⚡ 快速结论：
- 定价： 新鲜销售 客户关系管理 starts at $9/user/month. Insightly starts at $29/user/month.
- 最适合： Freshsales CRM suits sales teams that want built-in phone, email and chat. Insightly suits teams that run projects after the deal closes.
- 主要区别： Insightly bundles project management with the CRM. Freshsales CRM bundles omnichannel communication and Freddy AI.
- 我们的选择： Insightly, by a hair. It rates 4.1 to 4.0 and covers more ground per account.
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 商业.
概述
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是什么？
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.
Freshsales CRM
Phone, email, chat and SMS live inside one 收件箱. Freddy AI ranks your leads for you. The 21-day free trial needs no credit card.
Freshsales CRM定价
Freshsales CRM uses a tiered structure aimed at different business sizes.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 9 美元 | 小型团队从客户关系管理系统 (CRM) 入手。 |
| 专业版 | 每用户每月 39 美元 | Growing sales teams that need 自动化 |
| 企业 | 每用户每月 59 美元 | Larger teams needing full customization |
Pricing verified September 2026.
免费试用： 21 days on every tier, with no credit card required to open a new account.
退款保证： Freshworks does not publish a blanket refund window. Cancel before renewal to avoid the next charge.
📌 笔记： 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.
Freshsales CRM 的主要优势
Here is what makes this crm software worth a look:
- 统一收件箱： 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.
- 全渠道覆盖范围： 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.
- 移动应用： 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.
我们的团队注意到了什么
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.
Freshsales CRM 的优点和缺点
✅ 优点
- 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
- 所有级别均提供 21 天免费试用，无需信用卡
- 24/5 support on all plans via phone, chat and email
❌缺点
- 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
- 缺少 HubSpot 的一些功能， Salesforce
Insightly是什么？
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 沥青 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.
🏆 获奖者：Insightly
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.
Insightly 定价
Insightly offers three tiers. Each one is billed annually per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | Small teams needing CRM plus projects |
| 专业的 | 每用户每月 49 美元 | Teams needing dashboards and third-party apps |
| 企业 | 每用户每月 99 美元 | Full access to every feature and control |
Pricing verified September 2026.
免费试用： Insightly lists a trial on its pricing page. Length varies by plan, so confirm the terms before you create a new account.
退款保证： No published refund window. Annual contracts renew automatically unless you cancel.
📌 笔记： 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.
⚠️ 警告： 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.
Insightly 的主要优势
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.
- 遵守： SOC 2 Type II, GDPR and HIPAA standards are covered, which matters for health and finance organizations.
- 快速设置： Getting data in is not overly convoluted, and quick rollout is a stated reason for its appeal.
- 移动端拍摄： Add contacts on the go, scan a business card and assign tasks from your phone.
我们的团队注意到了什么
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.
Insightly 的优点和缺点
✅ 优点
- 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
❌缺点
- 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
功能对比
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.
| 特征 | Freshsales CRM | 洞察力 |
|---|---|---|
| 起价 | 每用户每月 9 美元 | 每用户每月 29 美元 |
| Built-in Phone, Chat, SMS | ✅ | ❌ |
| 项目管理 | ❌ | ✅ |
| 人工智能助手 | ✅ Freddy AI | ✅ 副驾驶 |
| 整合计数 | Around 385 | 超过2000 |
| SOC 2、GDPR、HIPAA | ❌ Not all published | ✅ |
| 甘特图 | ❌ | ✅ |
| 移动应用 | ✅ iOS and Android | ✅ iOS and Android |
| 免费试用 | ✅ 21天 | ✅ Varies by plan |
| 最适合 | Sales teams selling by phone and chat | Teams that deliver projects after the sale |
1. 联系人管理
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.
洞察： 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.
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.
洞察： 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.
3. 项目管理
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.
洞察： 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.
⚠️ 警告： 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.
洞察： 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.
5. 电子邮件和沟通
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.
洞察： Email templates and the option to schedule emails cover the basics. There is no built-in phone or SMS layer, so 嗓音 sellers add a separate dialer.
6. 报告和仪表盘
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.
洞察： Reports and dashboards give visual insight into business performance and metrics. Note the tier gate: the Professional plan includes limited dashboards, and full 报道 functionality unlocks at Enterprise.
7. 集成和应用
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.
洞察： 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.
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.
洞察： 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.
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.
洞察： 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.
10. 定价与成本
Here are both ladders side by side.
| 层级 | Freshsales CRM | 洞察力 |
|---|---|---|
| 入口 | 增长——每用户每月 9 美元 | 此外——每用户每月 29 美元 |
| 中 | 专业版——每用户每月 39 美元 | 专业版——每用户每月 49 美元 |
| 顶部 | 企业版——59 美元/用户/月 | 企业版——99美元/用户/月 |
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.
洞察： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| The lowest entry cost | Freshsales CRM | $9 versus $29 per seat |
| Projects after the sale | 洞察力 | Milestones and Gantt charts built in |
| Phone and SMS selling | Freshsales CRM | Dialer and SMS included |
| HIPAA or SOC 2 coverage | 洞察力 | Compliance published |
| The widest app library | 洞察力 | Over 2,000 connectors |
| 快速入职 | 洞察力 | 学习曲线更短 |
💰 您的预算
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.
🔌 您的技术栈
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.
📝 您的销售流程
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.
🎓您的经验水平
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.
🆓 免费试用和演示
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.
🛟 支持与安全
Freshworks gives 24/5 phone, chat and email help on every tier, rare at this price. Insightly answers the security 问题 instead, with SOC 2 Type II, GDPR and HIPAA compliance.
切换指南
Already on one of these? Here is what moving actually costs you.
🔄 从 Freshsales CRM 切换到 Insightly？
✅ 你将获得：
- 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
❌ 你会失去什么：
- 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
📋 如何切换：
- Export contacts, companies and deals from Freshsales CRM as CSV
- Create your Insightly account and map fields during import
- Rebuild pipelines, then reconnect your apps through AppConnect
🔄 从 Insightly 切换到 Freshsales CRM？
✅ 你将获得：
- 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
❌ 你会失去什么：
- Project management, milestones and dependency tracking
- The AppConnect library and its low-code 建筑商
- HIPAA and SOC 2 Type II coverage on the record
📋 如何切换：
- Export contacts, organizations and opportunities from Insightly
- Start the 21-day trial and import during setup
- Move open project work to a separate tool before you cancel
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Freshsales CRM |
| 📞 通信工具 | Freshsales CRM |
| 🤖 AI Assistance | Freshsales CRM |
| 📋 项目管理 | 洞察力 |
| 🔌 集成 | 洞察力 |
| 🔒 安全与合规 | 洞察力 |
| 👶 易用性 | 洞察力 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly 在 7 个类别中赢得了 4 个。
最适合： 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.
Freshsales CRM 的更多比较
Here is how it holds up against the other names on most shortlists:
Freshsales CRM 的优势在于： 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 在以下方面胜出： a much larger app marketplace, deeper content and marketing tooling, a free tier that scales further before it forces an upgrade
Freshsales CRM 的优势在于： a cleaner unified inbox, Freddy AI scoring available earlier in the range, simpler setup for a first-time buyer
Zoho CRM 的优势在于： deeper customization and custom workflows, a wider suite of sibling business apps, lower cost at the enterprise end
Freshsales CRM 与 CRM 的比较 管道驱动
Freshsales CRM 的优势在于： native calling and messaging, AI insights for forecasting, tighter links to marketing and support products
Pipedrive 获胜： faster page loads and a leaner interface, a pipeline view many reps prefer, less clutter for teams that only track deals
Insightly 的更多比较
And here is where Insightly lands against the same field:
Insightly 在以下方面胜出： project delivery built into the CRM, a shorter path from signup to a working system, AppConnect’s low-code connector library
Zoho CRM 的优势在于： greater feature depth across modules, roughly half the price at the enterprise tier, more advanced automation rules
Insightly 在以下方面胜出： rollout measured in days instead of quarters, no admin headcount required to keep it running, predictable per-seat costs
Salesforce 的优势在于： unmatched extensibility and reporting, a partner network for any industry, capacity for very large record volumes
Insightly 在以下方面胜出： milestones and Gantt charts HubSpot has no answer for, HIPAA coverage for regulated work, flatter pricing as seat count grows
HubSpot 在以下方面胜出： a genuinely usable free plan, stronger inbound marketing tooling, a bigger library of learning material and templates
常见问题解答
Freshsales是CRM系统吗？
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.
Freshsales免费套餐允许的最大用户数量是多少？
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 容易使用吗？
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有什么用？
Businesses that need sales tracking and project delivery linked together. Customization, integrations and speed are its strengths, especially for agencies and professional services organizations.
CRM系统需要多少钱？
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.
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