⚡ 快速结论：
- 定价： ClickFunnels starts at $81/month. Insightly starts at $29/user/month.
- 最适合： ClickFunnels for sales funnels, landing pages, and online courses. Insightly for customer relationship management and project management.
- 主要区别： ClickFunnels builds the sales process that brings leads in. Insightly tracks those contacts, tasks, and projects after the deal starts.
- 我们的选择： ClickFunnels (4.2) for most online 商业 owners, because it bundles the funnel builder, page builder, and email marketing tools under one roof.
ClickFunnels and Insightly both promise to help you win more customers.
But they work at opposite ends of the sales process.
ClickFunnels is a funnel builder for landing pages and checkout pages.
Insightly is 客户关系管理 software that tracks contacts, projects, and sales opportunities.
One brings website visitors in. The other keeps them organized.
Here is how to pick the right platform for your business online.
概述
This ClickFunnels vs Insightly comparison covers pricing, core features, and ease of use.
我们的 作家 spent hands-on time inside ClickFunnels directly.
Observations on Insightly come from its documentation, pricing pages, and G2 reviews.
我们还会分析每种销售工具最适合哪些用户。
By the end, you will know which one fits your sales and marketing setup.
ClickFunnels是什么？
ClickFunnels is a software-as-a-service marketing platform for sales funnels.
It helps businesses build advanced sales and marketing funnels that drive sales.
The core feature is a drag and drop website and landing page builder.
You can create landing pages, sales pages, and checkout pages without code.
A sizable library of professionally designed templates covers lead funnels, product launches, and webinars.
ClickFunnels also handles online courses, an online store, and automated email marketing.
Here is a closer look at how the platform works in practice.
🏆 Winner: ClickFunnels
Build automated sales funnels without hiring a web design team. Pages, email campaigns, and courses live on one platform.
ClickFunnels定价
以下是 ClickFunnels 在 2026 年的定价方案。
| 计划 | 价格 | 最适合 |
|---|---|---|
| 发射 | 每月 81 美元 | Solo founders starting their first funnel |
| 规模 | 每月164美元 | Growing teams running more marketing campaigns |
| 优化 | 每月 248 美元 | Businesses with high contact volume |
| 支配 | 每年 5,997 美元 | Established brands wanting the full toolset |
Pricing verified August 2026.
免费试用： Yes. ClickFunnels provides a 14-day free trial to new users.
退款保证： ClickFunnels offers a 30 day money back guarantee on annual plans.
📌 笔记： Entry plans include one website, up to three users, up to 20 funnels, and up to 10,000 contacts. Higher tiers raise those limits toward 100 funnels and 25,000 contacts.
⚠️ Pricing conflict flagged: Some public sources list the entry tier as a “Startup” plan at $81/month with annual billing or $97/month monthly, and a “Pro” plan at $248 annual or $297 monthly. Our table above uses the plan names and figures recorded in our own pricing 数据. Check the checkout page before you enter credit card details.
ClickFunnels的主要优势
以下是ClickFunnels值得考虑的原因：
- Pre-built funnel library: Templates cover lead funnels, product launches, and 网络研讨会 sign ups. You edit them instead of building each funnel manually.
- 拖放式编辑器： The page builder needs no coding knowledge. Web pages come together in an afternoon.
- 内置电子邮件营销功能： Email sequences send welcome messages and abandoned cart reminders automatically.
- Order bumps and upsells: Customers add a matching product with one click at checkout. One-click upsells and downsells follow the purchase.
- Courses and memberships: ClickFunnels 2.0 lets you create, sell, and manage courses in the same account.
- A/B testing and 报道: You can test two versions of a page and watch orders, opt-ins, and conversion rates.
- Community and training: The success center and coaching program connect you with like minded entrepreneurs.
我们的团队注意到了什么
Our writer signed up for ClickFunnels and built a lead magnet funnel end to end. Here is what stood out from that hands-on time:
ClickFunnels 的优点和缺点
✅ 优点
- Builds sophisticated funnels that turn website visitors into paying customers
- Combines page builder, email marketing, and courses on one platform
- Removes distractions from the buying journey to lift conversion rates
- Extensive educational center and guides for DIY fixes
- 14-day free trial plus a 30-day refund window on annual plans
❌缺点
- Steep learning curve that takes real time to get through
- Many users report that published pages load very slowly, which can deter potential customers
- Expensive next to leading competitors in the same category
- No two-factor authentication on accounts
Insightly是什么？
Insightly is customer relationship management software with project management built in.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to track leads, deals, and sales opportunities.
Customizable pipelines and Kanban views show every stage of a deal.
The same account handles projects, milestones, and task management for delivery work.
Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.
The walkthrough below shows how the system fits together.
洞察力
A CRM that also runs your projects. Compliant with SOC 2 Type II, GDPR, and HIPAA standards.
Insightly 定价
Insightly starts lower than most funnel platforms because you pay per seat.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | 需要核心 CRM 工具的小团队 |
| 专业的 | 每用户每月 49 美元 | Teams wanting dashboards and third party integrations |
| 企业 | 每用户每月 99 美元 | Full access to every feature and workflow 自动化 |
Pricing verified August 2026.
免费试用： Yes. Insightly offers a free trial so you can test the CRM before you pay.
退款保证： No published refund window. Rates are quoted per user and are typically billed annually.
📌 笔记： Insightly Marketing and Insightly Service are other Insightly products, sold separately. They follow the same pricing structure as the CRM, so adding them multiplies your monthly costs.
⚠️ 警告： The Plus and Professional tiers price well against other CRMs. The Enterprise tier is almost double what Zoho CRM charges for a similar level of access.
Insightly 的主要优势
Here is what Insightly offers that a funnel platform does not:
- 360度客户视角： Every email, call log, and record sits on one contact card. That lifts productivity for sales teams and marketing teams sharing the same account.
- Projects tied to deals: Won opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the system.
- AppConnect 集成： A low-code integration engine ships with over 2,000 pre-built connectors, including Google Workspace and popular apps.
- Copilot AI assistant: The AI features summarize emails and retrieve data, which cuts admin work for busy managers.
- 报告和仪表盘： An opportunities dashboard gives visual insight into progress, revenue, and team performance.
- 内置合规性： Insightly meets SOC 2 Type II, GDPR, and HIPAA standards, which matters in regulated services.
- Gantt charts and mobile access: A new version in 2025 added Gantt visualizations for timelines. The mobile app lets you create contacts, track tasks, and monitor projects anywhere.
我们的团队注意到了什么
Note: We have not had extensive hands-on time with Insightly yet. The points above come from published documentation, its pricing page, and reviews on G2 and TrustRadius.
Insightly 的优点和缺点
✅ 优点
- Easier to pick up than Zoho CRM, and quick to set up
- Links CRM records and project delivery in one place
- Over 2,000 pre-built connectors through AppConnect
- 符合 SOC 2 Type II、GDPR 和 HIPAA 标准
❌缺点
- Not as feature-deep as rival CRM software
- Lacks advanced options such as custom workflows on lower tiers
- Enterprise pricing runs close to double Zoho CRM
- No funnel builder, checkout pages, or opt in forms for selling
功能对比
These two platforms overlap in one place only: contact management.
Everything else pulls in a different direction. The ClickFunnels features below sit against Insightly’s CRM tools across ten areas that decide the choice.
| 特征 | ClickFunnels | 洞察力 |
|---|---|---|
| 起价 | 每月 81 美元 | 每用户每月 29 美元 |
| 免费试用 | ✅ 14天 | ✅ |
| 销售漏斗搭建器 | ✅ | ❌ |
| 落地页生成器 | ✅ | ❌ |
| Checkout & Order Bumps | ✅ | ❌ |
| 电子邮件营销 | ✅ | ✅ Templates only |
| 联系管理 | ✅ 基础客户关系管理 | ✅ 完整的客户关系管理系统 |
| 项目管理 | ❌ | ✅ |
| 在线课程 | ✅ | ❌ |
| 最适合 | Selling online | Managing customers |
1. Funnel Builder vs Sales Pipeline
ClickFunnels： The funnel builder is the whole product. You map an entire funnel from opt-in to thank-you page, then publish it. Pre-built layouts cover webinars, product launches, and lead generation.
洞察： There is no funnel builder here. Instead you get a sales pipeline with Kanban views for each stage of a deal. It tracks what happens after someone already raised a hand.
2. Landing Pages and Web Design
ClickFunnels： The drag and drop builder handles landing pages, sales pages, and full sites. Professionally designed templates mean you rarely start from a blank canvas. No web design skills are required.
洞察： Insightly is not a 网站建设者 and does not create landing pages. Insightly Marketing is sold as a separate product for campaign work. Most teams pair the CRM with an existing page builder.
3. Contact Management and Customer Records
ClickFunnels： A customizable CRM stores contacts collected through your pages. It works for basic segmentation and follow-up. It is not built to manage long relationships across departments.
洞察： This is where Insightly wins outright. Contacts, companies, and organizations link together with full history, and you can customize the details held on each record. Sales teams get a 360-degree view of every customer.
4. Email Marketing and Email Templates
ClickFunnels： Email marketing tools are built into the funnel itself. Email sequences fire welcome messages and abandoned cart reminders after someone leaves the site. Broadcast email campaigns run from the same dashboard.
洞察： The CRM lets you schedule emails and reuse email templates for one-to-one 外联. Larger campaigns require Insightly Marketing, which is priced separately. This is sales email, not automated email marketing at scale.
5. Automation and Workflow Automation
ClickFunnels： Funnel automations trigger from buyer behaviour, so automated sales follow-up runs without anyone pressing send. The rules stay tied to customer journeys through your pages.
洞察： Workflow automation moves records, creates tasks, and alerts a team member when a stage changes. Copilot adds AI summaries on top. Custom workflows sit on higher tiers, which is a documented gap on entry plans.
6. Online Courses, Online Store, and Projects
ClickFunnels： ClickFunnels 2.0 added course creation and membership sites. You can sell a course and manage member access in the same account. It lacks the depth of a dedicated LMS, but setup is quick.
The store side handles physical and digital products from the same dashboard.
洞察： No courses and no online store. What you get instead is real project management: milestones, pipelines, and task assignment for the work you deliver after the sale.
7. Checkout Pages and Payments
ClickFunnels： Checkout pages, order bumps, and one-click upsells are native. A customer adds a complementary product during checkout with a single click. This is the clearest revenue advantage in the comparison.
洞察： Insightly does not take payments or collect credit card details. Quotes and won deals are recorded, but the transaction happens elsewhere.
⚠️ 警告： ClickFunnels lacks two-factor authentication. If you handle sensitive buyer data, weigh that against the compliance certifications Insightly carries.
8. Reports, Analytics, and Dashboards
ClickFunnels： ClickFunnels analytics track total orders, opt-ins, and conversion rates automatically. A/B testing lets you compare two versions of a page and fine tune the winner. All the data points back to funnel performance.
洞察： Reporting focuses on people and revenue rather than pages. Dashboard functionality covers pipeline health, activity, and progress by rep. Third-party app integration for reporting is limited on the Professional tier.
9. Integrations and Support
ClickFunnels： Third party integrations connect email marketing and CRM systems to your funnels. Live chat support runs 24 hours a day, Monday through Friday, backed by an AI 聊天机器人. Email replies can take a long time, and that frustration shows up often in reviews.
洞察： AppConnect provides over 2,000 pre-built connectors, including Google Workspace and other business apps. Support and ticketing tools are part of Insightly Service. According to G2 reviews, quick setup is a frequently cited reason teams pick it.
Ticket handling sits alongside those connectors for teams that support customers directly.
10. 定价与成本
让我们把这些方案并排比较一下。
| 层级 | ClickFunnels | 洞察力 |
|---|---|---|
| 入口 | 起价：每月 81 美元 | 此外：每用户每月 29 美元 |
| 中 | 规模：每月 164 美元 | 专业版：每用户每月 49 美元 |
| 高的 | 优化费用：每月 248 美元 | 企业版：99 美元/用户/月 |
| 顶部 | Dominate: $5,997/yr | ❌ 不提供 |
ClickFunnels： The price covers the account, not the seat, so a three-person team pays the same $81 as a solo founder. That flat structure suits 小型企业 selling digital products. It is still expensive next to leading competitors.
洞察： Per-seat pricing looks cheap at one or two users and climbs fast after that. Ten users on Professional costs more per month than the ClickFunnels Optimize plan. Adding Insightly Marketing or Service repeats the whole bill.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| To generate leads from cold traffic | ClickFunnels | Opt-in pages and lead magnets built in |
| To track deals after first contact | 洞察力 | Full sales pipeline and records |
| 销售在线课程 | ClickFunnels | Courses and memberships included |
| To manage projects for clients | 洞察力 | Milestones, tasks, and Gantt charts |
| Cheapest entry for one person | 洞察力 | $29/user/month vs $81/month |
| Everything under one roof | ClickFunnels | Pages, email, checkout, courses |
💰 您的预算
A solo operator pays less on Insightly at $29 per user. Once three or four people need access, the ClickFunnels flat rate closes the gap.
🔌 您的技术栈
Already running a website builder and an email tool? Insightly slots in behind them through AppConnect. Starting from nothing? ClickFunnels replaces three or four subscriptions at once.
📈 您的销售流程
Self-serve buyers who purchase from a page suit ClickFunnels. Long deals with quotes, calls, and multiple stakeholders suit an actual CRM.
🎓您的经验水平
ClickFunnels carries a steep learning curve, though its education center is unusually thorough. Insightly’s interface is easy to pick up and getting data into the system is not overly convoluted.
🆓 免费试用和演示
Use the 14-day ClickFunnels window to publish one real offer, not a test page. Run the Insightly trial with your own contacts imported so you judge the reporting fairly.
🛟 支持选项
ClickFunnels runs live chat on weekdays plus a large knowledge base, though slow email replies are a common complaint. Insightly leans on documentation and its own service product.
切换指南
Already using one of these? Here is what changes if you move.
🔄 Switching from ClickFunnels to Insightly?
✅ 你将获得：
- A real sales pipeline with linked companies and projects
- SOC 2 Type II, GDPR, and HIPAA compliance
- Task management, milestones, and reporting by team
❌ 你会失去什么：
- The funnel builder and every published page
- Checkout, order bumps, and one-click upsells
- Courses, memberships, and the affiliate center
📋 如何切换：
- Export your contacts and order history to CSV
- Rebuild your pages on a separate website builder first
- Import contacts into Insightly and map fields to custom records
🔄 Switching from Insightly to ClickFunnels?
✅ 你将获得：
- A drag and drop page builder with ready templates
- Checkout pages that take payment on the spot
- Automated email marketing tied to buyer behaviour
❌ 你会失去什么：
- Project management, milestones, and Gantt views
- Over 2,000 AppConnect connectors and Copilot AI
- Compliance certifications your clients may require
📋 如何切换：
- Export contacts, tasks, and open opportunities from Insightly
- Start the 14-day ClickFunnels trial and pick a funnel template
- Import contacts, then rebuild your best offer as a single funnel
我们的评测没有涵盖的内容
This comparison focused on small businesses and solo operators. We did not test large multi-team rollouts, custom API work, or the Insightly Service ticketing product in daily use. Page load speed on ClickFunnels is a widely reported complaint we could not measure across different hosting setups. If you run a regulated organization with 50 or more seats, your priorities will look different from what we covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 洞察力 |
| 🚀 Funnel & Page Building | ClickFunnels |
| 📧 电子邮件营销 | ClickFunnels |
| 👥 Contact & Project Management | 洞察力 |
| 💳 Selling and Checkout | ClickFunnels |
| 👶 易用性 | 洞察力 |
| 🔌 集成 | 洞察力 |
| 🎓 Courses and Memberships | ClickFunnels |
| 🏆 总冠军 | ClickFunnels |
🏆 优胜者：CLICKFUNNELS
ClickFunnels takes 4 of 8 categories and the higher overall rating at 4.2 against 4.1.
最适合： selling digital products, running marketing funnels, launching online courses
These are two very different products, and the scorecard splits almost evenly. ClickFunnels wins because it owns the part of the job that produces revenue.
ClickFunnels turns traffic into paying customers through pages, offers, and automated sales sequences. Insightly organizes the relationships and projects that follow.
Insightly is the better pick for consultancies, agencies, and service firms with long sales cycles. Its per-seat entry price is also friendlier for a one-person business.
If you need to sell something today, ClickFunnels is the tool that gets you there. Plenty of businesses eventually run both. A consultancy selling a course is a good example, using one for acquisition and one for retention.
ClickFunnels 的更多比较
If you are still weighing ClickFunnels alternatives, here is how it lands against closer rivals. Our full ClickFunnels review covers each in more depth.
ClickFunnels 与 ClickFunnels 的对比 GoHighLevel
ClickFunnels 的优势在于： cleaner funnel templates, stronger course and membership tools, a deeper training library for beginners
GoHighLevel 获胜： agency sub-accounts, white-label resale, built-in SMS and call tracking
ClickFunnels 与 ClickFunnels 的对比 基普
ClickFunnels 的优势在于： faster page publishing, order bumps and upsells at checkout, no separate onboarding fee
Keap 获胜理由： deeper contact segmentation, appointment booking, quote and invoice handling
ClickFunnels 的优势在于： lower entry cost for selling, purpose-built checkout flows, course hosting inside the same account
HubSpot 在以下方面胜出： free CRM tier, richer reporting, far larger integration marketplace
ClickFunnels 与 ClickFunnels 的对比 即刻
ClickFunnels 的优势在于： owning the destination page, payment collection, product and course delivery
立即赢得： cold outreach volume, 收件箱 rotation and warm-up, per-mailbox pricing
Insightly 的更多比较
Here is how Insightly holds up against the CRM software it competes with directly.
Insightly 与 Zoho 的比较 客户关系管理
Insightly 在以下方面胜出： simpler setup, project management inside the CRM, cleaner data entry and sharing
Zoho CRM 的优势在于： depth of features, cheaper top tier, wider suite of connected products
Insightly 与 管道驱动
Insightly 在以下方面胜出： post-sale delivery tracking, HIPAA compliance, AppConnect’s connector library
Pipedrive 获胜： pipeline speed for pure sales teams, lower entry seat price, activity-based selling views
Insightly 与 Salesforce
Insightly 在以下方面胜出： quick rollout, far lower admin overhead, predictable per-seat costs
Salesforce 的优势在于： customization ceiling, partner network size, advanced forecasting
Insightly 在以下方面胜出： project delivery features, lower cost at mid tiers, tighter link between deals and work
HubSpot 在以下方面胜出： free starting tier, marketing automation depth, content and landing page tools
常见问题解答
ClickFunnels是做什么的？
It builds sales funnels. You create landing pages, checkout pages, and email sequences that guide a visitor from first click to purchase, all inside one account.
ClickFunnels每月费用是多少？
Plans run $81, $164, and $248 per month, with a $5,997 yearly tier above those. A 14-day free trial lets you test before paying.
ClickFunnels值得购买吗？
Worth it if you sell digital products and use the funnel, courses, and checkout tools. Not worth it if you only need a simple website.
Insightly 的用途是什么？
It manages customer interactions, leads, and sales opportunities, then carries won deals into projects with milestones and assigned tasks for the delivery team.
Which one should a 小型企业 pick?
Pick ClickFunnels to acquire customers through paid traffic and offers. Pick Insightly if deals arrive by referral and the hard part is delivery.
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