⚡ Nhận định nhanh:
- Chạy: Insightly starts at $29/user/month. Salesmate starts at $23/user/month.
- Phù hợp nhất cho: Insightly suits teams that need CRM and project management together. Salesmate suits sales reps who live in the phone and hộp thư đến.
- Điểm khác biệt chính: Insightly ships project milestones, Gantt charts, and task management. Salesmate ships built-in calling, a meeting scheduler, and Sandy AI.
- Lựa chọn của chúng tôi: Insightly, rated 4.1 against Salesmate’s 2.5, for most modern CRM teams.
Insightly and Salesmate both call themselves customer relationship management platforms.
They are not chasing the same buyer.
Insightly bolts project management onto its CRM software.
Salesmate bolts a phone system and marketing tự động hóa onto its sales pipeline.
That single split decides which one fits your việc kinh doanh.
Toàn cảnh
This Insightly vs Salesmate comparison covers pricing, features, and how easy each system is to learn.
Của chúng tôi nhà văn spent time inside Salesmate directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
Chúng tôi cũng phân tích chi tiết từng nền tảng phù hợp nhất với đối tượng nào.
By the end, you will know which CRM tools match your sales process.
Insightly là gì?
Insightly is a customer relationship management platform for growing companies.
It joins CRM software and project management inside one system.
Sales teams track leads, contacts, and sales opportunities in a single place.
Agencies and professional services firms make up much of its base.
Marketing teams and support staff get sibling products called Insightly Marketing and Insightly Service.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend it.
Most buyers pick it for fast setup and a short learning curve.
Here is a walkthrough of the platform in action.
🏆 Người chiến thắng: Insightly
One account holds your contacts, projects, and báo cáo. Compliance covers SOC 2 Type II, GDPR, and HIPAA. Insightly offers a fast path from signup to live data.
Định giá Insightly
Insightly runs three tiers. Every plan costs the same per user, billed annually.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Small sales teams needing core contact management |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams that want dashboards and third-party apps |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Full access to every feature and workflow automation |
Pricing verified August 2026.
Dùng thử miễn phí: Insightly runs a free trial on request through its website. There is no permanent free tier.
Đảm bảo hoàn tiền: No published refund window. Cancel before renewal to avoid the next term.
📌 Ghi chú: Insightly Marketing and Insightly Service follow the same three-tier structure. Adding other Insightly products multiplies your costs. For example, a five-seat Plus account plus Marketing lands near $290 each month.
⚠️ Cảnh báo: The Plus tier gives limited access to most features. Dashboards and third-party app integration only open up on Professional and above.
Những lợi ích chính của Insightly
Here is what makes Insightly CRM worth a look:
- One record for every customer: Insightly CRM keeps current and prospective customer data in one place. A 360-degree view lets you personalise how you treat customers.
- Customizable sales pipeline: Kanban views track each stage of sales. You can customize pipelines per team or per service line.
- Task management built in: Create reminders, to-do lists, and call logs. Assign tasks to any team member from the same page.
- Projects beside deals: Manage projects with milestones and pipelines. Gantt chart visualizations arrived in 2025 for timeline and dependency tracking.
- Reporting that managers use: Reports and dashboards give visual insights into việc kinh doanh performance. An opportunities dashboard shows deal progress at a glance.
- Các tích hợp AppConnect: A low-code engine carries over 2,000 pre-built connectors. Google Workspace, kế toán tools, and support apps all plug in.
- Mobile and compliance: The mobile app scans a business card and creates records on the go. SOC 2 Type II, GDPR, and HIPAA standards are covered.
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 reviews on G2 and TrustRadius.
G2 reviews highlight two themes. Getting data into the system is not overly convoluted, and rollout is fast. The same reviews flag missing depth on custom workflows compared with other CRMs.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- Fast setup and a short learning curve for new users
- CRM software and project management sit inside one system
- SOC 2 Type II, GDPR, and HIPAA compliance for regulated business
- AppConnect carries over 2,000 pre-built connectors to other apps
- Copilot AI summarises emails and speeds up data retrieval
❌ Nhược điểm
- Lacks advanced features like custom workflows found in other CRMs
- The Enterprise tier costs almost double Zoho CRM’s equivalent plan
- Easier to use than Zoho CRM, but not as feature-deep
- No built-in phone dialler for outbound sales reps
Salesmate là gì?
Salesmate is a cloud-based CRM for sales, marketing, and support.
It replaces several disjointed systems so you save money and save time.
Cái sân bóng đá is simple: richer customer interactions and higher sales productivity.
Salesmate CRM is aimed mainly at small and medium-sized businesses.
Startups and Fortune 500 companies both run on it.
Sales reps get a visual sales pipeline, built-in calling, and a meeting scheduler.
Sandy AI handles repetitive tasks like drafting emails and summarising calls.
This video walks through the main screens.
Runner Up: Salesmate
Built-in phone, email tracking, and a meeting scheduler in one CRM. Over 700 other apps connect, including Google Apps and Microsoft Apps. Start a free trial today with no card.
Giá cả của Salesmate
Salesmate runs three published tiers. Each price is per user, billed annually.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 23 đô la/người dùng/tháng | Small sales teams starting pipeline management |
| Chuyên nghiệp | 39 đô la/người dùng/tháng | Teams that need automation and sales forecasting |
| Việc kinh doanh | 63 đô la/người dùng/tháng | Larger sales teams tracking sales performance |
Pricing verified August 2026.
Dùng thử miễn phí: 15 days, no credit card required. That is long enough to import contacts and train users.
Đảm bảo hoàn tiền: None published. Salesmate has run a Black Friday promotion offering 10% off annual plans.
📌 Ghi chú: Every tier includes the built-in phone, web forms, and mobile CRM. Higher plans widen automation journeys, reporting depth, and API access.
⚠️ Cảnh báo: Some users report that leads can be deleted when a payment is missed. Keep an export of your records on a fixed date each month.
Những lợi ích chính của Salesmate
Here is where Salesmate earns its place:
- Contact and Deal Intelligence: One view holds every thread of customer interactions. Emails, calls, and notes sit against the same contact details.
- Sandy AI automation: Sandy AI drafts emails, summarises calls, and scores lead quality. Repetitive tasks stop eating the working day.
- Built-in phone: Call recording and voicemail drops run inside the CRM. Reps stop switching between apps mid-call.
- Hơn 700 tích hợp: Google Apps, Microsoft Apps, Slack, and Zapier integrations all connect. That range is a huge plus for mixed tech stacks.
- Hành trình tự động hóa: Multi-channel drip campaigns handle follow ups without manual chasing. Marketing automation runs beside the sales pipeline.
- Forms and scheduling: Personalised web forms embed on any page or share by link. Prospects book meetings through the meeting scheduler.
- CRM trên thiết bị di động: Full access to data and activities from the mobile app. Field reps update deals between visits.
Những điều nhóm chúng tôi nhận thấy
Our writer signed up for Salesmate and worked through pipeline setup, email tracking, and the meeting scheduler. Here is what stood out from that hands-on time:
💡 Mẹo hay: Salesmate is rated “Great” at 4.1 / 5 on Trustpilot, and its support team draws steady praise for quick help. Test the email template editor during the trial, since that is where reported bugs cluster.
Ưu điểm và nhược điểm của Salesmate
✅ Ưu điểm
- Dùng thử miễn phí 15 ngày, không cần thẻ tín dụng.
- Built-in calling, call recording, and voicemail drops
- Sandy AI cuts data entry by enriching contacts automatically
- Over 700 other apps connect, including Google Apps and Microsoft Apps
❌ Nhược điểm
- Users report bugs in the email template editor and automation journeys
- Weaker at marketing automation than dedicated campaign software
- Leads can disappear if a payment is missed, a real data bảo vệ worry
- No true project management module for delivery work
So sánh tính năng
Ready for the detailed breakdown of Insightly vs Salesmate? We walk through ten areas that decide most CRM purchases.
| Tính năng | Sâu sắc | Nhân viên bán hàng |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | 23 đô la/người dùng/tháng |
| Dùng thử miễn phí | ✅ Theo yêu cầu | ✅ 15 ngày, không cần thẻ |
| Quản lý dự án | ✅ | ❌ |
| Gọi điện thoại tích hợp | ❌ | ✅ |
| Tự động hóa tiếp thị | ✅ Separate product | ✅ Bao gồm |
| Trợ lý AI | ✅ Phi công phụ | ✅ Trí tuệ nhân tạo Sandy |
| Công cụ lập lịch cuộc họp | ❌ | ✅ |
| Tích hợp | ✅ Hơn 2.000 đầu nối | ✅ 700+ apps |
| Tuân thủ HIPAA | ✅ | ❌ Chưa được xuất bản |
| Tốt nhất cho | CRM plus project delivery | Outbound sales reps |
1. Quản lý liên hệ
Thông minh: Contact management links people to an organization, a project, and every open opportunity. Adding new contacts on the go works from the mobile app. Accounts, records, and tasks stay linked so nothing sits orphaned.
Nhân viên bán hàng: Contacts sit inside Contact and Deal Intelligence, which pulls emails, calls, and notes together. You can track companies alongside individual buyers. Enrichment fills gaps in contact details automatically.
2. Sales Pipeline and Opportunities
Thông minh: Customizable pipelines and Kanban views cover each stage of sales. Managers monitor employee work from the same board. The opportunities dashboard rolls everything into one summary.
Nhân viên bán hàng: A visual pipeline lets reps track deals and drag them between stages. Pipeline management is the core of the product, not a side feature. Sales forecasting sits one click away.
3. Quản lý dự án
Thông minh: Won deals convert into projects with milestones and their own pipelines. Gantt charts added in 2025 show timelines and dependencies. This is the clearest gap between the two products.
Nhân viên bán hàng: There is no dedicated project module. Team collaboration covers tagging teammates, sharing notes, and keeping communication history. Delivery work needs a separate tool.
⚠️ Cảnh báo: If your team sells and then delivers the work, Salesmate leaves a gap. You will pay for a second system to handle project progress.
4. Reporting and Dashboards
Thông minh: Reports and dashboards give visual insights into business performance. Dashboards are limited on Professional and open fully on Enterprise. Reporting covers both sales and project data.
Nhân viên bán hàng: Report analytics turn activity into actionable insights on sales performance. Dashboards focus tightly on revenue and rep activity. Project reporting is absent by design.
5. Email Templates and Tracking
Thông minh: You can schedule emails, save email templates, and send from linked records. Copilot summarises long threads so nobody rereads them. Google Workspace and Outlook both sync.
Nhân viên bán hàng: Email tracking shows opens and clicks, and templates run inside Gmail through the extension. Sandy AI drafts replies from context. Our writer found the template editor the weakest screen.
6. Tự động hóa quy trình làm việc và Trí tuệ nhân tạo
Thông minh: Copilot handles email summaries and data retrieval. Workflow automation exists but stays thinner than what heavier CRMs ship. Custom workflow depth is the common complaint.
Nhân viên bán hàng: Sandy AI automates administrative work and qualifies leads. Chatbots catch website visitors before a rep is free. Automation journeys chain campaigns across email, chữvà các cuộc gọi.
7. Sự tích hợp
Thông minh: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links the other Insightly products together. Non-technical staff can build connections without code.
Nhân viên bán hàng: Over 700 apps connect, including Google Apps, Microsoft Apps, Slack, and Zapier integrations. Developers get the necessary APIs for custom builds. Coverage is wide for a tool at this price.
8. Lead Capture and Web Forms
Thông minh: Leads land against organization records and route to the right owner. Insightly Marketing handles landing pages and campaign capture as a paid add-on. The base CRM stays focused on what happens after capture.
Nhân viên bán hàng: Personalised web forms embed on your site or share as a link. Submissions create contacts with zero data entry. Form capture is included on every plan.
9. Support, Ticketing and Scheduling
Thông minh: Insightly Service adds ticketing and a knowledge base for post-sale support. It shares the same three-tier pricing as the CRM. Service and sales records stay joined.
Nhân viên bán hàng: The meeting scheduler lets prospects book meetings from a shared link. That removes the back-and-forth email chain before a call. Support and sales share one communication history.
10. Định giá & Chi phí
Here are both price lists side by side.
| Cấp độ | Sâu sắc | Nhân viên bán hàng |
|---|---|---|
| Lối vào | Thêm nữa — $29/người dùng/tháng | Gói cơ bản — 23 đô la/người dùng/tháng |
| Giữa | Chuyên nghiệp — 49 đô la/người dùng/tháng | Phiên bản Pro — 39 đô la/người dùng/tháng |
| Đứng đầu | Phiên bản doanh nghiệp — 99 đô la/người dùng/tháng | Doanh nghiệp — 63 đô la/người dùng/tháng |
Thông minh: Pricing is competitive at the Plus and Professional tiers. The Enterprise plan is the outlier and runs almost double Zoho CRM’s comparable tier. You are paying for CRM and project delivery in one licence.
Nhân viên bán hàng: Every tier undercuts the matching Insightly plan. The top tier saves $36 per user each month. For a ten-seat team, that is real money back in the budget.
💡 Kết quả kiểm tra: Salesmate is cheaper at every tier. Insightly still wins on scope, since matching its project management would mean buying a second system.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Nhân viên bán hàng | Cheaper at all three tiers |
| Projects after the sale | Sâu sắc | Các mốc quan trọng và biểu đồ Gantt |
| Gọi điện thoại ra ngoài với số lượng lớn | Nhân viên bán hàng | Built-in phone and recording |
| HIPAA or SOC 2 evidence | Sâu sắc | Published compliance coverage |
| Widest connector library | Sâu sắc | Hơn 2.000 trình kết nối AppConnect |
| Fastest trial start | Nhân viên bán hàng | 15 ngày, không cần thẻ. |
💰 Ngân sách của bạn
Salesmate wins on sticker price at every level. Insightly closes the gap once you count the project tool you would otherwise buy.
🔌 Bộ công nghệ của bạn
Salesmate slots into Google Apps and Microsoft Apps quickly and works inside Gmail. Insightly reaches further with AppConnect if you run unusual internal systems.
📝 Quy trình bán hàng của bạn
Phone-heavy teams should customize Salesmate around calls and follow ups. A real estate company chasing viewings will get more from Salesmate. Consultative teams that hand work to delivery staff fit Insightly better.
🎓 Trình độ kinh nghiệm của bạn
Both platforms carry a mild learning curve. Insightly’s interface is easy to pick up, which shortens the time you spend training a new team member.
🆓 Dùng thử và bản demo miễn phí
Salesmate hands you 15 days with no card, so you can start a free trial today. Insightly runs demos and trials through its sales team instead.
🛟 Các tùy chọn hỗ trợ
Salesmate’s support team is often praised as quick and helpful. Insightly bundles a knowledge base and adds ticketing through Insightly Service.
Hướng dẫn chuyển đổi
Already running one of them? Here is what changes if you move.
🔄 Switching from Insightly to Salesmate?
✅ Những lợi ích bạn sẽ nhận được:
- Chức năng gọi điện tích hợp với ghi âm và hộp thư thoại.
- A meeting scheduler so prospects book meetings themselves
- A lower monthly bill at every tier
❌ Những gì bạn sẽ mất:
- Project milestones, Gantt charts, and delivery tracking
- Published SOC 2 Type II, GDPR, and HIPAA coverage
- The 2,000+ connector AppConnect library
📋 Cách chuyển đổi:
- Export contacts, companies, and opportunities from Insightly as CSV
- Open the 15-day Salesmate trial and map your pipeline stages
- Import the files, then rebuild automation journeys before you cancel
🔄 Switching from Salesmate to Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- Real project management with milestones and dependencies
- Compliance paperwork that regulated buyers ask for
- Insightly Marketing and Insightly Service on the same data
❌ Những gì bạn sẽ mất:
- The built-in phone and call recording
- Sandy AI drafting and call summaries
- Roughly $6 to $36 per user each month in savings
📋 Cách chuyển đổi:
- Export deals, contacts, and activity history from Salesmate
- Create an Insightly account and set up your pipelines first
- Import records, then connect Google Workspace and your other apps
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 bulk seat licensing, single sign-on, or migration from Salesforce. Our notes reflect the version of each platform available in August 2026, and any new version may shift the picture. If you run a 200-seat organization, your priorities will differ from what we covered here.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nhân viên bán hàng |
| 🚀 Các tính năng cốt lõi của CRM | Sâu sắc |
| 📁 Quản lý dự án | Sâu sắc |
| 📞 Gọi điện & Lên lịch | Nhân viên bán hàng |
| 📊 Báo cáo | Sâu sắc |
| 🔌 Tích hợp | Sâu sắc |
| 🔒 Bảo mật & Tuân thủ | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | Sâu sắc |
🏆 NGƯỜI CHIẾN THẮNG: INSIGHTLY
Insightly wins 5 out of 7 categories.
Phù hợp nhất cho: agencies and consultancies, regulated business, teams linking sales to project delivery
Insightly and Salesmate solve different halves of the same job. Insightly is a CRM that keeps going after the deal closes, through projects, milestones, and reporting.
Salesmate is a sales engine. Built-in calling, a meeting scheduler, and Sandy AI help reps close more deals with less admin.
Salesmate is the better buy if your team lives on the phone and you want to save money. Its 2.5 rating reflects reported bugs and billing complaints, not the functionality on offer.
If you need one system for sales, projects, and compliance, Insightly is the safer choice for most companies.
So sánh chi tiết hơn với Insightly
Here is how Insightly measures up against other CRMs buyers shortlist:
Insightly thắng nhờ: native project management, flatter per-user costs at the mid tier, HIPAA coverage
HubSpot thắng nhờ: a genuinely free starting tier, deeper marketing automation, a far larger app marketplace
Insightly thắng nhờ: quicker setup, an interface that is easy to pick up, less convoluted data import
Zoho CRM vượt trội ở các điểm sau: deeper feature coverage, custom workflow building, a cheaper top plan
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: post-sale project tracking, reporting across projects and deals, AppConnect breadth
Pipedrive thắng nhờ: a lower entry price, a simpler deal board, faster onboarding for tiny sales teams
Insightly thắng nhờ: far shorter rollout, no admin headcount required, predictable licence costs
Salesforce thắng thế nhờ: unlimited customisation, enterprise sales forecasting, the widest partner network
So sánh với Salesmate chi tiết hơn
Salesmate lands on plenty of shortlists beside these tools:
Salesmate thắng nhờ: built-in calling at no extra cost, cheaper paid seats, faster setup for small teams
HubSpot thắng nhờ: campaign reporting depth, content tools, a free tier that never expires
Salesmate so với Freshsales CRM
Salesmate thắng nhờ: automation journeys, the meeting scheduler, wider third-party app coverage
Freshsales CRM chiến thắng nhờ: a free starting plan, tighter helpdesk linkage, steadier release quality
Salesmate vs Keap
Salesmate thắng nhờ: lower entry pricing, a cleaner pipeline view, no mandatory onboarding fee
Keap thắng nhờ: e-commerce and invoicing, longer-running campaign templates, small-business marketing depth
So sánh Salesmate và Monday CRM
Salesmate thắng nhờ: native calling, sales-specific AI, richer email tracking
CRM thắng lớn vào thứ Hai nhờ: board-style project views, cross-department use, a friendlier visual editor
This video runs through more alternative options if neither fits.
Câu hỏi thường gặp
Insightly được dùng để làm gì?
Insightly is used to manage customer relationships, leads, and sales opportunities, then run the resulting projects. Teams also use it for task management, reporting, and linking work across departments.
Salesmate được dùng để làm gì?
Salesmate is used to run outbound sales. Reps track deals, call prospects from the built-in phone, send tracked emails, and automate follow ups from one workflow.
Insightly có dễ sử dụng không?
Yes. The interface is easy to pick up and importing data is straightforward. Reviewers rate it simpler than Zoho CRM, though it trades some depth for that simplicity.
Nền tảng CRM số 1 là gì?
Salesforce holds the largest market share globally. For small teams, though, the best CRM is whichever one matches your sales process and budget without extra admin work.
Insightly có ứng dụng dành cho thiết bị di động không?
Yes. The mobile app scans a business card, adds contacts, creates projects, and lets you assign tasks to a team member from your phone.
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