⚡ 快速结论：
- 定价： Insightly starts at $29/user/month. ClickUp has a free plan and paid plans from $7/user/month.
- 最适合： Insightly suits sales teams that need customer relationship management. ClickUp suits teams running multiple projects.
- 主要区别： Insightly is a CRM with project management attached. ClickUp is a project management platform with no CRM pipeline of its own.
- 我们的选择： ClickUp for most teams, because the free forever plan and lower paid tiers cover far more work per user.
Insightly and ClickUp both promise to keep your work in one place.
They are not really chasing the same buyer.
Insightly is CRM software built around contacts, leads, and deals.
ClickUp is project management software built around tasks and projects.
The right pick depends on which side of that line your work sits.
概述
This full Insightly vs ClickUp comparison covers pricing, features, and ease of use.
我们的 作家 spent hands-on time inside ClickUp directly.
Notes on Insightly come from its documentation and public user reviews.
We also break down who each system works best for.
Insightly是什么？
Insightly is CRM software for 小型企业 and mid-sized teams.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to build strong relationships and track sales opportunities.
It adds project management on top, with milestones, pipelines, and task assignments.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the platform.
洞察力
A CRM that links deals to delivery work. Contacts, sales pipeline, and projects share one system. Compliance covers SOC 2 Type II, GDPR, and HIPAA.
Insightly 定价
Insightly offers three paid tiers and no free plan. Every price below is per user, per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | 小型销售团队起步 |
| 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 | 完全访问所有功能 |
Pricing verified August 2026.
免费试用： Yes. Insightly runs a 14-day trial on its pricing page with no card required.
退款保证： None advertised. Subscriptions are billed annually by default.
📌 笔记： Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same per user pricing structure as the CRM.
⚠️ 警告： The Plus and Professional tiers price well against other CRMs. The Enterprise tier costs almost double Zoho CRM’s equivalent plan.
Insightly 的主要优势
以下是 Insightly 值得一看的原因：
- 360度客户视角： Every contact, company, and deal sits on one record. That view drives personalized customer experiences.
- 可视化销售流程： Customizable pipelines and Kanban views track each stage of a deal. An opportunities dashboard shows what is close to closing.
- 内置项目管理功能： Milestones, pipelines, and Gantt chart visualizations arrived in 2025 for timeline and dependency work.
- AppConnect 集成： A low-code engine ships over 2,000 pre-built connectors to other apps and 商业 软件。
- Copilot AI: The AI assistant summarizes emails and retrieves data so reps save time on admin.
- 快速设置： Getting data into the system is not overly convoluted. Easy customization options help teams shape it around their 商业 运营。
- Serious compliance: SOC 2 Type II, GDPR, and HIPAA standards are all covered.
我们的团队注意到了什么
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation and user reviews on G2 and TrustRadius.
Insightly 的优点和缺点
✅ 优点
- CRM and project management live in one system
- Easier to learn than Zoho CRM
- Over 2,000 AppConnect connectors for integrations
- SOC 2 Type II, GDPR, and HIPAA compliance
❌缺点
- No free plan at all
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows
ClickUp是什么？
ClickUp is project management software for teams that plan and track work together.
Teams manage tasks, docs, calendars, and communication in one workspace.
That cuts the tool switching most teams deal with every day.
ClickUp includes list, board, calendar, Gantt, and timeline views.
An AI assistant called ClickUp Brain tracks workloads and time spent on projects.
🏆 优胜者：ClickUp
One workspace for tasks, docs, goals, and time tracking. The free forever plan allows an unlimited number of users. Paid plans stay cheap per user.
ClickUp定价
ClickUp offers a free plan and three paid plans. The Business plan adds advanced permissions, and the Enterprise plan covers large companies. Here is what each ClickUp plan costs.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | 单人工作者和小型团队 |
| 无限 | 每用户每月 7 美元 | Unlimited storage and integrations |
| 商业 | 每用户每月 12 美元 | 不断壮大的团队需要高级功能 |
| 企业 | 风俗 | Large companies needing HIPAA compliance |
Pricing verified August 2026.
免费试用： Yes. ClickUp runs a 15-day free trial on its paid plans.
退款保证： 30 days on all paid plans. Both vendors offer discounts when you pay billed annually.
📌 笔记： The free forever plan is completely free and allows an unlimited number of users. Essential features are there, but it caps custom fields at 100 uses. Paid tiers unlock other features like advanced 自动化.
⚠️ 警告： You upgrade your entire workspace at once. Every team member moves to the paid plan together, so costs scale with headcount.
ClickUp 的主要优势
Here is what ClickUp does well:
- One place for everything: Tasks, docs, calendars, and team communication share a workspace. Fewer apps means less switching.
- 灵活的视角： Kanban board, list, calendar, Gantt charts, and timeline cover different working styles. The mobile app has an offline mode for new tasks and reminders.
- 深度自动化： Custom rules and over 100 pre-built automation templates handle repetitive tasks.
- Time tracking included: Native timers, manual logging, time estimates, and workload views support resource management.
- Goals and dashboards: Measurable goals link to specific tasks, and dashboards track KPIs and progress in real time.
- 协作工具： Docs, chat, and a whiteboard feature support real time editing and 头脑风暴.
- Huge integration list: Over 1,000 apps connect, including Slack, Google Drive, and Zoom.
Our full ClickUp review breaks down each module in more depth. The screenshot below shows how the workspace looks once projects are set up.
我们的团队注意到了什么
Our writer set up a ClickUp account and ran a small content project inside it. Here is what stood out from that hands-on time:
ClickUp 的优点和缺点
✅ 优点
- 永久免费套餐，用户数量不限
- Over 1,000 integrations including Slack and Google Drive
- Built-in time tracking, goals, and dashboards
- Strong collaboration tools like docs and whiteboards
❌缺点
- Interface feels overwhelming for new users
- 报告 工具分散在平台各处。
- No phone support and no sales CRM pipeline
功能对比
Ready for a closer look at Insightly vs ClickUp? We compare nine core areas, then pricing. Each one shows where the two systems split apart.
| 特征 | 洞察力 | 点击上 |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每用户每月 7 美元 |
| 免费计划 | ❌ | ✅ |
| 联系管理 | ✅ | ❌ |
| 销售渠道 | ✅ | ❌ |
| 项目管理 | ✅ | ✅ |
| 工作流自动化 | ✅ | ✅ |
| 时间跟踪 | ❌ | ✅ |
| 人工智能助手 | ✅ 副驾驶 | ✅ ClickUp Brain |
| 集成 | 2,000+ connectors | 1,000+ apps |
| 最适合 | Sales teams and customer data | Teams running multiple projects |
1. Core Purpose and Setup
洞察： This is customer relationship management first. Insightly CRM helps businesses manage customer interactions, leads, sales opportunities, and projects from one account. Setup is fast, which is a key reason for its appeal.
ClickUp： This is a project management platform first. Teams plan, track, and collaborate on tasks in a single workspace. Setup takes longer because you decide the structure yourself.
2. Contact Management and Sales Pipeline
洞察： Contact management is the core job here. Customizable pipelines and Kanban views track each stage of a deal. Reps add new contacts on the go and log every customer interaction against a company record.
ClickUp： There is no native sales pipeline. Teams build a CRM-style list with custom fields and statuses instead. It works for simple deal tracking, but it is not real CRM software.
⚠️ 警告： If you need lead scoring and sales reporting out of the box, ClickUp will not replace a dedicated CRM.
3. 项目和任务管理
洞察： You can manage projects with milestones and pipelines, and assign tasks to a team member from mobile. Task management covers reminders, to-do lists, and call logs. Complex projects with dependencies feel thin next to dedicated project management tools.
ClickUp： A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, Tasks, and Subtasks. Teams view tasks as a list, board, calendar, or timeline. That structure handles multiple projects and complex tasks without breaking. Sprint reports and burndown charts add performance insights for dev teams.
4. 工作流自动化
洞察： Workflow automation handles routine record updates and task creation. Reviewers still flag missing advanced features like fully custom workflows compared with some competitors.
ClickUp： Teams automate repetitive work with customizable rules and over 100 pre-built automation templates. You can trigger a status change when a due date passes, for example.
5. 人工智能助手
洞察： Copilot is the built-in AI assistant. It summarizes emails and retrieves data from your records, which saves reps time on manual lookups.
ClickUp： ClickUp Brain sits across the whole workspace. It tracks workloads, summarizes threads, and answers questions about projects. It reaches further into daily work than Copilot does.
6. 时间跟踪和资源管理
洞察： There is no native time tracking. Agencies billing hourly need a third-party app connected through AppConnect.
ClickUp： Native timers and manual logging track billable hours against estimates. Workload views help managers monitor capacity and prevent burnout. Some users find the timer flow clunky in daily use.
7. 报告和仪表盘
洞察： Reports and dashboards give visual insight into business performance. The Professional tier limits dashboards, so heavy reporting users often land on Enterprise.
ClickUp： A central reporting module offers pre-made dashboards, and you can customize your own reports. Dashboards track KPIs, team capacity, and project health live. The catch is that reporting settings are scattered across the platform.
8. Email and Team Communication
洞察： Sales users get email templates and can schedule emails from inside the CRM. Everything logs back to the contact record, so nothing sits only in an 收件箱.
ClickUp： Communication features live inside the workspace instead. Chat, docs, and an AI notetaker keep discussion attached to the task it belongs to.
9. Integrations, Support and Onboarding
洞察： AppConnect ships over 2,000 pre-built connectors, and Google Workspace sync is standard. Insightly Marketing and Insightly Service plug straight in, which suits marketing teams already using those tools.
ClickUp： Over 1,000 apps connect, and API access covers the rest. Help resources include a knowledge base, ClickUp University, live training, and 24/7 live chat behind an AI 聊天机器人. There is no phone support, and higher ClickUp plans add single sign on, granular user permissions, guest access, and live onboarding training.
10. 定价与成本
Here are the ClickUp plans and Insightly tiers side by side.
| 层级 | 洞察力 | 点击上 |
|---|---|---|
| 自由的 | ❌ | 免费：0 美元 |
| 入门级付费计划 | 此外：每用户每月 29 美元 | 无限量：每用户每月 7 美元 |
| 中档 | 专业版：每用户每月 49 美元 | 企业版：每用户每月 12 美元 |
| 顶级 | 企业版：99 美元/用户/月 | 企业：定制 |
洞察： The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 per user is the sore spot, since it runs close to double Zoho CRM’s comparable plan.
ClickUp： ClickUp’s features cost less per seat at every step. A five-person team pays $35 a month on Unlimited. The same team on Insightly Plus pays $145. That gap is the single biggest factor in this comparison.
💡 专业提示： Run ClickUp’s free plan on one real project first. If your team never asks for a sales pipeline, you have your answer.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 点击上 | Free plan plus $7 entry tier |
| Sales pipeline and leads | 洞察力 | Real CRM records and deal stages |
| 复杂项目 | 点击上 | Deeper hierarchy and views |
| Billable hours | 点击上 | Native time tracking built in |
| HIPAA and GDPR needs | 洞察力 | Compliance on every tier |
| 最快设置 | 洞察力 | 学习曲线更短 |
💰 您的预算
Insightly costs $29 per user before you invite anyone. ClickUp’s free plan covers unlimited users, so budget rarely blocks the trial.
🔌 您的技术栈
Both connect to the usual apps, and both offer API access for the rest. If Google Workspace and email sit at the center of your tech stack, Insightly fits more naturally.
📋 Your Daily Work
Ask what your organization opens first each morning. A deal list points to Insightly, while a task board points to ClickUp.
🎓您的经验水平
ClickUp has a steeper learning curve, and its interface can overwhelm new users. Insightly’s interface is easier to pick up on day one.
🆓 免费试用和演示
ClickUp gives 15 days on paid plans plus a free tier you can keep. Insightly runs a trial from its pricing page instead.
🛟 支持选项
ClickUp offers 24/7 live chat, a knowledge base, and live training, but no phone support. Insightly’s paid tiers include guided onboarding services.
切换指南
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to ClickUp?
✅ 你将获得：
- A far cheaper cost per user, plus a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards for team communication
❌ 你会失去什么：
- A true sales pipeline with deal stages
- Email templates tied to contact records
- Links to other Insightly products like Marketing and Service
📋 如何切换：
- Export contacts, companies, and projects to CSV from Insightly
- Create a ClickUp workspace and set up your Spaces
- Import data into Lists and rebuild deal stages as custom fields
🔄 Switching from ClickUp to Insightly?
✅ 你将获得：
- Proper contact and opportunity records for sales
- A shorter learning curve for non-technical staff
- SOC 2 Type II, GDPR, and HIPAA compliance across tiers
❌ 你会失去什么：
- The free forever plan and low per-seat cost
- Built-in time tracking and sprint reporting
- Whiteboards, docs, and in-app chat
📋 如何切换：
- Export your ClickUp Lists and task details to CSV
- Open an Insightly account and pick a tier
- Map tasks to projects and contacts to CRM records
我们的评测没有涵盖的内容
This comparison focused on small teams and mid-sized companies. We did not test enterprise rollouts, custom API builds, or the newest version of either mobile app in depth. New features released after publication are not covered either. Insightly Marketing and Insightly Service were out of scope, and ClickUp’s Enterprise pricing is quoted case by case. If you manage 200 seats, your priorities will differ from what we covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🚀 项目管理 | 点击上 |
| 🤝 CRM and Contacts | 洞察力 |
| ⚙️ 工作流程自动化 | 点击上 |
| ⏱️ 时间跟踪 | 点击上 |
| 👶 易用性 | 洞察力 |
| 🔌 集成 | 洞察力 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp 在 7 个类别中赢得了 4 个。
最适合： Agencies, product teams, professional services teams, and anyone running multiple projects at once.
Insightly and ClickUp answer two different questions. Insightly asks who your customers are. ClickUp asks what your team is doing this week.
Insightly earns a high score for sales work. Contacts, leads, and deals sit in one place, and the interface is easy to pick up.
ClickUp wins here because it covers more ground for less money. The free forever plan alone gives smaller teams enough features to run real work.
Pick Insightly if a sales pipeline is the point. Pick ClickUp if the projects are.
Insightly 的更多比较
Here is how Insightly measures up against other CRM tools:
Insightly 在以下方面胜出： Built-in project delivery, flat per user pricing, faster rollout
HubSpot 在以下方面胜出： A genuinely free CRM tier, marketing automation depth, larger app marketplace
Insightly 与 Zoho 的比较 客户关系管理
Insightly 在以下方面胜出： Simpler day-one setup, cleaner data entry, tighter project linkage
Zoho CRM 的优势在于： Deeper functionality, a much cheaper top tier, more customization knobs
Insightly 与 管道驱动
Insightly 在以下方面胜出： Project management after the sale, reporting breadth, HIPAA coverage
Pipedrive 获胜： A lower entry price, a leaner pipeline view, quicker rep adoption
Insightly 与 Salesforce
Insightly 在以下方面胜出： Cost per seat, setup speed without consultants, easier admin work
Salesforce 的优势在于： Enterprise scale, custom development options, a far bigger partner network
ClickUp 的更多比较
以下是ClickUp与其他项目管理工具的对比：
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： A stronger free tier, built-in time tracking, cheaper mid tier per user
Asana 胜出的原因： A calmer interface, faster onboarding, tidier task views for small teams
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： Better value for money, no minimum seat count, docs and whiteboards included
Monday.com 胜出： A gentler first hour, brighter visual boards, simpler admin settings
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： Multi-level hierarchy, reporting dashboards, automation depth
Trello 胜出之处在于： Instant setup, a single clean kanban board, near-zero training time
ClickUp 在以下方面胜出： Task-first workflows, sprint and workload views, native timers
概念 获胜方式： Document flexibility, a lighter interface, easier wiki building
常见问题解答
Insightly 的用途是什么？
Insightly is used to manage contacts, leads, and sales opportunities in one place. It also runs projects with milestones and tasks after a deal closes.
ClickUp 真的是免费的吗？
Yes. The free forever plan is completely free and supports unlimited users. Limits apply to custom fields and some advanced features, but core task work is unrestricted.
Insightly 容易使用吗？
Yes. Reviewers describe the interface as quick to pick up, with a smooth data input process. It is easier than Zoho CRM, though less feature-deep.
ClickUp 的价格是多少？
ClickUp costs $0 on the free plan, $7 per user monthly on Unlimited, and $12 per user monthly on Business. Enterprise pricing is quoted directly.
Which is better for project management?
ClickUp. Its hierarchy, views, and automation handle complex work that Insightly’s project module cannot match. Insightly still wins when projects follow a sale.
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