⚡ Nhận định nhanh:
- Chạy: ClickFunnels starts at $81/month. Insightly starts at $29/user/month.
- Phù hợp nhất cho: ClickFunnels for sales funnels, landing pages, and online courses. Insightly for customer relationship management and project management.
- Điểm khác biệt chính: ClickFunnels builds the sales process that brings leads in. Insightly tracks those contacts, tasks, and projects after the deal starts.
- Lựa chọn của chúng tôi: ClickFunnels (4.2) for most online việc kinh doanh owners, because it bundles the funnel builder, page builder, and email marketing tools under one roof.
ClickFunnels and Insightly both promise to help you win more customers.
But they work at opposite ends of the sales process.
ClickFunnels is a funnel builder for landing pages and checkout pages.
Insightly is CRM software that tracks contacts, projects, and sales opportunities.
One brings website visitors in. The other keeps them organized.
Here is how to pick the right platform for your business online.
Toàn cảnh
This ClickFunnels vs Insightly comparison covers pricing, core features, and ease of use.
Của chúng tôi nhà văn spent hands-on time inside ClickFunnels directly.
Observations on Insightly come from its documentation, pricing pages, and G2 reviews.
Chúng tôi cũng phân tích chi tiết từng công cụ bán hàng phù hợp nhất với đối tượng nào.
By the end, you will know which one fits your sales and marketing setup.
ClickFunnels là gì?
ClickFunnels is a software-as-a-service marketing platform for sales funnels.
It helps businesses build advanced sales and marketing funnels that drive sales.
The core feature is a drag and drop website and landing page builder.
You can create landing pages, sales pages, and checkout pages without code.
A sizable library of professionally designed templates covers lead funnels, product launches, and webinars.
ClickFunnels also handles online courses, an online store, and automated email marketing.
Here is a closer look at how the platform works in practice.
🏆 Winner: ClickFunnels
Build automated sales funnels without hiring a web design team. Pages, email campaigns, and courses live on one platform.
Bảng giá ClickFunnels
Đây là bảng giá ClickFunnels vào năm 2026.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Phóng | 81 đô la/tháng | Solo founders starting their first funnel |
| Tỉ lệ | 164 đô la/tháng | Growing teams running more marketing campaigns |
| Tối ưu hóa | 248 đô la/tháng | Businesses with high contact volume |
| Thống trị | 5.997 đô la/năm | Established brands wanting the full toolset |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. ClickFunnels provides a 14-day free trial to new users.
Đảm bảo hoàn tiền: ClickFunnels offers a 30 day money back guarantee on annual plans.
📌 Ghi chú: Entry plans include one website, up to three users, up to 20 funnels, and up to 10,000 contacts. Higher tiers raise those limits toward 100 funnels and 25,000 contacts.
⚠️ Pricing conflict flagged: Some public sources list the entry tier as a “Startup” plan at $81/month with annual billing or $97/month monthly, and a “Pro” plan at $248 annual or $297 monthly. Our table above uses the plan names and figures recorded in our own pricing dữ liệu. Check the checkout page before you enter credit card details.
Những lợi ích chính của ClickFunnels
Dưới đây là những lý do khiến ClickFunnels đáng để bạn cân nhắc:
- Pre-built funnel library: Templates cover lead funnels, product launches, and hội thảo trực tuyến sign ups. You edit them instead of building each funnel manually.
- Trình chỉnh sửa kéo và thả: The page builder needs no coding knowledge. Web pages come together in an afternoon.
- Tiếp thị qua email tích hợp sẵn: Email sequences send welcome messages and abandoned cart reminders automatically.
- Order bumps and upsells: Customers add a matching product with one click at checkout. One-click upsells and downsells follow the purchase.
- Courses and memberships: ClickFunnels 2.0 lets you create, sell, and manage courses in the same account.
- A/B testing and báo cáo: You can test two versions of a page and watch orders, opt-ins, and conversion rates.
- Community and training: The success center and coaching program connect you with like minded entrepreneurs.
Những điều nhóm chúng tôi nhận thấy
Our writer signed up for ClickFunnels and built a lead magnet funnel end to end. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của ClickFunnels
✅ Ưu điểm
- Builds sophisticated funnels that turn website visitors into paying customers
- Combines page builder, email marketing, and courses on one platform
- Removes distractions from the buying journey to lift conversion rates
- Extensive educational center and guides for DIY fixes
- 14-day free trial plus a 30-day refund window on annual plans
❌ Nhược điểm
- Steep learning curve that takes real time to get through
- Many users report that published pages load very slowly, which can deter potential customers
- Expensive next to leading competitors in the same category
- No two-factor authentication on accounts
Insightly là gì?
Insightly is customer relationship management software with project management built in.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to track leads, deals, and sales opportunities.
Customizable pipelines and Kanban views show every stage of a deal.
The same account handles projects, milestones, and task management for delivery work.
Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.
The walkthrough below shows how the system fits together.
Sâu sắc
A CRM that also runs your projects. Compliant with SOC 2 Type II, GDPR, and HIPAA standards.
Định giá Insightly
Insightly starts lower than most funnel platforms because you pay per seat.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Các nhóm nhỏ cần các công cụ CRM cốt lõi |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams wanting dashboards and third party integrations |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Full access to every feature and workflow tự động hóa |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Insightly offers a free trial so you can test the CRM before you pay.
Đảm bảo hoàn tiền: No published refund window. Rates are quoted per user and are typically billed annually.
📌 Ghi chú: Insightly Marketing and Insightly Service are other Insightly products, sold separately. They follow the same pricing structure as the CRM, so adding them multiplies your monthly costs.
⚠️ Cảnh báo: The Plus and Professional tiers price well against other CRMs. The Enterprise tier is almost double what Zoho CRM charges for a similar level of access.
Những lợi ích chính của Insightly
Here is what Insightly offers that a funnel platform does not:
- Góc nhìn toàn diện 360 độ về khách hàng: Every email, call log, and record sits on one contact card. That lifts productivity for sales teams and marketing teams sharing the same account.
- Projects tied to deals: Won opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the system.
- Các tích hợp AppConnect: A low-code integration engine ships with over 2,000 pre-built connectors, including Google Workspace and popular apps.
- Copilot AI assistant: The AI features summarize emails and retrieve data, which cuts admin work for busy managers.
- Báo cáo và bảng điều khiển: An opportunities dashboard gives visual insight into progress, revenue, and team performance.
- Tuân thủ được tích hợp sẵn: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards, which matters in regulated services.
- Gantt charts and mobile access: A new version in 2025 added Gantt visualizations for timelines. The mobile app lets you create contacts, track tasks, and monitor projects anywhere.
Những điều nhóm chúng tôi nhận thấy
Note: We have not had extensive hands-on time with Insightly yet. The points above come from published documentation, its pricing page, and reviews on G2 and TrustRadius.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- Easier to pick up than Zoho CRM, and quick to set up
- Links CRM records and project delivery in one place
- Over 2,000 pre-built connectors through AppConnect
- Tuân thủ SOC 2 Loại II, GDPR và HIPAA
❌ Nhược điểm
- Not as feature-deep as rival CRM software
- Lacks advanced options such as custom workflows on lower tiers
- Enterprise pricing runs close to double Zoho CRM
- No funnel builder, checkout pages, or opt in forms for selling
So sánh tính năng
These two platforms overlap in one place only: contact management.
Everything else pulls in a different direction. The ClickFunnels features below sit against Insightly’s CRM tools across ten areas that decide the choice.
| Tính năng | ClickFunnels | Sâu sắc |
|---|---|---|
| Giá khởi điểm | 81 đô la/tháng | 29 đô la/người dùng/tháng |
| Dùng thử miễn phí | ✅ 14 ngày | ✅ |
| Công cụ xây dựng phễu | ✅ | ❌ |
| Công cụ xây dựng trang đích | ✅ | ❌ |
| Checkout & Order Bumps | ✅ | ❌ |
| Tiếp thị qua email | ✅ | ✅ Templates only |
| Quản lý liên hệ | ✅ CRM cơ bản | ✅ CRM đầy đủ |
| Quản lý dự án | ❌ | ✅ |
| Các khóa học trực tuyến | ✅ | ❌ |
| Tốt nhất cho | Selling online | Managing customers |
1. Funnel Builder vs Sales Pipeline
ClickFunnels: The funnel builder is the whole product. You map an entire funnel from opt-in to thank-you page, then publish it. Pre-built layouts cover webinars, product launches, and lead generation.
Thông minh: There is no funnel builder here. Instead you get a sales pipeline with Kanban views for each stage of a deal. It tracks what happens after someone already raised a hand.
2. Landing Pages and Web Design
ClickFunnels: The drag and drop builder handles landing pages, sales pages, and full sites. Professionally designed templates mean you rarely start from a blank canvas. No web design skills are required.
Thông minh: Insightly is not a công cụ xây dựng trang web and does not create landing pages. Insightly Marketing is sold as a separate product for campaign work. Most teams pair the CRM with an existing page builder.
3. Contact Management and Customer Records
ClickFunnels: A customizable CRM stores contacts collected through your pages. It works for basic segmentation and follow-up. It is not built to manage long relationships across departments.
Thông minh: This is where Insightly wins outright. Contacts, companies, and organizations link together with full history, and you can customize the details held on each record. Sales teams get a 360-degree view of every customer.
4. Email Marketing and Email Templates
ClickFunnels: Email marketing tools are built into the funnel itself. Email sequences fire welcome messages and abandoned cart reminders after someone leaves the site. Broadcast email campaigns run from the same dashboard.
Thông minh: The CRM lets you schedule emails and reuse email templates for one-to-one tiếp cận cộng đồng. Larger campaigns require Insightly Marketing, which is priced separately. This is sales email, not automated email marketing at scale.
5. Automation and Workflow Automation
ClickFunnels: Funnel automations trigger from buyer behaviour, so automated sales follow-up runs without anyone pressing send. The rules stay tied to customer journeys through your pages.
Thông minh: Workflow automation moves records, creates tasks, and alerts a team member when a stage changes. Copilot adds AI summaries on top. Custom workflows sit on higher tiers, which is a documented gap on entry plans.
6. Online Courses, Online Store, and Projects
ClickFunnels: ClickFunnels 2.0 added course creation and membership sites. You can sell a course and manage member access in the same account. It lacks the depth of a dedicated LMS, but setup is quick.
The store side handles physical and digital products from the same dashboard.
Thông minh: No courses and no online store. What you get instead is real project management: milestones, pipelines, and task assignment for the work you deliver after the sale.
7. Checkout Pages and Payments
ClickFunnels: Checkout pages, order bumps, and one-click upsells are native. A customer adds a complementary product during checkout with a single click. This is the clearest revenue advantage in the comparison.
Thông minh: Insightly does not take payments or collect credit card details. Quotes and won deals are recorded, but the transaction happens elsewhere.
⚠️ Cảnh báo: ClickFunnels lacks two-factor authentication. If you handle sensitive buyer data, weigh that against the compliance certifications Insightly carries.
8. Reports, Analytics, and Dashboards
ClickFunnels: ClickFunnels analytics track total orders, opt-ins, and conversion rates automatically. A/B testing lets you compare two versions of a page and fine tune the winner. All the data points back to funnel performance.
Thông minh: Reporting focuses on people and revenue rather than pages. Dashboard functionality covers pipeline health, activity, and progress by rep. Third-party app integration for reporting is limited on the Professional tier.
9. Integrations and Support
ClickFunnels: Third party integrations connect email marketing and CRM systems to your funnels. Live chat support runs 24 hours a day, Monday through Friday, backed by an AI chatbot. Email replies can take a long time, and that frustration shows up often in reviews.
Thông minh: AppConnect provides over 2,000 pre-built connectors, including Google Workspace and other business apps. Support and ticketing tools are part of Insightly Service. According to G2 reviews, quick setup is a frequently cited reason teams pick it.
Ticket handling sits alongside those connectors for teams that support customers directly.
10. Định giá & Chi phí
Hãy cùng so sánh hai bản thiết kế này cạnh nhau.
| Cấp độ | ClickFunnels | Sâu sắc |
|---|---|---|
| Lối vào | Giá khởi điểm: 81 đô la/tháng | Thêm nữa: $29/người dùng/tháng |
| Giữa | Mức lương: 164 đô la/tháng | Gói chuyên nghiệp: 49 đô la/người dùng/tháng |
| Cao | Tối ưu hóa: 248 đô la/tháng | Phiên bản doanh nghiệp: 99 đô la/người dùng/tháng |
| Đứng đầu | Dominate: $5,997/yr | ❌ Không cung cấp |
ClickFunnels: The price covers the account, not the seat, so a three-person team pays the same $81 as a solo founder. That flat structure suits doanh nghiệp nhỏ selling digital products. It is still expensive next to leading competitors.
Thông minh: Per-seat pricing looks cheap at one or two users and climbs fast after that. Ten users on Professional costs more per month than the ClickFunnels Optimize plan. Adding Insightly Marketing or Service repeats the whole bill.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| To generate leads from cold traffic | ClickFunnels | Opt-in pages and lead magnets built in |
| To track deals after first contact | Sâu sắc | Full sales pipeline and records |
| Bán các khóa học trực tuyến | ClickFunnels | Courses and memberships included |
| To manage projects for clients | Sâu sắc | Milestones, tasks, and Gantt charts |
| Cheapest entry for one person | Sâu sắc | $29/user/month vs $81/month |
| Everything under one roof | ClickFunnels | Pages, email, checkout, courses |
💰 Ngân sách của bạn
A solo operator pays less on Insightly at $29 per user. Once three or four people need access, the ClickFunnels flat rate closes the gap.
🔌 Bộ công nghệ của bạn
Already running a website builder and an email tool? Insightly slots in behind them through AppConnect. Starting from nothing? ClickFunnels replaces three or four subscriptions at once.
📈 Quy trình bán hàng của bạn
Self-serve buyers who purchase from a page suit ClickFunnels. Long deals with quotes, calls, and multiple stakeholders suit an actual CRM.
🎓 Trình độ kinh nghiệm của bạn
ClickFunnels carries a steep learning curve, though its education center is unusually thorough. Insightly’s interface is easy to pick up and getting data into the system is not overly convoluted.
🆓 Dùng thử và bản demo miễn phí
Use the 14-day ClickFunnels window to publish one real offer, not a test page. Run the Insightly trial with your own contacts imported so you judge the reporting fairly.
🛟 Các tùy chọn hỗ trợ
ClickFunnels runs live chat on weekdays plus a large knowledge base, though slow email replies are a common complaint. Insightly leans on documentation and its own service product.
Hướng dẫn chuyển đổi
Already using one of these? Here is what changes if you move.
🔄 Switching from ClickFunnels to Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- A real sales pipeline with linked companies and projects
- SOC 2 Type II, GDPR, and HIPAA compliance
- Task management, milestones, and reporting by team
❌ Những gì bạn sẽ mất:
- The funnel builder and every published page
- Checkout, order bumps, and one-click upsells
- Courses, memberships, and the affiliate center
📋 Cách chuyển đổi:
- Export your contacts and order history to CSV
- Rebuild your pages on a separate website builder first
- Import contacts into Insightly and map fields to custom records
🔄 Switching from Insightly to ClickFunnels?
✅ Những lợi ích bạn sẽ nhận được:
- A drag and drop page builder with ready templates
- Checkout pages that take payment on the spot
- Automated email marketing tied to buyer behaviour
❌ Những gì bạn sẽ mất:
- Project management, milestones, and Gantt views
- Over 2,000 AppConnect connectors and Copilot AI
- Compliance certifications your clients may require
📋 Cách chuyển đổi:
- Export contacts, tasks, and open opportunities from Insightly
- Start the 14-day ClickFunnels trial and pick a funnel template
- Import contacts, then rebuild your best offer as a single funnel
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and solo operators. We did not test large multi-team rollouts, custom API work, or the Insightly Service ticketing product in daily use. Page load speed on ClickFunnels is a widely reported complaint we could not measure across different hosting setups. If you run a regulated organization with 50 or more seats, your priorities will look different from what we covered here.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Sâu sắc |
| 🚀 Funnel & Page Building | ClickFunnels |
| 📧 Tiếp thị qua email | ClickFunnels |
| 👥 Contact & Project Management | Sâu sắc |
| 💳 Selling and Checkout | ClickFunnels |
| 👶 Dễ sử dụng | Sâu sắc |
| 🔌 Tích hợp | Sâu sắc |
| 🎓 Courses and Memberships | ClickFunnels |
| 🏆 Người chiến thắng chung cuộc | ClickFunnels |
🏆 NGƯỜI CHIẾN THẮNG: CLICKFUNNELS
ClickFunnels takes 4 of 8 categories and the higher overall rating at 4.2 against 4.1.
Phù hợp nhất cho: selling digital products, running marketing funnels, launching online courses
These are two very different products, and the scorecard splits almost evenly. ClickFunnels wins because it owns the part of the job that produces revenue.
ClickFunnels turns traffic into paying customers through pages, offers, and automated sales sequences. Insightly organizes the relationships and projects that follow.
Insightly is the better pick for consultancies, agencies, and service firms with long sales cycles. Its per-seat entry price is also friendlier for a one-person business.
If you need to sell something today, ClickFunnels is the tool that gets you there. Plenty of businesses eventually run both. A consultancy selling a course is a good example, using one for acquisition and one for retention.
So sánh thêm về ClickFunnels
If you are still weighing ClickFunnels alternatives, here is how it lands against closer rivals. Our full ClickFunnels review covers each in more depth.
ClickFunnels so với... GoHighLevel
ClickFunnels vượt trội ở các điểm sau: cleaner funnel templates, stronger course and membership tools, a deeper training library for beginners
GoHighLevel thắng nhờ: agency sub-accounts, white-label resale, built-in SMS and call tracking
ClickFunnels so với... Keap
ClickFunnels vượt trội ở các điểm sau: faster page publishing, order bumps and upsells at checkout, no separate onboarding fee
Keap thắng nhờ: deeper contact segmentation, appointment booking, quote and invoice handling
ClickFunnels vượt trội ở các điểm sau: lower entry cost for selling, purpose-built checkout flows, course hosting inside the same account
HubSpot thắng nhờ: free CRM tier, richer reporting, far larger integration marketplace
ClickFunnels so với... Ngay lập tức
ClickFunnels vượt trội ở các điểm sau: owning the destination page, payment collection, product and course delivery
Thắng ngay lập tức trên: cold outreach volume, hộp thư đến rotation and warm-up, per-mailbox pricing
So sánh chi tiết hơn với Insightly
Here is how Insightly holds up against the CRM software it competes with directly.
Insightly thắng nhờ: simpler setup, project management inside the CRM, cleaner data entry and sharing
Zoho CRM vượt trội ở các điểm sau: depth of features, cheaper top tier, wider suite of connected products
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: post-sale delivery tracking, HIPAA compliance, AppConnect’s connector library
Pipedrive thắng nhờ: pipeline speed for pure sales teams, lower entry seat price, activity-based selling views
Sâu sắc so với Salesforce
Insightly thắng nhờ: quick rollout, far lower admin overhead, predictable per-seat costs
Salesforce thắng thế nhờ: customization ceiling, partner network size, advanced forecasting
Insightly thắng nhờ: project delivery features, lower cost at mid tiers, tighter link between deals and work
HubSpot thắng nhờ: free starting tier, marketing automation depth, content and landing page tools
Câu hỏi thường gặp
ClickFunnels làm gì?
It builds sales funnels. You create landing pages, checkout pages, and email sequences that guide a visitor from first click to purchase, all inside one account.
ClickFunnels có giá bao nhiêu mỗi tháng?
Plans run $81, $164, and $248 per month, with a $5,997 yearly tier above those. A 14-day free trial lets you test before paying.
ClickFunnels có đáng giá không?
Worth it if you sell digital products and use the funnel, courses, and checkout tools. Not worth it if you only need a simple website.
Insightly được dùng để làm gì?
It manages customer interactions, leads, and sales opportunities, then carries won deals into projects with milestones and assigned tasks for the delivery team.
Which one should a doanh nghiệp nhỏ pick?
Pick ClickFunnels to acquire customers through paid traffic and offers. Pick Insightly if deals arrive by referral and the hard part is delivery.
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