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

от | Last updated Sep 7, 2026

Победитель
Проницательный
4.1
  • 2,000+ AppConnect Connectors
  • SOC 2 Тип II, GDPR, HIPAA
  • CRM + Управление проектами
  • Второй пилот ИИ-помощник Встроенный
  • Диаграммы Ганта будут добавлены в 2025 году.
  • Customizable Kanban Pipelines
  • Тарифные планы от 29 долларов США за пользователя в месяц.
Второе место
Freshsales CRM
4.0
  • Freddy AI Lead coring
  • 21-дневная бесплатная пробная версия
  • Phone, Email, Chat and SMS
  • 4.5/5 on G2 and Capterra
  • Около 385 интеграций
  • iOS and Android Mobile App
  • Тарифные планы от 9 долларов США за пользователя в месяц.

⚡ Краткий вывод:

  • Цены: Свежие продажи CRM starts at $9/user/month. Insightly starts at $29/user/month.
  • Лучше всего подходит для: Freshsales CRM suits sales teams that want built-in phone, email and chat. Insightly suits teams that run projects after the deal closes.
  • Ключевое отличие: Insightly bundles project management with the CRM. Freshsales CRM bundles omnichannel communication and Freddy AI.
  • Наш выбор: 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 бизнес.

Обзор

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.

Что такое 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.

Обзор CRM-системы Freshsales Freshworks – по-прежнему актуальна?

Freshsales CRM

⭐ 4.0/5 | 💰 От 9$/пользователь/месяц

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

Цены на CRM-систему Freshsales

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

ПланЦенаЛучше всего подходит для
Рост9 долларов США/пользователь/месяцНебольшие команды, начинающие работу с CRM
Про39 долларов США/пользователь/месяцGrowing sales teams that need автоматизация
Предприятие59 долларов США/пользователь/месяцLarger teams needing full customization

Pricing verified September 2026.

Цены на CRM для Freshsales

Бесплатная пробная версия: 21 days on every tier, with no credit card required to open a new account.

Гарантия возврата денег: Freshworks does not publish a blanket refund window. Cancel before renewal to avoid the next charge.

📌 Примечание: 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.

Основные преимущества CRM-системы Freshsales

Here is what makes this crm software worth a look:

  • Единый почтовый ящик: 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.
  • Многоканальный охват: 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.
  • Мобильное приложение: 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.
Главная страница Freshsales

Что заметила наша команда

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.

Преимущества и недостатки CRM-системы Freshsales

✅ Плюсы
  • 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-дневный бесплатный пробный период на всех тарифах без необходимости ввода данных кредитной карты.
  • 24/5 support on all plans via phone, chat and email
❌ Минусы
  • 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
  • Lacks some functionality found in HubSpot and Salesforce

Что такое 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 подача 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.

Обзор Insightly CRM: превзошло мои ожидания?

🏆 Победитель: Insightly

⭐ 4.1/5 | 💰 От 29$/пользователь/месяц

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.

Аналитическое ценообразование

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

ПланЦенаЛучше всего подходит для
Плюс29 долларов США/пользователь/месяцSmall teams needing CRM plus projects
Профессиональный49 долларов США/пользователь/месяцTeams needing dashboards and third-party apps
Предприятие99 долларов США/пользователь/месяцFull access to every feature and control

Pricing verified September 2026.

Основные преимущества, по мнению экспертов.

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

Гарантия возврата денег: No published refund window. Annual contracts renew automatically unless you cancel.

📌 Примечание: 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.

⚠️ Предупреждение: 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.

Основные преимущества 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.
  • Согласие: SOC 2 Type II, GDPR and HIPAA standards are covered, which matters for health and finance organizations.
  • Быстрая настройка: Getting data in is not overly convoluted, and quick rollout is a stated reason for its appeal.
  • Съемка с мобильного устройства: Add contacts on the go, scan a business card and assign tasks from your phone.
Главная страница Insightly

Что заметила наша команда

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.

Внимательный анализ преимуществ и недостатков

✅ Плюсы
  • 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
❌ Минусы
  • 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

Сравнение характеристик

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.

ОсобенностьFreshsales CRMПроницательный
Начальная цена9 долларов США/пользователь/месяц29 долларов США/пользователь/месяц
Built-in Phone, Chat, SMS
Управление проектом
ИИ-помощник✅ Искусственный интеллект Фредди✅ Второй пилот
Количество интеграцийAround 385Более 2000
SOC 2, GDPR, HIPAA❌ Not all published
Диаграммы Ганта
Мобильное приложение✅ iOS and Android✅ iOS and Android
Бесплатная пробная версия✅ 21 день✅ Varies by plan
Лучше всего подходит дляSales teams selling by phone and chatTeams that deliver projects after the sale

1. Управление контактами

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.

Freshsales CRM Управление контактами

Insightly: 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 coring

Insightly: 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. Управление проектами

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.

Последовательности продаж в CRM Freshsales

Insightly: 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.

Инсайтли в управлении проектами

⚠️ Предупреждение: 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

Insightly: 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.

Автоматизация с помощью искусственного интеллекта от Insightly

5. Электронная почта и общение

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

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

Аналитическая электронная почта

6. Отчеты и информационные панели

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 Smart AI Agents

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

Аналитические отчеты

7. Интеграции и приложения

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 Wide Marketplace

Insightly: 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.

Бесшовная интеграция 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.

Веб-формы CRM Freshsales

Insightly: 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.

Проницательные организации

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

Insightly: 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.

Служба поддержки и система обработки заявок Insightly

10. Ценообразование и стоимость

Here are both ladders side by side.

УровеньFreshsales CRMПроницательный
ВходРост — 9 долларов США/пользователь/месяцПлюс — 29 долларов США/пользователь/месяц
СерединаPro — 39 долларов США/пользователь/месяцПрофессиональная версия — 49 долларов США/пользователь/месяц
ВершинаКорпоративный сегмент — 59 долларов США/пользователь/месяцКорпоративный сегмент — 99 долларов США/пользователь/месяц

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.

Insightly: 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.

Различные сценарии

Если вам это нужноВыбиратьПочему
The lowest entry costFreshsales CRM$9 versus $29 per seat
Projects after the saleПроницательныйMilestones and Gantt charts built in
Phone and SMS sellingFreshsales CRMDialer and SMS included
HIPAA or SOC 2 coverageПроницательныйCompliance published
The widest app libraryПроницательныйOver 2,000 connectors
Быстрая адаптацияПроницательныйБолее короткий период обучения

💰 Ваш бюджет

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.

🔌 Ваш технологический стек

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.

📝 Ваш процесс продаж

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.

🎓 Ваш уровень опыта

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.

🆓 Бесплатные пробные версии и демо-версии

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.

🛟 Поддержка и безопасность

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

Руководство по переключению

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

🔄 Переходите с CRM-системы Freshsales на Insightly?

✅ Что вы получите:

  • 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

❌ Что вы потеряете:

  • 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

📋 Как переключиться:

  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
🔄 Переходите с Insightly на Freshsales CRM?

✅ Что вы получите:

  • 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

❌ Что вы потеряете:

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

📋 Как переключиться:

  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

Что не было рассмотрено в нашем обзоре

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.

Окончательный вердикт

КатегорияПобедитель
💰 ЦеныFreshsales CRM
📞 Инструменты связиFreshsales CRM
🤖 AI AssistanceFreshsales CRM
📋 Управление проектамиПроницательный
🔌 ИнтеграцииПроницательный
🔒 Безопасность и соответствие нормативным требованиямПроницательный
👶 Простота использованияПроницательный
🏆 Общий победительПроницательный

🏆 ПОБЕДИТЕЛЬ: INSIGHTLY

Компания Insightly победила в 4 из 7 категорий.

Лучше всего подходит для: 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.

Больше информации о Freshsales CRM по сравнению с другими сервисами.

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

https://youtu.be/Fk9X2K6M9QY

FreshSales CRM против HubSpot

CRM-система Freshsales выигрывает по следующим параметрам: 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 побеждает по следующим показателям: a much larger app marketplace, deeper content and marketing tooling, a free tier that scales further before it forces an upgrade

Freshsales CRM против Zoho CRM

CRM-система Freshsales выигрывает по следующим параметрам: a cleaner unified inbox, Freddy AI scoring available earlier in the range, simpler setup for a first-time buyer

Zoho CRM выигрывает по следующим параметрам: deeper customization and custom workflows, a wider suite of sibling business apps, lower cost at the enterprise end

Freshsales CRM против Пайпдрайв

CRM-система Freshsales выигрывает по следующим параметрам: native calling and messaging, AI insights for forecasting, tighter links to marketing and support products

Pipedrive побеждает в следующих условиях: faster page loads and a leaner interface, a pipeline view many reps prefer, less clutter for teams that only track deals

Больше информации от Insightly Compared

And here is where Insightly lands against the same field:

Insightly против Zoho CRM

Компания Insightly добивается успеха в следующих областях: project delivery built into the CRM, a shorter path from signup to a working system, AppConnect’s low-code connector library

Zoho CRM выигрывает по следующим параметрам: greater feature depth across modules, roughly half the price at the enterprise tier, more advanced automation rules

Insightly против Salesforce

Компания Insightly добивается успеха в следующих областях: rollout measured in days instead of quarters, no admin headcount required to keep it running, predictable per-seat costs

Salesforce побеждает по следующим параметрам: unmatched extensibility and reporting, a partner network for any industry, capacity for very large record volumes

Insightly против HubSpot

Компания Insightly добивается успеха в следующих областях: milestones and Gantt charts HubSpot has no answer for, HIPAA coverage for regulated work, flatter pricing as seat count grows

HubSpot побеждает по следующим показателям: a genuinely usable free plan, stronger inbound marketing tooling, a bigger library of learning material and templates

Часто задаваемые вопросы

Freshsales — это CRM-система?

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.

Каково максимальное количество пользователей, разрешенное в бесплатном тарифном плане 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.

Легко ли пользоваться Insightly?

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.

Для чего нужен 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.

Сколько стоит CRM-программа?

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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