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 客户关系管理 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.
需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered.
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理
- 工作流程自动化
- Relationship Linking
Start your trial and experience the CRM that’s helped thousands of businesses boost their sales.
定价： It has a free trial. The premium plan starts at $35/month.
主要特点：
- Built-in calling
- Email sequences
- Advanced Reporting
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…
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- 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。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
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…
我们的观点
Close the deal with Close 客户关系管理! Start your 14-day free trial and experience the CRM that’s helped thousands of businesses boost their sales.
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
- 要点: $35/seat/month.
- 生长：99 美元/席/月。
- 规模: $139/seat/month.
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
This analysis evaluates Insightly CRM, which is known for blending workflow 自动化 and project management for growing sales teams.
Close CRM, a high-velocity platform specializing in built-in phone calls and high efficiency for sales reps.
This comparison will clarify which 客户关系管理 solutions platform is the better investment for optimizing your sales process and maximizing full team engagement.
1. Core Focus and System Architecture
- Insightly CRM: 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 and handling 商业 流程。
- Close: A laser-focused sales enablement platform built to maximize sales productivity and minimize manual data entry. It is designed for sales reps and sales team engagement, providing a unified view of customer relationships to close more deals.
2. Communication Features
- Insightly CRM: Relies on third-party integrations for advanced calling. It manages basic phone calls logging and customer data tracking within its mobile device app but lacks native dialing capabilities.
- Close: Features professional features like native built in calling, power dialer, and dial multiple numbers directly within the crm solution. This maximizes outbound efficiency and allows for integrated call coaching and tracking.
3. 任务和项目管理
- Insightly CRM: Excels with its native integration of task management and project management. Users can assign tasks directly to sales opportunities, ensuring that follow-ups and business processes are organized.
- Close: Offers focused task management related directly to the sales process, such as logging phone calls and setting follow-up reminders. It lacks the advanced, multi-dimensional project management features of Insightly CRM.
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 can manage multiple sales pipelines and the entire sales cycle.
- Close: Provides superior sales pipelines visualization built for the sales team. Its design drives full team engagement and clarity over the sales process, helping close more deals quickly.
5. Automation and Workflow
- Insightly CRM: Features strong workflow automation capabilities, allowing users to automate internal and external business processes. This includes task creation and record updates throughout the sales cycle.
- Close: Focuses on sales automation workflows built around communication, minimizing manual data entry. It automates logging of phone calls and emails, prioritizing sales reps time on interaction.
6. Team Collaboration and Training
- Insightly CRM: Facilitates team engagement through activity feeds and shared views of customer relationships. It is suitable for sales teams that require a balance of CRM and project management features.
- Close: Designed specifically for high team engagement and performance. Its call coaching and detailed activity tracking allow sales managers to train sales reps effectively and maximize the value of every interaction.
7. Customization and Data
- Insightly CRM: Offers solid customization for contact management and reporting, focused on optimizing the sales process. It allows users to create & define custom fields and manage rich customer data.
- Close: Features advanced customization through custom objects (in higher tiers) and allows the sales team to deeply tailor the system to their specific sales processes, ensuring the system matches how they sell.
8. Mobile Accessibility and App Usage
- Insightly CRM: The mobile device app offers strong functionality for viewing customer data, managing tasks, and tracking sales opportunities while on the go.
- Close: Provides a highly rated mobile device app focused on communication and quick sales process updates. It lets sales reps manage phone calls and follow-ups efficiently from any location.
9. Licensing and Cost Structure
- Insightly CRM: Pricing is structured per user and scales with the size of the sales teams. The capsule crm cost and capsule crm review comparison is sometimes used by users looking at the affordable SMB market, but Insightly is generally more powerful.
- Close: Also priced per user, with tiers designed to unlock key features like the power dialer and advanced call coaching. Its value is derived from the increased sales productivity and ability to close more deals.
What to Look for in a CRM Platform?
- 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.
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。
More of Close CRM
Here’s a brief comparison of Close CRM with these software solutions:
- 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: Identifizierte Hauptfunktionen:
- 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 Analysierte Benutzerbewertungen:
- Close CRM vs Insightly: Close CRM is mainly a sales-focused CRM with strong communication tools. At the same time, Insightly offers a broader CRM solution that includes robust project management and more extensive integrations.
- 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
Which CRM is better for small businesses, Insightly or Close CRM?
Insightly often suits 小型企业 needing project management along with CRM. Close CRM is ideal if sales calls are your main focus. Consider your specific needs before deciding.
Can I easily migrate my data to Insightly or Close CRM?
Yes, both platforms offer data import tools. Insightly supports various file types, and Close CRM assists with CSV imports. Check their documentation for specific steps and supported formats.
Does Insightly or Close CRM offer mobile apps?
Both provide mobile apps. Insightly’s app handles CRM and projects, while Close CRM’s app focuses on sales calls and lead management. Functionality can differ, so test them.
How does customer support compare to Insightly and Close CRM?
Insightly offers tiered support based on your plan. Close CRM focuses on direct sales support. Both have online resources. When considering support options, consider your needs.
Are there free trials available for Insightly and Close CRM?
Yes, both offer free trials. This allows you to test their features before committing. Take advantage of the trials to determine which platform better suits your workflow.
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