⚡ สรุปโดยย่อ:
- ตัวประกอบ: Insightly starts at $29 per user per month. Capsule CRM has a free version and paid plans from $18/user/month.
- เหมาะสำหรับ: Insightly suits sales teams that need project management inside their CRM software. Capsule CRM suits ธุรกิจเล็กๆ ที่ต้องการระบบจัดการรายชื่อผู้ติดต่อที่ใช้งานง่าย
- ความแตกต่างที่สำคัญ: Insightly adds AI automations, help desk ticketing, and marketing อัตโนมัติ through other Insightly products. Capsule CRM keeps the feature set narrow on purpose.
- ตัวเลือกที่เราแนะนำ: Insightly, because it covers sales, projects, and reporting in one system without a second tool.
The cheaper customer relationship management tool is not always the weaker one.
Capsule CRM costs less than half of what Insightly charges per user.
But price is the smallest difference between these two CRM tools.
Insightly bundles project management, reporting, and workflow อัตโนมัติ รวมไว้ในแพลตฟอร์มเดียว
Capsule CRM strips things back to contacts, sales pipelines, and simple tasks.
Your team size and your sales process decide which one fits.
ภาพรวม
This Insightly vs Capsule CRM comparison covers pricing, core features, and ease of use.
We also break down who each CRM system works best for.
แหล่งข้อมูลของเราประกอบด้วยข้อมูลจำเพาะที่เผยแพร่ เอกสารจากผู้ผลิต และรีวิวจากเว็บไซต์ G2
Insightly is also recommended by PC Magazine, Entrepreneur Magazine, and TrustRadius.
By the end, you will know which CRM solution matches your ธุรกิจ.
Insightly คืออะไร?
Insightly is a customer relationship management platform for sales and marketing teams.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer ข้อมูล ในที่เดียว
The system tracks leads, sales opportunities, projects, and customer interactions together.
Most companies pick it for that link between the sales pipeline and delivery work.
Here is a short walkthrough of the platform before we dig into details.
🏆 ผู้ชนะ: Insightly
One system for contacts, projects, and reporting. Copilot AI summarizes emails and finds records fast. Setup takes days, not months.
การกำหนดราคาอย่างชาญฉลาด
Insightly offers three paid tiers. There is no free plan.
| วางแผน | ราคา | เหมาะสำหรับ |
|---|---|---|
| นอกจากนี้ | 29 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Small teams that need core CRM and projects |
| มืออาชีพ | 49 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Teams that need dashboards and third-party apps |
| องค์กร | 99 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Companies that need full access to all features |
Pricing verified August 2026.
ทดลองใช้งานฟรี: Yes. Insightly offers a 14-day trial with no credit card required.
รับประกันคืนเงิน: None advertised. Plans are prepaid and billed annually by default.
📌 บันทึก: The Plus tier gives limited access to most features. Professional adds dashboards and third-party app integration. Enterprise unlocks all the features.
⚠️ คำเตือน: Insightly Marketing and Insightly Service are sold separately. Each product follows the same three-tier pricing, so costs stack fast for a full sales and marketing setup.
ประโยชน์หลักของ Insightly
นี่คือสิ่งที่ทำให้ Insightly น่าสนใจ:
- Sales and projects in one place: Won deals turn into projects with milestones and pipelines. You can assign tasks to any team member without leaving the record.
- Copilot AI ผู้ช่วย: Copilot summarizes emails and retrieves data on request. It cuts the time managers spend digging through contact records.
- AppConnect low-code engine: Over 2,000 pre-built connectors link Insightly to other apps. You can build ธุรกิจ processes without a developer.
- การรายงานและแดชบอร์ด: An opportunities dashboard shows pipeline health at a glance. Custom reports track revenue, activity, and team progress.
- Security and compliance: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare and finance companies.
- Mobile app with business card scan: Add new contacts on the go from a business card. You can also create projects and assign work from your phone.
- Gantt chart timelines: Insightly added Gantt visualizations in 2025. Project timelines and dependencies are easier to monitor.
สิ่งที่ทีมของเราสังเกตเห็น
Note: We have not had extended hands-on time with Insightly yet. The points above come from published documentation, the vendor’s own pricing page, and public user reviews. G2 reviews highlight fast setup and easy data import as the two most common reasons buyers pick this CRM software.
ข้อดีและข้อเสียของ Insightly
✅ ข้อดี
- Links projects, milestones, and tasks to won deals inside one CRM
- Copilot AI summarizes emails and retrieves data on request
- AppConnect provides over 2,000 pre-built connectors to other apps
- Meets SOC 2 Type II, GDPR, and HIPAA compliance standards
- Setup is fast, which keeps แต่แรก adoption simple for managers
❌ ข้อเสีย
- The Enterprise tier costs almost double Zoho CRM at the same level
- No free version, so testing needs a trial or a paid plan
- Lacks advanced features like deep custom workflows found in bigger CRMs
- Marketing and Service are priced as separate products
Capsule CRM คืออะไร?
Capsule CRM is a cloud-based CRM system built for small to medium businesses.
It centralizes people and organization records in one place.
Each contact shows a 360-degree view of emails, notes, and social profiles.
The company calls its approach “powerful simplicity” instead of feature overload.
A minimalist interface means teams start without a dedicated administrator.
Watch how the interface handles daily sales work.
🥈 Runner Up: Capsule CRM
A clean, user friendly CRM for small business teams. Free version holds 250 contacts. No training needed to get going.
ราคา Capsule CRM
Here is what Capsule CRM costs. A free plan is included.
| วางแผน | ราคา | เหมาะสำหรับ |
|---|---|---|
| ฟรี | $0 | Two users and up to 250 contacts |
| สตาร์ทเตอร์ | 18 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | Small businesses tracking one sales pipeline |
| การเจริญเติบโต | 39.99 ดอลลาร์สหรัฐฯ ต่อเดือน | Teams needing multiple sales pipelines and automation |
Pricing verified August 2026.
ทดลองใช้งานฟรี: Yes. A 14-day trial covers paid features, and the free version never expires.
รับประกันคืนเงิน: None advertised. You can downgrade to the free plan instead.
📌 บันทึก: Prices above are per user per month. Discounts of up to 15% apply when you pay annually. Storage and contact limits rise with each paid plan.
⚠️ Pricing conflict flagged: Our verified figures show three tiers. Capsule’s public page has also listed Starter at $21 and Growth at $38 on monthly billing, plus higher Advanced ($60) and Ultimate ($75) tiers. The rates in our table reflect pricing when billed annually. Check the vendor page before you buy.
ประโยชน์หลักของ Capsule CRM
Here is where Capsule CRM earns its place:
- Genuine free version: Two users and 250 contacts cost nothing. That makes it one of the few real free CRM providers for a startup.
- การจัดการรายชื่อผู้ติดต่ออย่างง่าย: Every client interaction sits on one page. Teams see status and plan the next step without hunting through inboxes.
- Project boards after the sale: Won deals feed straight into delivery boards. Post-sale work stays linked to the original opportunity.
- Tracks and workflow automations: Tracks are templated task lists for repeatable work like onboarding. Higher tiers add multi-step automation.
- Everyday app integrations: ซีโร่, ควิกบุ๊กส์, and Mailchimp connect natively. ภาษาซาเปียร์Name opens over 1,000 other integrations.
- Email marketing through ทรานสปอนด์: The Transpond integration runs marketing campaigns from inside your Capsule account.
- Custom fields and pipelines: You can customize records and build multiple sales pipelines to match your sales cycle.
สิ่งที่ทีมของเราสังเกตเห็น
Note: We have not run an extended hands-on trial of Capsule CRM. The observations here come from vendor documentation and public reviews. G2 reviews frequently praise the clean interface and the sales pipeline view, while support response times draw the most criticism.
ข้อดีและข้อเสียของ Capsule CRM
✅ ข้อดี
- Free plan covers 250 contacts and two users
- Clean interface that needs no training to pick up
- Over 60 native integrations plus Zapier for the rest
- Paid plans start at half the price of Insightly
❌ ข้อเสีย
- Email tracking asks you to BCC an address to save messages
- Google Workspace and Microsoft 365 sync runs one way only
- The free version has no reporting and a 50MB storage cap
- Support is email-first, with no live chat option
เปรียบเทียบคุณสมบัติ
Ready for a closer look at Insightly vs Capsule CRM? We compare the key features that decide most buying calls, from lead generation and contact management through to cost.
| คุณสมบัติ | ข้อมูลเชิงลึก | แคปซูล CRM |
|---|---|---|
| ราคาเริ่มต้น | 29 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน | 18 ดอลลาร์สหรัฐฯ ต่อผู้ใช้ต่อเดือน |
| แผนฟรี | ❌ | ✅ |
| การจัดการข้อมูลติดต่อ | ✅ | ✅ |
| ท่อส่งการขายหลายช่องทาง | ✅ | ✅ (แพ็กเกจแบบชำระเงิน) |
| การบริหารโครงการ | ✅ Milestones + Gantt | ✅ Project boards |
| การทำงานอัตโนมัติของเวิร์กโฟลว์ | ✅ AppConnect | ✅ Tracks + workflows |
| ผู้ช่วย AI | ✅ นักบินผู้ช่วย | ✅ Content Assistant |
| การผสานรวมแบบเนทีฟ | 2,000+ connectors | 60+ native apps |
| Help Desk / Ticketing | ✅ Insightly Service | ❌ |
| เหมาะสำหรับ | Sales teams running projects | Small business contact management |
1. การจัดการข้อมูลติดต่อ
ข้อมูลเชิงลึก: Every contact record holds emails, calls, files, and linked sales opportunities. A 360-degree customer view supports personalized outreach and automated follow-up. Lead management and account management share the same object model, so nothing gets stranded.
แคปซูล CRM: Contacts and organizations sit on one page with notes, history, and social profiles. G2 reviews single out this contact management system as the easiest part of the tool. Custom fields let you customize records for your niche.
2. Sales Pipeline and Opportunities
ข้อมูลเชิงลึก: Customizable pipelines and Kanban views track each stage of the sales cycle. The opportunities dashboard shows deal value, stage, and owner in one dashboard view. Sales teams can build strong relationships while managers monitor progress.
แคปซูล CRM: Paid tiers unlock multiple sales pipelines shaped around your own sales process. Each opportunity carries value, milestone, and expected close date. It stays simple, which is the point.
3. การบริหารโครงการและงาน
ข้อมูลเชิงลึก: This is the clearest gap between the two. Projects carry milestones, pipelines, and Gantt chart timelines added in 2025. You can create reminders, to-do lists, call logs, and assign tasks to any team member from web or mobile.
แคปซูล CRM: Project boards handle delivery work linked to won deals. Task management covers assignments, recurring work, and calendar sync with Outlook or Gmail. There are no Gantt charts or dependency views.
4. Email Tools and Marketing
ข้อมูลเชิงลึก: You get email templates, the option to schedule emails, and open tracking inside the CRM. Insightly Marketing adds marketing automation and campaign journeys as a separate product. Copilot drafts summaries so reps spend less time writing recaps.
แคปซูล CRM: Email marketing runs through Transpond, which shares contact data with the CRM. You can send marketing campaigns without exporting lists. Saving inbound mail still means BCCing a Capsule address.
⚠️ คำเตือน: Capsule’s BCC method is easy to forget on busy days. If full email logging matters to your sales and marketing workflow, Insightly handles it with less manual effort.
5. การรายงานและแดชบอร์ด
ข้อมูลเชิงลึก: Reporting is the stronger side here. Dashboards give visual insight into business performance, and you can generate reports on any object. Professional and Enterprise tiers unlock the deeper reporting features.
แคปซูล CRM: The sales dashboard covers conversion rates, pipeline health, and revenue forecasting. Reporting tools are solid for a small business but shallower than Insightly’s. The free version has no reporting at all.
6. การบูรณาการ
ข้อมูลเชิงลึก: AppConnect is a low-code engine with over 2,000 pre-built connectors. It ties the CRM to การบัญชี, support, and marketing services without custom code. Full integration with other Insightly products is built in.
แคปซูล CRM: Over 60 native integrations cover ซีโร่, QuickBooks, and Mailchimp. Google Workspace, formerly G Suite, lets you add contacts from Gmail, and Microsoft 365 exposes contacts and events. Zapier and Automate.io handle other integrations, and premium integrations sit on higher tiers.
⚠️ คำเตือน: Capsule syncs one way with Google Workspace and Microsoft 365. Edits made in Capsule do not flow back into those services.
7. Workflow Automation and Customization
ข้อมูลเชิงลึก: Workflow automation handles record updates, alerts, and multi-step business processes. Copilot adds AI summaries and data retrieval on top. Reviewers still note that custom workflow depth trails larger CRM software.
แคปซูล CRM: Tracks turn repeatable work into templated checklists, and higher tiers add multi-step workflow automations. Custom fields cover most tailoring needs. Deep conditional logic is not part of the package.
8. ใช้งานง่ายและเรียนรู้ได้ง่าย
ข้อมูลเชิงลึก: The interface is easy to pick up and getting data into the system is not overly convoluted. Insightly is simpler than Zoho CRM, though not as feature-deep. Fast setup is a big reason buyers pick it.
แคปซูล CRM: The learning curve is the shortest of the two. Most teams get productive on day one without training or an admin. Simplicity is the trade for missing advanced features.
9. Support and Mobile Access
ข้อมูลเชิงลึก: Insightly Service adds help desk ticketing and a knowledge base as a paid product. The mobile app scans a business card, logs calls, and lets you assign work to other team members. Higher tiers include priority support.
แคปซูล CRM: ระบบปฏิบัติการ iOS และ แอนดรอยด์ apps cover contacts, tasks, and pipeline updates. Support runs on email, and reviewers ask for live chat. Top-tier customers get a named account manager.
10. การกำหนดราคาและต้นทุน
Let’s put the plans side by side. Both vendors charge per user, so headcount drives your bill.
| ชั้น | ข้อมูลเชิงลึก | แคปซูล CRM |
|---|---|---|
| ฟรี | ❌ | ฟรี: 0 ดอลลาร์ |
| รายการ | เพิ่มเติม: $29 ต่อผู้ใช้ต่อเดือน | Starter: $18/user/month |
| กลาง | ระดับมืออาชีพ: 49 ดอลลาร์สหรัฐ/ผู้ใช้/เดือน | Growth: $36/user/month |
| สูงสุด | องค์กร: 99 ดอลลาร์สหรัฐ/ผู้ใช้/เดือน | ❌ |
ข้อมูลเชิงลึก: Pricing is competitive at the Plus and Professional tiers versus other CRMs. The Enterprise tier is the sore spot at almost double Zoho CRM. You are paying for projects, reporting, and compliance in one system.
แคปซูล CRM: A five-person team on Starter costs $90 a month. The same team on Insightly Plus costs $145. For budget-first small businesses, that difference funds a second tool.
สถานการณ์ต่างๆ
| หากคุณต้องการ... | เลือก | ทำไม |
|---|---|---|
| งบประมาณจำกัด | แคปซูล CRM | Free plan plus $18 entry tier |
| Projects tied to deals | ข้อมูลเชิงลึก | Milestones and Gantt timelines |
| กระบวนการเริ่มต้นใช้งานที่รวดเร็วที่สุด | แคปซูล CRM | No admin needed |
| การรายงานเชิงลึก | ข้อมูลเชิงลึก | Custom dashboards on every object |
| HIPAA or SOC 2 needs | ข้อมูลเชิงลึก | Certified compliance |
| Help desk plus CRM | ข้อมูลเชิงลึก | Insightly Service handles tickets |
💰 งบประมาณของคุณ
Capsule CRM undercuts Insightly at every paid plan. If cash is tight, start free and upgrade when contact limits pinch.
🔌 อุปกรณ์เทคโนโลยีของคุณ
Insightly wins if you connect many systems, since AppConnect covers over 2,000 apps. Capsule is enough for a Xero and Mailchimp stack.
📝 กระบวนการขายของคุณ
Simple deal flow suits Capsule CRM. Long cycles with handoffs into delivery work suit Insightly, because projects live beside opportunities.
🎓 ระดับประสบการณ์ของคุณ
First-time CRM buyers get to value faster with Capsule. Teams that already ran another CRM will find Insightly’s extra functionality worth the short ramp.
🆓 ทดลองใช้งานและเดโมฟรี
Both offer 14-day trials, and Capsule keeps a free version after that. Load 20 real contacts and one live deal before you decide.
🛟 ตัวเลือกการสนับสนุน
Capsule support is email-first, which frustrates teams that want live chat. Insightly bundles priority help into higher plans and sells a ticketing product.
คู่มือการสลับใช้งาน
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Capsule CRM?
✅ สิ่งที่คุณจะได้รับ:
- A lower bill, starting at $18 per user per month
- A free plan you can fall back to at any time
- A shorter learning curve for new hires
❌ สิ่งที่คุณจะสูญเสีย:
- Gantt timelines and milestone-based project management
- Copilot AI summaries and 2,000+ AppConnect connectors
- Help desk ticketing through Insightly Service
📋 วิธีการเปลี่ยน:
- ส่งออกรายชื่อผู้ติดต่อ องค์กร และโอกาสทางธุรกิจจาก Insightly ในรูปแบบไฟล์ CSV
- Create your Capsule account and map custom fields before import
- Rebuild pipelines and Tracks, then connect Google Workspace
🔄 Switching from Capsule CRM to Insightly?
✅ สิ่งที่คุณจะได้รับ:
- Project management with milestones, Gantt charts, and dependencies
- Deeper reporting and a configurable opportunities dashboard
- SOC 2 Type II, GDPR, and HIPAA compliance coverage
❌ สิ่งที่คุณจะสูญเสีย:
- The free plan and the lower per-seat price
- The stripped-back interface your team already knows
- การผสานรวม Transpond สำหรับการตลาดทางอีเมล
📋 วิธีการเปลี่ยน:
- Export contact records, notes, and open deals from Capsule CRM
- Start an Insightly trial and set up pipelines before importing
- Import your data, then rebuild automations in AppConnect
สิ่งที่บทวิจารณ์ของเราไม่ได้กล่าวถึง
This comparison focused on small and mid-sized teams. We did not test custom API builds, data residency rules, or bulk licensing for 100-plus seats. Our figures reflect the August 2026 pricing pages, and a new version of either app may shift feature limits. If you run a regulated firm or a non-standard sales process, run your own trial before committing.
คุณสมบัติสุดท้าย
| หมวดหมู่ | ผู้ชนะ |
|---|---|
| 💰 ราคา | แคปซูล CRM |
| 👥 การจัดการข้อมูลติดต่อ | ผูก |
| 🚀 การบริหารโครงการ | ข้อมูลเชิงลึก |
| 📊 รายงานข่าว | ข้อมูลเชิงลึก |
| 👶 ใช้งานง่าย | แคปซูล CRM |
| 🔌 การผสานรวม | ข้อมูลเชิงลึก |
| 🛟 Support and Service | ข้อมูลเชิงลึก |
| 🏆 ผู้ชนะเลิศโดยรวม | ข้อมูลเชิงลึก |
🏆 ผู้ชนะ: INSIGHTLY
Insightly wins 4 of 7 categories.
เหมาะสำหรับ: Sales teams running client projects, marketing teams that need campaign data in the CRM, and companies with compliance requirements.
Insightly and Capsule CRM are aimed at different buyers. Insightly is a customer relationship management system that also runs delivery work, reporting, and service tickets.
Capsule CRM is a great tool for keeping track of contacts and deals without extra weight. For a two-person shop, the free version alone may cover the job.
There is no perfect CRM for every business. But if you want one platform for sales, projects, and productivity gains across the team, Insightly is the safer pick.
เปรียบเทียบ Insightly เพิ่มเติม
Here is how Insightly measures up against other CRM providers:
Insightly ชนะในด้านต่างๆ ดังนี้: Built-in project management, lower entry price than HubSpot’s paid Sales Hub, tighter link between deals and delivery
HubSpot ชนะในด้าน: A far larger free tier, deeper marketing automation, and a bigger app marketplace
Insightly ชนะในด้านต่างๆ ดังนี้: Simpler onboarding, cleaner project records, faster time to first report
Zoho CRM ชนะในด้าน: Deeper feature set, custom workflow rules, and an Enterprise tier that costs roughly half of Insightly’s
Insightly เทียบกับ ไพพ์ไดรฟ์
Insightly ชนะในด้านต่างๆ ดังนี้: Projects and milestones after the deal closes, compliance certifications, native ticketing through a sister product
Pipedrive ชนะด้วย: A tighter pipeline view for pure sales, lower entry pricing, and quicker rep adoption
Insightly เทียบกับ เซลส์ฟอร์ซ
Insightly ชนะในด้านต่างๆ ดังนี้: Setup measured in days, no consultant required, predictable per-seat costs
Salesforce ชนะในด้าน: Customization depth, a huge partner network, and reporting that scales to thousands of users
เปรียบเทียบ Capsule CRM เพิ่มเติม
Weighing other options? This video walks through the closest alternatives.
Capsule CRM ชนะในด้าน: Flat, predictable pricing, a lighter interface, and no upsell pressure at contact-limit thresholds
HubSpot ชนะในด้าน: Marketing campaign depth, native email logging without BCC, and richer analytics
Capsule CRM เทียบกับ Pipedrive
Capsule CRM ชนะในด้าน: A permanent free plan, post-sale project boards, and simpler contact records
Pipedrive ชนะด้วย: Sales forecasting, activity-based selling prompts, and a deeper automation ผู้สร้าง
Capsule CRM ชนะในด้าน: Day-one usability, no admin overhead, and a cleaner mobile app
Zoho CRM ชนะในด้าน: Advanced features, two-way Google sync, and a wider set of built-in modules
Capsule CRM เทียบกับ Freshsales
Capsule CRM ชนะในด้าน: Transparent tiers, faster setup, and stronger third-party การบัญชี links like Xero
Freshsales ชนะในด้านต่างๆ ดังนี้: Built-in phone and chat, AI lead scoring, and native email sequencing
ถาม บ่อย ๆ
Insightly ใช้ทำอะไร?
Teams use it to manage leads, sales opportunities, and projects in one place. It also handles task management, reporting, and customer interactions across sales and delivery work.
Capsule CRM มีราคาเท่าไหร่?
There is a free plan for two users. Paid tiers run $18 and $36 per user per month, with a discount of up to 15% when billed annually.
Insightly ใช้งานง่ายไหม?
Yes for most teams. The interface is simple to pick up and data import is not convoluted, though it asks a little more setup effort than Capsule.
Capsule CRM เหมาะที่สุดสำหรับอะไร?
It fits small businesses and startups that need clean contact management and a simple sales pipeline. Teams needing heavy customization or deep analytics will outgrow it.
ซึ่งคือ ซอฟต์แวร์ CRM ที่ดีที่สุด ที่นี่?
Insightly, for most buyers. It wins on projects, reporting, integrations, and compliance. Pick Capsule CRM if budget and simplicity outrank every other detail.
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