⚡ Nhận định nhanh:
- Chạy: Insightly starts at $29/user/month. Agile CRM has a free version and paid plans from $8.99.
- Phù hợp nhất cho: Insightly suits teams that need customer relationship management plus project management. Agile CRM suits small businesses on a tight budget.
- Điểm khác biệt chính: Insightly links deals to delivery projects. Agile CRM bundles marketing tự động hóa and a helpdesk instead.
- Lựa chọn của chúng tôi: Insightly, rated 4.1 against 2.8, because its records, báo cáo 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 việc kinh doanh.
Toàn cảnh
This Insightly vs Agile CRM comparison covers pricing, core features, and ease of use.
Của chúng tôi nhà văn 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 là gì?
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 dữ liệu ở cùng một chỗ.
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.
🏆 Người chiến thắng: Insightly
One system for contacts, deals, and delivery projects. Copilot handles the busywork. Built for teams that sell and then ship.
Định giá Insightly
Insightly offers three paid tiers and no permanent free version. Each tier is quoted per user and billed annually.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Small sales teams starting with contact management |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams needing dashboards and third-party apps |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Full access, custom fields, and heavy workflow tự động hóa |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Insightly runs a 14-day trial on the CRM with no card required.
Đảm bảo hoàn tiền: None published. Annual contracts are the standard billing route.
📌 Ghi chú: The Plus tier gives limited access to most features. Professional adds limited dashboards and app integration. Enterprise unlocks everything.
⚠️ Cảnh báo: Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack quickly.
Những lợi ích chính của 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 Trợ lý: Copilot summarizes long email threads and retrieves data on request. It trims the daily admin load.
- Các tích hợp AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, mail, and kế toán 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.
- Truy cập trên thiết bị di động: The mobile app scans a việc kinh doanh 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- 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
- Đáp ứng các tiêu chuẩn SOC 2 Loại II, GDPR và HIPAA.
❌ Nhược điểm
- 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
CRM linh hoạt là gì?
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 Ấn Độ và Philippines.
This review video walks through the main screens.
Giải nhì: Agile CRM
Ten free seats and a helpdesk built in. The cheapest way to run sales marketing and support together.
Bảng giá CRM linh hoạt
Agile CRM offers four tiers, quoted per user each month. There is no setup fee on any of them.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | Miễn phí | Up to 10 users testing contact management |
| Người mới bắt đầu | $8.99 | Solo founders and tiny sales teams |
| Thường xuyên | $29.99 | Các nhóm đang phát triển cần tự động hóa tiếp thị. |
| Doanh nghiệp | $47.99 | Full access with reporting and integrations |
Pricing verified August 2026.
Dùng thử miễn phí: Not needed. The free version is permanent for up to 10 users.
Đảm bảo hoàn tiền: None published. Test on the free tier before paying.
📌 Ghi chú: Even the Enterprise tier costs less than Insightly’s mid plan. That great price is the main reason small businesses shortlist it.
⚠️ Cảnh báo: Review sites carry repeated complaints about billing and cancellation friction. Read the terms before you commit an annual budget.
Những lợi ích chính của CRM linh hoạt
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.
- Tự động hóa tiếp thị: Drag-and-drop campaign builders create automated email marketing sequences. You can also gauge web engagement per contact.
- Tự động hóa bán hàng: 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.
- Gamification: Leaderboards and badges push friendly competition across a sales team. Few rivals ship this by default.
- Đặt lịch hẹn: Leads book meetings straight onto your calendar. It syncs with Google Calendar or Outlook.
- Phạm vi tiếp cận đa kênh: Campaigns run across email, mạng xã hội, and mobile from one screen. Teams follow up on LinkedIn without switching apps.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của CRM linh hoạt
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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.
So sánh tính năng
Both products call themselves CRM software, but they solve different jobs. We compared ten areas that decide most buying calls.
| Tính năng | Sâu sắc | CRM linh hoạt |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | Free, then $8.99 |
| Phiên bản miễn phí | ❌ | ✅ (10 users) |
| Quản lý dự án | ✅ | ❌ |
| Tự động hóa tiếp thị | Sản phẩm riêng biệt | ✅ Bao gồm |
| Bộ phận hỗ trợ/Quản lý yêu cầu | Sản phẩm riêng biệt | ✅ Bao gồm |
| Trợ lý AI | ✅ Phi công phụ | Giới hạn |
| Biểu đồ Gantt | ✅ | ❌ |
| Gamification trong bán hàng | ❌ | ✅ |
| Tuân thủ HIPAA | ✅ | ❌ |
| Tốt nhất cho | Sell-then-deliver teams | Budget all-round teams |
1. Quản lý liên hệ
Thông minh: 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.
CRM linh hoạt: 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
Thông minh: 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.
CRM linh hoạt: 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. Quản lý dự án và quản lý nhiệm vụ
Thông minh: 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.
CRM linh hoạt: 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.
💡 Mẹo hay: If your work continues after the sale, this section alone should decide your choice.
4. Reporting and Dashboards
Thông minh: 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.
CRM linh hoạt: 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
Thông minh: 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.
CRM linh hoạt: 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. Tự động hóa quy trình làm việc và Trí tuệ nhân tạo
Thông minh: Copilot summarizes email threads and retrieves data on request. Workflow automation covers record updates and alerts. Custom workflow depth still trails Zoho CRM.
CRM linh hoạt: 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
Thông minh: 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.
CRM linh hoạt: Companies link to their contacts and deals with the details you expect. It works, but the hierarchy is flatter than Insightly’s.
8. Sự tích hợp
Thông minh: 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.
CRM linh hoạt: Third-party integrations cover mail, telephony, and web engagement tracking. Coverage is decent for the price. Deep two-way syncs are thinner than Salesforce or Insightly.
9. Hỗ trợ và bán vé
Thông minh: Ticketing lives in Insightly Service, a separate paid product. That keeps the core CRM clean but raises total cost.
CRM linh hoạt: 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.
⚠️ Cảnh báo: Support reports on Agile CRM contradict each other sharply. Some reviewers praise it. Others say a single bug fix took two weeks.
10. Định giá & Chi phí
Here are both price lists side by side.
| Cấp độ | Sâu sắc | CRM linh hoạt |
|---|---|---|
| Miễn phí | ❌ | Miễn phí |
| Lối vào | Thêm nữa — $29/người dùng/tháng | Starter — $8.99 |
| Giữa | Chuyên nghiệp — 49 đô la/người dùng/tháng | Regular — $29.99 |
| Đứng đầu | Phiên bản doanh nghiệp — 99 đô la/người dùng/tháng | Enterprise — $47.99 |
Thông minh: 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.
CRM linh hoạt: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp nhất | CRM linh hoạt | Phiên bản miễn phí cho 10 người dùng |
| Projects after the sale | Sâu sắc | Các mốc quan trọng và biểu đồ Gantt |
| Marketing in the same tool | CRM linh hoạt | Campaigns bundled, not extra |
| HIPAA or SOC 2 coverage | Sâu sắc | Documented compliance standards |
| Reliable reporting | Sâu sắc | Agile’s reports draw complaints |
| Fastest start for beginners | Sâu sắc | Gentler learning curve overall |
💰 Ngân sách của bạn
Agile CRM saves real money at every headcount. Insightly costs more but bundles work that you would otherwise buy from a second vendor.
🔌 Bộ công nghệ của bạn
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.
📝 Quy trình bán hàng của bạn
Pick Insightly when a signed deal starts a delivery project. Pick Agile CRM when a signed deal starts a nurture campaign instead.
🎓 Trình độ kinh nghiệm của bạn
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.
🆓 Dùng thử và bản demo miễn phí
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.
Hướng dẫn chuyển đổi
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to Agile CRM?
✅ Những lợi ích bạn sẽ nhận được:
- 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
❌ Những gì bạn sẽ mất:
- Project management with milestones and Gantt charts
- Copilot AI summaries and 2,000+ AppConnect connectors
- SOC 2 Type II and HIPAA compliance coverage
📋 Cách chuyển đổi:
- 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?
✅ Những lợi ích bạn sẽ nhận được:
- Delivery projects linked directly to won deals
- Reporting and dashboards that hold up under scrutiny
- Documented compliance and a cleaner records structure
❌ Những gì bạn sẽ mất:
- The free version and the $8.99 entry price
- Bundled email marketing, landing pages, and ticketing
- Sales gamification and web engagement scoring
📋 Cách chuyển đổi:
- 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
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | CRM linh hoạt |
| 🚀 Các tính năng cốt lõi của CRM | Sâu sắc |
| 📁 Quản lý dự án | Sâu sắc |
| 📣 Tự động hóa tiếp thị | CRM linh hoạt |
| 📊 Reporting & Dashboards | Sâu sắc |
| 🔌 Tích hợp | Sâu sắc |
| 🛟 Hỗ trợ chất lượng | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | Sâu sắc |
🏆 NGƯỜI CHIẾN THẮNG: INSIGHTLY
Insightly wins 5 of 7 categories.
Phù hợp nhất cho: 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.
So sánh chi tiết hơn với Insightly
Here is how Insightly holds up against other CRMs on your shortlist:
Insightly thắng nhờ: Faster setup, native project management, cleaner record structure for services work
Zoho CRM vượt trội ở các điểm sau: Deeper custom workflows, roughly half the Enterprise price, a far wider suite of connected business apps
Insightly thắng nhờ: Predictable per-user costs, project milestones after the close, HIPAA coverage for regulated services
HubSpot thắng nhờ: A more generous free tier, richer content and landing page tooling, a much larger partner marketplace
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: Post-sale delivery tracking, organization-level record rollups, AppConnect’s connector library
Pipedrive thắng nhờ: A leaner deal-first interface, lower entry pricing, quicker onboarding for pure sales teams
Insightly thắng nhờ: Far lower admin overhead, quicker rollout for a small team, project management without a paid extension
Salesforce thắng thế nhờ: Near-unlimited customization, the deepest reporting engine in the market, an enormous consultant network
So sánh thêm về Agile CRM
Here is how Agile CRM measures up against its closest rivals:
Agile CRM thắng thế nhờ: Cheaper paid tiers, telephony included at no extra cost, gamification that HubSpot leaves out
HubSpot thắng nhờ: Email deliverability, polished reporting, documentation and training depth
CRM linh hoạt so với ActiveCampaign
Agile CRM thắng thế nhờ: A true free tier, bundled helpdesk ticketing, lower cost per seat at small headcounts
ActiveCampaign thắng nhờ: Stronger send reputation, more advanced automation branching, better campaign analytics
Agile CRM thắng thế nhờ: No onboarding fee, a much lower monthly floor, simpler first-week setup
Keap thắng nhờ: Ecommerce and invoicing built in, sturdier automation logic, more consistent vendor support
So sánh Agile CRM và Freshsales CRM
Agile CRM thắng thế nhờ: Marketing and helpdesk in the same product, ten free seats, built-in leaderboards
Freshsales CRM chiến thắng nhờ: Cleaner interface, stronger AI lead scoring, more reliable support response times
Câu hỏi thường gặp
Insightly được dùng để làm gì?
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.
Phần mềm Agile CRM có thực sự miễn phí không?
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 có dễ sử dụng không?
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 có ứng dụng dành cho thiết bị di động không?
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.
Phần mềm CRM thường có giá bao nhiêu?
Hầu hết doanh nghiệp nhỏ 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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