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Folk vs Insightly: Ultimate CRM Showdown in 2026

tarafından | Last updated Aug 4, 2026

Kazanan
Anlayışlı
4.1
  • SOC 2 Tip II, GDPR, HIPAA
  • Copilot AI Email Summaries
  • 2.000'den fazla AppConnect Bağlayıcısı
  • Gantt Grafikleri 2025'te Eklenecek
  • CRM Sınırsız Kullanıcı (Ücretsiz Plan)
  • Recommended by PC Magazine
  • Planlar kullanıcı başına aylık 29$'dan başlıyor.
İkinci
halk
4.0
  • Magic Fields AI Data Cleanup
  • 'in üzerinde E-posta Doğrulama Oranı
  • 14 Günlük Ücretsiz Deneme
  • Kanban Sales Pipeline View
  • Gmail & Outlook Contact Sync
  • Collaborative Mail Merge
  • Plans from $17.5/member/month

⚡ Hızlı Değerlendirme:

  • Fiyatlandırma: Folk starts at $17.5/member/month. Insightly starts at $29/user/month.
  • En uygun kullanım alanı: Folk suits small teams doing contact management. Insightly suits sales teams that also run projects.
  • Temel fark: Insightly bundles project management, reporting, and workflow otomasyon. Folk keeps things light.
  • Bizim tercihimiz: Insightly for most growing businesses, because one system covers both deals and delivery.
Folk vs Insightly Comparison

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 işletme.

Genel Bakış

This Folk vs Insightly comparison covers pricing, crm features, and ease of use.

Ayrıca, her bir aracın kimler için en uygun olduğunu da ayrıntılı olarak inceliyoruz.

Bizim yazar 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.

Folk nedir?

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.

Halk Tanıtımı

Watch the walkthrough below to see the app in action.

Halk

⭐ 4.0/5 | 💰 From $17.5/member/month

A simple CRM for people who hate CRMs. Import contacts from Gmail, then start winning deals.

Halk Fiyatlandırması

Folk keeps its pricing page short. Three tiers, no free plan.

PlanFiyatEn İyisi İçin
Standart17,5 ABD doları/üye/ayInstantly, büyük ölçekte soğuk e-posta pazarlaması için ideal platformdur. Sınırsız sayıda hesabı bağlayın, ısınma sürecini otomatikleştirin ve doğrulanmış B2B potansiyel müşterilerini tek bir yerden bulun.
PremiumÜye başına aylık 35 dolarAgency and partnership workflows
GelenekÜye başına aylık 70 dolarLarger teams needing more control

Pricing verified August 2026.

Halk Fiyatlandırması

Ücretsiz deneme sürümü: Folk offers a 14-day free trial so you can test the tool before you purchase.

Para iade garantisi: Folk does not publish a refund window. The trial is the safety net.

📌 Not: 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.

Halkın Başlıca Faydaları

Folk'u izlemeye değer kılan özellikler şunlardır:

  • Sihirli Alanlar: A custom field type that uses AI to clean and enrich contact data. It fills gaps other tools leave blank.
  • Chrome uzantısı: Add contacts straight from LinkedIn while you göz at. No copy-paste between tabs.
  • Gmail and Outlook sync: Folk connects to your gelen kutusu 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.
Folk CRM

Ekibimizin Fark Ettiği Şeyler

Our writer signed up for Folk and spent several days inside the app. Here is what stood out from that hands-on time:

Folk CRM

Halkın Artıları ve Eksileri

✅ Artıları
  • 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
❌ Dezavantajlar
  • Lacks advanced reporting views for detailed analytics
  • Toplantıların veya telefon görüşmelerinin otomatik olarak takibi yapılmaz.
  • Importing emails and managing contact data can get fiddly
  • Not suitable for larger sales teams or complex sales processes

Insightly nedir?

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.

Insightly Ana Sayfası

This video walks through the platform screen by screen.

Insightly CRM İncelemesi: Beklediğimden Daha İyi mi?

🏆 Kazanan: Insightly

⭐ 4.1/5 | 💰 Kullanıcı başına aylık 29$'dan başlayan fiyatlarla

CRM and project management in one account. Built for teams that close deals and then deliver the work.

Bilgilendirici Fiyatlandırma

Insightly offers three pricing tiers. Insightly starts at $29 per user monthly.

PlanFiyatEn İyisi İçin
Artı29$/kullanıcı/ayÇoğu özelliğe sınırlı erişim
Profesyonel49$/kullanıcı/ayDashboards and third-party app integration
Girişim99$/kullanıcı/ayFull access to every feature

Pricing verified August 2026.

Insightly'nin En Önemli Faydaları

Ücretsiz deneme sürümü: Insightly offers a free trial of the CRM. No purchase is required to create an account.

Para iade garantisi: No published refund window. Test the free trial first.

📌 Not: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same pricing structure as the CRM.

⚠️ Uyarı: The Enterprise tier is almost double what Zoho CRM charges for similar services. Compare against other CRMs before committing a large team.

Inightly'nin Başlıca Faydaları

İşte Insightly'yi değerlendirmeye değer kılan özellikler:

  • 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 asistan that summarizes emails and speeds up data retrieval.
  • Proje yönetimi: Milestones, pipelines, and Gantt chart visualizations added in 2025 for timeline and dependency tracking.
  • Raporlama ve gösterge panelleri: Visual insights into işletme performance, including an opportunities dashboard for open deals.
  • Uyumluluk: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards.
  • Mobil erişim: Scan a business card, add contacts, and assign tasks from the mobile app or the web.

Ekibimizin Fark Ettiği Şeyler

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.

Insightly'nin Artıları ve Eksileri

✅ Artıları
  • 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
  • SOC 2 Tip II, GDPR ve HIPAA standartlarına uygundur.
  • Fast setup and a smooth data input process
❌ Dezavantajlar
  • Bazı rakiplerine kıyasla özel iş akışları gibi gelişmiş özelliklerden yoksun.
  • 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

Özellik Karşılaştırması

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.

ÖzellikHalkAnlayışlı
Başlangıç ​​Fiyatı17,5 ABD doları/üye/ay29$/kullanıcı/ay
Ücretsiz Plan
İletişim Yönetimi
Proje Yönetimi
Gelişmiş Raporlama
İş Akışı Otomasyon
Chrome Uzantısı
Call & Toplantı Takip
HIPAA ve SOC 2 Uyumluluğu
En İyisi İçinContact-led outreachSales plus delivery

1. İletişim Yönetimi

Halk: 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.

Folk CRM

Anlayışlı bir şekilde: 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.

Insightly CRM

2. Satış Süreci

Halk: 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.

Folk CRM

Anlayışlı bir şekilde: Customizable pipelines and Kanban views track each stage of sales. You can customize stages per product line and monitor where deals stall.

Insightly Modern CRM

3. Lead Tracking and Sales Opportunities

Halk: Leads are just contacts with a status. There is no separate opportunity object, which keeps things simple but limits forecasting.

Folk CRM

Anlayışlı bir şekilde: Leads convert into sales opportunities tied to an organization. The opportunities dashboard shows value, stage, and owner across the business.

Insightly Kuruluşları

4. Project Management and Task Management

Halk: There is no real project layer. You get reminders and simple task management attached to contacts, and that is the ceiling.

Folk Boru Hattı Yönetimi

Anlayışlı bir şekilde: 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.

Insightly Proje Yönetimi

5. Email Automation and Templates

Halk: 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.

Folk CRM

Anlayışlı bir şekilde: Email templates let you schedule emails to lists and log replies against records. It plugs into Google Workspace and Outlook accounts.

Insightly E-postası

6. Raporlama ve Gösterge Panelleri

Halk: This is the weakest area. Folk lacks advanced reporting views, so generating a board-ready summary means exporting to a spreadsheet.

Folk CRM

Anlayışlı bir şekilde: Reports and dashboards give visual insight into performance across companies and reps. Managers get numbers without asking anyone to build them.

İçgörülü Raporlama

⚠️ Uyarı: 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

Halk: 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.

Halk Sosyal Satışı

Anlayışlı bir şekilde: Copilot summarizes emails and retrieves data on request. Automation handles routine steps, though custom workflows are thinner than some rivals offer.

Insightly Yapay Zeka Otomasyonları

8. Integrations and Chrome Extension

Halk: The Chrome extension pulls profiles from LinkedIn straight into a group. For an agency doing social selling, that alone can justify the purchase.

Folk LinkedIn Uzantısı

Anlayışlı bir şekilde: AppConnect exposes more than 2,000 connectors to other apps. You can integrate muhasebe, support, and marketing services without writing code.

Anlayışlı ve Kusursuz Entegrasyonlar

9. Partnerships and Support

Halk: 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.

Folk Boru Hattı Yönetimi

Anlayışlı bir şekilde: Support and ticketing run through Insightly Service, sold alongside the CRM. Marketing teams can bolt on Insightly Marketing from the same account.

Insightly Destek ve Biletleme

10. Fiyatlandırma ve Maliyet

Here are the published costs side by side.

AşamaHalkAnlayışlı
GirişStandard: $17.5/member/monthAyrıca: Kullanıcı başına aylık 29 dolar.
OrtaPremium: $35/member/monthProfesyonel: Kullanıcı başına aylık 49 dolar
TepeCustom: $70/member/monthKurumsal: Kullanıcı başına aylık 99 ABD doları

Halk: Cheaper at every tier. If you are price sensitive and your needs are basic, the maths favours Folk by a wide margin.

Anlayışlı bir şekilde: Competitive at the Plus and Professional tiers against other CRMs. The Enterprise tier is where the value argument weakens.

Farklı Senaryolar

İhtiyacınız varsa...SeçmekNeden
Sıkı bütçeHalkCheaper at every tier
Project deliveryAnlayışlıDönüm noktaları ve Gantt şemaları
LinkedIn'de potansiyel müşteri bulmaHalkChrome extension built in
Weekly reportingAnlayışlıDashboards out of the box
First CRM everHalkAlmost no learning curve
HIPAA uyumluluğuAnlayışlıCertified to that standard

💰 Bütçeniz

Folk undercuts Insightly at every level. For a five-person team, the difference funds a year of other tools.

🔌 Teknoloji Altyapınız

Insightly connects to over 2,000 apps through AppConnect. Folk covers the essentials and leans on your inbox.

📝 Satış Süreciniz

If you close winning deals through long, structured cycles, pick Insightly. If deals close over coffee, Folk is enough.

🎓 Deneyim Seviyeniz

Folk suits anyone who has never used a CRM. Insightly rewards teams willing to invest in setup for higher productivity later.

🆓 Ücretsiz Deneme Sürümleri ve Demolar

Folk gives you 14 days to explore with no sales pressure. Insightly also runs a trial, so test both before you commit.

🛟 Destek Seçenekleri

Folk is self-serve by design. Insightly offers ticketing through its service product for teams that need a human on call.

Geçiş Kılavuzu

Already using one of these? Here is what changes if you move.

🔄 Switching from Folk to Insightly?

✅ Kazanacaklarınız:

  • 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

❌ Kaybedecekleriniz:

  • Magic Fields and their AI data enrichment
  • The Chrome extension for LinkedIn prospecting
  • The spreadsheet-simple interface and low monthly cost

📋 Nasıl geçiş yapılır:

  1. Export your groups from Folk as CSV files
  2. Create an Insightly account and pick a tier
  3. Import contacts, then map each group to an organization
🔄 Switching from Insightly to Folk?

✅ Kazanacaklarınız:

  • A far shorter setup, measured in hours not weeks
  • Lower cost per seat at every plan level
  • Faster contact capture from LinkedIn and Gmail

❌ Kaybedecekleriniz:

  • Every reporting view and the opportunities dashboard
  • Project delivery, task assignment, and call logging
  • AppConnect and its 2,000 pre-built connectors

📋 Nasıl geçiş yapılır:

  1. Export contacts and opportunities from Insightly
  2. Start a Folk trial and connect your Gmail account
  3. 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.

İncelememizin Kapsamadığı Şeyler

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.

Nihai Karar

KategoriKazanan
💰 FiyatlandırmaHalk
🚀 Contact ManagementHalk
📊 RaporlamaAnlayışlı
🗂️ Proje YönetimiAnlayışlı
👶 Kullanım KolaylığıHalk
🔌 EntegrasyonlarAnlayışlı
🔒 UyumlulukAnlayışlı
🏆 Genel KazananAnlayışlı

🏆 KAZANAN: INSIGHTLY

Insightly 7 kategoriden 4'ünde birincilik elde etti.

En uygun kullanım alanı: 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.

Halkın daha fazlası karşılaştırıldığında

Here is how Folk measures up against other contact-led tools:

Halk vs Pipedrive

Halk şu konularda kazanıyor: lower entry price, faster contact import from LinkedIn, friendlier setup for non-sales users

Pipedrive şu konularda galip geldi: deal forecasting, activity reporting, call and meeting logging

Folk ve HubSpot karşılaştırması

Halk şu konularda kazanıyor: predictable per-seat cost, minutes-long onboarding, no upsell pressure from reps

HubSpot şu konularda öne çıkıyor: a free starting tier, marketing automation depth, a far larger app marketplace

Folk vs Monday CRM

Halk şu konularda kazanıyor: contact enrichment through Magic Fields, inbox-native outreach, less configuration before first use

Pazartesi günü CRM şu konularda başarılı oldu: board automations, workload views across projects, granular permission controls

Halk vs Kapsül CRM

Halk şu konularda kazanıyor: collaborative mail merge, browser-based prospecting, a cleaner group model for events

Capsule CRM şu alanlarda üstünlük sağlıyor: a genuinely free tier, sales analytics, case and ticket tracking

Insightly'nin Karşılaştırmalı Özelliklerinden Daha Fazlası

Here is how Insightly holds up against the bigger names:

Inightly vs Zoho CRM

Insightly şu konularda öne çıkıyor: a gentler interface, faster rollout, tighter project and CRM linkage

Zoho CRM şu alanlarda öne çıkıyor: deeper feature coverage, custom workflow rules, a far cheaper top tier

Insightly vs Salesforce

Insightly şu konularda öne çıkıyor: setup speed without a consultant, clearer per-user pricing, built-in project delivery

Salesforce şu konularda üstünlük sağladı: customization ceiling, partner network size, enterprise reporting depth

Inightly ve HubSpot karşılaştırması

Insightly şu konularda öne çıkıyor: milestone-based project tracking, HIPAA coverage, flatter cost as seats grow

HubSpot şu konularda öne çıkıyor: free entry plan, content and email marketing tools, reporting polish

Insightly ve Pipedrive karşılaştırması

Insightly şu konularda öne çıkıyor: post-sale delivery, AppConnect breadth, service and ticketing add-ons

Pipedrive şu konularda galip geldi: lower starting price, pipeline speed, simpler daily sales views

Sıkça Sorulan Sorular

Halk odaklı CRM nedir?

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.

Folk iyi bir CRM mi?

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.

Halkın sayısı ne kadar?

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.

Insightly ne için kullanılır?

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.

Insightly kullanımı kolay mı?

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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