⚡ Краткий вывод:
- Цены: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- Лучше всего подходит для: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- Ключевое отличие: Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- Наш выбор: Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your бизнес 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.
Но они были созданы для выполнения двух разных задач.
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
Обзор
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
Наш писатель 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.
В итоге вы поймете, какое CRM-программное обеспечение подходит вашей команде.
Что такое 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 данные в одном месте.
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.
🏆 Победитель: Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
Аналитическое ценообразование
Insightly uses three tiers. Every plan is priced per user, per month.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Плюс | 29 долларов США/пользователь/месяц | Small teams needing core CRM and projects |
| Профессиональный | 49 долларов США/пользователь/месяц | Teams that want dashboards and app integration |
| Предприятие | 99 долларов США/пользователь/месяц | Full access to every feature and custom objects |
Pricing verified August 2026.
Бесплатная пробная версия: Yes. Insightly offers a 14-day trial with no card required.
Гарантия возврата денег: None advertised. Annual contracts are prepaid, so test the trial first.
📌 Примечание: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.
⚠️ Предупреждение: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack up fast.
Основные преимущества Insightly
Вот почему Insightly заслуживает внимания:
- Комплексный обзор потребностей клиента: All customer records, emails and files sit on one page. That view supports personalized информационно-просветительская работа 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 бизнес from renewals.
- Интеграция с AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and бухгалтерский учет apps all connect without a developer.
- Copilot AI помощник: 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. Безопасность matters if you handle health or EU customer data.
- Мобильный доступ: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
Что заметила наша команда
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.
Внимательный анализ преимуществ и недостатков
✅ Плюсы
- 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
❌ Минусы
- 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
Что такое Close CRM?
Close CRM — это платформа для продаж, созданная для малых и средних предприятий.
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.
Цены на CRM-систему Close
Close CRM also uses three tiers. Pricing is per seat, per month.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Основные сведения | 35 долларов за место в месяц | Startup features for a first sales team |
| Рост | 99 долларов за место в месяц | Professional features like автоматизация and sequences |
| Шкала | 139 долларов за место в месяц | Call coaching, custom objects and отчетность глубина |
Pricing verified August 2026.
💡 Примечание о ценах: 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.
Бесплатная пробная версия: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
Гарантия возврата денег: None published. Annual plans are billed annually at a discount to monthly.
📌 Примечание: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ Предупреждение: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
Основные преимущества 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.
- Коучинг в режиме реального времени: Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- Интеллектуальные представления: 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.
Что заметила наша команда
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:
Преимущества и недостатки Close CRM
✅ Плюсы
- 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
❌ Минусы
- 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
Сравнение характеристик
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| Особенность | Проницательный | Закрыть CRM |
|---|---|---|
| Начальная цена | 29 долларов США/пользователь/месяц | 35 долларов за место в месяц |
| Бесплатный план | ❌ | ❌ |
| Управление проектом | ✅ | ❌ |
| Встроенные функции вызова | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| Автоматизация рабочих процессов | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️ Ограниченное количество |
| Интеграции | ✅ Более 2000 | ✅ 80+ |
| Соответствие требованиям HIPAA | ✅ | ❌ |
| Лучше всего подходит для | CRM plus project delivery | Крупномасштабные исходящие продажи |
1. Contact Management & Customer Records
Insightly: 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.
Закрыть 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
Insightly: 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.
Закрыть 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
Insightly: 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.
Закрыть 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.
⚠️ Предупреждение: If you sell and then deliver the work, this single difference usually decides the choice for you.
4. Автоматизация рабочих процессов
Insightly: 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.
Закрыть 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. Шаблоны и последовательности электронных писем
Insightly: 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.
Закрыть 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
Insightly: 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.
Закрыть 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
Insightly: 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.
Закрыть 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
Insightly: 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.
Закрыть 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
Insightly: 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.
Закрыть 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. Ценообразование и стоимость
Here are both pricing structures side by side.
| Уровень | Проницательный | Закрыть CRM |
|---|---|---|
| Вход | Плюс — 29 долларов США/пользователь/месяц | Базовый пакет — 35 долларов за место в месяц |
| Середина | Профессиональная версия — 49 долларов США/пользователь/месяц | Рост — 99 долларов за место в месяц |
| Вершина | Корпоративный сегмент — 99 долларов США/пользователь/месяц | Scale — 139 долларов за место в месяц |
Insightly: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most малый бизнес, Professional at $49 is the sweet spot.
Закрыть 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.
Различные сценарии
| Если вам это нужно | Выбирать | Почему |
|---|---|---|
| Самая низкая стоимость входа | Проницательный | $6 less per seat monthly |
| High-volume outbound calls | Закрыть CRM | Мощный и предиктивный дозвонщик |
| Projects after the sale | Проницательный | Milestones, Gantt charts, tasks |
| Подробный репортаж | Проницательный | Custom graphs and dashboards |
| Fastest rep onboarding | Закрыть CRM | Live inside the free trial |
| HIPAA or GDPR duty | Проницательный | SOC 2 Type II and HIPAA ready |
💰 Ваш бюджет
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 Ваш технологический стек
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 Ваш процесс продаж
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 Ваш уровень опыта
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 Бесплатные пробные версии и демо-версии
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 Варианты поддержки
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
Руководство по переключению
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ Что вы получите:
- 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
❌ Что вы потеряете:
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋 Как переключиться:
- 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?
✅ Что вы получите:
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ Что вы потеряете:
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋 Как переключиться:
- 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
Что не было рассмотрено в нашем обзоре
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.
Окончательный вердикт
| Категория | Победитель |
|---|---|
| 💰 Цены | Проницательный |
| 🚀 Основные функции CRM | Проницательный |
| 📞 Calling & Outreach | Закрыть CRM |
| 📁 Управление проектами | Проницательный |
| 📊 Составление отчетов | Проницательный |
| 👶 Простота использования | Закрыть CRM |
| 🔌 Интеграции | Проницательный |
| 🏆 Общий победитель | Проницательный |
🏆 ПОБЕДИТЕЛЬ: INSIGHTLY
Insightly wins 5 of 7 categories.
Лучше всего подходит для: 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.
Больше информации от Insightly Compared
Here is how Insightly measures up against other CRM tools:
Компания Insightly добивается успеха в следующих областях: shorter learning curve, native project management, faster rollout
Zoho CRM выигрывает по следующим параметрам: feature depth, custom workflow flexibility, far cheaper top tier
Компания Insightly добивается успеха в следующих областях: project milestones, predictable per-user costs, HIPAA readiness
HubSpot побеждает по следующим показателям: free starting tier, marketing automation depth, content and knowledge tools
Insightly против Пайпдрайв
Компания Insightly добивается успеха в следующих областях: post-sale delivery tracking, 2,000+ connectors, compliance coverage
Pipedrive побеждает в следующих условиях: simpler pipeline view, lower entry price, quicker rep adoption
Insightly против Salesforce
Компания Insightly добивается успеха в следующих областях: setup speed, no admin headcount required, lower total cost
Salesforce побеждает по следующим параметрам: unlimited customization, developer platform depth, enterprise reporting
Больше информации о Close CRM по сравнению с другими сервисами.
Close CRM is measured against a different set of rivals. This video covers the main ones.
Достижение высоких результатов в сфере CRM по следующим направлениям: browser dialing, cheaper for pure sales seats, faster rep onboarding
HubSpot побеждает по следующим показателям: reporting dashboards, service and marketing modules, larger app marketplace
Закрыть CRM против Кеап
Достижение высоких результатов в сфере CRM по следующим направлениям: predictive dialing, cleaner interface, sales-only focus
Кип побеждает по следующим пунктам: email marketing depth, invoicing and payments, appointment booking
Закрытие CRM против закрытия CRM в понедельник
Достижение высоких результатов в сфере CRM по следующим направлениям: native calling, outbound sequences, activity tracking accuracy
В понедельник CRM-системы добились успеха в следующих областях: board customization, cross-team project views, cheaper small plans
Close CRM против Freshsales CRM
Достижение высоких результатов в сфере CRM по следующим направлениям: dialer quality, simpler setup, migration support
CRM-система Freshsales выигрывает по следующим параметрам: free entry plan, built-in chat, stronger analytics
Часто задаваемые вопросы
Для чего используется Insightly?
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
Легко ли пользоваться Insightly?
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
Что такое CRM-система с возможностью закрытия сделки?
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
Сколько это будет стоить в месяц?
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
Чем Close отличается от других CRM-систем?
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, текст and email without leaving the platform.
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