⚡ Nhận định nhanh:
- Chạy: Insightly starts at $29/user/month. ClickUp has a free plan and paid plans from $7/user/month.
- Phù hợp nhất cho: Insightly suits sales teams that need customer relationship management. ClickUp suits teams running multiple projects.
- Điểm khác biệt chính: Insightly is a CRM with project management attached. ClickUp is a project management platform with no CRM pipeline of its own.
- Lựa chọn của chúng tôi: ClickUp for most teams, because the free forever plan and lower paid tiers cover far more work per user.
Insightly and ClickUp both promise to keep your work in one place.
They are not really chasing the same buyer.
Insightly is CRM software built around contacts, leads, and deals.
ClickUp is project management software built around tasks and projects.
The right pick depends on which side of that line your work sits.
Toàn cảnh
This full Insightly vs ClickUp comparison covers pricing, features, and ease of use.
Của chúng tôi nhà văn spent hands-on time inside ClickUp directly.
Notes on Insightly come from its documentation and public user reviews.
We also break down who each system works best for.
Insightly là gì?
Insightly is CRM software for doanh nghiệp nhỏ and mid-sized teams.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to build strong relationships and track sales opportunities.
It adds project management on top, with milestones, pipelines, and task assignments.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the platform.
Sâu sắc
A CRM that links deals to delivery work. Contacts, sales pipeline, and projects share one system. Compliance covers SOC 2 Type II, GDPR, and HIPAA.
Định giá Insightly
Insightly offers three paid tiers and no free plan. Every price below is per user, per month.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Các đội bán hàng nhỏ mới bắt đầu |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams needing dashboards and third-party apps |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Được quyền truy cập đầy đủ vào tất cả các tính năng. |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Insightly runs a 14-day trial on its pricing page with no card required.
Đảm bảo hoàn tiền: None advertised. Subscriptions are billed annually by default.
📌 Ghi chú: Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same per user pricing structure as the CRM.
⚠️ Cảnh báo: The Plus and Professional tiers price well against other CRMs. The Enterprise tier costs almost double Zoho CRM’s equivalent plan.
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: Every contact, company, and deal sits on one record. That view drives personalized customer experiences.
- Quy trình bán hàng trực quan: Customizable pipelines and Kanban views track each stage of a deal. An opportunities dashboard shows what is close to closing.
- Quản lý dự án được tích hợp sẵn: Milestones, pipelines, and Gantt chart visualizations arrived in 2025 for timeline and dependency work.
- Các tích hợp AppConnect: A low-code engine ships over 2,000 pre-built connectors to other apps and việc kinh doanh phần mềm.
- Copilot AI: The AI assistant summarizes emails and retrieves data so reps save time on admin.
- Thiết lập nhanh chóng: Getting data into the system is not overly convoluted. Easy customization options help teams shape it around their việc kinh doanh hoạt động.
- Serious compliance: SOC 2 Type II, GDPR, and HIPAA standards are all covered.
Những điều nhóm chúng tôi nhận thấy
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation and user reviews on G2 and TrustRadius.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- CRM and project management live in one system
- Easier to learn than Zoho CRM
- Over 2,000 AppConnect connectors for integrations
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ Nhược điểm
- No free plan at all
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows
ClickUp là gì?
ClickUp is project management software for teams that plan and track work together.
Teams manage tasks, docs, calendars, and communication in one workspace.
That cuts the tool switching most teams deal with every day.
ClickUp includes list, board, calendar, Gantt, and timeline views.
An AI assistant called ClickUp Brain tracks workloads and time spent on projects.
🏆 Người chiến thắng: ClickUp
One workspace for tasks, docs, goals, and time tracking. The free forever plan allows an unlimited number of users. Paid plans stay cheap per user.
Bảng giá ClickUp
ClickUp offers a free plan and three paid plans. The Business plan adds advanced permissions, and the Enterprise plan covers large companies. Here is what each ClickUp plan costs.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Người làm việc độc lập và các nhóm nhỏ |
| Không giới hạn | 7 đô la/người dùng/tháng | Unlimited storage and integrations |
| Việc kinh doanh | 12 đô la/người dùng/tháng | Các nhóm đang phát triển cần các tính năng nâng cao |
| Doanh nghiệp | Phong tục | Large companies needing HIPAA compliance |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. ClickUp runs a 15-day free trial on its paid plans.
Đảm bảo hoàn tiền: 30 days on all paid plans. Both vendors offer discounts when you pay billed annually.
📌 Ghi chú: The free forever plan is completely free and allows an unlimited number of users. Essential features are there, but it caps custom fields at 100 uses. Paid tiers unlock other features like advanced tự động hóa.
⚠️ Cảnh báo: You upgrade your entire workspace at once. Every team member moves to the paid plan together, so costs scale with headcount.
Những lợi ích chính của ClickUp
Here is what ClickUp does well:
- One place for everything: Tasks, docs, calendars, and team communication share a workspace. Fewer apps means less switching.
- Các quan điểm linh hoạt: Kanban board, list, calendar, Gantt charts, and timeline cover different working styles. The mobile app has an offline mode for new tasks and reminders.
- Tự động hóa sâu rộng: Custom rules and over 100 pre-built automation templates handle repetitive tasks.
- Time tracking included: Native timers, manual logging, time estimates, and workload views support resource management.
- Goals and dashboards: Measurable goals link to specific tasks, and dashboards track KPIs and progress in real time.
- Công cụ cộng tác: Docs, chat, and a whiteboard feature support real time editing and động não.
- Huge integration list: Over 1,000 apps connect, including Slack, Google Drive, and Zoom.
Our full ClickUp review breaks down each module in more depth. The screenshot below shows how the workspace looks once projects are set up.
Những điều nhóm chúng tôi nhận thấy
Our writer set up a ClickUp account and ran a small content project inside it. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của ClickUp
✅ Ưu điểm
- Gói miễn phí vĩnh viễn với số người dùng không giới hạn.
- Over 1,000 integrations including Slack and Google Drive
- Built-in time tracking, goals, and dashboards
- Strong collaboration tools like docs and whiteboards
❌ Nhược điểm
- Interface feels overwhelming for new users
- Báo cáo các công cụ nằm rải rác trên nền tảng.
- No phone support and no sales CRM pipeline
So sánh tính năng
Ready for a closer look at Insightly vs ClickUp? We compare nine core areas, then pricing. Each one shows where the two systems split apart.
| Tính năng | Sâu sắc | Nhấp chuột lên |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | 7 đô la/người dùng/tháng |
| Gói miễn phí | ❌ | ✅ |
| Quản lý liên hệ | ✅ | ❌ |
| Quy trình bán hàng | ✅ | ❌ |
| Quản lý dự án | ✅ | ✅ |
| Tự động hóa quy trình làm việc | ✅ | ✅ |
| Theo dõi thời gian | ❌ | ✅ |
| Trợ lý AI | ✅ Phi công phụ | ✅ ClickUp Brain |
| Tích hợp | 2,000+ connectors | 1,000+ apps |
| Tốt nhất cho | Sales teams and customer data | Teams running multiple projects |
1. Core Purpose and Setup
Thông minh: This is customer relationship management first. Insightly CRM helps businesses manage customer interactions, leads, sales opportunities, and projects from one account. Setup is fast, which is a key reason for its appeal.
ClickUp: This is a project management platform first. Teams plan, track, and collaborate on tasks in a single workspace. Setup takes longer because you decide the structure yourself.
2. Contact Management and Sales Pipeline
Thông minh: Contact management is the core job here. Customizable pipelines and Kanban views track each stage of a deal. Reps add new contacts on the go and log every customer interaction against a company record.
ClickUp: There is no native sales pipeline. Teams build a CRM-style list with custom fields and statuses instead. It works for simple deal tracking, but it is not real CRM software.
⚠️ Cảnh báo: If you need lead scoring and sales reporting out of the box, ClickUp will not replace a dedicated CRM.
3. Quản lý dự án và nhiệm vụ
Thông minh: You can manage projects with milestones and pipelines, and assign tasks to a team member from mobile. Task management covers reminders, to-do lists, and call logs. Complex projects with dependencies feel thin next to dedicated project management tools.
ClickUp: A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, Tasks, and Subtasks. Teams view tasks as a list, board, calendar, or timeline. That structure handles multiple projects and complex tasks without breaking. Sprint reports and burndown charts add performance insights for dev teams.
4. Tự động hóa quy trình làm việc
Thông minh: Workflow automation handles routine record updates and task creation. Reviewers still flag missing advanced features like fully custom workflows compared with some competitors.
ClickUp: Teams automate repetitive work with customizable rules and over 100 pre-built automation templates. You can trigger a status change when a due date passes, for example.
5. Trợ lý AI
Thông minh: Copilot is the built-in AI assistant. It summarizes emails and retrieves data from your records, which saves reps time on manual lookups.
ClickUp: ClickUp Brain sits across the whole workspace. It tracks workloads, summarizes threads, and answers questions about projects. It reaches further into daily work than Copilot does.
6. Theo dõi thời gian và quản lý nguồn lực
Thông minh: There is no native time tracking. Agencies billing hourly need a third-party app connected through AppConnect.
ClickUp: Native timers and manual logging track billable hours against estimates. Workload views help managers monitor capacity and prevent burnout. Some users find the timer flow clunky in daily use.
7. Báo cáo và Bảng điều khiển
Thông minh: Reports and dashboards give visual insight into business performance. The Professional tier limits dashboards, so heavy reporting users often land on Enterprise.
ClickUp: A central reporting module offers pre-made dashboards, and you can customize your own reports. Dashboards track KPIs, team capacity, and project health live. The catch is that reporting settings are scattered across the platform.
8. Email and Team Communication
Thông minh: Sales users get email templates and can schedule emails from inside the CRM. Everything logs back to the contact record, so nothing sits only in an hộp thư đến.
ClickUp: Communication features live inside the workspace instead. Chat, docs, and an AI notetaker keep discussion attached to the task it belongs to.
9. Integrations, Support and Onboarding
Thông minh: AppConnect ships over 2,000 pre-built connectors, and Google Workspace sync is standard. Insightly Marketing and Insightly Service plug straight in, which suits marketing teams already using those tools.
ClickUp: Over 1,000 apps connect, and API access covers the rest. Help resources include a knowledge base, ClickUp University, live training, and 24/7 live chat behind an AI chatbot. There is no phone support, and higher ClickUp plans add single sign on, granular user permissions, guest access, and live onboarding training.
10. Định giá & Chi phí
Here are the ClickUp plans and Insightly tiers side by side.
| Cấp độ | Sâu sắc | Nhấp chuột lên |
|---|---|---|
| Miễn phí | ❌ | Miễn phí: $0 |
| Gói trả phí khi đăng ký | Thêm nữa: $29/người dùng/tháng | Không giới hạn: 7 đô la/người dùng/tháng |
| Hạng trung | Gói chuyên nghiệp: 49 đô la/người dùng/tháng | Doanh nghiệp: 12 đô la/người dùng/tháng |
| Hạng cao nhất | Phiên bản doanh nghiệp: 99 đô la/người dùng/tháng | Doanh nghiệp: Tùy chỉnh |
Thông minh: The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 per user is the sore spot, since it runs close to double Zoho CRM’s comparable plan.
ClickUp: ClickUp’s features cost less per seat at every step. A five-person team pays $35 a month on Unlimited. The same team on Insightly Plus pays $145. That gap is the single biggest factor in this comparison.
💡 Mẹo hay: Run ClickUp’s free plan on one real project first. If your team never asks for a sales pipeline, you have your answer.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Nhấp chuột lên | Free plan plus $7 entry tier |
| Sales pipeline and leads | Sâu sắc | Real CRM records and deal stages |
| Các dự án phức tạp | Nhấp chuột lên | Deeper hierarchy and views |
| Billable hours | Nhấp chuột lên | Native time tracking built in |
| HIPAA and GDPR needs | Sâu sắc | Compliance on every tier |
| Thiết lập nhanh nhất | Sâu sắc | Đường cong học tập ngắn hơn |
💰 Ngân sách của bạn
Insightly costs $29 per user before you invite anyone. ClickUp’s free plan covers unlimited users, so budget rarely blocks the trial.
🔌 Bộ công nghệ của bạn
Both connect to the usual apps, and both offer API access for the rest. If Google Workspace and email sit at the center of your tech stack, Insightly fits more naturally.
📋 Your Daily Work
Ask what your organization opens first each morning. A deal list points to Insightly, while a task board points to ClickUp.
🎓 Trình độ kinh nghiệm của bạn
ClickUp has a steeper learning curve, and its interface can overwhelm new users. Insightly’s interface is easier to pick up on day one.
🆓 Dùng thử và bản demo miễn phí
ClickUp gives 15 days on paid plans plus a free tier you can keep. Insightly runs a trial from its pricing page instead.
🛟 Các tùy chọn hỗ trợ
ClickUp offers 24/7 live chat, a knowledge base, and live training, but no phone support. Insightly’s paid tiers include guided onboarding services.
Hướng dẫn chuyển đổi
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to ClickUp?
✅ Những lợi ích bạn sẽ nhận được:
- A far cheaper cost per user, plus a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards for team communication
❌ Những gì bạn sẽ mất:
- A true sales pipeline with deal stages
- Email templates tied to contact records
- Links to other Insightly products like Marketing and Service
📋 Cách chuyển đổi:
- Export contacts, companies, and projects to CSV from Insightly
- Create a ClickUp workspace and set up your Spaces
- Import data into Lists and rebuild deal stages as custom fields
🔄 Switching from ClickUp to Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- Proper contact and opportunity records for sales
- A shorter learning curve for non-technical staff
- SOC 2 Type II, GDPR, and HIPAA compliance across tiers
❌ Những gì bạn sẽ mất:
- The free forever plan and low per-seat cost
- Built-in time tracking and sprint reporting
- Whiteboards, docs, and in-app chat
📋 Cách chuyển đổi:
- Export your ClickUp Lists and task details to CSV
- Open an Insightly account and pick a tier
- Map tasks to projects and contacts to CRM records
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small teams and mid-sized companies. We did not test enterprise rollouts, custom API builds, or the newest version of either mobile app in depth. New features released after publication are not covered either. Insightly Marketing and Insightly Service were out of scope, and ClickUp’s Enterprise pricing is quoted case by case. If you manage 200 seats, your priorities will differ from what we covered here.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nhấp chuột lên |
| 🚀 Quản lý dự án | Nhấp chuột lên |
| 🤝 CRM and Contacts | Sâu sắc |
| ⚙️ Tự động hóa quy trình làm việc | Nhấp chuột lên |
| ⏱️ Theo dõi thời gian | Nhấp chuột lên |
| 👶 Dễ sử dụng | Sâu sắc |
| 🔌 Tích hợp | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | Nhấp chuột lên |
🏆 NGƯỜI CHIẾN THẮNG: CLICKUP
ClickUp thắng 4 trong số 7 hạng mục.
Phù hợp nhất cho: Agencies, product teams, professional services teams, and anyone running multiple projects at once.
Insightly and ClickUp answer two different questions. Insightly asks who your customers are. ClickUp asks what your team is doing this week.
Insightly earns a high score for sales work. Contacts, leads, and deals sit in one place, and the interface is easy to pick up.
ClickUp wins here because it covers more ground for less money. The free forever plan alone gives smaller teams enough features to run real work.
Pick Insightly if a sales pipeline is the point. Pick ClickUp if the projects are.
So sánh chi tiết hơn với Insightly
Here is how Insightly measures up against other CRM tools:
Insightly thắng nhờ: Built-in project delivery, flat per user pricing, faster rollout
HubSpot thắng nhờ: A genuinely free CRM tier, marketing automation depth, larger app marketplace
Insightly thắng nhờ: Simpler day-one setup, cleaner data entry, tighter project linkage
Zoho CRM vượt trội ở các điểm sau: Deeper functionality, a much cheaper top tier, more customization knobs
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: Project management after the sale, reporting breadth, HIPAA coverage
Pipedrive thắng nhờ: A lower entry price, a leaner pipeline view, quicker rep adoption
Sâu sắc so với Salesforce
Insightly thắng nhờ: Cost per seat, setup speed without consultants, easier admin work
Salesforce thắng thế nhờ: Enterprise scale, custom development options, a far bigger partner network
So sánh thêm về ClickUp
Dưới đây là cách ClickUp so sánh với các công cụ quản lý dự án khác:
ClickUp so với Asana
ClickUp thắng thế nhờ: A stronger free tier, built-in time tracking, cheaper mid tier per user
Asana thắng nhờ: A calmer interface, faster onboarding, tidier task views for small teams
ClickUp so với Monday.com
ClickUp thắng thế nhờ: Better value for money, no minimum seat count, docs and whiteboards included
Monday.com thắng lớn với: A gentler first hour, brighter visual boards, simpler admin settings
ClickUp so với Trello
ClickUp thắng thế nhờ: Multi-level hierarchy, reporting dashboards, automation depth
Trello vượt trội ở các điểm sau: Instant setup, a single clean kanban board, near-zero training time
ClickUp thắng thế nhờ: Task-first workflows, sprint and workload views, native timers
Khái niệm thắng nhờ: Document flexibility, a lighter interface, easier wiki building
Câu hỏi thường gặp
Insightly được dùng để làm gì?
Insightly is used to manage contacts, leads, and sales opportunities in one place. It also runs projects with milestones and tasks after a deal closes.
Ứng dụng ClickUp có thực sự miễn phí không?
Yes. The free forever plan is completely free and supports unlimited users. Limits apply to custom fields and some advanced features, but core task work is unrestricted.
Insightly có dễ sử dụng không?
Yes. Reviewers describe the interface as quick to pick up, with a smooth data input process. It is easier than Zoho CRM, though less feature-deep.
ClickUp có giá bao nhiêu?
ClickUp costs $0 on the free plan, $7 per user monthly on Unlimited, and $12 per user monthly on Business. Enterprise pricing is quoted directly.
Which is better for project management?
ClickUp. Its hierarchy, views, and automation handle complex work that Insightly’s project module cannot match. Insightly still wins when projects follow a sale.
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