Insightly 和 Salesmate：哪款 CRM 才是 2025 年的最佳选择？

由 Fahim Joharder | 最后更新日期：2025年10月29日

优胜者

4.5

模板
人工智能辅助驾驶
营销自动化客户关系管理
电子邮件模板
构建自定义报告
免费试用
付费套餐，每月 23 美元起。

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亚军

3.0

管道管理
线索跟踪
工作流自动化
项目管理
Insightly 营销
免费试用
付费计划起价 29 美元

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Are you juggling leads and deals, feeling like you’re losing track?

选择合适的客户关系管理 can feel like a headache.

That’s money and time lost.

Let’s break down Insightly vs Salesmate.

We’ll see which 客户关系管理 helps you close more deals and keep your customers happy.

概述

To provide a clear and unbiased comparison, our team dove deep.

We’ve spent significant time navigating both Insightly and Salesmate, testing their core features, and analyzing their workflows.

This hands-on experience allows for a real-world perspective, moving beyond simple feature lists.

35分制

需要一个客户关系管理除了销售之外，还需要强大的项目管理工具？Insightly 可以满足您的需求。

定价： 它提供免费试用。高级套餐起价为每月 29 美元。

主要特点：

项目管理
工作流自动化
关系链接

免费试用 Insightly 阅读完整评论

4.55分制

告别销售混乱！销售伙伴客户关系管理提供15天免费试用。体验不同之处。

定价： 它提供免费试用。高级套餐起价为每月 23 美元。

主要特点：

内置通话
销售自动化
联系管理

免费试用 Salesmate 阅读完整评论

Insightly是什么？

Insightly? Think of it as a 客户关系管理 that does more.

It mixes sales with project management. You get to track deals.

Plus, you manage projects. All in one place.

It aims to streamline everything.

此外，还可以探索我们最喜欢的 Insightly 的替代方案…

我们的观点

对于需要具备项目管理功能的可扩展 CRM 的企业而言，Insightly 是一个不错的选择。

免费试用 Insightly 阅读完整评论查看 Insightly 的替代方案

主要优势

可扩展以适应增长： 随着业务的扩展，对平台进行相应的调整。
项目管理功能： 保持项目井然有序，按计划进行。
可自定义的仪表盘和报告： 获取所需信息，以便做出明智的决策。
与热门应用集成： 连接您最喜爱的商务工具。

免费试用 Insightsly

定价

加：每用户每月 29 美元。
专业的：每用户每月 49 美元。
企业：99美元/用户/月。

免费试用 Insightsly

优点

可扩展，适用于各种规模的企业。
包含项目管理功能。
可自定义的仪表盘和报告。
与热门应用集成。

缺点

学习和使用起来可能比较复杂。
部分功能仅限低配套餐用户使用。
对于大型团队来说，这可能会很昂贵。

免费试用 Insightsly

Salesmate是什么？

Salesmate? It’s all about sales.

Think of it as a sales-first 客户关系管理. It helps you close deals faster.

It has built-in calling. Plus, it focuses on ease of use.

It’s designed to be simple.

此外，还可以探索我们最喜欢的 Salesmate 的替代品…

我们的观点

告别销售混乱！销售伙伴客户关系管理提供 15 天免费试用。体验卓越性能，达成更多交易。立即注册！

免费试用 Salesmate 阅读完整评论 Salesmate 的替代品

主要优势

内置通话： 直接在 Salesmate 系统中拨打和接听电话。
销售流程： 利用个性化电子邮件和短信实现自动化推广。
管道管理： 将您的销售流程可视化，并找出瓶颈。
移动应用： 随时随地访问您的CRM数据。

免费试用 Salesmate

定价

基本版（23美元/用户/月）： 联系人、公司、交易。
专业版（39美元/用户/月）： 产品管理，目标管理。
企业版（每用户每月 63 美元）： 团队管理，自定义模块

免费试用 Salesmate

优点

价格非常实惠。
易于使用和操作。
卓越的客户支持。
强大的销售自动化功能。
内置通话功能非常出色。

缺点

集成数量比 GoHighLevel 少。
报告机制可以更加完善。
总体来说功能不多。
缺少网站搭建工具。

免费试用 Salesmate

功能对比

This analysis evaluates two powerful crm software solutions: Insightly CRM, known for its unique blend of workflow 自动化以及项目管理。

Salesmate CRM, a robust crm solution built for efficient sales reps and sales forecasting.

This comparison will clarify which crm solution is the better fit for optimizing your sales process and maximizing sales opportunities.

1. 核心重点和系统架构

Insightly CRM: A versatile crm software that combines customer relationship management with native project management tools, making it a great option for marketing teams and sales teams who need integrated task management. It is known for its modern crm teams love usability.
Salesmate CRM: A dedicated and robust crm solution focused purely on the sales process and maximizing sales performance. It acts as a core sales platform designed to build lasting customer relationships and enhance pipeline management.

2. Pipeline Management and Sales Process

Insightly CRM: Offers robust sales pipeline management with strong workflow 自动化 to streamline the entire sales process. It provides visibility into sales opportunities and is suitable for multi-stage sales cycle complexity.
Salesmate CRM: Excels in pipeline management and visualization, with features designed to help sales reps track deals efficiently. Its simplicity makes it a better platform for focused sales performance and sales forecasting.

免费试用 Insightsly

3. Relationship Building and Interactions

Insightly CRM: Strong on contact management and comprehensive customer 数据 tracking across the entire sales cycle. It facilitates customer relationship management with integrated client communication logging.
Salesmate CRM: Built around the goal to build lasting customer relationships. It features powerful built-in calling, 文本, and email tools designed to enhance customer interactions and nurture client relationships over time.

4. 营销与自动化

Insightly CRM: Offers insightly marketing, a powerful add-on module for running marketing teams campaigns and automating drip sequences. This complements the workflow automation of the main crm solution.
Salesmate CRM: Features strong marketing automation built into its system, designed to handle follow-up sequences and email campaigns that support the sales process and sales performance.

免费试用 Insightsly

5. 任务和项目管理

Insightly CRM: Excels with its native project and task management features. Users can link projects and assign tasks directly to sales opportunities, ensuring follow-ups are never missed.
Salesmate CRM: Provides focused task management features centered on the sales process, such as activity scheduling and follow-up reminders. It lacks the full, native project management suite of Insightly CRM.

6. Licensing and Scale

Insightly CRM: Pricing is per user and scales with the size of the sales teams. Features like insightly service can be added modularly, offering flexible growth for both marketing teams and sales.
Salesmate CRM: Offers affordable pricing structured per user, making it a viable fourth crm option for 小型企业 or teams transitioning from outdated systems. It offers excellent value considering its robust crm solution.

免费试用 Salesmate

7. 集成与生态系统

Insightly CRM: Offers strong integrations, particularly with major platforms like google workspace. Its crm tools work well with a wide range of complementary services.
Salesmate CRM: Provides essential integrations, including microsoft apps compatibility. It focuses on ensuring its core sales process features work seamlessly with common email and calendar applications.

8. 支持和资源

Insightly CRM: The insightly service module provides dedicated support options and comprehensive resources to master the powerful workflow automation features. Its reliability has been noted by pc magazine.
Salesmate CRM: Offers responsive support, recognizing that a robust crm solution requires dependable assistance. They provide dedicated help to ensure sales reps can maximize their sales performance.

免费试用 Salesmate

9. Feature Depth & Ease of Use

Insightly CRM: Offers deep workflow automation and project features, appealing to marketing teams and sales teams needing complexity. Its user interface, while modern, has a moderate learning curve.
Salesmate CRM: Focuses on intuitive usability to enhance sales performance. It provides powerful, yet easy-to-use, tools for sales forecasting and managing the entire pipeline management.

选择CRM平台时应该关注哪些方面？

Consider your team’s technical skills.
Assess long-term scalability needs.
Evaluate customer support responsiveness.
检查移动设备是否可访问。
Ensure data 安全 compliance.
Map your current sales processes to the CRM’s workflow.
Factors in hidden costs include implementation and training.

最终判决

So, which one wins? For most sales teams, Salesmate is the 最佳客户关系管理.

It’s simple to use.

It helps you streamline sales processes fast for 房地产公司。

You get built-in calling and easy automation.

If you need heavy project tools, Insightly might fit.

But Salesmate boosts productivity quickly. We tested both.

We saw how easy Salesmate is to learn and use.

It’s a better choice if you want to close more deals. It’s built for sales.

免费试用 Insightly 阅读完整评论 Insightly 的替代方案

免费试用 Salesmate 阅读完整评论 Salesmate 的替代品

Salesmate 的更多内容

以下是 Salesmate 与这些软件解决方案的简要比较：

Salesmate 与 Pipedrive 的对比: Salesmate 提供直观的销售流程管理，并内置呼叫功能，而 Pipedrive 则在可视化流程清晰度方面表现出色，并可轻松推进交易。
Salesmate 对阵 GoHighLevelSalesmate 以其易用性而闻名，它能帮助销售团队完成交易和客户洽谈。GoHighLevel 则是一款功能更强大的工具，专为营销代理公司设计。
Salesmate 对阵 Keap: Salesmate 提供用户友好的界面和可自定义的交易流程，用于可视化跟踪，而 Keap 提供强大的销售和营销自动化功能以及强大的销售漏斗功能。
Salesmate 与 ActiveCampaign 的比较: Salesmate 在其 CRM 系统中优先考虑销售渠道和交易跟踪；ActiveCampaign 集成了销售和营销自动化，以实现全面的客户视图，并在电子邮件营销方面表现出色。
Salesmate 与 Hubspot 的比较: Salesmate 提供透明、价格合理的 CRM，并具有强大的销售自动化功能；HubSpot 是一个涵盖营销、销售和服务的综合套件，采用分级定价，并具有更广泛的功能。
Salesmate 与 Clickfunnels 的对比: Salesmate 是一款用于管理销售和客户关系的 CRM 系统；ClickFunnels 是一款专门用于构建高转化率销售漏斗和着陆页的工具。
销售员 vs 民意: Salesmate 是一款功能齐全的销售团队 CRM 系统，具备强大的销售渠道管理和自动化功能。Folk 则是一款更简洁的联系人管理工具，专注于组织和协作。
销售员 vs Instantly: Salesmate 提供全面的销售 CRM，具备销售渠道管理和多渠道拓展功能；Instantly 则专注于大规模的陌生邮件拓展和潜在客户开发。
Salesmate 与 Clickup 的比较: Salesmate 是一款专用于销售渠道管理和交易跟踪的销售 CRM；ClickUp 是一个集项目管理、任务跟踪和 CRM 功能于一体的生产力平台。
Salesmate 与 Monday CRM 的对比: Salesmate 是一款专注于销售的 CRM，内置电子邮件营销和强大的交易管理功能；Monday CRM 提供高度可定制的可视化工作流程和广泛的操作系统功能。
Salesmate 与 Capsule CRM 的比较: Salesmate 是一款功能全面的解决方案，具备销售自动化和详细报告功能；Capsule CRM 是一款更简单、更易用的客户关系管理工具，功能通常也更基础。
Salesmate 与 Insightly 的比较: Salesmate 提供用户友好的 CRM，主要用于销售活动；Insightly 提供功能更强大的 CRM，并集成了项目管理功能。
Salesmate 与 Freshsales CRM 的比较: Salesmate 提供详细的实时报告和广泛的工作流程自定义；Freshsales CRM 提供直观的界面，并具有 AI 辅助和更广泛的自动化功能。
Salesmate 与 Salesforce: Salesmate 是一款用户友好的 CRM，非常适合中小型企业，提供简单易用的销售管理；Salesforce 是一款高度可定制、可扩展的企业级 CRM，具有丰富的功能集。

常见问题解答

哪款CRM系统更适合小型企业？

Salesmate is often better for 小型企业. It’s easier to set up and use, and the pricing is also more friendly. It helps you focus on sales quickly.

Does Insightly or Salesmate offer better project management?

Insightly offers much better project management. It mixes projects and sales. If your work needs both, Insightly is a good choice. Salesmate is mainly for sales.