⚡ Nhận định nhanh:
- Chạy: Insightly starts at $29/user/month. Close CRM starts at $35/seat/month.
- Phù hợp nhất cho: Insightly suits teams that need customer relationship management plus project management. Close CRM suits outbound sales teams that live on phone calls.
- Điểm khác biệt chính: Insightly manages projects, contacts and services after the sale. Close CRM has built in calling, texting and a power dialer.
- Lựa chọn của chúng tôi: Insightly, rated 4.1 against 3.0 for Close CRM. It covers more of your việc kinh doanh for less money per seat.
Most CRM buyers pick the wrong tool for a simple reason.
They compare feature lists instead of workflows.
Insightly and Close CRM are both customer relationship management platforms.
Nhưng chúng được chế tạo để phục vụ hai công việc khác nhau.
One tracks the whole customer journey, including projects and delivery.
The other exists to help sales reps talk to more leads, faster.
Toàn cảnh
This Insightly vs Close CRM comparison covers pricing, core features and ease of use.
Của chúng tôi nhà văn spent hands-on time inside Close CRM directly.
Notes on Insightly come from its documentation, pricing page and G2 reviews.
We also break down who each system works best for.
Cuối cùng, bạn sẽ biết phần mềm CRM nào phù hợp với nhóm của mình.
Insightly là gì?
Insightly is a customer relationship management platform for small and mid-sized companies.
It markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer dữ liệu ở cùng một chỗ.
The system pairs contact management with real project management.
Sales teams track sales opportunities while delivery teams run projects.
PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend it.
Here is a short walkthrough of the platform.
🏆 Người chiến thắng: Insightly
One system for contacts, deals and projects. Insightly offers SOC 2 Type II, GDPR and HIPAA compliance. Setup is fast for small teams.
Định giá Insightly
Insightly uses three tiers. Every plan is priced per user, per month.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Small teams needing core CRM and projects |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams that want dashboards and app integration |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Full access to every feature and custom objects |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Insightly offers a 14-day trial with no card required.
Đảm bảo hoàn tiền: None advertised. Annual contracts are prepaid, so test the trial first.
📌 Ghi chú: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party 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 up fast.
Những lợi ích chính của Insightly
Dưới đây là những lý do khiến Insightly đáng để bạn xem xét:
- Góc nhìn toàn diện 360 độ về khách hàng: All customer records, emails and files sit on one page. That view supports personalized tiếp cận cộng đồng and automated tasks.
- Projects built in: You can create projects, set milestones and assign tasks to any team member. Gantt chart visualizations arrived in 2025 for timelines and dependencies.
- Pipelines and Kanban views: Customizable pipelines track each stage of your sales process. Multiple pipelines let you separate new việc kinh doanh from renewals.
- Các tích hợp AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, Slack and kế toán apps all connect without a developer.
- Copilot AI trợ lý: Copilot summarizes long email threads and retrieves records on request. It cuts manual data entry during busy weeks.
- Strong compliance: Insightly meets SOC 2 Type II, GDPR and HIPAA standards. Bảo vệ matters if you handle health or EU customer data.
- Truy cập trên thiết bị di động: The web app and mobile app both work on any mobile device. Business card scanning adds new contacts on the go.
Những điều nhóm chúng tôi nhận thấy
Note: We have not had extended hands-on time inside Insightly yet. The points above come from published documentation, the Insightly pricing page and verified G2 reviews. G2 reviewers repeatedly highlight the fast rollout and the smooth data input and sharing process.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- CRM and project management link tightly in one system
- Easier to pick up than Zoho CRM, with a short learning curve
- Over 2,000 AppConnect connectors reach almost any tool
- SOC 2 Type II, GDPR and HIPAA compliance included
- Rollout is fast, so teams start tracking deals sooner
❌ Nhược điểm
- Not as feature-deep as Zoho CRM on advanced features
- Custom workflows lag behind rival CRM tools
- The Enterprise tier costs almost double Zoho CRM
- No built-in dialer, so phone calls need another tool
Close CRM là gì?
Close CRM là một nền tảng bán hàng được xây dựng dành cho các doanh nghiệp vừa và nhỏ.
Its whole focus is turning leads into revenue.
Email, calling and SMS sit inside a single inbox.
Sales reps dial prospects straight from the browser or desktop app.
Smart Views filter leads by criteria so nobody wastes a search.
Close is often grouped with sales engagement tools rather than traditional CRM options.
The video below walks through the interface in more detail.
Runner Up: Close CRM
The pick for high-volume outbound calling. Close offers a power dialer, SMS and a shared inbox. Migration from other CRMs is free and takes one click.
Bảng giá CRM
Close CRM also uses three tiers. Pricing is per seat, per month.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Những điều cần thiết | 35 đô la/ghế/tháng | Startup features for a first sales team |
| Sự phát triển | 99 đô la/ghế/tháng | Professional features like tự động hóa and sequences |
| Tỉ lệ | 139 đô la/ghế/tháng | Call coaching, custom objects and báo cáo độ sâu |
Pricing verified August 2026.
💡 Lưu ý về giá cả: Our research notes list an older Startup, Professional and Enterprise structure at $59, $109 and $149 per seat when billed monthly. The table above reflects our verified plan data. Check the vendor page before you buy.
Dùng thử miễn phí: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
Đảm bảo hoàn tiền: None published. Annual plans are billed annually at a discount to monthly.
📌 Ghi chú: Every plan includes calling, texting and email. Higher tiers add advanced automation, collaboration tools, deeper customization and call coaching.
⚠️ Cảnh báo: Entry-level pricing is expensive next to other CRMs. Smaller teams with tight budgets should map seat counts before committing.
Những lợi ích chính của Close CRM
Here is where Close CRM earns its keep:
- Built-in dialers: A power dialer and a predictive dialer automate outbound calls. Reps dial multiple numbers without touching a keypad.
- One inbox for everything: Email, phone calls and SMS land in the same place. That cuts app switching for busy sales reps.
- Huấn luyện qua cuộc gọi trực tiếp: Managers listen in and help reps mid-call. New hires ramp faster and close more deals.
- Chế độ xem thông minh: Saved filters surface the right leads first. Prioritization stops guesswork at the top of the day.
- Fast onboarding: A CSV import tool and a free one-click migration tool move data from other tools. Setup takes hours, not weeks.
- Activity timelines: Every call, email and note appears on the lead profile. Nothing about your outreach gets lost.
- Support and knowledge base: A help center, API documentation and product updates back the platform. Onboarding support is proactive and free.
Những điều nhóm chúng tôi nhận thấy
Our writer signed up for Close CRM and ran real outreach through it for several days. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của Close CRM
✅ Ưu điểm
- Best-in-class calling, dialed straight from the browser
- Simple enough to earn full team engagement quickly
- Free one-click migration and proactive onboarding help
- Holds a 4.7/5 rating on G2 from user reviews
❌ Nhược điểm
- Reporting functionality is weak for sales analysis
- Less customizable than rival platforms
- No project management, so delivery work lives elsewhere
- 80+ integrations still miss some key connections
So sánh tính năng
Ready for a closer look at Insightly vs Close CRM? We compare ten areas that decide most CRM buying calls.
| Tính năng | Sâu sắc | Đóng CRM |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | 35 đô la/ghế/tháng |
| Gói miễn phí | ❌ | ❌ |
| Quản lý dự án | ✅ | ❌ |
| Gọi điện thoại tích hợp | ❌ | ✅ |
| Power / Predictive Dialer | ❌ | ✅ |
| Tự động hóa quy trình làm việc | ✅ | ✅ |
| Reporting & Dashboards | ✅ | ⚠️ Số lượng có hạn |
| Tích hợp | ✅ Hơn 2.000 | ✅ Hơn 80 tuổi |
| Tuân thủ HIPAA | ✅ | ❌ |
| Tốt nhất cho | CRM plus project delivery | Bán hàng số lượng lớn |
1. Contact Management & Customer Records
Thông minh: Contact management sits at the centre of the system. Every company, contact and file links to the same record, so customer relationships stay readable. Custom fields let you store the details your business actually tracks.
Đóng CRM: Leads, not accounts, are the primary object. That suits outbound work but makes long-term account history thinner. Custom objects arrive only on the top tier.
2. Sales Pipeline & Sales Opportunities
Thông minh: The sales pipeline uses customizable stages and Kanban views. Sales teams move sales opportunities forward while managers monitor progress. You can customize each pipeline per product line.
Đóng CRM: A visual pipeline highlights bottlenecks in the sales process. It is fast to read but less flexible than Insightly. Deals move quickly because activity data updates itself.
3. Project Management & Task Management
Thông minh: This is the clearest gap between the two products. You can create projects, set milestones and assign tasks to any team member. Task management also covers reminders, to-do lists and call logs.
Đóng CRM: There is no project management module at all. You get inbox management and task reminders tied to leads instead. Delivery work has to live in a separate tool.
⚠️ Cảnh báo: If you sell and then deliver the work, this single difference usually decides the choice for you.
4. Tự động hóa quy trình làm việc
Thông minh: Workflow automation handles record updates, task creation and alerts. Copilot adds AI summaries on top. Custom workflows are thinner than some rival CRM software, which is a fair criticism.
Đóng CRM: Workflows trigger automated follow ups that lift response rates without manual effort. Automation is aimed squarely at outreach, not operations. It removes a lot of manual data entry for reps.
5. Mẫu và chuỗi email
Thông minh: You can build email templates, schedule emails and send bulk email from inside a record. Google Workspace and Outlook sync keeps threads attached to contacts. Copilot summarizes long threads for you.
Đóng CRM: Email sequences run alongside calls and SMS in one thread. Templates and merge fields are quick to set up. This is the stronger side for pure outbound cadences.
6. Built-In Calling & Power Dialer
Thông minh: There is no native dialer. Calls are logged manually or through an integration. The organization view is what Insightly gives you instead, grouping contacts under each company.
Đóng CRM: Calling is the headline feature. A power dialer and predictive dialer let reps dial multiple numbers back to back. Managers can join live for call coaching.
7. Reporting & Opportunities Dashboard
Thông minh: Reporting is a real strength. The opportunities dashboard gives visual insight into revenue, and custom graphs cover most questions. Professional adds limited dashboards, while Enterprise unlocks the full set.
Đóng CRM: Quick KPI reports work well for daily standups and training. Deeper analysis is harder, and reviewers call the reporting functionality weak. Growing teams often export data elsewhere.
8. Integrations & Other Tools
Thông minh: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links to other Insightly products such as Insightly Marketing and Insightly Service. No developer is needed for common apps.
Đóng CRM: Close connects to over 80 other tools, including Zoom meetings and Slack. Coverage is solid for sales stacks but thinner elsewhere. A few key connections found in other CRMs are missing.
9. Support, Onboarding & Free Trial
Thông minh: Support and ticketing run through the help centre and paid service tiers. Rollout is fast, which is a key reason for its appeal. Getting data into the system is not overly convoluted.
Đóng CRM: Onboarding support is proactive and includes free migration help and training. An ROI calculator, help centre and API documentation round out the resources. Most teams launch inside the free trial.
10. Định giá & Chi phí
Here are both pricing structures side by side.
| Cấp độ | Sâu sắc | Đóng CRM |
|---|---|---|
| Lối vào | Thêm nữa — $29/người dùng/tháng | Gói cơ bản — 35 đô la/ghế/tháng |
| Giữa | Chuyên nghiệp — 49 đô la/người dùng/tháng | Tăng trưởng — 99 đô la/người dùng/tháng |
| Đứng đầu | Phiên bản doanh nghiệp — 99 đô la/người dùng/tháng | Thang giá — 139 đô la/ghế/tháng |
Thông minh: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier is the weak spot, sitting close to double Zoho CRM. For most doanh nghiệp nhỏ, Professional at $49 is the sweet spot.
Đóng CRM: Entry pricing is mid-tier, but the jump from Essentials to Growth is steep. You are paying for calling infrastructure, not breadth. A five-seat team pays $495 a month on Growth.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Chi phí đầu vào thấp nhất | Sâu sắc | $6 less per seat monthly |
| High-volume outbound calls | Đóng CRM | Trình quay số dự đoán và mạnh mẽ |
| Projects after the sale | Sâu sắc | Milestones, Gantt charts, tasks |
| Báo cáo chuyên sâu | Sâu sắc | Custom graphs and dashboards |
| Fastest rep onboarding | Đóng CRM | Live inside the free trial |
| HIPAA or GDPR duty | Sâu sắc | SOC 2 Type II and HIPAA ready |
💰 Ngân sách của bạn
Insightly starts cheaper and stays cheaper through the middle tier. Close CRM costs more per seat once you move past Essentials.
🔌 Bộ công nghệ của bạn
AppConnect reaches far more apps, which matters if your account systems are unusual. Close covers the common sales stack well and little beyond it.
📞 Quy trình bán hàng của bạn
Phone-first teams that want more leads dialled per hour should choose Close. Consultative sales processes with long delivery phases fit Insightly better.
🎓 Trình độ kinh nghiệm của bạn
Both platforms are beginner-friendly on the web and on mobile. Insightly asks a little more setup work because it does more.
🆓 Dùng thử và bản demo miễn phí
Both run 14-day trials, so load ten real customers into each. For example, run one live deal end to end before you pay.
🛟 Các tùy chọn hỗ trợ
Close includes free migration help and hands-on onboarding. Insightly leans on documentation and its paid service tier for deeper help.
Hướng dẫn chuyển đổi
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Close CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A dialer inside the CRM, so reps stop switching apps
- Live call coaching for managers training new hires
- Email, SMS and calls stacked on one lead timeline
❌ Những gì bạn sẽ mất:
- Project management, milestones and Gantt charts
- Deep reporting and the opportunities dashboard
- HIPAA coverage and the 2,000+ connector library
📋 Cách chuyển đổi:
- Export contacts, companies and open deals from Insightly as CSV
- Start a Close trial and run the free one-click migration
- Rebuild pipelines and Smart Views, then connect your number
🔄 Switching from Close CRM to Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- Projects, milestones and task assignment after the sale
- Reporting depth that Close reviewers say is missing
- Cheaper seats and links to other Insightly products
❌ Những gì bạn sẽ mất:
- The power dialer and one-click browser calling
- Native SMS and the unified sales inbox
- Live coaching during customer phone calls
📋 Cách chuyển đổi:
- Export leads, activity history and custom fields from Close
- Create an Insightly account and import the files
- Set up pipelines, then add a calling app for outbound work
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise rollouts, custom API builds or how either system handles thousands of records. Marketing teams evaluating Insightly Marketing should check that product separately, since it is priced apart from the CRM. Our notes reflect the August 2026 versions, and each new version may shift the details.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Sâu sắc |
| 🚀 Các tính năng cốt lõi của CRM | Sâu sắc |
| 📞 Calling & Outreach | Đóng CRM |
| 📁 Quản lý dự án | Sâu sắc |
| 📊 Báo cáo | Sâu sắc |
| 👶 Dễ sử dụng | Đóng CRM |
| 🔌 Tích hợp | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | Sâu sắc |
🏆 NGƯỜI CHIẾN THẮNG: INSIGHTLY
Insightly wins 5 of 7 categories.
Phù hợp nhất cho: service businesses, agencies serving clients, and teams that need CRM and project delivery in one system
Insightly and Close CRM solve different halves of the same job. Insightly covers the customer from first contact through delivery, which protects team productivity across departments.
Close CRM is a specialist. If your team lives on the phone and wants more deals per rep, it earns its higher seat price.
For most buyers weighing Insightly vs Close CRM, Insightly is the safer choice. It costs less at entry, does more, and still handles day-to-day sales work well.
So sánh chi tiết hơn với Insightly
Here is how Insightly measures up against other CRM tools:
Insightly thắng nhờ: shorter learning curve, native project management, faster rollout
Zoho CRM vượt trội ở các điểm sau: feature depth, custom workflow flexibility, far cheaper top tier
Insightly thắng nhờ: project milestones, predictable per-user costs, HIPAA readiness
HubSpot thắng nhờ: free starting tier, marketing automation depth, content and knowledge tools
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: post-sale delivery tracking, 2,000+ connectors, compliance coverage
Pipedrive thắng nhờ: simpler pipeline view, lower entry price, quicker rep adoption
Sâu sắc so với Salesforce
Insightly thắng nhờ: setup speed, no admin headcount required, lower total cost
Salesforce thắng thế nhờ: unlimited customization, developer platform depth, enterprise reporting
So sánh thêm về Close CRM
Close CRM is measured against a different set of rivals. This video covers the main ones.
Close CRM vượt trội nhờ: browser dialing, cheaper for pure sales seats, faster rep onboarding
HubSpot thắng nhờ: reporting dashboards, service and marketing modules, larger app marketplace
So sánh Close CRM và Keap
Close CRM vượt trội nhờ: predictive dialing, cleaner interface, sales-only focus
Keap thắng nhờ: email marketing depth, invoicing and payments, appointment booking
Close CRM vượt trội nhờ: native calling, outbound sequences, activity tracking accuracy
CRM thắng lớn vào thứ Hai nhờ: board customization, cross-team project views, cheaper small plans
So sánh Close CRM và Freshsales CRM
Close CRM vượt trội nhờ: dialer quality, simpler setup, migration support
Freshsales CRM chiến thắng nhờ: free entry plan, built-in chat, stronger analytics
Câu hỏi thường gặp
Insightly được dùng để làm gì?
It manages customer interactions, leads, sales opportunities and projects in one place. Teams use it to track deals and then deliver the work.
Insightly có dễ sử dụng không?
Yes. The interface is easy to pick up and importing data is not convoluted. It is simpler than Zoho CRM, though less feature-deep.
CRM đóng là gì?
Close is a sales platform for small and medium businesses. It combines calling, email and SMS with pipeline tracking in a single inbox.
Close có giá bao nhiêu một tháng?
Plans run $35, $99 and $139 per seat each month for Essentials, Growth and Scale. A 14-day trial is available first.
Close khác biệt với các hệ thống CRM khác như thế nào?
Most CRMs record activity. Close performs it, blending CRM with sales engagement so reps can dial, chữ and email without leaving the platform.
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