⚡ สรุปโดยย่อ:
- ตัวประกอบ: Insightly starts at $29/user/month. Agile CRM has a free version and paid plans from $8.99.
- เหมาะสำหรับ: Insightly suits teams that need customer relationship management plus project management. Agile CRM suits small businesses on a tight budget.
- ความแตกต่างที่สำคัญ: Insightly links deals to delivery projects. Agile CRM bundles marketing อัตโนมัติ and a helpdesk instead.
- ตัวเลือกที่เราแนะนำ: Insightly, rated 4.1 against 2.8, because its records, การรายงาน and support hold up better as you grow.
The cheaper CRM is not always the weaker one.
Agile CRM undercuts Insightly by roughly $20 per user each month.
It even hands you a free plan for ten people.
But price is the smallest difference between these two CRM tools.
One is built around projects. The other is built around campaigns.
That single split decides which one fits your ธุรกิจ.
ภาพรวม
This Insightly vs Agile CRM comparison covers pricing, core features, and ease of use.
ของเรา นักเขียน spent hands-on time inside Agile CRM directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
We also break down who each platform actually serves best.
By the end you will know which CRM system to pick.
Insightly คืออะไร?
Insightly is a CRM software platform for growing teams.
The company markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer ข้อมูล ในที่เดียว
Sales teams use it to build strong relationships with contacts and companies.
Managers use it to monitor employees and track progress.
The real hook is project management sitting next to the sales pipeline.
Won deals become projects with milestones, so delivery never falls through gaps.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the tool.
Here is a walkthrough of how the system works day to day.
🏆 ผู้ชนะ: Insightly
One system for contacts, deals, and delivery projects. Copilot handles the busywork. Built for teams that sell and then ship.
การกำหนดราคาอย่างชาญฉลาด
Insightly offers three paid tiers and no permanent free version. Each tier is quoted per user and billed annually.
| วางแผน | ราคา | เหมาะสำหรับ |
|---|---|---|
| นอกจากนี้ | 29 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Small sales teams starting with contact management |
| มืออาชีพ | 49 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Teams needing dashboards and third-party apps |
| องค์กร | 99 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Full access, custom fields, and heavy workflow อัตโนมัติ |
Pricing verified August 2026.
ทดลองใช้งานฟรี: Yes. Insightly runs a 14-day trial on the CRM with no card required.
รับประกันคืนเงิน: None published. Annual contracts are the standard billing route.
📌 บันทึก: The Plus tier gives limited access to most features. Professional adds limited dashboards and app integration. Enterprise unlocks everything.
⚠️ คำเตือน: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack quickly.
ประโยชน์หลักของ Insightly
Here is what makes Insightly worth the higher price:
- Projects Tied to Deals: Won sales opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the record.
- Copilot AI ผู้ช่วย: Copilot summarizes long email threads and retrieves data on request. It trims the daily admin load.
- การผสานรวม AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, mail, and การบัญชี apps all plug in.
- Reporting and Dashboards: An opportunities dashboard gives visual insight into revenue and team performance. Reports are filterable by owner or stage.
- Gantt Timelines: Gantt chart visualizations arrived in 2025. They map dependencies across a longer project.
- การเข้าถึงผ่านมือถือ: The mobile app scans a ธุรกิจ card into a new contact. You can create projects and check progress on the go.
- Security Standards: The platform meets SOC 2 Type II, GDPR, and HIPAA requirements. That matters for regulated services work.
สิ่งที่ทีมของเราสังเกตเห็น
Note: We have not had extended hands-on time inside an Insightly account yet. Everything above comes from published documentation, the pricing page, and third-party review sites such as G2 and TrustRadius.
G2 reviews highlight two things repeatedly. Setup is fast, and getting records into the system is not overly convoluted. The same reviews flag thin custom workflow options against deeper rivals.
ข้อดีและข้อเสียของ Insightly
✅ ข้อดี
- Links deals, projects, and milestones inside one CRM system
- Copilot summarizes emails and retrieves customer data on request
- AppConnect ships over 2,000 pre-built connectors
- ตรงตามมาตรฐาน SOC 2 Type II, GDPR และ HIPAA
❌ ข้อเสีย
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower tiers
- No free version, so entry cost starts at $29 per user
Agile CRM คืออะไร?
Agile CRM is a cloud-based, all in one CRM built in 2013.
It targets small and medium businesses that cannot afford three separate tools.
Sales, marketing, and customer service sit inside a single interface.
That design cuts data silos between departments.
The company reports over 15,000 customers globally.
G2 Crowd has recognized it as a category leader.
Offices sit in อินเดีย และประเทศฟิลิปปินส์
This review video walks through the main screens.
รองชนะเลิศ: Agile CRM
Ten free seats and a helpdesk built in. The cheapest way to run sales marketing and support together.
ราคา Agile CRM
Agile CRM offers four tiers, quoted per user each month. There is no setup fee on any of them.
| วางแผน | ราคา | เหมาะสำหรับ |
|---|---|---|
| ฟรี | ฟรี | Up to 10 users testing contact management |
| สตาร์ทเตอร์ | $8.99 | Solo founders and tiny sales teams |
| ปกติ | $29.99 | ทีมที่กำลังเติบโตต้องการระบบการตลาดอัตโนมัติ |
| องค์กร | $47.99 | Full access with reporting and integrations |
Pricing verified August 2026.
ทดลองใช้งานฟรี: Not needed. The free version is permanent for up to 10 users.
รับประกันคืนเงิน: None published. Test on the free tier before paying.
📌 บันทึก: Even the Enterprise tier costs less than Insightly’s mid plan. That great price is the main reason small businesses shortlist it.
⚠️ คำเตือน: Review sites carry repeated complaints about billing and cancellation friction. Read the terms before you commit an annual budget.
ประโยชน์หลักของ Agile CRM
Here is where Agile CRM earns its shortlist spot:
- Genuine Free Tier: Ten users cost nothing, which is rare among other CRMs. Small businesses can run a full sales process for free.
- ระบบการตลาดอัตโนมัติ: Drag-and-drop campaign builders create automated email marketing sequences. You can also gauge web engagement per contact.
- ระบบอัตโนมัติในการขาย: Follow-ups, lead scoring, and data entry all run on rules. A visual sales pipeline tracks every deal stage.
- Helpdesk Built In: Ticketing automates customer queries and a knowledge base deflects repeat questions. Telephony handles calls in the same tab.
- การนำแนวคิดเกมมาใช้: Leaderboards and badges push friendly competition across a sales team. Few rivals ship this by default.
- การจองผ่านปฏิทิน: Leads book meetings straight onto your calendar. It syncs with Google Calendar or Outlook.
- การเข้าถึงหลายช่องทาง: Campaigns run across email, สื่อสังคม, and mobile from one screen. Teams follow up on LinkedIn without switching apps.
สิ่งที่ทีมของเราสังเกตเห็น
Our writer signed up for Agile CRM and ran a small pipeline through it for several days. Here is what stood out from that hands-on time:
The clip below covers the same walkthrough in more detail.
ข้อดีและข้อเสียของ Agile CRM
✅ ข้อดี
- Free version covers up to 10 users
- Sales, marketing, and service share one interface
- Gamification adds leaderboards and badges for reps
- Telephony, helpdesk, and email marketing included
❌ ข้อเสีย
- Users report email delivery rates dropping sharply
- Reporting tools are poorly configured
- Support answers vary and bug fixes can take two weeks
- Limited custom fields and data mapping for larger companies
⚠️ Split verdict: User sentiment is unusually polarized. Some reviewers call the great support a standout. Others report weeks of broken email sending. Test the free tier hard before you migrate.
เปรียบเทียบคุณสมบัติ
Both products call themselves CRM software, but they solve different jobs. We compared ten areas that decide most buying calls.
| คุณสมบัติ | ข้อมูลเชิงลึก | ระบบ CRM แบบ Agile |
|---|---|---|
| ราคาเริ่มต้น | 29 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Free, then $8.99 |
| เวอร์ชันฟรี | ❌ | ✅ (10 users) |
| การบริหารโครงการ | ✅ | ❌ |
| ระบบการตลาดอัตโนมัติ | สินค้าแยกชิ้น | ✅ รวมอยู่ด้วย |
| ฝ่ายช่วยเหลือ / ระบบออกตั๋ว | สินค้าแยกชิ้น | ✅ รวมอยู่ด้วย |
| ผู้ช่วย AI | ✅ นักบินผู้ช่วย | จำกัด |
| แผนภูมิแกนต์ | ✅ | ❌ |
| การใช้เกมเป็นกลไกในการขาย | ❌ | ✅ |
| การปฏิบัติตาม HIPAA | ✅ | ❌ |
| เหมาะสำหรับ | Sell-then-deliver teams | Budget all-round teams |
1. การจัดการข้อมูลติดต่อ
ข้อมูลเชิงลึก: Every contact carries a 360-degree history of calls, files, and linked records. Relationship links map who reports to whom inside an account. The mobile app can scan a business card into a new entry.
ระบบ CRM แบบ Agile: Contact management also gives a 360-degree view of customer interactions. Tags and custom fields work well at small scale. Larger companies hit limits on data mapping.
2. Sales Pipeline and Opportunities
ข้อมูลเชิงลึก: Customizable pipelines and Kanban views track each stage of sales. Sales opportunities carry their own value, owner, and close date. Pipeline stages can differ per product line.
ระบบ CRM แบบ Agile: A visual deals board tracks opportunities across custom milestones. Gamified leaderboards sit alongside it to rank reps. Sales forecasting stays basic against dedicated tools.
3. การบริหารโครงการและการบริหารงาน
ข้อมูลเชิงลึก: This is the clearest gap between the two. Projects carry milestones, pipelines, and task assignments. You can assign tasks, set reminders, build to-do lists, and log calls. Gantt charts added in 2025 map dependencies.
ระบบ CRM แบบ Agile: There is task management and project tracking, plus an online calendar for scheduling. But there is no true project delivery layer. Won deals do not become structured projects.
💡 เคล็ดลับสำหรับมืออาชีพ: If your work continues after the sale, this section alone should decide your choice.
4. Reporting and Dashboards
ข้อมูลเชิงลึก: Reports and dashboards give visual insight into business performance. Managers can monitor employees, pipeline progress, and revenue by stage. Dashboard access is limited on the Professional tier.
ระบบ CRM แบบ Agile: Reports and analytics cover campaigns, calls, and deals. This is the weakest area in user feedback. Reviewers describe the reporting tools as awful and poorly configured.
5. Email and Marketing Teams
ข้อมูลเชิงลึก: You can schedule emails, save email templates, and track opens from the record. Full campaign work needs Insightly Marketing, sold separately. Google Workspace and Outlook sync both ways.
ระบบ CRM แบบ Agile: Marketing teams get campaigns, A/B testing, personalization, and landing pages inside the base product. The template builder is simple but inflexible. Some users report a halved delivery rate over six months.
6. การทำงานอัตโนมัติและปัญญาประดิษฐ์ (AI)
ข้อมูลเชิงลึก: Copilot summarizes email threads and retrieves data on request. Workflow automation covers record updates and alerts. Custom workflow depth still trails Zoho CRM.
ระบบ CRM แบบ Agile: A drag-and-drop builder handles sales automation, follow-ups, lead scoring, and data entry. The 2026 roadmap points toward AI agents for lead scoring and predictive analytics.
7. Companies and Organization Records
ข้อมูลเชิงลึก: An organization record rolls up every contact, project, and opportunity for that company. Search across records is fast. This structure suits services firms with long accounts.
ระบบ CRM แบบ Agile: Companies link to their contacts and deals with the details you expect. It works, but the hierarchy is flatter than Insightly’s.
8. การบูรณาการ
ข้อมูลเชิงลึก: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also ties into other Insightly products such as Insightly Marketing and Insightly Service.
ระบบ CRM แบบ Agile: Third-party integrations cover mail, telephony, and web engagement tracking. Coverage is decent for the price. Deep two-way syncs are thinner than เซลส์ฟอร์ซ or Insightly.
9. ฝ่ายสนับสนุนและระบบออกตั๋ว
ข้อมูลเชิงลึก: Ticketing lives in Insightly Service, a separate paid product. That keeps the core CRM clean but raises total cost.
ระบบ CRM แบบ Agile: A helpdesk with automated ticketing ships inside every paid plan. Customer queries, calls, and deals share one timeline. Vendor support quality is the sticking point.
⚠️ คำเตือน: Support reports on Agile CRM contradict each other sharply. Some reviewers praise it. Others say a single bug fix took two weeks.
10. การกำหนดราคาและต้นทุน
Here are both price lists side by side.
| ชั้น | ข้อมูลเชิงลึก | ระบบ CRM แบบ Agile |
|---|---|---|
| ฟรี | ❌ | ฟรี |
| รายการ | นอกจากนี้ — ราคา 29 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Starter — $8.99 |
| กลาง | ระดับมืออาชีพ — 49 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Regular — $29.99 |
| สูงสุด | ธุรกิจระดับองค์กร — 99 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Enterprise — $47.99 |
ข้อมูลเชิงลึก: Pricing is competitive at Plus and Professional against rival CRM tools. The Enterprise tier is the outlier at almost double Zoho CRM. You are paying for the project layer and compliance coverage.
ระบบ CRM แบบ Agile: Every tier undercuts Insightly, and the top plan still costs less than Insightly’s middle one. For example, a ten-person team saves thousands of dollars a year on the Regular plan.
สถานการณ์ต่างๆ
| หากคุณต้องการ... | เลือก | ทำไม |
|---|---|---|
| งบประมาณที่จำกัดที่สุด | ระบบ CRM แบบ Agile | เวอร์ชันฟรีสำหรับผู้ใช้ 10 คน |
| Projects after the sale | ข้อมูลเชิงลึก | เหตุการณ์สำคัญและแผนภูมิแกนต์ |
| Marketing in the same tool | ระบบ CRM แบบ Agile | Campaigns bundled, not extra |
| HIPAA or SOC 2 coverage | ข้อมูลเชิงลึก | Documented compliance standards |
| Reliable reporting | ข้อมูลเชิงลึก | Agile’s reports draw complaints |
| Fastest start for beginners | ข้อมูลเชิงลึก | Gentler learning curve overall |
💰 งบประมาณของคุณ
Agile CRM saves real money at every headcount. Insightly costs more but bundles work that you would otherwise buy from a second vendor.
🔌 อุปกรณ์เทคโนโลยีของคุณ
Insightly wins if you run many apps and need deep two-way syncs. Agile CRM is fine for a simple stack of mail, calendar, and a website.
📝 กระบวนการขายของคุณ
Pick Insightly when a signed deal starts a delivery project. Pick Agile CRM when a signed deal starts a nurture campaign instead.
🎓 ระดับประสบการณ์ของคุณ
Insightly is easier to pick up than Zoho CRM, though it is not as feature-deep. Agile CRM has more moving parts and a steeper learning curve for a first-time admin.
🛒 Your Industry
Consultancies, agencies, and healthcare services lean toward Insightly. Ecommerce and high-volume lead generation lean toward Agile CRM’s sales enablement tooling.
🆓 ทดลองใช้งานและเดโมฟรี
Test both with your own data before you commit. Agile CRM’s free tier and Insightly’s trial both let you customize a pipeline in an afternoon.
คู่มือการสลับใช้งาน
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to Agile CRM?
✅ สิ่งที่คุณจะได้รับ:
- A far lower bill, plus a free tier for up to 10 users
- Marketing automation and a helpdesk without buying add-ons
- Gamified leaderboards and built-in telephony
❌ สิ่งที่คุณจะสูญเสีย:
- Project management with milestones and Gantt charts
- Copilot AI summaries and 2,000+ AppConnect connectors
- SOC 2 Type II and HIPAA compliance coverage
📋 วิธีการเปลี่ยน:
- Export contacts, companies, and opportunities from Insightly as CSV files
- Open a free Agile CRM account and map your custom fields
- Import in stages and rebuild open projects as tasks and calendar entries
🔄 Switching from Agile CRM to Insightly?
✅ สิ่งที่คุณจะได้รับ:
- Delivery projects linked directly to won deals
- Reporting and dashboards that hold up under scrutiny
- Documented compliance and a cleaner records structure
❌ สิ่งที่คุณจะสูญเสีย:
- The free version and the $8.99 entry price
- Bundled email marketing, landing pages, and ticketing
- Sales gamification and web engagement scoring
📋 วิธีการเปลี่ยน:
- Export contacts, companies, and deals from Agile CRM
- Start an Insightly trial and set up your pipelines first
- Import records, then rebuild campaigns inside Insightly Marketing
สิ่งที่บทวิจารณ์ของเราไม่ได้กล่าวถึง
This comparison focused on small and medium businesses running standard sales and service work. We did not test bulk data migration at scale, custom API builds, or in-house telephony routing. Enterprise contract terms and volume discounts were outside our scope. Findings reflect the August 2026 versions of both platforms, and functionality may shift after that date.
คุณสมบัติสุดท้าย
| หมวดหมู่ | ผู้ชนะ |
|---|---|
| 💰 ราคา | ระบบ CRM แบบ Agile |
| 🚀 คุณสมบัติหลักของ CRM | ข้อมูลเชิงลึก |
| 📁 การบริหารโครงการ | ข้อมูลเชิงลึก |
| 📣 ระบบการตลาดอัตโนมัติ | ระบบ CRM แบบ Agile |
| 📊 Reporting & Dashboards | ข้อมูลเชิงลึก |
| 🔌 การผสานรวม | ข้อมูลเชิงลึก |
| 🛟 สนับสนุนคุณภาพ | ข้อมูลเชิงลึก |
| 🏆 ผู้ชนะเลิศโดยรวม | ข้อมูลเชิงลึก |
🏆 ผู้ชนะ: INSIGHTLY
Insightly wins 5 of 7 categories.
เหมาะสำหรับ: Agencies and consultancies, services firms tracking delivery, and teams that need customer relationship management joined to project management.
These are two different products wearing the same label. Insightly is a CRM for teams that sell something and then have to deliver it.
Agile CRM is a budget engine for lead capture, campaigns, and tickets. It genuinely earns its place for a five-person business watching every dollar.
The gap shows up later. Reporting complaints, email delivery problems, and uneven support are the reasons its rating sits at 2.8 against Insightly’s 4.1.
If your budget is fixed and your needs are simple, Agile CRM will do the job. For everyone else, Insightly is the safer place to build a system you will still trust in three years.
เปรียบเทียบ Insightly เพิ่มเติม
Here is how Insightly holds up against other CRMs on your shortlist:
Insightly ชนะในด้านต่างๆ ดังนี้: Faster setup, native project management, cleaner record structure for services work
Zoho CRM ชนะในด้าน: Deeper custom workflows, roughly half the Enterprise price, a far wider suite of connected business apps
Insightly ชนะในด้านต่างๆ ดังนี้: Predictable per-user costs, project milestones after the close, HIPAA coverage for regulated services
HubSpot ชนะในด้าน: A more generous free tier, richer content and landing page tooling, a much larger partner marketplace
Insightly เทียบกับ ไพพ์ไดรฟ์
Insightly ชนะในด้านต่างๆ ดังนี้: Post-sale delivery tracking, organization-level record rollups, AppConnect’s connector library
Pipedrive ชนะด้วย: A leaner deal-first interface, lower entry pricing, quicker onboarding for pure sales teams
Insightly ชนะในด้านต่างๆ ดังนี้: Far lower admin overhead, quicker rollout for a small team, project management without a paid extension
Salesforce ชนะในด้าน: Near-unlimited customization, the deepest reporting engine in the market, an enormous consultant network
เปรียบเทียบ Agile CRM เพิ่มเติม
Here is how Agile CRM measures up against its closest rivals:
Agile CRM มีข้อดีดังนี้: Cheaper paid tiers, telephony included at no extra cost, gamification that HubSpot leaves out
HubSpot ชนะในด้าน: Email deliverability, polished reporting, documentation and training depth
Agile CRM เทียบกับ แอคทีฟแคมเปน
Agile CRM มีข้อดีดังนี้: A true free tier, bundled helpdesk ticketing, lower cost per seat at small headcounts
ActiveCampaign ชนะในด้านต่างๆ ดังนี้: Stronger send reputation, more advanced automation branching, better campaign analytics
Agile CRM มีข้อดีดังนี้: No onboarding fee, a much lower monthly floor, simpler first-week setup
คีปชนะด้วยคะแนน: Ecommerce and invoicing built in, sturdier automation logic, more consistent vendor support
Agile CRM เทียบกับ Freshsales CRM
Agile CRM มีข้อดีดังนี้: Marketing and helpdesk in the same product, ten free seats, built-in leaderboards
Freshsales CRM ชนะในด้าน: Cleaner interface, stronger AI lead scoring, more reliable support response times
ถาม บ่อย ๆ
Insightly ใช้ทำอะไร?
Insightly is used to manage leads, contacts, sales opportunities, and delivery projects in one place. Services teams pick it because won deals turn into trackable projects with milestones.
Agile CRM ฟรีจริงหรือเปล่า?
Yes. The free version supports up to 10 users permanently. Paid tiers start at $8.99 and unlock marketing automation, reporting, and the helpdesk.
Insightly ใช้งานง่ายไหม?
Reviewers describe the interface as easy to pick up and quick to populate with data. It is simpler than Zoho CRM, though less feature-deep.
Insightly มีแอปพลิเคชันบนมือถือหรือไม่?
Yes. The mobile app lets you add contacts, create projects, and assign tasks from a phone. It can also scan a business card into a record.
โดยทั่วไปแล้ว CRM มีราคาประมาณเท่าไหร่?
ที่สุด ธุรกิจขนาดเล็ก CRM software runs $10 to $50 per user monthly. Agile CRM starts free. Insightly starts at $29 and reaches $99 on Enterprise.
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