Insightly vs Close CRM：2025 年哪家强？

优胜者

9.0

• 管道管理
• 线索追踪
• 工作流程 自动化
• 项目管理
• 洞察力营销
• 提供免费计划
• 付费计划，每月 29 美元起

立即尝试

亚军

7.0

• 客户关系管理 概述
• 交流
• 自动化
• Cool integrations
• Sales AI
• 提供免费计划
• Paid Plans from $35/month

立即尝试

选择正确的 客户关系管理 很艰难，对吗？ 

Imagine your sales falling behind because your 客户关系管理 is clunky.

You’re losing track of leads, and your team is frustrated. 

Don’t worry; we’re going to break down Insightly vs Close 客户关系管理 in simple terms.

Let’s find the right tool to boost your sales.

概述

To give you a clear picture, we’ve put both Insightly and Close CRM through their paces.

Our team tested each platform, exploring its core features and usability.

This hands-on experience allows us to provide a balanced and practical comparison.

Need a CRM that goes beyond sales with robust project management tools?

9满分 10 分

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.

免费试用 Insightly 阅读完整评论

Ready to boost your team’s productivity and streamline your workflow?

7满分 10 分

定价： Free trial available. The premium plan starts at $35/month.

主要特点：

• 内置呼叫。
• 销售自动化。
• Pipeline Management.

Try Close crm for FREE 阅读完整评论

什么是 Insightly？

Insightly? Think of it as a super-organized digital assistant.

It helps you keep track of customers.

And it manages your projects, too. It’s like two tools in one.

You can see everything in one place.

此外，探索我们最喜欢的 Insightly 替代品…

Insightly

9.0

准备精简您的 商业 processes and build stronger relationships? Start your free trial of Insightly and see the difference!

免费试用 Insightly 阅读完整评论

主要优点

• • 提高生产率：通过 20% 提高项目完成率。
  • 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.

What is Close CRM?

Close CRM? It’s all about closing deals.

It’s built for sales teams. You can 制作 calls right in the app.

It helps you stay on top of leads.

It’s focused on sales communication.

此外，探索我们最喜欢的 Close CRM alternatives…

关闭客户关系管理

7.0

Boost sales and productivity with Close CRM’s built-in calling, email sequences, and automation.

Try Close crm for FREE 阅读完整评论

主要优点

• 内置呼叫： Make and receive calls directly within Close.
• 强大的 email sequences: Automate your outreach and follow-up.
• Advanced reporting: Track your progress and identify areas for improvement.
• Sales automation: Streamline repetitive tasks and save time.
• Dedicated support: Get help from their expert team when you need it.

定价

所有计划都将 每年计费.

• 要点: $35/seat/month.
• 生长：99 美元/席/月。
• 规模: $139/seat/month.

功能比较

Let’s dive into the core features.

We’ll compare these two platforms side by side. 

This helps you see which one better fits your specific business needs.

1. Core CRM Functionality

• 真知灼见： Offers robust CRM software with strong project management, making it versatile. It’s designed to manage both sales and project workflows, and its customization allows for a tailored user experience.
• 关闭客户关系管理 focuses heavily on 销售量 activities, particularly direct communication. Its core functionality centers around calling, emailing, and pipeline management, and it aims to improve sales processes.

2. Integration and Connectivity

• 真知灼见： Boasts extensive integrations with over 250 apps, including marketing tools and other business applications. It aims to connect various aspects of your operations.
• Close CRM: This offers integrations, but they are more sales-focused. It integrates well with calling and email marketing tools, prioritizing direct sales communication.

3. Automation and Workflow

• 真知灼见： Provides strong marketing automation and workflow capabilities, allowing you to automate various tasks and processes. This helps streamline operations and improve efficiency.
• Close CRM: Focuses on sales automation, such as automated follow-up emails and task reminders. Its automation is geared towards improving sales team productivity.

4. Reporting and Forecasting

• 真知灼见： Offers detailed reporting and forecast capabilities, providing insights into sales and project performance. It aims to give a comprehensive view of your business Das bedeutet, dass Ihr.
• Close CRM: Provides sales-specific reporting and pipeline visibility. Its forecast features are focused on predicting sales outcomes and tracking performance.

5. Customer Support and Service

• 真知灼见： Offers various customer support options, including online resources and direct support. It aims to provide comprehensive assistance to its users.
• Close CRM: Provides direct support, focusing on helping sales teams with their specific needs. Their customer service is geared towards sales efficiency.

6. Customization and Personalization

• 真知灼见： Allows for extensive customization, letting you tailor the platform to your specific business needs. You can customize dashboards, fields, and workflows. It aims to cater to diverse business processes.
• Close CRM: This offers some customization, but it’s more focused on sales-specific settings. You can personalize email templates and call settings.

7. Ease of Use and User Interface

• 真知灼见： While powerful, its comprehensive features can make it slightly complex. Ease of use can vary depending on the user’s familiarity with project management.
• 关闭客户关系管理 is designed for simplicity, especially for sales teams. Its user interface is straightforward, promoting ease of use for sales activities. When you compare this to Insightly CRM, you can see the difference. It is simpler compared to Salesforce or even Hubspot. When reading a review of Insightly CRM, you will see the added complexity.

选择 CRM 平台时要注意什么？

• Consider your team’s technical comfort; avoid overly complex systems.
• Evaluate scalability; ensure the CRM can grow with your business.
• Mobile accessibility is crucial for on-the-go teams.
• Look for strong API access for future integrations.
• Assess the level of training and onboarding support.
• Factor in long-term costs beyond the initial subscription.
• Check for industry-specific features if applicable.

最终裁决 

So, which one wins in the CRM 对比 battle?

For many, Insightly is the better choice. It handles both sales and projects.

This makes it super flexible.

If you need a CRM that does more than just sales, Insightly is it.

Close CRM is great for sales teams focused on calls.

But if you need to run complex campaigns and manage projects, Insightly gives you more.

We’ve tested both, and Insightly’s broad features often give more value.

Listen to this advice, and you’ll pick the right CRM for your business.

免费试用 Insightly 阅读完整评论

Try Close crm for FREE 阅读完整评论

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。

More of Close CRM

Here’s a brief comparison of Close CRM with these software solutions:

• Close CRM vs Gohighlevel: Close CRM focuses on sales teams with built-in calling and email for efficiency, while GoHighLevel is an all-in-one platform integrating sales, marketing automation, and lead generation.
• Close CRM 与 Pipedrive: Close CRM emphasizes robust communication tools and automation for inside sales. At the same time, Pipedrive is known for its intuitive visual sales pipeline management for small to medium businesses.
• Close CRM vs Keap: Close CRM is a sales-focused CRM with built-in calling and email sequences, whereas Keap offers more comprehensive marketing automation and e-commerce integrations.
• Close CRM vs ActiveCampaign: Close CRM excels in streamlined sales processes and communication tools, while ActiveCampaign provides more extensive marketing automation, advanced segmentation, and detailed customer journey tracking.
• Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
• Close CRM vs Clickfunnels: Close CRM is a sales-oriented CRM for managing leads and deals; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
• 关闭 CRM 与民间: Close CRM is a sales-focused CRM with robust sales automation and built-in communication, while Folk offers flexible, collaborative contact management with a focus on organization and simple outreach.
• 关闭 CRM 与即时关闭: Close CRM provides a comprehensive sales CRM with integrated calling and broader sales automation, while Instantly specializes in high-volume cold email outreach and deliverability.
• Close CRM vs Clickup: Close CRM is a dedicated sales CRM for pipeline management and communication, whereas ClickUp is a versatile work operating system with project management, task organization, and customizable CRM capabilities.
• 关闭 CRM 与星期一 CRM: Close CRM is a specialized sales CRM with advanced automation for closing deals. Monday CRM is a visual work OS offering customizable workflows for various business functions, including sales.
• Close CRM vs Capsule CRM: Close CRM offers robust sales automation and built-in communication for dedicated sales teams. 胶囊 CRM is a simpler, more affordable contact manager primarily for basic relationship tracking.
• Close CRM vs Freshsales CRM: Close CRM emphasizes sales efficiency with built-in communication and automation. Freshsales CRM provides a comprehensive solution with advanced sales automation and in-depth reporting.
• Close CRM vs Salesforce: Close CRM is a sales engagement platform for SMBs with integrated calling and email, while Salesforce is an extensive, highly customizable enterprise-level CRM with broad sales, marketing, and service capabilities.
• Close CRM vs Zendesk: Close CRM is specifically built for sales teams and has robust calling and email features. At the same time, Zendesk is primarily a customer service platform focused on ticketing and support management.

常见问题