasks from the mobile app or the web.

Co zauważył nasz zespół

Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation, the pricing page, and third-party reviews on G2 and TrustRadius.

Zalety i wady Insightly

✅ Zalety
  • Ties project management and CRM together in one platform
  • Over 2,000 pre-built connectors through the AppConnect engine
  • Copilot AI summarizes emails and speeds up data retrieval
  • Spełnia normy SOC 2 typu II, GDPR i HIPAA
  • Fast setup and a smooth data input process
❌ Wady
  • Brak zaawansowanych funkcji, takich jak niestandardowe przepływy pracy, w porównaniu do niektórych konkurentów
  • The Enterprise tier is almost double that of Zoho CRM
  • Not as feature-deep as Zoho CRM despite being easier to use
  • Steeper learning curve than a contacts-only tool like Folk

Porównanie funkcji

Both products call themselves CRM tools, but the overlap is thinner than it looks. We compared ten areas that decide which one you should buy.

FunkcjaLudowyWnikliwie
Cena wywoławcza17,5 USD/członek/miesiąc29 USD/użytkownik/miesiąc
Bezpłatny plan
Zarządzanie kontaktami
Zarządzanie projektami
Zaawansowane raportowanie
Przepływ pracy Automatyzacja
Rozszerzenie Chrome
Call & Spotkanie Śledzenie
Zgodność z HIPAA i SOC 2
Najlepsze dlaContact-led outreachSales plus delivery

1. Zarządzanie kontaktami

Ludowy: Contacts live in groups you create yourself. You can add contacts, set reminders, and keep notes on every person without drowning in fields. Folk is good at cleaning and enriching contact data for outreach.

CRM ludowy

Wnikliwie: Contact management sits inside a 360-degree customer view. Records link to companies, projects, and open deals, so a team member sees full history in one place.

Insightly CRM

2. Lejek sprzedaży

Ludowy: A visual Kanban-style board drives the sales pipeline. Drag a card forward as a deal moves. It is enough for a founder chasing twenty conversations, not two hundred.

CRM ludowy

Wnikliwie: Customizable pipelines and Kanban views track each stage of sales. You can customize stages per product line and monitor where deals stall.

Insightly Modern CRM

3. Lead Tracking and Sales Opportunities

Ludowy: Leads are just contacts with a status. There is no separate opportunity object, which keeps things simple but limits forecasting.

CRM ludowy

Wnikliwie: Leads convert into sales opportunities tied to an organization. The opportunities dashboard shows value, stage, and owner across the business.

Wnikliwe organizacje

4. Project Management and Task Management

Ludowy: There is no real project layer. You get reminders and simple task management attached to contacts, and that is the ceiling.

Zarządzanie rurociągami ludowymi

Wnikliwie: Milestones, pipelines, and Gantt charts manage delivery after the sale. You can assign tasks, create to-do lists, and log phone calls, then track progress to completion.

Wnikliwe zarządzanie projektami

5. Email Automation and Templates

Ludowy: Email automation runs through collaborative mail merge. Folk connects to Gmail or Outlook to sync history, though outreach is email-only with little support for other channels.

CRM ludowy

Wnikliwie: Email templates let you schedule emails to lists and log replies against records. It plugs into Google Workspace and Outlook accounts.

Wnikliwy e-mail

6. Raportowanie i pulpity nawigacyjne

Ludowy: This is the weakest area. Folk lacks advanced reporting views, so generating a board-ready summary means exporting to a spreadsheet.

CRM ludowy

Wnikliwie: Reports and dashboards give visual insight into performance across companies and reps. Managers get numbers without asking anyone to build them.

Wnikliwe raportowanie

⚠️ Ostrzeżenie: If leadership expects weekly reporting, Folk will frustrate you. This is the single clearest functionality gap between the two.

7. AI Features and Workflow Automation

Ludowy: Magic Fields use AI to fill in missing details on a contact. It is genuinely useful, but there is no rules-based workflow automation behind it.

Sprzedaż społeczna ludowa

Wnikliwie: Copilot summarizes emails and retrieves data on request. Automation handles routine steps, though custom workflows are thinner than some rivals offer.

Wnikliwe automatyzacje AI

8. Integrations and Chrome Extension

Ludowy: The Chrome extension pulls profiles from LinkedIn straight into a group. For an agency doing social selling, that alone can justify the purchase.

Rozszerzenie LinkedIn dla osób z ludowymi korzeniami

Wnikliwie: AppConnect exposes more than 2,000 connectors to other apps. You can integrate księgowość, support, and marketing services without writing code.

Bezproblemowe integracje Insightly

9. Partnerships and Support

Ludowy: Partnerships and events get their own groups, which is why non-sales teams like it. Support is self-serve, backed by a knowledge base rather than a rep.

Zarządzanie rurociągami ludowymi

Wnikliwie: Support and ticketing run through Insightly Service, sold alongside the CRM. Marketing teams can bolt on Insightly Marketing from the same account.

Wsparcie i zgłoszenia Insightly

10. Ceny i koszty

Here are the published costs side by side.

SzczebelLudowyWnikliwie
WejścieStandard: $17.5/member/monthPlus: 29 USD/użytkownik/miesiąc
ŚredniPremium: $35/member/monthProfesjonalny: 49 USD/użytkownik/miesiąc
SzczytCustom: $70/member/monthEnterprise: 99 USD/użytkownik/miesiąc

Ludowy: Cheaper at every tier. If you are price sensitive and your needs are basic, the maths favours Folk by a wide margin.

Wnikliwie: Competitive at the Plus and Professional tiers against other CRMs. The Enterprise tier is where the value argument weakens.

Różne scenariusze

Jeśli potrzebujesz…WybieraćDlaczego
Ograniczony budżetLudowyTańsze na każdym poziomie
Project deliveryWnikliwieKamienie milowe i wykresy Gantta
Poszukiwanie potencjalnych klientów na LinkedInLudowyChrome extension built in
Weekly reportingWnikliwieDashboards out of the box
First CRM everLudowyAlmost no learning curve
Zgodność z HIPAAWnikliwieCertified to that standard

💰 Twój budżet

Folk undercuts Insightly at every level. For a five-person team, the difference funds a year of other tools.

🔌 Twój zestaw technologii

Insightly connects to over 2,000 apps through AppConnect. Folk covers the essentials and leans on your inbox.

📝 Twój proces sprzedaży

If you close winning deals through long, structured cycles, pick Insightly. If deals close over coffee, Folk is enough.

🎓 Twój poziom doświadczenia

Folk suits anyone who has never used a CRM. Insightly rewards teams willing to invest in setup for higher productivity later.

🆓 Bezpłatne wersje próbne i dema

Folk gives you 14 days to explore with no sales pressure. Insightly also runs a trial, so test both before you commit.

🛟 Opcje wsparcia

Folk is self-serve by design. Insightly offers ticketing through its service product for teams that need a human on call.

Przewodnik po przełączaniu

Already using one of these? Here is what changes if you move.

🔄 Switching from Folk to Insightly?

✅ Co zyskasz:

  • Project management with milestones and Gantt charts
  • Reports and dashboards you do not have to build by hand
  • SOC 2 Type II, GDPR, and HIPAA compliance

❌ Co stracisz:

  • Magic Fields and their AI data enrichment
  • The Chrome extension for LinkedIn prospecting
  • The spreadsheet-simple interface and low monthly cost

📋 Jak przełączyć:

  1. Export your groups from Folk as CSV files
  2. Create an Insightly account and pick a tier
  3. Import contacts, then map each group to an organization
🔄 Switching from Insightly to Folk?

✅ Co zyskasz:

  • A far shorter setup, measured in hours not weeks
  • Lower cost per seat at every plan level
  • Faster contact capture from LinkedIn and Gmail

❌ Co stracisz:

  • Every reporting view and the opportunities dashboard
  • Project delivery, task assignment, and call logging
  • AppConnect and its 2,000 pre-built connectors

📋 Jak przełączyć:

  1. Export contacts and opportunities from Insightly
  2. Start a Folk trial and connect your Gmail account
  3. Import the file, then search for duplicates before you invite the team

⚠️ Before you migrate: Merge duplicate records first. Two entries for the same person will follow you into the new system.

Czego nie objęła nasza recenzja

This comparison focused on small and mid-sized teams. We did not evaluate custom Enterprise contracts, API-level work, or single sign-on setups. For example, a 200-seat rollout raises questions about admin permissions that we simply did not examine. Our notes reflect the August 2026 version of each product, and a new version may change details. If you run a regulated organization, treat compliance claims as a starting point for your own review.

Ostateczny werdykt

KategoriaZwycięzca
💰 CennikLudowy
🚀 Contact ManagementLudowy
📊 RaportowanieWnikliwie
🗂️ Zarządzanie projektamiWnikliwie
👶 Łatwość użytkowaniaLudowy
🔌 IntegracjeWnikliwie
🔒 ZgodnośćWnikliwie
🏆 Zwycięzca klasyfikacji generalnejWnikliwie

🏆 ZWYCIĘZCA: INSIGHTLY

Insightly wygrywa w 4 z 7 kategorii.

Najlepiej dla: Sales teams that deliver projects, businesses needing reporting, and organizations with compliance requirements

These are not really the same category of product. Folk is a contact tool that happens to have a pipeline. Insightly is a CRM that happens to be easy.

Folk is excellent at what it does. For fundraising, event follow-up, and partnership tracking, it beats anything heavier. Price-sensitive teams with basic needs should stop reading and start a trial.

But most growing businesses eventually need reporting, projects, and workflow automation in one place. That is why Insightly takes the win here.

Więcej w porównaniu z folklorem

Here is how Folk measures up against other contact-led tools:

Lud kontra Pipedrive

Folk wygrywa w: lower entry price, faster contact import from LinkedIn, friendlier setup for non-sales users

Pipedrive wygrywa w kategoriach: deal forecasting, activity reporting, call and meeting logging

Folk kontra HubSpot

Folk wygrywa w: predictable per-seat cost, minutes-long onboarding, no upsell pressure from reps

HubSpot wygrywa w kategoriach: a free starting tier, marketing automation depth, a far larger app marketplace

CRM dla ludzi kontra poniedziałkowy

Folk wygrywa w: contact enrichment through Magic Fields, inbox-native outreach, less configuration before first use

Poniedziałkowy CRM wygrywa w kategoriach: board automations, workload views across projects, granular permission controls

Lud kontra Kapsułka CRM

Folk wygrywa w: collaborative mail merge, browser-based prospecting, a cleaner group model for events

Capsule CRM wygrywa w następujących kategoriach: a genuinely free tier, sales analytics, case and ticket tracking

Więcej informacji na temat Insightly w porównaniu

Here is how Insightly holds up against the bigger names:

Insightly kontra Zoho CRM

Insightly wygrywa w kategoriach: a gentler interface, faster rollout, tighter project and CRM linkage

Zoho CRM wygrywa w następujących kategoriach: deeper feature coverage, custom workflow rules, a far cheaper top tier

Wnikliwy vs. Salesforce

Insightly wygrywa w kategoriach: setup speed without a consultant, clearer per-user pricing, built-in project delivery

Salesforce wygrywa w następujących kategoriach: customization ceiling, partner network size, enterprise reporting depth

Insightly kontra HubSpot

Insightly wygrywa w kategoriach: milestone-based project tracking, HIPAA coverage, flatter cost as seats grow

HubSpot wygrywa w kategoriach: free entry plan, content and email marketing tools, reporting polish

Insightly kontra Pipedrive

Insightly wygrywa w kategoriach: post-sale delivery, AppConnect breadth, service and ticketing add-ons

Pipedrive wygrywa w kategoriach: lower starting price, pipeline speed, simpler daily sales views

Często zadawane pytania

Czym jest folk CRM?

Folk is a lightweight customer relationship management app built around contacts and outreach. It groups people, syncs your inbox, and suits fundraising, events, and partnerships as much as sales.

Czy folk to dobry CRM?

Yes, for individuals and small teams with basic needs. It is one of the easiest options to learn. Larger sales teams will hit limits on reporting and call tracking.

Ile kosztuje folk?

Three tiers: Standard at $17.5 per member monthly, Premium at $35, and Custom at $70. A 14-day free trial is available before you pay.

Do czego służy Insightly?

It manages customer interactions, leads, sales opportunities, and projects in one system. Teams also use it for reporting, task assignment, and linking delivery work to closed deals.

Czy Insightly jest łatwy w użyciu?

The interface is easy to pick up and data entry is not overly convoluted. It is simpler than Zoho CRM, though not as feature-deep.

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