Feeling overwhelmed trying to manage customers?
It’s a real headache.
That’s where CRMs come in.
You’ve probably heard of Creatio 客户关系管理 vs Insightly, and now you’re wondering which one is actually worth your time.
We’re going to break down the key differences so you can pick the 客户关系管理 that helps you win.
概述
To give you the real deal, we dove deep.
We checked out user reviews, tested key features, and compared pricing.
This isn’t just theory; it’s based on seeing how these CRMs work in action.
Need a CRM that goes beyond sales with robust project management tools?
定价： 它有一个免费计划。高级计划起价为 $29/月。
主要特点：
- 工作流自动化。
- No-Code Customization.
- Comprehensive 报告.
Ready to transform your sales process? Creatio CRM’s low-code platform.
定价： 它有免费计划。高级计划起价为每月 25 美元。
主要特点：
- 项目管理。
- 电子邮件营销。
- Lead Management.
What is Insightly CRM?
Okay, now let’s talk about Insightly’s other CRM option.
This one focuses on both sales and project management.
It helps you keep track of leads.
Plus, you can manage projects within the same system. This can be handy for some teams.
此外，探索我们最喜欢的 Insightly 替代品…
准备好简化您的业务流程并建立更牢固的关系了吗？开始免费试用 Insightly，看看它的与众不同之处！
主要优点
- Boost Productivity: Improve project completion rates by 20%.
- 增加收入： Track leads effectively and close more deals.
- 加强合作： 连接团队，加强沟通。
- 获得宝贵的见解： 深入了解客户。
定价
所有计划都将 每年计费.
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
优点
缺点
什么是 Creatio CRM？
So, you’re looking at Creatio CRM.
It’s built to help businesses manage customers.
Think of it as a tool to keep everything organized.
It helps track leads, sales, and customer interactions. You can customize it to fit your needs.
Basically, it’s about making your work smoother.
此外，探索我们最喜欢的 创建 CRM 替代方案…
Boost your sales processes and automate workflows with Creatio’s no-code platform. See a 15% increase in efficiency and save 10 hours per week.
主要优点
- Visual workflow 建造者: Map out and automate your sales and marketing processes with drag-and-drop ease.
- No-code platform: Customize the CRM without any coding knowledge.
- Robust analytics: Track key metrics and get deep insights into your sales performance.
- Industry-specific solutions: Choose from tailored solutions for finance and 房地产 industries.
定价
所有计划都将 每年计费.
- 增长（至少五个用户）：每位用户每月 25 美元。
- 企业：每位用户每月 55 美元。
- 无限：每位用户每月 85 美元。
优点
缺点
功能比较
Let’s dive into the nitty-gritty.
Choosing the right crm software means looking at the details.
This comparison will help you see where Creatio and Insightly shine and where they fall short.
1. 联系人管理
- Creatio CRM: This offers highly customizable fields, robust filter options, and a 360-degree view of customer data. Strong contact management is a core strength.
- Insightly also provides good contact management, but its customization is less flexible. It’s user-friendly, especially for small businesses, but lacks the depth for complex business needs.
2. 工作流程管理
- Creatio CRM: This excels with its workflow management and business process automation. It features no-code development, letting users create complex workflows without coding.
- Insightly offers some workflow automation. However, it’s not as advanced. It focuses more on basic project management capabilities.
3. 营销自动化
- Creatio CRM: Provides advanced marketing automation, including campaign management, lead nurturing, and detailed reporting.
- Insightly includes email marketing automation, but its campaign features are less comprehensive. It’s good for simple campaigns but lacks Creatio’s depth.
4. Reporting and Dashboards
- Creatio CRM: This offers comprehensive custom reports, interactive dashboard displays, and detailed data analysis. Users can generate reports and visualize data effectively.
- Insightly provides basic reporting. While it can export to Excel, its reporting is less detailed.
5. Project Management Capabilities
- Creatio CRM: While its core is CRM, it has solid project management capabilities within its service module.
- Insightly integrates project management capabilities directly into its CRM, making it a strong choice for businesses that need both.
6. Sales Forecasting
- Creatio CRM: This offers robust forecast tools, letting users predict sales and analyze trends.
- Insightly also provides forecast features, but they are less detailed and customizable.
7. Case Management and Invoicing
- Creatio CRM: This offers extensive case management and invoice generation within the service module.
- Insightly has basic case tracking and can generate invoices, but it’s not as robust as Creatio.
What to Look For in a CRM?
- Consider your specific business needs first.
- Evaluate scalability for future growth.
- Assess integration with existing tools.
- Factor in the total cost per user per month.
- Prioritize ease of use for your team.
- Check for mobile accessibility and responsiveness.
- Look at available customer support and training.
- Test free trials to get hands-on experience.
- Determine the level of customization you need.
- Read user reviews and case studies.
最终裁决
So, which one wins: Creatio vs Creatio or Insightly?
For us, Creatio CRM takes the lead.
It’s got more functionality, especially with its low-code options.
You can really make it fit your business.
Sure, it might take a bit to learn.
But if you want a strong customer relationship tool, Creatio delivers.
Its marketplace is growing, and it’s responsive on different devices.
If you’re serious about managing new leads and growing your business, it’s a solid choice.
Creatio CRM 的更多内容
以下是 Creatio CRM 与这些软件解决方案的简要比较：
- CRM Creation 与 Gohighlevel 对比: Creatio CRM 是一个功能强大、高度可定制的平台，具有强大的营销自动化功能。在相同的工作流程中， 晋升 是一款一体化销售和营销解决方案，具有网站构建器和渠道等内置功能。
- Creatio CRM 与 Pipedrive 对比: Creatio CRM 为不同的业务工作流程提供全面的流程自动化和无代码定制，而 Pipedrive 专注于可视化销售渠道管理，简化交易跟踪。
- Creatio CRM 与 Keap: Creatio CRM 为复杂流程提供广泛的销售自动化和人工智能洞察，而 Keap 则专注于简化小型企业的联系人管理、电子邮件营销和预约。
- Creatio CRM 与 ActiveCampaign: Creatio CRM 提供了一个统一的平台，通过深度定制实现销售、服务和营销流程的自动化；ActiveCampaign 在智能营销自动化、细分和电子邮件营销活动方面表现出色。
- CRM Creation 与 Hubspot 对比: Creatio CRM 强调高度可定制的工作流程和强大的过程自动化，而 HubSpot 则为营销、销售和客户服务提供了更广泛、更集成的套件，以易于使用而闻名。
- Creatio CRM 与 Clickfunnels: Creatio CRM 是一款专注于管理客户关系和自动化业务流程的综合性 CRM；ClickFunnels 是一款用于构建销售渠道和优化转化率的专用工具。
- CRM 创作 vs. 民间: Creatio CRM 提供强大的营销自动化和详细的分析功能，可满足复杂的需求。Folk 是一款用户友好的协作式联系人管理系统，最适合小型团队。
- Creatio CRM 与 Instant: Creatio CRM 提供广泛的 CRM 功能，包括强大的工作流自动化和营销活动，而 Instantly 则专注于自动冷电子邮件推广和潜在客户培育。
- CRM Creation 与 Clickup 对比: Creatio CRM 是一个专用的、流程驱动的 CRM 平台，具有强大的自动化功能；ClickUp 是一个多功能的工作管理工具，包含 CRM 功能以及项目和任务管理功能。
- Creatio CRM 与 Monday CRM 对比: Creatio CRM 提供先进的销售和营销自动化以及广泛的定制功能，而 Monday CRM 强调可视化工作流程和团队协作，通常用于项目管理。
- CRM 创建与…… 胶囊 客户关系管理： Creatio CRM 提供强大、可扩展的平台，具有全面的自动化和无代码功能。Capsule CRM 是一款更简单的联系人管理系统，专注于跟踪销售机会。
- Creation CRM 与 Freshsales CRM: Creatio CRM 为复杂的销售操作提供强大的工作流自动化和深度定制功能。同时，Freshsales CRM 则优先为销售团队提供直观的界面和可视化的销售渠道管理。
- 创建 CRM 与 Salesforce: Creatio CRM 提供了一个灵活的、流程驱动的平台，具有强大的无代码定制功能；Salesforce 是一个行业领先、高度可扩展且全面的企业 CRM，拥有庞大的应用生态系统。
关于 Insightly 的更多信息
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly vs Gohighlevel: Insightly 将客户关系管理与项目管理相结合，而 GoHighLevel 则是销售、营销和代理自动化的综合平台，提供更广泛的潜在客户生成工具。
- Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
- Insightly vs Keap: Insightly 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
- Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
- Insightly vs HubSpot: Insightly 提供了强大的客户关系管理和项目管理功能，而 HubSpot 则为营销、销售和客户服务提供了一个庞大的一体化平台。
- Insightly vs Clickfunnels: Insightly 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
- Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
- Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
- Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
- Insightly 与 Capsule CRM: Insightly 是一款功能更丰富的 CRM，具有项目管理功能，而 Capsule CRM 则是一款更简单、直接的联系人和销售机会跟踪器。
- Insightly vs Freshsales: Insightly 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
- Insightly vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。
常见问题
哪种 CRM 更适合小型企业？
Insightly is generally better for small businesses. It’s user-friendly and easy to set up. Its simple interface makes it quick to learn and use. The screenshots show a clean, less complex layout.
Can I customize both Creatio and Insightly?
Yes, both are customizable. Creatio, however, offers more advanced customization with its low-code platform. Insightly’s customization is simpler. If you need complex workflows, Creatio is better.
Does Creatio CRM have mobile access?
Yes, Creatio is responsive and offers mobile access. The mobile app lets you manage data on the go, view dashboards, and update records from your phone.
Is Insightly’s project management good?
Insightly’s project management is a strong feature. It integrates project and sales management, making it a good choice if you need to manage both customers and projects in one system.
Are there free trials for both CRMs?
Yes, both Creatio and Insightly offer free trials. These let you test the software before you buy, which is a good way to see which one fits your needs.
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