Insightly 与 Instantly：2025 年最适合您的 CRM 工具

优胜者

4.5

• 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

立即尝试

亚军

3.5

• 个性化 冷邮件
• 邮件预热
• 超过1.6亿个B2B联系人
• 收件箱跟踪
• 访客追踪
• 提供免费试用
• 付费计划 $37.90

立即尝试

选择合适的 客户关系管理 很难，对吧？

You’re looking at Insightly vs Instantly, and it feels like everyone’s throwing tech words at you.

You want something that helps you keep track of customers without making your head spin.

We’re here to break down Insightly vs Instantly in a way that makes sense.

By the end, you’ll know exactly which tool is best for 你 2025年。

Let’s get started and find your perfect 客户关系管理!

概述

To give you a clear picture, we didn’t just read reviews.

We got our hands dirty, testing both Insightly and Instantly.

We explored their features, played with their tools, and compared how they handle real-world tasks.

这种亲身实践的方法让我们能够看到真正的区别。

4.55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

3.55分制

准备好立即试用了吗？体验现代化潜在客户开发工具的快捷和简便。

定价： 它提供免费试用。高级套餐起价为每月 37.9 美元。

主要特点：

• 热身与交付能力
• 自动化序列
• 高级分析

立即免费试用 阅读完整评论

Insightly是什么？

Insightly 不仅仅是一个 客户关系管理它将销售与项目管理相结合。

想象一下在一个地方管理销售线索和项目。 

它是为需要这种组合的企业而设计的。

他们希望跟踪客户并顺利交付项目。

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

什么是“即时”？

立即专注于潜在客户开发。它可以帮助您建立和升级邮件列表。

然后，它还能自动进行客户拓展。其目的在于更快地获得更多潜在客户。

此外，还可以探索我们最喜欢的 立即替代方案…

我们的观点

Instantly 对于想要加大推广力度的企业来说是一个很有价值的工具。

立即免费试用 阅读完整评论 立即查看替代方案

主要优势

• 多渠道推广： 通过电子邮件、LinkedIn、Twitter 等平台与潜在客户建立联系。
• 个性化信息： 根据每位收件人的情况定制您的信息。
• 自动跟进： 无需费力，就能让您始终对您念念不忘。
• 详细分析： 跟踪你的进度并找出哪些方法有效。

立即免费试用

定价

• 增长型客户关系管理：每月 37.9 美元，座位不限。
• Hyper CRM：每月 77.6 美元，座位不限。

立即免费试用

优点

• 非常适合拓展客户和开发潜在客户。
• 强大的自动化功能。
• 它有助于提高回复率。
• 轻松实现消息个性化。

缺点

• 大规模推广的成本可能很高。
• 免费方案的功能非常有限。
• 并非功能齐全的客户关系管理系统。

立即免费试用

功能对比

本分析评估了 Insightly。 客户关系管理, known for its project management features and contact management.

Instantly AI 是一款高度专业化的工具，用于扩大冷邮件营销规模并最大限度地提高送达率。

This comparison will clarify which crm software is the better investment for integrated customer relationship management versus dedicated high-volume sales engagement.

1. 核心重点和系统类型

• Insightly CRM: A comprehensive crm software platform that focuses on customer relationship management by integrating sales pipelines with native project management features. It aims to be a full-service platform for sales teams and marketing teams.
• 即时人工智能: A specialized crm software tool for sales engagement and outreach campaigns. It is designed to scale cold emailing operations, maximizing deliverability through unlimited email accounts rather than acting as a full CRM.

2. Lead Management and Sourcing

• Insightly CRM: Features traditional lead management tools, allowing users to detect and track leads through the entire sales pipeline. Lead sourcing relies on third-party integrations or manual contact management.
• 即时人工智能: Includes the powerful instantly lead finder feature, which quickly provides verified leads from a vast database. This makes the platform excel at the top-of-funnel lead generation for cold emailing campaigns.

3. Email Execution and Deliverability

• Insightly CRM: Offers standard email templates and campaign sequencing tools. It relies on typical 收件箱 integration without specialized deliverability features.
• 即时人工智能: Built for deliverability, utilizing inbox rotation across unlimited email accounts and sending accounts. It constantly monitors sender reputation to ensure emails land in the inbox & avoid the spam folder.

4. Sales and Workflow Automation

• Insightly CRM: Features strong workflow 自动化 to streamline follow-ups, assign tasks, and automate administrative work, enabling modern crm teams love to use the platform efficiently.
• 即时人工智能: Automation is focused strictly on the outbound sales engagement process, managing sequences, follow-ups, and inbox rotation across multiple email accounts. The automation does not extend to internal CRM processes.

5. 任务和项目管理

• Insightly CRM: Excels with its native task management features. Users can link projects and assign tasks directly to opportunities, ensuring follow-ups and service tasks are always tracked.
• 即时人工智能: Provides minimal task management features, focusing primarily on the sequencing of outreach campaigns. It is not designed for internal project or workflow tracking outside of sales sequences.

6. 报告和分析

• Insightly CRM: Offers strong analytics across the sales pipeline, providing visibility into deal stages and overall sales opportunities.
• 即时人工智能: Provides campaign analytics designed to generate detailed reports on email performance, open rates, and replies across all sending accounts, which are crucial for optimizing cold emailing.

7. Scalability and Accounts

• Insightly CRM: Scales well for both sales teams and marketing teams via its tiered pricing, including its premium insightly service module. Licensing is typically per user.
• 即时人工智能: Designed for high scalability and bulk operations, primarily through allowing users to connect unlimited email accounts and manage multiple email accounts under a single paid license.

8. 生态系统与整合

• Insightly CRM: Insightly offers excellent integration with third-party systems like google workspace and other crm tools, appealing to modern crm teams love having integrated systems.
• 即时人工智能: Relies heavily on third-party integrations for CRM functions. While it integrates with many platforms, it is not an all-in-one platform itself.

9. 学习曲线和可用性

• Insightly CRM: Has a slight learning curve due to its blend of project and CRM features but offers a powerful, full crm feature set. The clarity of the user interface is why modern crm teams love it.
• 即时人工智能: Simple to use for its core purpose (email sending). Its advanced features are streamlined for maximizing deliverability, making it very easy for instantly users to launch outreach campaigns.

10. Unified Communication

• Insightly CRM: Does include a unified inbox for email account and requires users to manually follow up on tasks. Campaign execution is tracked but managed separately from the main contact view.
• 即时人工智能: The campaign 建筑商 allows instantly users to create campaigns instantly and includes smart scheduling to send messages at optimal times. The unified inbox centralizes replies from all your sending accounts, helping instantly turns leads into opportunities efficiently by managing unlimited accounts.

选择CRM工具时应该关注哪些方面？

• 一体化： Does it play well with your current tools? Seamless connections save time and reduce errors.
• 可扩展性： Can it grow with your business? Choose a CRM that can adapts to your evolving needs.
• 用户友好性： 您的团队是否容易上手？简洁的界面有助于提高使用频率和加快培训速度。
• 支持： 它是否提供可靠的客户服务？出现问题时，快速获得帮助至关重要。
• 报告: 它是否提供了您所需的信息？数据驱动的决策取决于准确且易于获取的报告。
• 定制化： 您能否根据自身特定的工作流程进行定制？灵活性确保 CRM 系统能够满足您独特的业务流程需求。
• 移动访问： 移动端体验是否流畅？随时随地访问，让您的团队保持联系，提高工作效率。
• 安全: 它是否符合您的数据安全要求？保护敏感信息有助于建立信任并确保合规性。

最终判决

那么，谁会赢呢？

For most businesses, Insightly takes the lead.

It’s got more tools, and you can change it to fit your needs.

Yes, it might cost a bit more, but it helps you do more.

If you’re starting out, Instantly is a good pick.

它使用方便，而且价格实惠。

我们两种方法都测试过了，所以我们知道哪种有效。 

Trust us, picking the right CRM can 制作 your work way easier.

免费试用 Insightly 阅读完整评论 Insightly 的替代方案

立即免费试用 阅读完整评论 立即替代方案

更多 Insightly 内容

更多即时

常见问题解答