⚡ Szybki werdykt:
- Wycena: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- Najlepiej dla: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- Kluczowa różnica: Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- Nasz wybór: Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your biznes 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.
Ale zostały zbudowane do dwóch różnych zadań.
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
Przegląd
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
Nasz pisarz 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.
Na koniec będziesz wiedział, które oprogramowanie CRM jest najlepsze dla Twojego zespołu.
Czym jest Insightly?
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 dane w jednym miejscu.
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.
🏆 Zwycięzca: Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
Cennik Insightly
Insightly uses three tiers. Every plan is priced per user, per month.
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Plus | 29 USD/użytkownik/miesiąc | Small teams needing core CRM and projects |
| Profesjonalny | 49 USD/użytkownik/miesiąc | Teams that want dashboards and app integration |
| Przedsiębiorstwo | 99 USD/użytkownik/miesiąc | Full access to every feature and custom objects |
Pricing verified August 2026.
Bezpłatny okres próbny: Yes. Insightly offers a 14-day trial with no card required.
Gwarancja zwrotu pieniędzy: None advertised. Annual contracts are prepaid, so test the trial first.
📌 Notatka: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.
⚠️ Ostrzeżenie: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack up fast.
Kluczowe korzyści z Insightly
Oto dlaczego warto zainteresować się Insightly:
- 360-stopniowy widok klienta: All customer records, emails and files sit on one page. That view supports personalized sięgać dalej niż ktoś coś 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 biznes from renewals.
- Integracje AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and księgowość apps all connect without a developer.
- Copilot AI asystent: 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. Bezpieczeństwo matters if you handle health or EU customer data.
- Dostęp mobilny: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
Co zauważył nasz zespół
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.
Zalety i wady Insightly
✅ Zalety
- 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
❌ Wady
- 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
Czym jest Close CRM?
Close CRM to platforma sprzedażowa przeznaczona dla małych i średnich przedsiębiorstw.
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.
Zamknij Cennik CRM
Close CRM also uses three tiers. Pricing is per seat, per month.
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Elementy zasadnicze | 35 USD/miejsce/miesiąc | Startup features for a first sales team |
| Wzrost | 99 USD/miejsce/miesiąc | Professional features like automatyzacja and sequences |
| Skala | 139 USD/miejsce/miesiąc | Call coaching, custom objects and raportowanie głębokość |
Pricing verified August 2026.
💡 Uwaga dotycząca cen: 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.
Bezpłatny okres próbny: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
Gwarancja zwrotu pieniędzy: None published. Annual plans are billed annually at a discount to monthly.
📌 Notatka: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ Ostrzeżenie: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
Kluczowe korzyści z Close CRM
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.
- Coaching na żywo: Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- Inteligentne widoki: 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.
Co zauważył nasz zespół
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:
Zalety i wady Close CRM
✅ Zalety
- 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
❌ Wady
- 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
Porównanie funkcji
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| Funkcja | Wnikliwie | Zamknij CRM |
|---|---|---|
| Cena wywoławcza | 29 USD/użytkownik/miesiąc | 35 USD/miejsce/miesiąc |
| Bezpłatny plan | ❌ | ❌ |
| Zarządzanie projektami | ✅ | ❌ |
| Wbudowane połączenia | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| Automatyzacja przepływu pracy | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️ Ograniczone |
| Integracje | ✅ Ponad 2000 | ✅ 80+ |
| Zgodność z HIPAA | ✅ | ❌ |
| Najlepsze dla | CRM plus project delivery | Sprzedaż wychodząca o dużej objętości |
1. Contact Management & Customer Records
Wnikliwie: 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.
Zamknij CRM: 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
Wnikliwie: 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.
Zamknij CRM: 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
Wnikliwie: 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.
Zamknij CRM: 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.
⚠️ Ostrzeżenie: If you sell and then deliver the work, this single difference usually decides the choice for you.
4. Automatyzacja przepływu pracy
Wnikliwie: 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.
Zamknij CRM: 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. Szablony i sekwencje wiadomości e-mail
Wnikliwie: 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.
Zamknij CRM: 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
Wnikliwie: 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.
Zamknij CRM: 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
Wnikliwie: 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.
Zamknij CRM: 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
Wnikliwie: 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.
Zamknij CRM: 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
Wnikliwie: 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.
Zamknij CRM: 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. Ceny i koszty
Here are both pricing structures side by side.
| Szczebel | Wnikliwie | Zamknij CRM |
|---|---|---|
| Wejście | Plus — 29 USD/użytkownika/miesiąc | Podstawowe — 35 USD/miejsce/miesiąc |
| Średni | Profesjonalny — 49 USD/użytkownik/miesiąc | Wzrost — 99 USD/stanowisko/miesiąc |
| Szczyt | Enterprise — 99 USD/użytkownika/miesiąc | Skala — 139 USD/miejsce/miesiąc |
Wnikliwie: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most małe firmy, Professional at $49 is the sweet spot.
Zamknij CRM: 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.
Różne scenariusze
| Jeśli potrzebujesz… | Wybierać | Dlaczego |
|---|---|---|
| Najniższy koszt wejścia | Wnikliwie | $6 less per seat monthly |
| High-volume outbound calls | Zamknij CRM | Moc i dialer predykcyjny |
| Projects after the sale | Wnikliwie | Milestones, Gantt charts, tasks |
| Głębokie raportowanie | Wnikliwie | Custom graphs and dashboards |
| Fastest rep onboarding | Zamknij CRM | Live inside the free trial |
| HIPAA or GDPR duty | Wnikliwie | SOC 2 Type II and HIPAA ready |
💰 Twój budżet
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 Twój zestaw technologii
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 Twój proces sprzedaży
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 Twój poziom doświadczenia
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 Bezpłatne wersje próbne i dema
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 Opcje wsparcia
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
Przewodnik po przełączaniu
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ Co zyskasz:
- 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
❌ Co stracisz:
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋 Jak przełączyć:
- 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?
✅ Co zyskasz:
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ Co stracisz:
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋 Jak przełączyć:
- 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
Czego nie objęła nasza recenzja
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.
Ostateczny werdykt
| Kategoria | Zwycięzca |
|---|---|
| 💰 Cennik | Wnikliwie |
| 🚀 Podstawowe funkcje CRM | Wnikliwie |
| 📞 Calling & Outreach | Zamknij CRM |
| 📁 Zarządzanie projektami | Wnikliwie |
| 📊 Raportowanie | Wnikliwie |
| 👶 Łatwość użytkowania | Zamknij CRM |
| 🔌 Integracje | Wnikliwie |
| 🏆 Zwycięzca klasyfikacji generalnej | Wnikliwie |
🏆 ZWYCIĘZCA: INSIGHTLY
Insightly wins 5 of 7 categories.
Najlepiej dla: 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.
Więcej informacji na temat Insightly w porównaniu
Here is how Insightly measures up against other CRM tools:
Insightly wygrywa w kategoriach: shorter learning curve, native project management, faster rollout
Zoho CRM wygrywa w następujących kategoriach: feature depth, custom workflow flexibility, far cheaper top tier
Insightly wygrywa w kategoriach: project milestones, predictable per-user costs, HIPAA readiness
HubSpot wygrywa w kategoriach: free starting tier, marketing automation depth, content and knowledge tools
Wnikliwy vs. Pipedrive
Insightly wygrywa w kategoriach: post-sale delivery tracking, 2,000+ connectors, compliance coverage
Pipedrive wygrywa w kategoriach: simpler pipeline view, lower entry price, quicker rep adoption
Wnikliwy vs. Salesforce
Insightly wygrywa w kategoriach: setup speed, no admin headcount required, lower total cost
Salesforce wygrywa w następujących kategoriach: unlimited customization, developer platform depth, enterprise reporting
Więcej informacji na temat Close CRM w porównaniu
Close CRM is measured against a different set of rivals. This video covers the main ones.
Close CRM wygrywa w następujących kwestiach: browser dialing, cheaper for pure sales seats, faster rep onboarding
HubSpot wygrywa w kategoriach: reporting dashboards, service and marketing modules, larger app marketplace
Zamknij CRM vs Zachować
Close CRM wygrywa w następujących kwestiach: predictive dialing, cleaner interface, sales-only focus
Keap wygrywa w: email marketing depth, invoicing and payments, appointment booking
Zamknij CRM vs. poniedziałkowy CRM
Close CRM wygrywa w następujących kwestiach: native calling, outbound sequences, activity tracking accuracy
Poniedziałkowy CRM wygrywa w kategoriach: board customization, cross-team project views, cheaper small plans
Close CRM kontra Freshsales CRM
Close CRM wygrywa w następujących kwestiach: dialer quality, simpler setup, migration support
Freshsales CRM wygrywa w następujących kategoriach: free entry plan, built-in chat, stronger analytics
Często zadawane pytania
Do czego służy Insightly?
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
Czy Insightly jest łatwy w użyciu?
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
Czym jest bliski CRM?
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
Ile wynosi miesięczna opłata?
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
Czym Close różni się od innych CRM-ów?
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, tekst and email without leaving the platform.
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