⚡ สรุปโดยย่อ:
- ตัวประกอบ: HoneyBook starts at $29/month. Insightly starts at $29/user/month.
- เหมาะสำหรับ: HoneyBook suits solo service providers who send contracts, proposals and invoices. Insightly suits sales teams and marketing teams that need customer relationship management plus project management.
- ความแตกต่างที่สำคัญ: HoneyBook is a client management platform built around online payments. Insightly is CRM software built around a sales pipeline and การรายงาน.
- ตัวเลือกที่เราแนะนำ: Insightly for most growing companies, because it links contacts, opportunities and projects inside one system.
Photographers, coaches and consultants compare HoneyBook and Insightly for one reason.
They are tired of chasing clients across email, spreadsheets and a separate invoicing app.
Both tools promise to hold every client, project and payment in one place.
แต่พวกมันถูกสร้างขึ้นมาเพื่อสองประเภทที่แตกต่างกัน ธุรกิจ.
One closes the deal with a contract. The other tracks the deal through a sales pipeline.
ภาพรวม
This HoneyBook vs Insightly comparison covers pricing, core features and ease of use.
นอกจากนี้เรายังวิเคราะห์ว่าแต่ละแพลตฟอร์มเหมาะกับใครมากที่สุด
ของเรา นักเขียน spent hands-on time inside HoneyBook directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
By the end you will know which one fits your business.
HoneyBook คืออะไร?
HoneyBook is an AI-powered business management platform for independent service-based businesses.
มันช่วยได้ ธุรกิจเล็กๆ book more clients, manage projects and get paid in one place.
The platform covers inquiries, proposals, contracts, invoices, scheduling and payments.
HoneyBook aims to remove the admin sprawl of juggling four or five separate free tools.
Clients can review a proposal, sign contracts and pay invoices inside a single interactive file.
Here is a walkthrough of how the platform works day to day.
ฮันนี่บุ๊ค
Send branded proposals and contracts from one browser tab. Clients sign and pay on the same page. Free to try before you commit.
ราคาของ HoneyBook
Here is what HoneyBook cost looks like on our data. Three plans, no per-seat charge.
| วางแผน | ราคา | เหมาะสำหรับ |
|---|---|---|
| สตาร์ทเตอร์ | 29 ดอลลาร์/เดือน | โซโล ฟรีแลนซ์ sending their first proposals |
| สิ่งจำเป็น | 49 ดอลลาร์/เดือน | Automations, scheduling and up to two team members |
| พรีเมียม | 109 ดอลลาร์/เดือน | Larger teams with priority support |
Pricing verified August 2026.
ทดลองใช้งานฟรี: Yes. You can start free trial access without paying, and the sign-up flow is free to try in any browser.
รับประกันคืนเงิน: HoneyBook does not publish a blanket refund window. Cancel before your renewal date to avoid the next charge.
📌 บันทึก: Payment processing is billed separately from your plan. Clients can pay by credit card, ACH transfer, Apple Pay and Google Pay.
⚠️ Pricing conflict: Our CSV lists Starter at $29/month, Essentials at $49/month and Premium at $109/month. Public HoneyBook sources also describe an Unlimited Annual plan at $390 per year, billed annually, which saves $78 versus monthly, plus a promo code that can cut the first year to $195. Plan names and figures change often, so check the current pricing page before you buy.
ประโยชน์หลักของ HoneyBook
Here is what makes HoneyBook worth a look for client work:
- One interactive file: Clients review, sign contracts and pay invoices in the same document. No back-and-forth attachments.
- Branded client portal: You can customize the client portal so files, brochures and packages match your brand.
- ผู้ช่วยเขียนบทความด้วย AI: It can summarize a project history or draft a personalized reply. That saves writing time on repeat inquiries.
- Inquiry forms that create projects: Integrated inquiry forms turn new leads into a project automatically. Every project carries a name, date, type, stage and status.
- Online payments built in: Payments are fast, direct and digital. There is no separate checkout tool to manage.
- การเข้าถึงผ่านมือถือ: The app runs on iOS and แอนดรอยด์, so you can respond to a client from anywhere.
- Calendar and tool sync: HoneyBook connects with Google Calendar and other apps you already use.
The dashboard below shows how projects, files and payments sit on a single page.
สิ่งที่ทีมของเราสังเกตเห็น
Our writer signed up for HoneyBook and ran a real client project through it. Here is what stood out:
ข้อดีและข้อเสียของ HoneyBook
✅ ข้อดี
- Contracts, invoices and online payments live in one file
- Flat monthly price with no per-user charge
- Client portal and email templates match your brand
- Mobile apps on iOS and Android
❌ ข้อเสีย
- Reporting and dashboards are thin next to real CRM เครื่องมือ
- No true sales pipeline for outbound sales teams
- Payment processing fees sit on top of the plan cost
Insightly คืออะไร?
Insightly is customer relationship management software with project management built in.
Insightly CRM keeps current and prospective customer data in one place.
The company markets it as the modern CRM teams love, and the positioning fits.
Sales teams track leads, sales opportunities and contacts. Managers monitor progress on the same records.
It runs on the web and on mobile, so a user can add contacts on the go.
Insightly is compliant with SOC 2 Type II, GDPR and HIPAA standards.
It is also recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
This video walks through the main screens of the platform.
🏆 ผู้ชนะ: Insightly
CRM, projects and reporting in one system. Copilot AI summarizes emails and pulls data for you. Free trials are available before you pay.
การกำหนดราคาอย่างชาญฉลาด
Insightly offers three tiers. Every price below is per user, per month.
| วางแผน | ราคา | เหมาะสำหรับ |
|---|---|---|
| นอกจากนี้ | 29 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Small sales teams with limited access to most features |
| มืออาชีพ | 49 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Limited dashboards plus third-party app integration |
| องค์กร | 99 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Full access to all features and advanced reporting |
Pricing verified August 2026.
ทดลองใช้งานฟรี: Yes. Free trials let you test the system before you buy, and a free tier covers very small use.
รับประกันคืนเงิน: No published refund window. Annual contracts are billed up front, so test on the trial first.
📌 บันทึก: Other Insightly products follow the same pricing structure. Insightly Marketing and Insightly Service are sold as separate add-ons, so costs stack if you buy the full set.
⚠️ คำเตือน: The Plus and Professional tiers price well against other CRMs. The Enterprise tier is close to double what Zoho CRM charges for a similar plan.
ประโยชน์หลักของ Insightly
Here is what Insightly brings to a growing organization:
- ไปป์ไลน์ที่ปรับแต่งได้: Kanban views track each stage of sales. You can customize stages to match how your company actually sells.
- Projects tied to deals: Won sales opportunities convert into projects with milestones. Gantt chart visualizations were added in 2025 for timelines and dependencies.
- การจัดการงาน: Create reminders, to-do lists and call logs. Assign tasks to any team member from web or mobile.
- การรายงานและแดชบอร์ด: The opportunities dashboard gives visual insights into business performance. Reports can be filtered by owner, stage or date.
- การผสานรวม AppConnect: A low-code integration engine offers over 2,000 pre-built connectors to other apps and services.
- Copilot AI: The AI assistant summarizes emails and retrieves data. It cuts the manual work of writing recaps.
- มุมมองลูกค้าแบบ 360 องศา: Every contact record holds details, files and history. That supports personalized experiences for customers.
สิ่งที่ทีมของเราสังเกตเห็น
Note: We have not had extensive hands-on time with Insightly yet. The knowledge above comes from published documentation, the pricing page and third-party reviews.
According to G2 reviews, the smooth data input and sharing process is frequently praised. Reviewers also point to the fast rollout as a reason they picked it over other CRM tools.
ข้อดีและข้อเสียของ Insightly
✅ ข้อดี
- CRM and project management sit inside one system
- Over 2,000 pre-built AppConnect connectors
- SOC 2 Type II, GDPR and HIPAA compliance
- Easier to pick up than Zoho CRM
❌ ข้อเสีย
- Lacks advanced features like custom workflows
- Enterprise tier costs almost double Zoho CRM
- Not as feature-deep as larger platforms
เปรียบเทียบคุณสมบัติ
Below are ten areas where these two products behave differently. The summary table gives you the short version first.
| คุณสมบัติ | ฮันนี่บุ๊ค | ข้อมูลเชิงลึก |
|---|---|---|
| ราคาเริ่มต้น | 29 ดอลลาร์/เดือน | 29 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน |
| การจัดการข้อมูลติดต่อ | ✅ | ✅ |
| ท่อส่งยอดขาย | ❌ | ✅ |
| การบริหารโครงการ | ✅ | ✅ |
| Online Contracts & E-sign | ✅ | ❌ |
| การชำระเงินออนไลน์ | ✅ | ❌ |
| Reporting Dashboards | ❌ | ✅ |
| ขั้นตอนการทำงาน อัตโนมัติ | ✅ | ✅ |
| แอปมือถือ | ✅ | ✅ |
| เหมาะสำหรับ | Solo service businesses | Sales teams and marketing teams |
1. การจัดการข้อมูลติดต่อ
ฮันนี่บุ๊ค: Contacts are attached to a project rather than stored as a standalone database. You get the client name, files, date and payment history on one page. That works well for a handful of clients, less well for a list of thousands.
ข้อมูลเชิงลึก: Contact management is the core of the product. Contacts, companies and organization records link to each other, and a business card scanner in the mobile app adds new contacts on the go. Every record holds details, notes and linked files.
2. Sales Pipeline and Opportunities
ฮันนี่บุ๊ค: Inquiries arrive through a form and become projects with a stage and status. It is a booking flow, not a sales pipeline. There is no weighted forecast and no opportunities dashboard.
ข้อมูลเชิงลึก: Customizable pipelines and Kanban views track each stage of sales. Leads convert into sales opportunities, and managers can monitor progress across the whole team from the opportunities dashboard.
3. การบริหารโครงการ
ฮันนี่บุ๊ค: Projects hold names, dates, types, stages and statuses. Online scheduling sits inside the same project, so a client can book a call without a separate calendar app.
ข้อมูลเชิงลึก: Project management includes milestones, pipelines and task assignment. Users can create projects and assign tasks to team members from their mobile อุปกรณ์. Gantt charts added in 2025 handle timelines and dependencies.
💡 เคล็ดลับสำหรับมืออาชีพ: If your projects run for months and involve several services, the tighter CRM-to-project link in Insightly saves more time than any single feature in this comparison.
4. Workflow Automation and Business AI
ฮันนี่บุ๊ค: Automations fire on triggers like a new inquiry or a signed contract. That stops you sending the same emails by hand every week.
The AI Writing Assistant sits on top of that อัตโนมัติ ชั้น.
ข้อมูลเชิงลึก: Workflow automation moves records between stages and creates follow-up tasks. Copilot, the AI assistant, summarizes emails and retrieves data on request. Insightly lacks advanced features like fully custom workflows, which is a fair criticism from heavier users.
5. Contracts, Invoices and Online Payments
ฮันนี่บุ๊ค: This is where the platform wins outright. Online contracts are ready to sign in the browser, and proposals, brochures and packages can be bundled into one interactive file.
Invoices are created from the same project record.
Payments then settle through the built-in processor.
ข้อมูลเชิงลึก: There is no native e-signature or online payments engine. Quotes exist inside the CRM, but billing runs through an การบัญชี integration. If getting paid is your bottleneck, this gap matters.
6. Email Templates and Client Communication
ฮันนี่บุ๊ค: Email templates plug straight into workflows, so you communicate with every client the same way without retyping. Questionnaires gather information from clients throughout the job.
ข้อมูลเชิงลึก: The email side connects to Google Workspace and Outlook. You can schedule emails, save email templates and log every message against the contact record automatically.
7. Reporting, Dashboards and Task Management
ฮันนี่บุ๊ค: Reporting covers booked revenue and payment status. It answers what you earned, not why a deal stalled. Task management is basic and tied to individual projects.
ข้อมูลเชิงลึก: Reports and dashboards give visual insights into business performance. Task management covers reminders, to-do lists and call logs, which is a real productivity gain for a busy team.
Records roll up by organization so managers see account-level activity.
8. การบูรณาการ
ฮันนี่บุ๊ค: Integrations cover the tools a solo business already uses. Google Calendar, Gmail, ควิกบุ๊กส์ and Zapier connect without code, though the list is shorter than a full CRM platform offers.
ข้อมูลเชิงลึก: AppConnect is a low-code integration engine with over 2,000 pre-built connectors. Each connection is built visually, so a non-developer can wire two apps together.
9. Support, Service and Marketing Add-ons
ฮันนี่บุ๊ค: Support runs through email and chat, with priority handling on the top plan. Marketing services cover branded files and client-facing forms rather than campaign automation.
ข้อมูลเชิงลึก: Insightly Service adds ticketing and a knowledge base. Insightly Marketing handles campaigns for marketing teams. Both integrate with the CRM, which is the main argument for buying more than one of the Insightly products.
⚠️ คำเตือน: Buying Insightly CRM, Insightly Marketing and Insightly Service together triples your per-seat costs. Price the full stack before you commit to an annual account.
10. การกำหนดราคาและต้นทุน
Both entry plans start at the same headline number. The billing model is what separates them.
| ชั้น | ฮันนี่บุ๊ค | ข้อมูลเชิงลึก |
|---|---|---|
| รายการ | แพ็กเกจเริ่มต้น: 29 ดอลลาร์/เดือน | เพิ่มเติม: $29 ต่อผู้ใช้ต่อเดือน |
| กลาง | แพ็กเกจพื้นฐาน: 49 ดอลลาร์สหรัฐฯ ต่อเดือน | ระดับมืออาชีพ: 49 ดอลลาร์สหรัฐ/ผู้ใช้/เดือน |
| สูงสุด | แพ็กเกจพรีเมียม: 109 ดอลลาร์สหรัฐต่อเดือน | องค์กร: 99 ดอลลาร์สหรัฐ/ผู้ใช้/เดือน |
| รูปแบบการเรียกเก็บเงิน | Flat account price | ต่อผู้ใช้ ต่อเดือน |
ฮันนี่บุ๊ค: A flat $29/month covers the whole account, which is why solo operators like the pricing. Add a second and third user and the cost barely moves. Payment processing fees are the hidden line item.
ข้อมูลเชิงลึก: Insightly starts at $29 per user, so five people on Plus is $145 a month. The Plus and Professional tiers stay competitive against other CRMs. Enterprise is where the bill jumps.
สถานการณ์ต่างๆ
| หากคุณต้องการ... | เลือก | ทำไม |
|---|---|---|
| Signed contracts and payment | ฮันนี่บุ๊ค | E-sign and checkout built in |
| A real sales pipeline | ข้อมูลเชิงลึก | Kanban stages and forecasting |
| Flat price for one person | ฮันนี่บุ๊ค | ไม่มีค่าใช้จ่ายต่อที่นั่ง |
| Reporting for managers | ข้อมูลเชิงลึก | Dashboards across the team |
| Deep integrations | ข้อมูลเชิงลึก | ตัวเชื่อมต่อ AppConnect มากกว่า 2,000 รายการ |
| การตั้งค่าที่เร็วที่สุด | ฮันนี่บุ๊ค | ระยะเวลาการเรียนรู้สั้นลง |
💰 งบประมาณของคุณ
One user pays the same $29 on either platform. At five users, HoneyBook stays flat while Insightly multiplies, so headcount decides this one.
🔌 อุปกรณ์เทคโนโลยีของคุณ
Insightly connects to more apps and gives you a visual ผู้สร้าง for each connection. HoneyBook covers the common ones and expects you to keep your stack small.
📝 กระบวนการขายของคุณ
Inbound inquiries that close on a proposal point to HoneyBook. Outbound prospecting with many touches over months points to Insightly.
🎓 ระดับประสบการณ์ของคุณ
HoneyBook is the easier first system if you have never used CRM software. Insightly has a steeper learning curve, but its interface is still easier to pick up than Zoho CRM.
🆓 ทดลองใช้งานและเดโมฟรี
Both let you start free trial access from the sign-up page in any modern browser. Run one live project through each before you pay for a year.
🛟 ตัวเลือกการสนับสนุน
Insightly Service gives you ticketing and a knowledge base for your own customers. HoneyBook keeps support in-house through chat and email only.
คู่มือการสลับใช้งาน
Already on one of these? Here is what changes if you move.
🔄 Switching from HoneyBook to Insightly?
✅ สิ่งที่คุณจะได้รับ:
- A real sales pipeline with stage-by-stage tracking
- Reporting dashboards managers can actually use
- Over 2,000 connectors and linked project records
❌ สิ่งที่คุณจะสูญเสีย:
- Built-in contracts and e-signature
- Online payments and invoicing in one file
- Flat pricing with no per-seat charge
📋 วิธีการเปลี่ยน:
- Export contacts and projects from HoneyBook as CSV files
- Create your Insightly account and map fields during import
- Add a billing tool such as QuickBooks to replace invoicing
🔄 Switching from Insightly to HoneyBook?
✅ สิ่งที่คุณจะได้รับ:
- Contracts, invoices and online payments in one place
- A client portal you can brand and customize
- A far shorter setup, often the same day
❌ สิ่งที่คุณจะสูญเสีย:
- Pipeline forecasting and the opportunities view
- Cross-team reporting and dashboards
- AppConnect and the wider integration library
📋 วิธีการเปลี่ยน:
- Export contacts, organizations and open opportunities from Insightly
- Open a HoneyBook account and import the contact file
- Rebuild your top three email templates and one automation
สิ่งที่บทวิจารณ์ของเราไม่ได้กล่าวถึง
This comparison focused on solo operators and small teams. We did not test enterprise SSO, custom API work, or how either system handles a database of 50,000 contacts. Our notes reflect the current version of each product as of August 2026, and a new version may change screens or plan names. If you run a 50-seat sales floor, your priorities will differ from what we covered here.
คุณสมบัติสุดท้าย
| หมวดหมู่ | ผู้ชนะ |
|---|---|
| 💰 ราคา | ฮันนี่บุ๊ค |
| 🚀 Contact & Pipeline | ข้อมูลเชิงลึก |
| 📁 การบริหารโครงการ | ข้อมูลเชิงลึก |
| ✍️ Contracts & Payments | ฮันนี่บุ๊ค |
| 📊 รายงานข่าว | ข้อมูลเชิงลึก |
| 🔌 การผสานรวม | ข้อมูลเชิงลึก |
| 👶 ใช้งานง่าย | ฮันนี่บุ๊ค |
| 🏆 ผู้ชนะเลิศโดยรวม | ข้อมูลเชิงลึก |
🏆 ผู้ชนะ: INSIGHTLY
Insightly ชนะ 4 จาก 7 หมวดหมู่
เหมาะสำหรับ: Sales teams, marketing teams, and service companies that run projects after the sale
These are two different products wearing the same CRM label. Insightly is customer relationship management with project management attached. HoneyBook is client management with a checkout attached.
If you are a photographer or coach who just wants proposals signed and invoices paid, HoneyBook is the better fit. Plenty of freelancers love HoneyBook enough to recommend HoneyBook to a friend on that basis alone.
But if you are hiring, tracking leads across a pipeline, and need reporting that shows why deals stall, Insightly gives you more functionality for the same entry price. That is why it takes the overall win.
เปรียบเทียบ HoneyBook เพิ่มเติม
Here is how HoneyBook lines up against the other tools small businesses shortlist:
HoneyBook เทียบกับ Dubsado
HoneyBook ชนะในด้าน: Faster setup out of the box, a cleaner mobile app, and an AI Writing Assistant Dubsado does not match
Dubsado ชนะด้วยคะแนน: Deeper form logic, more granular workflow branching, and a cheaper entry tier for very small operations
HoneyBook เทียบกับ คีป
HoneyBook ชนะในด้าน: Lower entry price, contracts and e-signature included, and a much shorter onboarding period
คีปชนะด้วยคะแนน: Marketing campaign automation, a real sales pipeline, and lead scoring for outbound teams
HoneyBook ชนะในด้าน: Predictable flat pricing, client-facing proposals and payments, and no add-on hubs to buy
HubSpot ชนะในด้าน: A generous free tier, far richer reporting, and an app marketplace HoneyBook cannot match
HoneyBook เทียบกับ โกไฮเลเวล
HoneyBook ชนะในด้าน: Simplicity for one person, polished client experience, and a lower monthly bill
GoHighLevel ชนะในด้านต่างๆ ดังนี้: Funnel and site building, SMS marketing, and white-label resale for agencies
This video covers a wider set of alternatives if none of the above fit.
เปรียบเทียบ Insightly เพิ่มเติม
Here is how Insightly stacks up against the CRM tools it is measured against most often:
Insightly ชนะในด้านต่างๆ ดังนี้: A gentler interface, a faster rollout, and native project management Zoho splits across products
Zoho CRM ชนะในด้าน: Greater feature depth, custom workflow rules, and an Enterprise tier that costs roughly half as much
Insightly เทียบกับ ไพพ์ไดรฟ์
Insightly ชนะในด้านต่างๆ ดังนี้: Post-sale project delivery, HIPAA and SOC 2 Type II compliance, and the AppConnect integration engine
Pipedrive ชนะด้วย: A tighter deal-focused interface, cheaper starting seats, and better sales activity tracking
Insightly ชนะในด้านต่างๆ ดังนี้: Predictable per-seat costs, projects tied to won deals, and no forced upgrade path across hubs
HubSpot ชนะในด้าน: A free starting tier, stronger content and email marketing, and a larger partner network
Insightly เทียบกับ เซลส์ฟอร์ซ
Insightly ชนะในด้านต่างๆ ดังนี้: Speed to launch, a lower total bill for mid-sized companies, and far less admin overhead
Salesforce ชนะในด้าน: Unlimited customization, a huge app exchange, and reporting depth for complex organizations
ถาม บ่อย ๆ
HoneyBook ใช้ทำอะไรบ้าง?
It runs client work for service businesses. You send proposals, sign contracts, schedule calls, invoice, and take online payments from one project record.
HoneyBook ราคาต่อเดือนเท่าไหร่คะ?
Our data lists three plans: Starter at $29/month, Essentials at $49/month, and Premium at $109/month. Payment processing fees are charged separately from the plan.
HoneyBook เป็นระบบ CRM หรือไม่?
It is a client management platform with light CRM features. For example, it stores contacts and history, but has no sales pipeline or forecasting.
Insightly ใช้ทำอะไร?
Companies use it to manage contacts, leads and sales opportunities, then deliver the work as projects. Reporting and dashboards track performance across the team.
Insightly ใช้งานง่ายไหม?
Reviewers describe the interface as easy to pick up and the data import as straightforward. It is simpler than Zoho CRM, though not as feature-deep.
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