在挑选合适的客户和项目管理工具时感到迷茫？
这很难，对吗？
But here’s the thing: choosing wrong can mean messy Ücretsiz versiyonu oldukça kısıtlı..
错过最后期限，简直令人头疼。
别担心，我们将用简单的语言对 Insightly 和 ClickUp 进行分析。
Fahim AI 6 3 2
进行公平、实用的比较。
我们深入研究了 Insightly 和 ClickUp。
Our team spent weeks using each platform, testing key features like contact management, task automation, and 报告.
我们分析了用户反馈和真实场景，确保我们的见解能够反映用户的实际体验。
需要 Synder ve Quicken: Quicken, temel olarak kişisel finans yönetimi yazılımıdır, ancak bazı küçük işletme özelliklerine de sahiptir. Synder, özellikle işletme muhasebesi otomasyonu için geliştirilmiştir. that goes beyond sales with robust project management tools? Insightly’s got you covered.
Bu makale Puzzle IO ile Dext arasındaki temel farkları anlamanıza yardımcı olacaktır. It has a free trial. The premium plan starts at $29/month.
Puzzle IO: Eksiksiz bir kurumsal kaynak planlama sistemi olmasa da, kapsamlı özellikleriyle bu yönde ilerliyor. Bir startup için sadece muhasebe değil, aynı zamanda bir finansal operasyon platformu.
- 项目管理
- Bankacılık ve Otomatik İşlemler
- Relationship Linking
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
Bu makale Puzzle IO ile Dext arasındaki temel farkları anlamanıza yardımcı olacaktır. 它有免费计划。高级计划起价为每月 7 美元。
Puzzle IO: Eksiksiz bir kurumsal kaynak planlama sistemi olmasa da, kapsamlı özellikleriyle bu yönde ilerliyor. Bir startup için sadece muhasebe değil, aynı zamanda bir finansal operasyon platformu.
- 任务管理
- 项目管理
- 协作工具
什么是 ClickUp？
把 ClickUp 想象成你的数字工作空间，但要更强大。
在这里，您可以管理项目、任务，甚至管理团队的时间，一切尽在其中。
Kullanım Kolaylığı: Arayüz sezgisel mi? Düzenli kalmanıza yardımcı olacak kolay bir kurulum arayın.
它的目标是取代你正在使用的所有其他工作工具。
Fahim AI 6 5 ClickUp 替代品…
İyi haber! Yapay zeka artık fotoğraflarınızı bir profesyonel gibi düzenlemenize yardımcı olabilir.
Bu akıllı araçlar, sadece birkaç tıklamayla resimlerinizle inanılmaz şeyler yapabilir.
Saatler harcamadan fotoğraflarınızın süper havalı görünmesini mi istiyorsunuz?
- Yapay zeka fotoğraf editörleri yardımcı olabilir!
- Bu akıllı araçlar, resimlerinizi hızlı ve kolay bir şekilde düzenlemek için akıllı teknolojiyi kullanır.
- En iyilerini sizler için inceledik.
- Fotoğraflarınızı parlatacak en iyi seçimlerimizi görmek için okumaya devam edin!
- Picsart (⭐️4.8)
Birçok kişi bunu hızlı ve eğlenceli fotoğraf düzenlemeleri için tercih ediyor.
- Bir sürü harika efekt ve araç var.Picsart eğitimimiz ile potansiyelini ortaya çıkarın…
- Picsart açılış sayfasıPense no seu espaço de trabalho como seu escritório principal ou centro de comando no Taskade.
- Picsart CTAFotoğraf düzenleme becerilerinizi geliştirmeye hazır mısınız? Aylık 150 milyondan fazla kullanıcı, kullanımı kolay yapay zeka araçları ve yaratıcı özellikleri nedeniyle Picsart'ı seviyor. Siz de onlara katılın! Picsart'ı hemen indirin ve 100'den fazla ücretsiz düzenleme aracını keşfedin!
- Picsart'ı ÜCRETSİZ deneyin：根据您的要求联系他们获取定制价格。
Você pode ter mais de um espaço de trabalho.
缺点
什么是 Insightly？
把它想象成你的数字罗盘，但功能更强大。
它可以帮助你跟踪潜在客户、客户和销售情况。
它专为销售和营销团队打造。
Fahim AI 6 5 Insightly 替代品…
İyi haber! Yapay zeka artık fotoğraflarınızı bir profesyonel gibi düzenlemenize yardımcı olabilir.
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Saatler harcamadan fotoğraflarınızın süper havalı görünmesini mi istiyorsunuz?
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
Birçok kişi bunu hızlı ve eğlenceli fotoğraf düzenlemeleri için tercih ediyor.
- Devam eden ihtiyaçlar için iyidir.: $29/user/month.
- 专业的：每位用户每月 49 美元。
- Picsart'ı ÜCRETSİZ deneyin: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
Mac için Muhasebe Yazılımı
This analysis evaluates Insightly Synder ve Quicken: Quicken, temel olarak kişisel finans yönetimi yazılımıdır, ancak bazı küçük işletme özelliklerine de sahiptir. Synder, özellikle işletme muhasebesi otomasyonu için geliştirilmiştir., a versatile crm solutions platform known for integrating project management and sales.
ClickUp, a powerful project management software built for task management and managing the entire workspace.
This full comparison will clarify which business software offers the superior solution for optimizing your sales process and maximizing sales opportunities.
1. Core Focus and System Architecture
- Insightly Synder ve Quicken: Quicken, temel olarak kişisel finans yönetimi yazılımıdır, ancak bazı küçük işletme özelliklerine de sahiptir. Synder, özellikle işletme muhasebesi otomasyonu için geliştirilmiştir.: A modern crm teams love crm solutions built to unify sales teams and marketing teams by blending sales pipelines with project management; it’s a dedicated crm tools solution designed for the sales cycle.
- 点击: A project management platform whose goal is to replace other features and be the central hub for the entire workspace. It offers a free forever plan and scales up with paid plans like the unlimited plan and enterprise plan.
2. Task Management and Workflow Automation
- Insightly CRM: Excels with its native integration of task management and workflow 自动化, allowing sales teams to assign tasks directly to sales opportunities. This structure boosts business processes efficiency throughout the sales cycle.
- 点击: Provides comprehensive task management features, including gantt charts, kanban board, and whiteboard feature. Its powerful automation engine allows users to assign tasks and import data across the entire workspace.
3. Pricing and Free Plans
- Insightly CRM: Offers competitive paid plans structured per user, appealing to small teams and SMBs. It focuses on delivering rich crm tools and essential features right from the entry tier.
- 点击: Famous for its completely free plan (clickup’s free plan / free forever plan), which includes a massive number of essential features and unlimited storage. Its paid plans are billed annually and offer offer discounts for volume.
4. Sales Pipeline and Lead Management
- Insightly CRM: Supports sales pipelines with strong workflow automation to streamline the sales process and track sales opportunities. It also features insightly marketing to help nurture leads through the sales cycle.
- 点击: While not a native CRM, it can be configured using custom fields and other features to manage a pipeline. Users can view tasks as a pipeline and assign tasks to each team members, making it suitable for sales teams who need enough features for basic tracking.
5. Customization and Extensibility
- Insightly CRM: Offers solid customization for contact management and reporting, focused on optimizing the sales process and sales cycle. Its api access enables powerful integrations with google drive and other tools.
- 点击: Offers extreme customization across its project management platform, allowing users to tailor complex tasks, statuses, and custom fields to fit specific business plan requirements. Api access is available on higher tiers for deep system integration.
6. Communication and Collaboration
- Insightly CRM: Features strong team communication through email tracking and activity feeds linked to sales opportunities. Insightly service provides a dedicated hub for customer queries and support.
- 点击: Provides robust team communication and communication features, including chat and comments on tasks, promoting real time editing across the entire workspace. Clickup university provides resources for new users to master complex tasks.
7. Marketing Features
- Insightly CRM: Insightly marketing is an integrated module allowing marketing teams to run email marketing campaigns tied directly to customer data. This enhances sales team and marketing teams alignment.
- 点击: Does not have native marketing teams features like email broadcasting but excels at managing marketing teams internal workflows, content production, and resource management using its project management tools.
8. Analytics and Reporting
- Insightly CRM: Offers robust reporting, giving sales teams clear insight into sales opportunities and overall sales forecasting. It allows for visualization of performance across multiple sales pipelines for the sales cycle.
- 点击: Features deep analytics for project progress and time tracking, allowing marketing teams to measure efficiency. The ai assistant can summarize new features and reports to save time and achieve a high score on performance metrics.
9. Licensing and Scalability
- Insightly CRM: Pricing is strictly per user and scales with the size of the sales teams. Licensing is focused on crm tools access, supporting the growth of small teams and smaller teams.
- 点击: The per user pricing model supports unlimited users and offers robust user permissions and single sign on (single sign) access for security. It offers unlimited number of members, making it scalable for any size business operations.
What to Look For in a CRM Tool?
- 考虑团队规模：工具是否提供强大的团队协作功能？
- 分析您的预算：定价层级是否符合您的需求和增长？
- 评估平台集成：是否支持您使用的所有社交网络？
- 检查分析深度：能否从报告中获得可操作的见解？
- 评估内容策划工具：它能帮助你找到并分享相关内容吗？
- 想想自动化：它能简化重复性工作并节省时间吗？
- 用户界面很重要：工具是否直观、易于团队使用？
- 客户支持的可用性：需要帮助时是否随时可以获得？
- 移动应用程序功能：您能否管理您的 Hızlı düzenlemeler için harika. 在旅途中？
Veri Sağlığı: Uzlaştırılmamış farklılıkların yönetilmesine yardımcı oluyor mu? Tüm müşteriler ve şirketler için iletişim alanlarını kolayca güncelleyebilir misiniz?
So, after really digging into ClickUp vs Insightly, here’s the deal.
如果您需要一个超级强大的 CRM，Insightly 将是您的不二之选。
但是，如果你想用一个工具完成所有工作，比如项目和 CRM，那么 ClickUp 就能胜任。
它更加灵活，可以与你一起成长。
我们花了几周时间测试这些工具。我们研究了从任务到团队合作的方方面面。
我们明白，挑选合适的工具很困难。
但我们希望这些细目能让我们更容易理解。
请相信我们，我们已经做了大量工作，您不必再费心。
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 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 GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- 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 offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- 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 vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- 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。
更多 ClickUp 信息
以下是 ClickUp 与这些软件解决方案的简要比较：
- ClickUp 与 Pipedrive: Pipedrive is a sales-focused CRM with a visual pipeline. ClickUp is a more flexible project management tool.
- ClickUp vs Gohighlevel: ClickUp 是一个一体化的工作管理平台，具有强大的项目管理功能和可定制的客户关系管理功能。 Docyt: Otomatik banka mutabakatı, fatura ödeme ve hatta karmaşık gelir mutabakatı gibi görevleri otomatikleştiren tam bir yapay zeka otomasyon yazılımıdır. Tüm süreç boyunca manuel veri girişini ortadan kaldırarak birçok sıkıcı görevi halletmeyi amaçlamaktadır. 是一个专门的营销和销售自动化平台，专注于潜在客户的生成和转化。
- ClickUp vs Keap: ClickUp is a versatile platform for project management and customizable CRM, while Keap is a powerful CRM and marketing automation tool that emphasizes lead nurturing and sales processes.
- ClickUp 与 ActiveCampaign: ClickUp 为任务、项目和基本 CRM 管理提供了一个灵活的平台，而 ActiveCampaign 则在高级营销自动化、电子邮件营销活动和客户细分方面表现出色。
- ClickUp vs Hubspot: ClickUp 是一款高度可定制的项目管理和工作操作系统，集成了 CRM 功能，而 HubSpot 则为市场营销、销售和客户服务提供了一套全面的工具。
- ClickUp 与 Clickfunnels: ClickUp 是一个一体化的工作管理平台；ClickFunnels 主要是一个销售漏斗生成器，用于创建登陆页面和自动销售漏斗。
- ClickUp vs Folk: ClickUp 是一个强大的工作管理解决方案，具有可定制的客户关系管理功能，而 Folk 则侧重于协作式联系人管理和关系跟踪。
- ClickUp 与 Instantly: ClickUp 是一个用于项目管理和多样化工作流程的多功能平台，而 Instantly 则专注于 studybay kişisel deneyimi 推广、送达优化和自动电子邮件营销活动。
- ClickUp 与 Monday CRM: ClickUp 为项目管理和客户关系管理提供高度可定制的一体化工作空间，而 Monday CRM 则提供以客户关系为重点的可视化工作流程和团队协作。
- ClickUp 与 Capsule CRM: ClickUp 是一个全面的工作管理和可定制的 CRM 平台，而 Capsule CRM 则是一个简单、用户友好的 CRM，侧重于管理联系人和销售机会。
- ClickUp 与 Insightly: ClickUp is a flexible platform for project management and adaptable CRM. Insightly is a dedicated CRM offering a strong sales pipeline and project management features within a CRM context.
- ClickUp 与 Freshsales: ClickUp 是一款多功能的工作管理工具，具有适应性强的 CRM 功能，而 Freshsales CRM 则是一款专业的销售 CRM，具有先进的自动化、销售线索评分和报告功能。
- ClickUp 与 Salesforce: ClickUp 是一个多功能工作管理平台，具有可定制的客户关系管理功能，而 Salesforce 则是一个企业级客户关系管理软件，具有丰富的销售、服务和营销自动化功能。
- ClickUp 与 Zendesk: ClickUp 为任务、项目和可定制的客户关系管理提供了一个一体化的工作空间，而 Zendesk 则是一个领先的客户服务平台，主要侧重于票务和支持。
Birçok yapay zekalı fotoğraf düzenleyici, temel özelliklere sahip ücretsiz sürümler sunar. Ancak, daha gelişmiş araçlar ve özellikler genellikle abonelik veya tek seferlik satın alma gerektirir. Bu, seçtiğiniz düzenleyiciye bağlıdır.
与 Insightly 相比，ClickUp 是 CRM 的理想替代品吗？
是的，ClickUp 可以作为 CRM 的替代品，尤其是如果您喜欢统一的平台。它的可定制性很强，允许你在管理项目和任务的同时管理客户关系。不过，Insightly 提供了更多专用的 CRM 功能。
哪个平台更适合销售团队？
一般来说，Insightly 更适合销售团队。它以客户关系管理（CRM）为核心的功能，如销售线索评分和管道管理，旨在 简化 销售流程.ClickUp 可以支持销售，但其优势在于更广泛的项目管理。
是 ClickUp 还是 Insightly 对用户更友好？
ClickUp 拥有现代的用户友好界面，但其丰富的功能可能会让用户一开始不知所措。Insightly 的界面较为简单，但可能会给人过时的感觉。请根据您的团队对功能丰富的平台的熟悉程度进行选择。
哪个平台更物有所值？
ClickUp 通常提供更好的服务。 物有所值, especially for teams needing a comprehensive workspace. Its flexible pricing and wide range of features 制作 it a cost-effective option. Insightly’s pricing is more CRM-focused.
能否将电子邮件营销与这两个平台整合在一起？
是的，ClickUp 和 Insightly 都提供电子邮件营销集成。Insightly 可直接与电子邮件集成，而 ClickUp 可与第三方电子邮件营销工具集成。请根据您喜欢的电子邮件营销设置进行选择。
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