Feeling overwhelmed trying to manage customers?
It’s a real headache.
That’s where CRMs come in.
You’ve probably heard of Creatio 客户关系管理 vs Insightly, and now you’re wondering which one is actually worth your time.
We’re going to break down the key differences so you can pick the 客户关系管理 that helps you win.
概述
To give you the real deal, we dove deep.
We checked out user reviews, tested key features, and compared pricing.
This isn’t just theory; it’s based on seeing how these CRMs work in action.
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
准备好探索 Creatio 的强大功能了吗？立即注册并亲身体验该平台。
定价： 它提供免费试用。高级计划起价为每月 25 美元。
主要特点：
- 可视化工作流程构建器
- Обзор искусственного интеллекта Hume: самая реалистичная озвучка в 2025 году?
- 无代码定制
What is Insightly CRM?
Okay, now let’s talk about Insightly’s other 客户关系管理 option.
This one focuses on both sales and project management.
It helps you keep track of leads.
Plus, you can manage projects within the same system. This can be handy for some teams.
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
什么是 Creatio CRM？
So, you’re looking at Creatio 客户关系管理.
It’s built to help businesses manage customers.
Think of it as a tool to keep everything organized.
It helps track leads, sales, and customer interactions. You can customize it to fit your needs.
Basically, it’s about making your work smoother.
此外，探索我们最喜欢的 创建 CRM 替代方案…
主要优点
Creatio 有一些突出的优点。它能帮助你更快、更好地完成工作。
- 无代码自由： 快速构建应用程序。轻松更改工作流程。无需编码！
- 提高效率： 自动化任务。这将解放您的团队。
- 360°客户视图： 一站式查看所有客户信息，更好地了解他们。
- AI智能帮助： 使用人工智能进行预测。帮助做出明智的商业选择。
- 集成模块： 集销售、营销和服务于一体，一切尽在一处。
定价
所有计划均按年计费。
- 生长： 每月 25 美元。
- Remaker AI contre Gemini : 每月 55 美元。
- 无限： Reply io vs Smartlead: Aumente suas vendas em 2025? 9
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
We need to compare the specifics to see which crm software tool is the best fit.
This feature comparison will help you decide where Creatio vs Creatio and Insightly shine, and where they fall short.
1. No-Code Platform and Customization
- Creatio CRM: This platform is built on a robust no-code platform to automate workflows with a maximum degree of freedom. Studio Creatio provides no-code tools for citizen developers to build applications and automate workflows.
- Insightly: Offers good customization for fields and layouts. However, it does not provide the same depth of a true no-code platform for building new applications or fundamentally changing core sales processes.
2. Business Process and Workflow Automation
- Creatio CRM: Excels in 商业 process management. Users can visually design and automate workflows for complex, end-to-end scenarios. This power can accelerate sales processes significantly.
- 洞察： Provides standard workflow 自动化 for basic tasks like sending emails or assigning tasks when a sales opportunity’s status changes. It is simpler and less focused on large-scale business process modeling.
3. Marketing and Customer Journey
- Creatio CRM: The Marketing Creatio application is a powerful omnichannel marketing platform. It helps marketing teams design and orchestrate customer journey maps and complex marketing campaigns. This focus helps enhance customer and employee experiences.
- Insightly Marketing: Insightly offers Insightly Marketing as a separate product. It includes features like email marketing and lead nurture. It is a good starting point for simple marketing needs but lacks the depth of Creatio’s full customer journey tools.
4. Core CRM Applications
- Creatio CRM: Comes with modular crm applications: Sales Creatio, Marketing Creatio, and Service Creatio. This structure allows businesses to buy the specific tools they need.
- Insightly: Offers a unified platform for sales, marketing, and service. It is known for integrating its sales pipeline and sales opportunities with project management capabilities.
5. Project and Order Management
- Creatio CRM: Includes solid order management and project tracking, particularly within its service module.
- Insightly: This is a defining part of Insightly. It’s highly valued for seamlessly converting a won sale into a project with its built-in project management capabilities.
6. Sales Process Management
- Creatio CRM: Provides robust tools to manage and accelerate sales processes, including complex opportunity management and account management.
- Insightly: Supports sales teams with a clear sales pipeline, the ability to assign tasks, and features for managing sales opportunities. It’s a modern crm teams love for its simplicity.
7. Scalability and Extensibility
- Creatio CRM: Designed for scalability, offering features for large enterprises and long lasting relationships. Its marketplace add ons and open API offer a vast maximum degree of freedom and extensibility.
- Insightly: More popular among small to mid-sized companies. It scales well for those businesses but may reach a limit sooner than the low-code Creatio platform when facing significant complexity.
8. Industry Workflows
- Creatio CRM: Provides pre-built industry workflows for over 20 different verticals. This drastically speeds up deployment in a specific business environment.
- Insightly: Focuses on general CRM and project management. It requires more custom configuration to fit specialized industry processes.
9. Ecosystem and Marketplace
- Creatio CRM: Has a growing marketplace where partners and users can offer creatio products and tools. The company emphasizes communicating transparently and providing support.
- Insightly: Integrates well with third-party apps like Google Workspace. While it has an AppConnect platform, its internal marketplace is not as expansive as Creatio’s.
What to Look for When Choosing Customer Relationship Management?
Picking the right crm tools goes beyond features. You need a platform that truly supports your team and operations.
Here are key insights to monitor before you 制作 a final review.
- The learning curve: How long will it take for every team member to master the system? A steep learning curve impacts user productivity right away.
- 快速 Das bedeutet, dass Ihr capture: Look for fast ways to create new contacts. Does the app support business card scanning?
- Customer support: Beyond the technology, check the vendor’s genuine care. You need transparent communication and local presence, especially for large organizations.
- Total cost: Remember that insightly starts with a lower per user price, but consider all costs. Watch out for fees for insighly products like insightly service or Insightly marketing, and confirm if you are billed annually.
- Sales and tasks: You need an opportunities dashboard that is easy for sales teams and managers to monitor. Efficient task management is key to boosting team productivity.
- Enterprise experience: Creatio is a strong performer, trusted by groups like Société Générale Group and BNP Paribas Group. This shows it can handle complex operations and 安全.
- Reporting and efficiency: The chosen solution must allow you to generate reports and streamline workflows and crm processes to show a direct 影响 on revenue.
- Integrations: Check the available email templates and connections with other crm tools. Insightly products integrate well with Google Workspace; other crms may offer more marketplace add ons.
- Scalability: Ensure the technology can handle your growth. Creatio has six offices and a significant team, suggesting a high capacity for support and new version releases.
最终裁决
So, which one wins: Creatio vs Creatio or Insightly?
For us, Creatio CRM takes the lead.
It’s got more functionality, especially with its low-code options.
You can really make it fit your business.
Sure, it might take a bit to learn.
But if you want a strong customer relationship tool, Creatio delivers.
Its marketplace is growing, and it’s responsive on different 设备.
If you’re serious about managing new leads and growing your business, it’s a solid choice.
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。
Creatio CRM 的更多内容
以下是 Creatio CRM 与这些软件解决方案的简要比较：
- Creatio CRM 与 Pipedrive 对比: Creatio CRM 为不同的业务工作流程提供全面的流程自动化和无代码定制，而 Pipedrive 专注于可视化销售渠道管理，简化交易跟踪。
- Creatio 与 GoHighLevel 对比: Creatio 是一个无代码 CRM 和业务流程自动化平台，帮助企业加快销售、营销和服务任务的执行速度。GoHighLevel 是一个集销售和营销于一体的平台，专为营销机构和小型企业主打造，帮助他们发展业务。
- Creatio CRM 与 Keap: Creatio CRM 为复杂流程提供广泛的销售自动化和人工智能洞察，而 Keap 则专注于简化小型企业的联系人管理、电子邮件营销和预约。
- Creatio CRM 与 ActiveCampaign: Creatio CRM 提供了一个统一的平台，通过深度定制实现销售、服务和营销流程的自动化；ActiveCampaign 在智能营销自动化、细分和电子邮件营销活动方面表现出色。
- CRM Creation 与 Hubspot 对比: Creatio CRM 强调高度可定制的工作流程和强大的过程自动化，而 HubSpot 则为营销、销售和客户服务提供了更广泛、更集成的套件，以易于使用而闻名。
- Creatio CRM 与 Clickfunnels: Creatio CRM 是一款专注于管理客户关系和自动化业务流程的综合性 CRM；ClickFunnels 是一款用于构建销售渠道和优化转化率的专用工具。
- CRM 创作 vs. 民间: Creatio CRM 提供强大的营销自动化和详细的分析功能，可满足复杂的需求。Folk 是一款用户友好的协作式联系人管理系统，最适合小型团队。
- Creatio CRM 与 Instant: Creatio CRM 提供广泛的 CRM 功能，包括强大的工作流自动化和营销活动，而 Instantly 则专注于自动冷电子邮件推广和潜在客户培育。
- CRM Creation 与 Clickup 对比: Creatio CRM 是一个专用的、流程驱动的 CRM 平台，具有强大的自动化功能；ClickUp 是一个多功能的工作管理工具，包含 CRM 功能以及项目和任务管理功能。
- Creatio CRM 与 Monday CRM 对比: Creatio CRM 提供先进的销售和营销自动化以及广泛的定制功能，而 Monday CRM 强调可视化工作流程和团队协作，通常用于项目管理。
- CRM 创建与…… 胶囊 客户关系管理： Creatio CRM 提供强大、可扩展的平台，具有全面的自动化和无代码功能。Capsule CRM 是一款更简单的联系人管理系统，专注于跟踪销售机会。
- Creatio CRM 与 Insightly: Creatio CRM 提供了一个全面的、无代码的平台，用于自动化销售、服务和营销流程；Insightly 提供了一个功能丰富的 CRM，具有项目管理和关系链接功能。
- Creation CRM 与 Freshsales CRM: Creatio CRM 为复杂的销售操作提供强大的工作流自动化和深度定制功能。同时，Freshsales CRM 则优先为销售团队提供直观的界面和可视化的销售渠道管理。
- 创建 CRM 与 Salesforce: Creatio CRM 提供了一个灵活的、流程驱动的平台，具有强大的无代码定制功能；Salesforce 是一个行业领先、高度可扩展且全面的企业 CRM，拥有庞大的应用生态系统。
常见问题
哪种 CRM 更适合小型企业？
Insightly is generally better for 小型企业. It’s user-friendly and easy to set up. Its simple interface makes it quick to learn and use. The screenshots show a clean, less complex layout.
Can I customize both Creatio and Insightly?
Yes, both are customizable. Creatio, however, offers more advanced customization with its low-code platform. Insightly’s customization is simpler. If you need complex workflows, Creatio is better.
Does Creatio CRM have mobile access?
Yes, Creatio is responsive and offers mobile access. The mobile app lets you manage data on the go, view dashboards, and update records from your phone.
Is Insightly’s project management good?
Insightly’s project management is a strong feature. It integrates project and sales management, making it a good choice if you need to manage both customers and projects in one system.
Are there free trials for both CRMs?
Yes, both Creatio and Insightly offer free trials. These let you test the software before you buy, which is a good way to see which one fits your needs.
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