🚀 Thắc mắc về hợp tác: fahim@fahimai.com | Được hơn 250.000 độc giả tin dùng hàng tháng trên 17 ngôn ngữ 🔥

🚀 Thắc mắc về hợp tác: fahim@fahimai.com

Freshsales CRM vs Insightly 2026 — Which CRM Is Worth It?

bởi | Last updated Sep 7, 2026

Người thắng
Sâu sắc
4.1
  • Hơn 2.000 trình kết nối AppConnect
  • SOC 2 Loại II, GDPR, HIPAA
  • CRM + Quản lý dự án
  • Phi công phụ Trợ lý AI Được tích hợp sẵn
  • Biểu đồ Gantt sẽ được thêm vào năm 2025.
  • Customizable Kanban Pipelines
  • Các gói dịch vụ từ 29 đô la/người dùng/tháng
Chạy lên
Freshsales CRM
4.0
  • Freddy AI Lead Scoring
  • Dùng thử miễn phí 21 ngày
  • Phone, Email, Chat and SMS
  • 4.5/5 on G2 and Capterra
  • Khoảng 385 tích hợp
  • iOS and Android Mobile App
  • Các gói dịch vụ từ 9 đô la/người dùng/tháng

⚡ Nhận định nhanh:

  • Chạy: Freshsales CRM starts at $9/user/month. Insightly starts at $29/user/month.
  • Phù hợp nhất cho: Freshsales CRM suits sales teams that want built-in phone, email and chat. Insightly suits teams that run projects after the deal closes.
  • Điểm khác biệt chính: Insightly bundles project management with the CRM. Freshsales CRM bundles omnichannel communication and Freddy AI.
  • Lựa chọn của chúng tôi: Insightly, by a hair. It rates 4.1 to 4.0 and covers more ground per account.
Freshsales CRM vs Insightly Comparison

The cheaper CRM is not automatically the weaker one here.

Freshsales CRM costs $9 per user per month to start.

Insightly starts at more than three times that price.

One is a sales engine. The other is a sales and delivery system.

Here is how to tell which one fits your việc kinh doanh.

Toàn cảnh

This Freshsales CRM vs Insightly comparison covers pricing, features, ease of use and support.

Our sources are published specs, vendor documentation and G2 and Capterra reviews.

Neither product has a hands-on log from our writers yet.

So we flag where a claim comes from a review site or a vendor page.

By the end you will know which customer relationship management platform matches your workflow.

Freshsales CRM là gì?

Freshsales CRM is a cloud-based customer relationship management platform from Freshworks.

It launched in 2016 as the second major product in the Freshworks lineup.

The tool centralizes customer data and keeps a full history of every touchpoint.

Sales teams get visual pipelines, one-click phone, event tracking and lead tracking in one place.

Freddy AI sits on top and scores leads, predicts deal risk and suggests the next best action.

Freshworks says more than 67,000 customers worldwide use its products.

Đánh giá Freshsales Freshworks CRM – Vẫn còn tốt chứ?

Freshsales CRM

⭐ 4.0/5 | 💰 Từ $9/người dùng/tháng

Phone, email, chat and SMS live inside one hộp thư đến. Freddy AI ranks your leads for you. The 21-day free trial needs no credit card.

Bảng giá CRM Freshsales

Freshsales CRM uses a tiered structure aimed at different business sizes.

Kế hoạchGiáTốt nhất cho
Sự phát triển9 đô la/người dùng/thángCác nhóm nhỏ bắt đầu với CRM
Chuyên nghiệp39 đô la/người dùng/thángGrowing sales teams that need tự động hóa
Doanh nghiệp59 đô la/người dùng/thángLarger teams needing full customization

Pricing verified September 2026.

Bảng giá CRM Freshsales

Dùng thử miễn phí: 21 days on every tier, with no credit card required to open a new account.

Đảm bảo hoàn tiền: Freshworks does not publish a blanket refund window. Cancel before renewal to avoid the next charge.

📌 Ghi chú: Freshsales CRM pricing has dropped over the years and now sits two to three times lower than earlier tiers. Freshworks documentation also describes a free plan for up to 3 users. Some capabilities arrive as paid add ons rather than being bundled into your base seat.

⚠️ Pricing conflict flagged: Third-party research lists the entry paid tier at $11/user/month and Enterprise at $71/user/month. Our verified CSV data shows Growth at $9 and Enterprise at $59. We use the CSV figures throughout this article. Check the Freshworks site before you buy, since regional currency and billing cycle change the number you see.

Những lợi ích chính của Freshsales CRM

Here is what makes this crm software worth a look:

  • Hộp thư đến hợp nhất: Phone, email, chat and SMS run inside the CRM. Reps stop switching browser tabs mid-conversation.
  • Freddy AI scoring: Leads are ranked on behavior and profile. Freshworks positions this as a way to lift conversion rates.
  • Kanban pipelines: Deals move across a visual board. Bottlenecks show up before the quarter ends.
  • Phạm vi tiếp cận đa kênh: WhatsApp Business, Facebook Messenger and LINE connect to the same customer record.
  • Bulk email with tracking: Send personalized batches and monitor opens and replies from the timeline.
  • Ứng dụng di động: The iOS and Android app supports offline access and call logging on the road.
  • Freshworks tie-in: Freshmarketer and Freshdesk connect natively, so marketing and support share the same customer data.
Trang chủ Freshsales

Những điều nhóm chúng tôi nhận thấy

Note: We have not logged extended hands-on time with Freshsales CRM yet. What follows comes from the vendor website, product documentation and public review data.

Reviewers rate it highly, averaging around 4.5 out of 5 on G2 and Capterra.

The recurring complaint in those reviews is speed. Navigation feels cluttered and pages load slowly once records pile up.

Ưu điểm và nhược điểm của Freshsales CRM

✅ Ưu điểm
  • Entry price of $9 per user per month is excellent value for small and medium sized businesses
  • Built-in phone, email, chat and SMS in one unified inbox
  • Freddy AI scores leads, predicts deal risk and suggests next steps
  • Dùng thử miễn phí 21 ngày cho mọi gói dịch vụ, không cần thẻ tín dụng.
  • 24/5 support on all plans via phone, chat and email
❌ Nhược điểm
  • Cluttered navigation and slow loading times drag the experience down
  • Around 385 integrations, fewer than older rivals offer
  • Third-party connectors are thinner than the links to other Freshworks products
  • Thiếu một số chức năng có trong HubSpot và Salesforce

Insightly là gì?

Insightly CRM keeps current and prospective customer data in one place.

It handles leads, sales opportunities and the projects that follow a closed deal.

The company markets it as the modern crm teams love, and the sân bóng đá is about range.

You get customizable pipelines, Kanban views, milestones and an opportunities dashboard.

Managers can monitor employee work while reps build relationships.

PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius all recommend the system.

Đánh giá Insightly CRM: Tốt hơn mong đợi?

🏆 Người chiến thắng: Insightly

⭐ 4.1/5 | 💰 Từ 29 đô la/người dùng/tháng

CRM and project management share one record. AppConnect adds over 2,000 pre-built connectors. SOC 2 Type II, GDPR and HIPAA compliance come standard.

Định giá Insightly

Insightly offers three tiers. Each one is billed annually per user.

Kế hoạchGiáTốt nhất cho
Thêm vào đó29 đô la/người dùng/thángSmall teams needing CRM plus projects
Chuyên nghiệp49 đô la/người dùng/thángTeams needing dashboards and third-party apps
Doanh nghiệp99 đô la/người dùng/thángFull access to every feature and control

Pricing verified September 2026.

Lợi ích hàng đầu của Insightly

Dùng thử miễn phí: Insightly lists a trial on its pricing page. Length varies by plan, so confirm the terms before you create a new account.

Đảm bảo hoàn tiền: No published refund window. Annual contracts renew automatically unless you cancel.

📌 Ghi chú: Plus gives limited access to most features. Professional adds limited dashboards and third-party app integration. Insightly Marketing and Insightly Service are sold separately on the same three tiers, so a full stack multiplies your costs.

⚠️ Cảnh báo: Plus and Professional price competitively against other CRMs. Enterprise does not. At $99 per user per month it runs close to double Zoho CRM at the same level. Price that tier carefully before committing a whole team.

Những lợi ích chính của Insightly

Here is what pushes Insightly ahead of most crm tools in its price band:

  • CRM and projects together: Milestones, pipelines and task management live beside the deal record. Nothing gets re-keyed at handoff.
  • AppConnect: A low-code integration engine with over 2,000 pre-built connectors to other applications.
  • Copilot AI: The assistant summarizes emails and retrieves records without a manual search.
  • Gantt charts: Added in 2025 for project timelines and dependency tracking.
  • Sự tuân thủ: SOC 2 Type II, GDPR and HIPAA standards are covered, which matters for health and finance organizations.
  • Thiết lập nhanh chóng: Getting data in is not overly convoluted, and quick rollout is a stated reason for its appeal.
  • Chụp bằng điện thoại di động: Add contacts on the go, scan a business card and assign tasks from your phone.
Trang chủ Insightly

Những điều nhóm chúng tôi nhận thấy

Note: We have not logged extended hands-on time with Insightly either. The observations below come from published documentation and third-party review coverage.

The interface is easy to pick up, and reviewers repeatedly note a short learning curve compared with heavier platforms.

The trade-off is depth. Insightly is easier than Zoho CRM but not as feature-deep, and custom workflows lag behind some rivals.

Ưu điểm và nhược điểm của Insightly

✅ Ưu điểm
  • Project management and CRM share the same records with no handoff gap
  • AppConnect provides over 2,000 pre-built connectors through a low-code engine
  • SOC 2 Type II, GDPR and HIPAA compliance
  • Copilot AI summarizes emails and retrieves data on request
  • Easy to pick up with a smooth data input and sharing process
❌ Nhược điểm
  • The Enterprise tier at $99 per user per month is close to double Zoho CRM
  • Lacks advanced features such as custom workflows found in some competitors
  • Easier to use than Zoho CRM but not as feature-deep
  • No entry tier under $29, so very small teams pay more to start

So sánh tính năng

We compared ten areas that decide most CRM purchases. The table below gives the shape of it. Each section explains what the checkmarks mean in practice.

Tính năngFreshsales CRMSâu sắc
Giá khởi điểm9 đô la/người dùng/tháng29 đô la/người dùng/tháng
Built-in Phone, Chat, SMS
Quản lý dự án
Trợ lý AI✅ Trí tuệ nhân tạo Freddy✅ Phi công phụ
Số lần tích hợpAround 385Hơn 2.000
SOC 2, GDPR, HIPAA❌ Not all published
Biểu đồ Gantt
Ứng dụng di động✅ iOS and Android✅ iOS and Android
Dùng thử miễn phí✅ 21 ngày✅ Varies by plan
Tốt nhất choSales teams selling by phone and chatTeams that deliver projects after the sale

1. Quản lý liên hệ

Freshsales CRM: Every contact record carries a 360-degree view with a full timeline. Calls, emails and chats write back to the same profile automatically, and that collected data feeds personalized marketing campaigns.

Quản lý liên hệ CRM Freshsales

Thông minh: Contacts sit alongside an organization record, so you see the company and its people in one view. Insightly also offers a 360-degree customer view built for personalized follow-up.

Insightly CRM

2. Sales Pipeline and Deal Tracking

Freshsales CRM: Kanban boards drive the visual sales pipeline. Freddy AI scores each lead on behavior and profile, then flags deal risk before it costs you the quarter.

Chấm điểm khách hàng tiềm năng bằng AI của Freshsales CRM

Thông minh: Pipelines and Kanban views are customizable per stage, so a services pipeline can look nothing like a product one. The opportunities dashboard tracks progress across the team, and stages hand off into a project pipeline.

Insightly Modern CRM

3. Quản lý dự án

Freshsales CRM: There is no project module. Sales sequences are the closest thing, running multi-step outreach on a schedule. After a deal closes, delivery work moves to a separate app.

Chuỗi bán hàng CRM Freshsales

Thông minh: This is the clearest gap between the two. Milestones, project pipelines and task assignment ship in the core product. Gantt chart visualizations arrived with the 2025 new version, covering timelines and dependencies.

Quản lý dự án thấu đáo

⚠️ Cảnh báo: If your business ends at the signature, project management is dead weight you are paying for. Insightly only earns its higher price when work continues after the deal closes.

4. Workflow Automation and AI

Freshsales CRM: Automation handles repetitive sales activities so reps spend more time selling. Freddy AI is the headline act, scoring leads and recommending the next move to close deals.

Freshsales CRM Freddy AI Copilot

Thông minh: Copilot summarizes long email threads and pulls records on request. Workflow automation exists but stays shallower than the heavyweights, and custom workflows are a known gap versus deeper platforms.

Tự động hóa AI Insightly

5. Email và Giao tiếp

Freshsales CRM: The strongest column on the board. Phone, email, chat and SMS run through one unified inbox, and omnichannel reach extends to WhatsApp, Facebook Messenger and LINE. Send bulk emails and monitor activity on each.

https://youtu.be/jv9ub1AzJcY?si=hHblC7UumI3_i7NF

Thông minh: Email templates and the option to schedule emails cover the basics. There is no built-in phone or SMS layer, so tiếng nói sellers add a separate dialer.

Email Insightly

6. Báo cáo và Bảng điều khiển

Freshsales CRM: Around a dozen predefined sales reports ship ready to use, and all of them are customizable. AI insights sit beside them for forecasting revenue and tracking team performance.

Freshsales CRM Smart AI Agents

Thông minh: Reports and dashboards give visual insight into business performance and metrics. Note the tier gate: the Professional plan includes limited dashboards, and full báo cáo functionality unlocks at Enterprise.

Báo cáo Insightly

7. Tích hợp và Ứng dụng

Freshsales CRM: Around 385 integrations and apps are available at the time of writing, including Google, Microsoft 365, Slack and Zoom. The tightest links run to other Freshworks products, while third-party connectors stay thinner.

Freshsales CRM Wide Marketplace

Thông minh: AppConnect is a low-code integration engine with over 2,000 pre-built connectors. Google Workspace, Outlook and the usual business apps are covered. Links to other Insightly products run natively.

Tích hợp liền mạch Insightly

8. Lead Capture and Task Management

Freshsales CRM: Web forms push new leads straight into the system with no manual entry. Event tracking follows what a visitor does on your site before they ever fill anything in.

Biểu mẫu web CRM Freshsales

Thông minh: Task management runs deeper. Create reminders, to-do lists and call logs, then assign tasks to any team member from the web or the mobile app.

Tổ chức Insightly

9. Support and Service Tools

Freshsales CRM: Every plan gets 24/5 support by phone, chat and email, unusually even coverage at a $9 entry tier. Freshdesk OMNI extends the same record into ticketing.

Freshsales CRM Freshdesk OMNI

Thông minh: Ticketing and a knowledge base live in Insightly Service, a separate purchase priced on the same three tiers. Buying CRM, Marketing and Service together adds up quickly.

Hỗ trợ và quản lý vé Insightly

10. Định giá & Chi phí

Here are both ladders side by side.

Cấp độFreshsales CRMSâu sắc
Lối vàoTăng trưởng — 9 đô la/người dùng/thángThêm nữa — $29/người dùng/tháng
GiữaPhiên bản Pro — 39 đô la/người dùng/thángChuyên nghiệp — 49 đô la/người dùng/tháng
Đứng đầuDoanh nghiệp — 59 đô la/người dùng/thángPhiên bản doanh nghiệp — 99 đô la/người dùng/tháng

Freshsales CRM: Cheaper at every rung. Five people cost $45 a month on Growth against $145 on Insightly Plus. That gap is why reviewers call it excellent value for small and medium sized businesses.

Thông minh: You pay more for two products in one. If project management would otherwise cost you a separate subscription, the $20 gap at entry level closes fast. If it would not, Insightly is simply the expensive option.

Các kịch bản khác nhau

Nếu bạn cần…ChọnTại sao
The lowest entry costFreshsales CRM$9 versus $29 per seat
Projects after the saleSâu sắcMilestones and Gantt charts built in
Phone and SMS sellingFreshsales CRMDialer and SMS included
HIPAA or SOC 2 coverageSâu sắcCompliance published
The widest app librarySâu sắcOver 2,000 connectors
Quy trình tiếp nhận nhân viên nhanh chóngSâu sắcĐường cong học tập ngắn hơn

💰 Ngân sách của bạn

Ten seats cost $90 a month on Growth and $290 on Plus. Over a year that is real money, so be honest about whether you will use what the extra buys.

🔌 Bộ công nghệ của bạn

Already running Freshdesk or Freshmarketer? Freshsales CRM slots in with almost no setup. Running a mixed stack around Google Workspace and a dozen niche tools? AppConnect covers more ground.

📝 Quy trình bán hàng của bạn

High-volume phone and chat selling favors the unified inbox. Consultative deals that turn into delivery work favor the CRM with a project side attached.

🎓 Trình độ kinh nghiệm của bạn

Insightly is the gentler start for a first CRM, and getting data in is not overly convoluted. Freshsales CRM rewards teams willing to customize the layout and tune Freddy AI.

🆓 Dùng thử và bản demo miễn phí

The 21-day Freshworks window is the more generous test, with no credit card required. Load one real pipeline into each and see which your reps open on Monday.

🛟 Hỗ trợ và Bảo mật

Freshworks gives 24/5 phone, chat and email help on every tier, rare at this price. Insightly answers the security câu hỏi instead, with SOC 2 Type II, GDPR and HIPAA compliance.

Hướng dẫn chuyển đổi

Already on one of these? Here is what moving actually costs you.

🔄 Đang chuyển từ Freshsales CRM sang Insightly?

✅ Những lợi ích bạn sẽ nhận được:

  • Project pipelines, milestones and Gantt charts in the same account
  • Over 2,000 AppConnect connectors instead of around 385
  • Published SOC 2 Type II, GDPR and HIPAA compliance

❌ Những gì bạn sẽ mất:

  • Built-in phone, SMS and WhatsApp in one inbox
  • Freddy AI lead scoring and deal risk prediction
  • The $9 entry price and 24/5 support on every plan

📋 Cách chuyển đổi:

  1. Export contacts, companies and deals from Freshsales CRM as CSV
  2. Create your Insightly account and map fields during import
  3. Rebuild pipelines, then reconnect your apps through AppConnect
🔄 Đang chuyển từ Insightly sang Freshsales CRM?

✅ Những lợi ích bạn sẽ nhận được:

  • Roughly 69% lower entry cost per seat
  • A unified inbox with phone, email, chat and SMS
  • Freddy AI scoring plus a dozen customizable sales reports

❌ Những gì bạn sẽ mất:

  • Project management, milestones and dependency tracking
  • The AppConnect library and its low-code thợ xây
  • HIPAA and SOC 2 Type II coverage on the record

📋 Cách chuyển đổi:

  1. Export contacts, organizations and opportunities from Insightly
  2. Start the 21-day trial and import during setup
  3. Move open project work to a separate tool before you cancel

Những điều mà bài đánh giá của chúng tôi chưa đề cập

This comparison focused on small and mid-market sales teams. We did not test API performance at scale, custom object modeling, or behavior at 100,000 plus records. Marketing teams weighing Freshmarketer or Insightly Marketing should price those separately. Our figures reflect September 2026 pricing pages, and both vendors update tiers regularly.

Phán quyết cuối cùng

LoạiNgười thắng
💰 Giá cảFreshsales CRM
📞 Công cụ giao tiếpFreshsales CRM
🤖 AI AssistanceFreshsales CRM
📋 Quản lý dự ánSâu sắc
🔌 Tích hợpSâu sắc
🔒 Bảo mật & Tuân thủSâu sắc
👶 Dễ sử dụngSâu sắc
🏆 Người chiến thắng chung cuộcSâu sắc

🏆 NGƯỜI CHIẾN THẮNG: INSIGHTLY

Insightly thắng ở 4 trong số 7 hạng mục.

Phù hợp nhất cho: Agencies and consultancies, professional services organizations, regulated industries needing HIPAA coverage

💡 How we broke the tie: 4.1 against 4.0 is close to a dead heat. Insightly takes it because one account covers selling and delivery, and the ease-of-use and compliance gaps are documented rather than a matter of taste. Change one variable, a budget under $20 per seat for example, and Freshsales CRM is the correct pick.

These are not really the same category of product. Freshsales CRM is a sales engine built around conversations, priced so a three-person team can afford it.

Insightly is a customer relationship management platform with a delivery system attached, and it charges accordingly. Freshsales CRM still wins on pure sales productivity per dollar.

But if your work continues after the contract is signed, Insightly saves you a second subscription and a second login.

So sánh thêm về Freshsales CRM

Here is how it holds up against the other names on most shortlists:

https://youtu.be/Fk9X2K6M9QY

So sánh Freshsales CRM và HubSpot

Freshsales CRM chiến thắng nhờ: a far cheaper paid entry point, phone and SMS included rather than sold as an add-on, 24/5 human support on every tier

HubSpot thắng nhờ: a much larger app marketplace, deeper content and marketing tooling, a free tier that scales further before it forces an upgrade

So sánh Freshsales CRM và Zoho CRM

Freshsales CRM chiến thắng nhờ: a cleaner unified inbox, Freddy AI scoring available earlier in the range, simpler setup for a first-time buyer

Zoho CRM vượt trội ở các điểm sau: deeper customization and custom workflows, a wider suite of sibling business apps, lower cost at the enterprise end

Freshsales CRM so với Truyền động đường ống

Freshsales CRM chiến thắng nhờ: native calling and messaging, AI insights for forecasting, tighter links to marketing and support products

Pipedrive thắng nhờ: faster page loads and a leaner interface, a pipeline view many reps prefer, less clutter for teams that only track deals

So sánh chi tiết hơn với Insightly

And here is where Insightly lands against the same field:

So sánh Insightly và Zoho CRM

Insightly thắng nhờ: project delivery built into the CRM, a shorter path from signup to a working system, AppConnect’s low-code connector library

Zoho CRM vượt trội ở các điểm sau: greater feature depth across modules, roughly half the price at the enterprise tier, more advanced automation rules

Insightly so với Salesforce

Insightly thắng nhờ: rollout measured in days instead of quarters, no admin headcount required to keep it running, predictable per-seat costs

Salesforce thắng thế nhờ: unmatched extensibility and reporting, a partner network for any industry, capacity for very large record volumes

Insightly so với HubSpot

Insightly thắng nhờ: milestones and Gantt charts HubSpot has no answer for, HIPAA coverage for regulated work, flatter pricing as seat count grows

HubSpot thắng nhờ: a genuinely usable free plan, stronger inbound marketing tooling, a bigger library of learning material and templates

Câu hỏi thường gặp

Freshsales có phải là phần mềm CRM không?

Yes. It is a cloud-based customer relationship management platform from Freshworks, launched in 2016 to manage sales, marketing and customer interactions in one place.

Số lượng người dùng tối đa được phép trong gói miễn phí của Freshsales là bao nhiêu?

Freshworks documentation describes a free tier for up to 3 users with most core features included. Beyond three seats, the Growth plan at $9 per user applies.

Insightly có dễ sử dụng không?

Reviewers describe the interface as easy to pick up, with a smooth data input and sharing process. Setup is fast, though custom workflow options stay limited.

Insightly có ích gì?

Businesses that need sales tracking and project delivery linked together. Customization, integrations and speed are its strengths, especially for agencies and professional services organizations.

Một chương trình CRM có giá bao nhiêu?

Entry tiers here run $9 to $29 per user monthly. Top tiers reach $59 and $99. Most small teams land between $10 and $50 per seat.

Fahim Joharder, Người sáng lập

Fahim Joharder, Người sáng lập

Đã thử nghiệm hơn 900 công cụ AI. Hơn 250.000 độc giả mỗi tháng.

🤝 Về hợp tác:

📩 fahim@fahimai.com hoặc Đặt lịch gọi

Thông báo về chương trình liên kết:

Chúng tôi hoạt động dựa trên sự hỗ trợ của độc giả. Chúng tôi có thể nhận được hoa hồng liên kết khi bạn mua hàng thông qua các liên kết trên trang web của chúng tôi.

Các chuyên gia của chúng tôi thực hiện các bài đánh giá trước khi đăng tải và dựa trên kinh nghiệm thực tế. Hãy xem bài đánh giá của chúng tôi! Hướng dẫn biên tậpChính sách bảo mật

Các bài viết liên quan