⚡ Nhận định nhanh:
- Chạy: Insightly starts at $29 per user per month. Capsule CRM has a free version and paid plans from $18/user/month.
- Phù hợp nhất cho: Insightly suits sales teams that need project management inside their CRM software. Capsule CRM suits doanh nghiệp nhỏ những người muốn quản lý danh bạ đơn giản.
- Điểm khác biệt chính: Insightly adds AI automations, help desk ticketing, and marketing tự động hóa through other Insightly products. Capsule CRM keeps the feature set narrow on purpose.
- Lựa chọn của chúng tôi: 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 tự động hóa vào một nền tảng duy nhất.
Capsule CRM strips things back to contacts, sales pipelines, and simple tasks.
Your team size and your sales process decide which one fits.
Toàn cảnh
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.
Nguồn thông tin của chúng tôi bao gồm các thông số kỹ thuật đã công bố, tài liệu của nhà cung cấp và các bài đánh giá trên G2
Insightly is also recommended by PC Magazine, Entrepreneur Magazine, and TrustRadius.
By the end, you will know which CRM solution matches your việc kinh doanh.
Insightly là gì?
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 dữ liệu ở cùng một chỗ.
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.
🏆 Người chiến thắng: Insightly
One system for contacts, projects, and reporting. Copilot AI summarizes emails and finds records fast. Setup takes days, not months.
Định giá Insightly
Insightly offers three paid tiers. There is no free plan.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Small teams that need core CRM and projects |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams that need dashboards and third-party apps |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Companies that need full access to all features |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Insightly offers a 14-day trial with no credit card required.
Đảm bảo hoàn tiền: None advertised. Plans are prepaid and billed annually by default.
📌 Ghi chú: The Plus tier gives limited access to most features. Professional adds dashboards and third-party app integration. Enterprise unlocks all the features.
⚠️ Cảnh báo: 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.
Những lợi ích chính của Insightly
Dưới đây là những lý do khiến Insightly đáng để bạn xem xét:
- 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 trợ lý: 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 việc kinh doanh processes without a developer.
- Báo cáo và bảng điều khiển: 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- 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 sớm adoption simple for managers
❌ Nhược điểm
- 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 là gì?
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.
Bảng giá Capsule CRM
Here is what Capsule CRM costs. A free plan is included.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Two users and up to 250 contacts |
| Người mới bắt đầu | 18 đô la/người dùng/tháng | Small businesses tracking one sales pipeline |
| Sự phát triển | 36 đô la/người dùng/tháng | Teams needing multiple sales pipelines and automation |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. A 14-day trial covers paid features, and the free version never expires.
Đảm bảo hoàn tiền: None advertised. You can downgrade to the free plan instead.
📌 Ghi chú: 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.
Những lợi ích chính của 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.
- Quản lý danh bạ đơn giản: 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: Loading... QuickBooks, and Mailchimp connect natively. Zapier opens over 1,000 other integrations.
- Email marketing through Bộ phát đáp: 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Capsule CRM
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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
So sánh tính năng
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.
| Tính năng | Sâu sắc | Capsule CRM |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | 18 đô la/người dùng/tháng |
| Gói miễn phí | ❌ | ✅ |
| Quản lý liên hệ | ✅ | ✅ |
| Nhiều kênh bán hàng | ✅ | ✅ (Gói trả phí) |
| Quản lý dự án | ✅ Milestones + Gantt | ✅ Project boards |
| Tự động hóa quy trình làm việc | ✅ AppConnect | ✅ Tracks + workflows |
| Trợ lý AI | ✅ Phi công phụ | ✅ Content Assistant |
| Tích hợp gốc | 2,000+ connectors | 60+ native apps |
| Help Desk / Ticketing | ✅ Insightly Service | ❌ |
| Tốt nhất cho | Sales teams running projects | Small business contact management |
1. Quản lý liên hệ
Thông minh: 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.
Capsule 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
Thông minh: 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.
Capsule 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. Quản lý dự án và nhiệm vụ
Thông minh: 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.
Capsule 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
Thông minh: 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.
Capsule 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.
⚠️ Cảnh báo: 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. Báo cáo và Bảng điều khiển
Thông minh: 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.
Capsule 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. Sự tích hợp
Thông minh: AppConnect is a low-code engine with over 2,000 pre-built connectors. It ties the CRM to kế toán, support, and marketing services without custom code. Full integration with other Insightly products is built in.
Capsule CRM: Over 60 native integrations cover Xero, 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.
⚠️ Cảnh báo: 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
Thông minh: 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.
Capsule 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. Độ dễ sử dụng và khả năng học hỏi
Thông minh: 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.
Capsule 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
Thông minh: 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.
Capsule CRM: Hệ điều hành iOS và Android 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. Định giá & Chi phí
Let’s put the plans side by side. Both vendors charge per user, so headcount drives your bill.
| Cấp độ | Sâu sắc | Capsule CRM |
|---|---|---|
| Miễn phí | ❌ | Miễn phí: $0 |
| Lối vào | Thêm nữa: $29/người dùng/tháng | Starter: $18/user/month |
| Giữa | Gói chuyên nghiệp: 49 đô la/người dùng/tháng | Growth: $36/user/month |
| Đứng đầu | Phiên bản doanh nghiệp: 99 đô la/người dùng/tháng | ❌ |
Thông minh: 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.
Capsule 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Capsule CRM | Free plan plus $18 entry tier |
| Projects tied to deals | Sâu sắc | Milestones and Gantt timelines |
| Quy trình tiếp nhận nhân viên nhanh nhất | Capsule CRM | No admin needed |
| Báo cáo chuyên sâu | Sâu sắc | Custom dashboards on every object |
| HIPAA or SOC 2 needs | Sâu sắc | Certified compliance |
| Help desk plus CRM | Sâu sắc | Insightly Service handles tickets |
💰 Ngân sách của bạn
Capsule CRM undercuts Insightly at every paid plan. If cash is tight, start free and upgrade when contact limits pinch.
🔌 Bộ công nghệ của bạn
Insightly wins if you connect many systems, since AppConnect covers over 2,000 apps. Capsule is enough for a Xero and Mailchimp stack.
📝 Quy trình bán hàng của bạn
Simple deal flow suits Capsule CRM. Long cycles with handoffs into delivery work suit Insightly, because projects live beside opportunities.
🎓 Trình độ kinh nghiệm của bạn
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.
🆓 Dùng thử và bản demo miễn phí
Both offer 14-day trials, and Capsule keeps a free version after that. Load 20 real contacts and one live deal before you decide.
🛟 Các tùy chọn hỗ trợ
Capsule support is email-first, which frustrates teams that want live chat. Insightly bundles priority help into higher plans and sells a ticketing product.
Hướng dẫn chuyển đổi
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Capsule CRM?
✅ Những lợi ích bạn sẽ nhận được:
- 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
❌ Những gì bạn sẽ mất:
- Gantt timelines and milestone-based project management
- Copilot AI summaries and 2,000+ AppConnect connectors
- Help desk ticketing through Insightly Service
📋 Cách chuyển đổi:
- Xuất danh bạ, tổ chức và cơ hội từ Insightly dưới dạng tệp 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?
✅ Những lợi ích bạn sẽ nhận được:
- Project management with milestones, Gantt charts, and dependencies
- Deeper reporting and a configurable opportunities dashboard
- SOC 2 Type II, GDPR, and HIPAA compliance coverage
❌ Những gì bạn sẽ mất:
- The free plan and the lower per-seat price
- The stripped-back interface your team already knows
- Tích hợp Transpond cho tiếp thị qua email
📋 Cách chuyển đổi:
- 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
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Capsule CRM |
| 👥 Quản lý liên hệ | Cà vạt |
| 🚀 Quản lý dự án | Sâu sắc |
| 📊 Báo cáo | Sâu sắc |
| 👶 Dễ sử dụng | Capsule CRM |
| 🔌 Tích hợp | Sâu sắc |
| 🛟 Support and Service | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | Sâu sắc |
🏆 NGƯỜI CHIẾN THẮNG: INSIGHTLY
Insightly wins 4 of 7 categories.
Phù hợp nhất cho: 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.
So sánh chi tiết hơn với Insightly
Here is how Insightly measures up against other CRM providers:
Insightly thắng nhờ: Built-in project management, lower entry price than HubSpot’s paid Sales Hub, tighter link between deals and delivery
HubSpot thắng nhờ: A far larger free tier, deeper marketing automation, and a bigger app marketplace
Insightly thắng nhờ: Simpler onboarding, cleaner project records, faster time to first report
Zoho CRM vượt trội ở các điểm sau: Deeper feature set, custom workflow rules, and an Enterprise tier that costs roughly half of Insightly’s
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: Projects and milestones after the deal closes, compliance certifications, native ticketing through a sister product
Pipedrive thắng nhờ: A tighter pipeline view for pure sales, lower entry pricing, and quicker rep adoption
Sâu sắc so với Salesforce
Insightly thắng nhờ: Setup measured in days, no consultant required, predictable per-seat costs
Salesforce thắng thế nhờ: Customization depth, a huge partner network, and reporting that scales to thousands of users
So sánh thêm về Capsule CRM
Weighing other options? This video walks through the closest alternatives.
So sánh Capsule CRM và HubSpot
Capsule CRM vượt trội nhờ: Flat, predictable pricing, a lighter interface, and no upsell pressure at contact-limit thresholds
HubSpot thắng nhờ: Marketing campaign depth, native email logging without BCC, and richer analytics
So sánh Capsule CRM và Pipedrive
Capsule CRM vượt trội nhờ: A permanent free plan, post-sale project boards, and simpler contact records
Pipedrive thắng nhờ: Sales forecasting, activity-based selling prompts, and a deeper automation thợ xây
So sánh Capsule CRM và Zoho CRM
Capsule CRM vượt trội nhờ: Day-one usability, no admin overhead, and a cleaner mobile app
Zoho CRM vượt trội ở các điểm sau: Advanced features, two-way Google sync, and a wider set of built-in modules
So sánh Capsule CRM và Freshsales
Capsule CRM vượt trội nhờ: Transparent tiers, faster setup, and stronger third-party kế toán links like Xero
Freshsales thắng nhờ: Built-in phone and chat, AI lead scoring, and native email sequencing
Câu hỏi thường gặp
Insightly được dùng để làm gì?
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 có giá bao nhiêu?
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 có dễ sử dụng không?
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 phù hợp nhất với mục đích gì?
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.
Đó là phần mềm CRM tốt nhất đây?
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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