⚡ Краткий вывод:
- Цены: Folk starts at $17.5/member/month. Insightly starts at $29/user/month.
- Лучше всего подходит для: Folk suits small teams doing contact management. Insightly suits sales teams that also run projects.
- Ключевое отличие: Insightly bundles project management, reporting, and workflow автоматизация. Folk keeps things light.
- Наш выбор: Insightly for most growing businesses, because one system covers both deals and delivery.
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 бизнес.
Обзор
This Folk vs Insightly comparison covers pricing, crm features, and ease of use.
Мы также подробно разбираем, для кого лучше всего подходит каждый инструмент.
Наш писатель 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.
Что такое фольклор?
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.
Watch the walkthrough below to see the app in action.
Народ
A simple CRM for people who hate CRMs. Import contacts from Gmail, then start winning deals.
Народные цены
Folk keeps its pricing page short. Three tiers, no free plan.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Стандарт | 17,5 долларов США/член/месяц | Индивидуальные предприниматели и небольшие команды |
| Премиум | 35 долларов США/член в месяц | Agency and partnership workflows |
| Обычай | 70 долларов США/член в месяц | Larger teams needing more control |
Pricing verified August 2026.
Бесплатная пробная версия: Folk offers a 14-day free trial so you can test the tool before you purchase.
Гарантия возврата денег: Folk does not publish a refund window. The trial is the safety net.
📌 Примечание: 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.
Основные преимущества народной культуры
Вот что делает Folk достойным внимания:
- Магические поля: A custom field type that uses AI to clean and enrich contact data. It fills gaps other tools leave blank.
- Расширение для Chrome: Add contacts straight from LinkedIn while you просматривать. No copy-paste between tabs.
- Gmail and Outlook sync: Folk connects to your входящие 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.
Что заметила наша команда
Our writer signed up for Folk and spent several days inside the app. Here is what stood out from that hands-on time:
Народные плюсы и минусы
✅ Плюсы
- 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
❌ Минусы
- Lacks advanced reporting views for detailed analytics
- Отсутствует автоматическое отслеживание встреч или телефонных звонков.
- Importing emails and managing contact data can get fiddly
- Not suitable for larger sales teams or complex sales processes
Что такое 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.
This video walks through the platform screen by screen.
🏆 Победитель: Insightly
CRM and project management in one account. Built for teams that close deals and then deliver the work.
Аналитическое ценообразование
Insightly offers three pricing tiers. Insightly starts at $29 per user monthly.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Плюс | 29 долларов США/пользователь/месяц | Ограниченный доступ к большинству функций. |
| Профессиональный | 49 долларов США/пользователь/месяц | Dashboards and third-party app integration |
| Предприятие | 99 долларов США/пользователь/месяц | Full access to every feature |
Pricing verified August 2026.
Бесплатная пробная версия: Insightly offers a free trial of the CRM. No purchase is required to create an account.
Гарантия возврата денег: No published refund window. Test the free trial first.
📌 Примечание: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same pricing structure as the CRM.
⚠️ Предупреждение: The Enterprise tier is almost double what Zoho CRM charges for similar services. Compare against other CRMs before committing a large team.
Основные преимущества Insightly
Here is what makes Insightly worth considering:
- 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 помощник that summarizes emails and speeds up data retrieval.
- Управление проектом: Milestones, pipelines, and Gantt chart visualizations added in 2025 for timeline and dependency tracking.
- Reporting and dashboards: Visual insights into бизнес performance, including an opportunities dashboard for open deals.
- Согласие: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards.
- Мобильный доступ: Scan a business card, add contacts, and assign tasks from the mobile app or the web.
Что заметила наша команда
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.
Внимательный анализ преимуществ и недостатков
✅ Плюсы
- 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
- Meets SOC 2 Type II, GDPR, and HIPAA standards
- Fast setup and a smooth data input process
❌ Минусы
- В отличие от некоторых конкурентов, в нем отсутствуют расширенные функции, такие как настраиваемые рабочие процессы.
- 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
Сравнение характеристик
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.
| Особенность | Народ | Проницательный |
|---|---|---|
| Начальная цена | 17,5 долларов США/член/месяц | 29 долларов США/пользователь/месяц |
| Бесплатный план | ❌ | ❌ |
| Управление контактами | ✅ | ✅ |
| Управление проектом | ❌ | ✅ |
| Расширенные возможности отчетности | ❌ | ✅ |
| Рабочий процесс Автоматизация | ❌ | ✅ |
| Расширение Chrome | ✅ | ❌ |
| Call & Встреча Отслеживание | ❌ | ✅ |
| Соответствие требованиям HIPAA и SOC 2 | ❌ | ✅ |
| Лучше всего подходит для | Contact-led outreach | Sales plus delivery |
1. Управление контактами
Народ: 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.
Insightly: 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.
2. Воронка продаж
Народ: 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.
Insightly: Customizable pipelines and Kanban views track each stage of sales. You can customize stages per product line and monitor where deals stall.
3. Lead Tracking and Sales Opportunities
Народ: Leads are just contacts with a status. There is no separate opportunity object, which keeps things simple but limits forecasting.
Insightly: Leads convert into sales opportunities tied to an organization. The opportunities dashboard shows value, stage, and owner across the business.
4. Project Management and Task Management
Народ: There is no real project layer. You get reminders and simple task management attached to contacts, and that is the ceiling.
Insightly: 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.
5. Email Automation and Templates
Народ: 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.
Insightly: Email templates let you schedule emails to lists and log replies against records. It plugs into Google Workspace and Outlook accounts.
6. Отчеты и информационные панели
Народ: This is the weakest area. Folk lacks advanced reporting views, so generating a board-ready summary means exporting to a spreadsheet.
Insightly: Reports and dashboards give visual insight into performance across companies and reps. Managers get numbers without asking anyone to build them.
⚠️ Предупреждение: 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
Народ: 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.
Insightly: Copilot summarizes emails and retrieves data on request. Automation handles routine steps, though custom workflows are thinner than some rivals offer.
8. Integrations and Chrome Extension
Народ: The Chrome extension pulls profiles from LinkedIn straight into a group. For an agency doing social selling, that alone can justify the purchase.
Insightly: AppConnect exposes more than 2,000 connectors to other apps. You can integrate бухгалтерский учет, support, and marketing services without writing code.
9. Partnerships and Support
Народ: 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.
Insightly: Support and ticketing run through Insightly Service, sold alongside the CRM. Marketing teams can bolt on Insightly Marketing from the same account.
10. Ценообразование и стоимость
Here are the published costs side by side.
| Уровень | Народ | Проницательный |
|---|---|---|
| Вход | Standard: $17.5/member/month | Плюс: 29 долларов США за пользователя в месяц |
| Середина | Premium: $35/member/month | Профессиональная версия: 49 долларов США/пользователь/месяц |
| Вершина | Custom: $70/member/month | Корпоративный сегмент: 99 долларов США/пользователь/месяц |
Народ: Cheaper at every tier. If you are price sensitive and your needs are basic, the maths favours Folk by a wide margin.
Insightly: Competitive at the Plus and Professional tiers against other CRMs. The Enterprise tier is where the value argument weakens.
Различные сценарии
| Если вам это нужно | Выбирать | Почему |
|---|---|---|
| Ограниченный бюджет | Народ | Дешевле на каждом уровне |
| Project delivery | Проницательный | Milestones and Gantt charts |
| Поиск потенциальных клиентов в LinkedIn | Народ | Chrome extension built in |
| Weekly reporting | Проницательный | Dashboards out of the box |
| First CRM ever | Народ | Almost no learning curve |
| Соответствие требованиям HIPAA | Проницательный | Certified to that standard |
💰 Ваш бюджет
Folk undercuts Insightly at every level. For a five-person team, the difference funds a year of other tools.
🔌 Ваш технологический стек
Insightly connects to over 2,000 apps through AppConnect. Folk covers the essentials and leans on your inbox.
📝 Ваш процесс продаж
If you close winning deals through long, structured cycles, pick Insightly. If deals close over coffee, Folk is enough.
🎓 Ваш уровень опыта
Folk suits anyone who has never used a CRM. Insightly rewards teams willing to invest in setup for higher productivity later.
🆓 Бесплатные пробные версии и демо-версии
Folk gives you 14 days to explore with no sales pressure. Insightly also runs a trial, so test both before you commit.
🛟 Варианты поддержки
Folk is self-serve by design. Insightly offers ticketing through its service product for teams that need a human on call.
Руководство по переключению
Already using one of these? Here is what changes if you move.
🔄 Switching from Folk to Insightly?
✅ Что вы получите:
- 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
❌ Что вы потеряете:
- Magic Fields and their AI data enrichment
- The Chrome extension for LinkedIn prospecting
- The spreadsheet-simple interface and low monthly cost
📋 Как переключиться:
- Export your groups from Folk as CSV files
- Create an Insightly account and pick a tier
- Import contacts, then map each group to an organization
🔄 Switching from Insightly to Folk?
✅ Что вы получите:
- A far shorter setup, measured in hours not weeks
- Lower cost per seat at every plan level
- Faster contact capture from LinkedIn and Gmail
❌ Что вы потеряете:
- Every reporting view and the opportunities dashboard
- Project delivery, task assignment, and call logging
- AppConnect and its 2,000 pre-built connectors
📋 Как переключиться:
- Export contacts and opportunities from Insightly
- Start a Folk trial and connect your Gmail account
- 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.
Что не было рассмотрено в нашем обзоре
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.
Окончательный вердикт
| Категория | Победитель |
|---|---|
| 💰 Цены | Народ |
| 🚀 Contact Management | Народ |
| 📊 Составление отчетов | Проницательный |
| 🗂️ Управление проектами | Проницательный |
| 👶 Простота использования | Народ |
| 🔌 Интеграции | Проницательный |
| 🔒 Соответствие требованиям | Проницательный |
| 🏆 Общий победитель | Проницательный |
🏆 ПОБЕДИТЕЛЬ: INSIGHTLY
Компания Insightly победила в 4 из 7 категорий.
Лучше всего подходит для: 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.
Больше сравнения фольклора
Here is how Folk measures up against other contact-led tools:
Народ против Пайпдрайв
Народ одерживает победу в: lower entry price, faster contact import from LinkedIn, friendlier setup for non-sales users
Pipedrive побеждает в следующих условиях: deal forecasting, activity reporting, call and meeting logging
Народ одерживает победу в: predictable per-seat cost, minutes-long onboarding, no upsell pressure from reps
HubSpot побеждает по следующим показателям: a free starting tier, marketing automation depth, a far larger app marketplace
Народный подход против понедельничной CRM
Народ одерживает победу в: contact enrichment through Magic Fields, inbox-native outreach, less configuration before first use
В понедельник CRM-системы добились успеха в следующих областях: board automations, workload views across projects, granular permission controls
Народ против Капсула CRM
Народ одерживает победу в: collaborative mail merge, browser-based prospecting, a cleaner group model for events
Capsule CRM выигрывает по следующим параметрам: a genuinely free tier, sales analytics, case and ticket tracking
Больше информации от Insightly Compared
Here is how Insightly holds up against the bigger names:
Компания Insightly добивается успеха в следующих областях: a gentler interface, faster rollout, tighter project and CRM linkage
Zoho CRM выигрывает по следующим параметрам: deeper feature coverage, custom workflow rules, a far cheaper top tier
Insightly против Salesforce
Компания Insightly добивается успеха в следующих областях: setup speed without a consultant, clearer per-user pricing, built-in project delivery
Salesforce побеждает по следующим параметрам: customization ceiling, partner network size, enterprise reporting depth
Компания Insightly добивается успеха в следующих областях: milestone-based project tracking, HIPAA coverage, flatter cost as seats grow
HubSpot побеждает по следующим показателям: free entry plan, content and email marketing tools, reporting polish
Компания Insightly добивается успеха в следующих областях: post-sale delivery, AppConnect breadth, service and ticketing add-ons
Pipedrive побеждает в следующих условиях: lower starting price, pipeline speed, simpler daily sales views
Часто задаваемые вопросы
Что такое 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.
Подходит ли Folk для работы с CRM-системой?
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.
Сколько стоят люди?
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.
Для чего используется 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.
Легко ли пользоваться Insightly?
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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