📊 我们的测试结果：
- 🎯 易用性： Insightly had a faster onboarding than Creatio CRM — Insightly 胜出
- ⚡ 工作流程 自动化: Creatio’s no-code platform handled complex flows well. Insightly was simpler but less powerful — Creatio 获胜
- 🔗 集成： Insightly’s AppConnect offered 2,000+ connectors vs Creatio’s 700+ marketplace add-ons — Insightly 胜出
- 📊 项目管理： Insightly’s built-in project tools beat Creatio’s basic task management — Insightly 胜出
- 💰 定价： Creatio 的起价为每用户每月 25 美元，而 Insightly 的起价为每用户每月 29 美元 — Creatio 获胜
Are you stuck choosing between two powerful CRM platforms?
Creatio CRM vs Insightly is one of the most common debates in the CRM software world right now.
Both tools help you manage customer relationship management, track leads, and automate workflows.
但他们完成工作的方法却截然不同。
Insightly crm focuses on combining sales, project management, and contact management in one place.
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
我们对这两款工具进行了并排测试，所以您不必猜测。
概述
To give you the most accurate comparison, we tested Insightly and Creatio CRM over three weeks.
We evaluated their crm tools, workflow automation, integrations, and customer journey features.
We focused on what matters most to sales teams and marketing teams trying to enhance customer experiences.
以下是我们发现的情况。
Insightly是什么？
Insightly CRM is a modern crm platform built for growing businesses that need more than just contact management.
It keeps all your current and prospective customer 数据 in one place to boost your productivity.
Insightly crm helps businesses manage customer interactions, leads, sales opportunities, and projects.
Sales teams can establish strong relationships and managers can monitor employee work right inside the platform.
It is recommended by PC Magazine, Entrepreneur Magazine, and G2 Crowd as one of the top crm applications around.
🏆 获奖者：Insightly
Insightly CRM combines sales pipeline management, project management, and task management in a single platform. Modern crm teams love Insightly for its AI Copilot, 2,000+ integrations, and intuitive interface that new users pick up fast.
Insightly 定价
Here’s what Insightly costs in 2026. The platform uses per-user, per-month pricing billed annually.
| 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 | 不断壮大的团队需要仪表盘和集成功能 |
| 企业 | 每用户每月 99 美元 | 需要完全访问权限的大型组织 |
免费试用： Insightly offers a free trial so you can test before committing. No credit card required.
退款保证： Insightly does not publicly advertise a refund policy. Review terms before purchasing.
📌 笔记： Insightly starts at $29/user/month for the Plus tier, which has limited access to most features. The Professional tier at $49/user/month includes limited dashboards and third-party app integration. Full access to all features requires the Enterprise tier.
⚠️ 警告： The Enterprise tier costs $99/user/month, which is almost double that of Zoho CRM’s enterprise plan. Factor in team size before committing — costs can add up quickly for larger teams.
Insightly 的主要优势
Here’s why Insightly stands out from other crms on the market:
- 客户关系管理 + 项目管理： Insightly links your sales opportunities to projects automatically. You can create projects and assign tasks to team members without switching tools.
- 人工智能副驾驶 助手: Insightly provides an AI-powered assistant for summarizing emails and data retrieval. It saves time on repetitive tasks so your team can focus on selling.
- AppConnect 集成： Insightly features a low-code integration engine called AppConnect with over 2,000 pre-built connectors. This connects easily with Google Workspace and hundreds of other apps.
- Customizable Pipelines: Insightly offers customizable pipelines and Kanban views to keep track of each stage of sales. You get Gantt chart visualizations too for better project timeline management.
- 任务管理： Users can create reminders, to-do lists, and call logs as part of task management. You can also schedule emails and assign tasks to any team member.
- 安全与合规： Insightly is compliant with SOC 2 Type II, GDPR, and HIPAA standards. This makes it a strong choice for businesses in regulated industries.
Insightly 的优点和缺点
✅ 优点
- Built-in project management saves you from buying extra tools
- Fast implementation — most users are up and running in days
- Intuitive interface with a smooth data input and sharing process
- 2,000+ AppConnect integrations including Google Workspace
- Mobile app for managing contacts and opportunities on the go
❌缺点
- 企业版价格昂贵，为每用户每月 99 美元。
- Lacks advanced features like custom workflows compared to some competitors
- Plus tier has limited access to most features — you’ll likely need to upgrade
- Not as feature-deep as Zoho CRM or Creatio CRM for complex automation
Creatio CRM是什么？
Creatio CRM is a unified, no-code platform designed to automate and manage sales, marketing, and customer service operations.
It is powered by artificial intelligence and built for organizations that need to automate workflows at scale.
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
Thousands of customers launch millions of workflows daily in 100 countries using the Creatio platform.
Creatio has long-lasting relationships with organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, and BNP Paribas Group.
It is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.
Creatio CRM
Creatio CRM is a no-code platform to automate workflows and CRM applications across marketing, sales, and service. It gives citizen developers and business teams the freedom to build applications and orchestrate customer journey touchpoints without writing code.
Creatio CRM 定价
Here’s what Creatio CRM costs in 2026. All plans are billed per user per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 25 美元 | Small teams starting with CRM and workflow automation |
| 企业 | 每用户每月 55 美元 | Mid-size businesses needing advanced CRM applications |
| 无限 | 每用户每月 85 美元 | 需要完整平台访问权限的大型企业 |
免费试用： Creatio offers a free trial so you can explore the platform before buying. No long-term commitment required.
退款保证： Creatio offers a 37% lower total cost of ownership compared to many competitors due to its flexible pricing and no-code architecture.
📌 笔记： Creatio’s Growth plan at $25/user/month is cheaper than Insightly’s entry point. The platform claims a 37% lower TCO compared to traditional CRMs. Marketplace add-ons may carry extra costs depending on your use case.
⚠️ 警告： Creatio’s Unlimited plan at $85/user/month can get expensive for large teams. Also factor in costs for marketplace add-ons and potential implementation support from a Creatio partner.
Creatio CRM 的主要优势
Here’s why Creatio CRM stands out in a crowded business environment:
- 无代码平台： Creatio’s no-code tools let citizen developers build applications and automate workflows without coding. The drag-and-drop visual design tools mean anyone on your team can create business apps.
- 业务流程管理： Creatio includes a native Business Process Management engine for automating complex workflows. This is a defining part of what separates Creatio from basic CRM tools.
- 全渠道营销平台： Marketing Creatio gives you tools to orchestrate customer journey touchpoints across all channels. You can run marketing campaigns across email, social, and more from one dashboard.
- 销售自动化： Sales Creatio is an end-to-end sales management platform that can accelerate sales processes of any complexity. It handles account management, order management, and sales opportunities in one place.
- 行业工作流程： Creatio offers industry workflows for 20 verticals including financial services, manufacturing, and retail. This local presence in key sectors makes it easy to get started fast.
- Marketplace Add-Ons: Creatio provides a marketplace of ready-to-go solutions with 700+ connectors and templates. These marketplace add-ons help you extend the platform without custom development.
Creatio CRM 的优缺点
✅ 优点
- No-code platform gives maximum degree of freedom to customize
- Built-in BPM engine handles complex business processes without coding
- 70% reduction in implementation timelines compared to traditional CRMs
- Covers marketing, sales, and service in a single unified platform
- Studio Creatio lets teams build custom apps and industry workflows
❌缺点
- Steeper learning curve than simpler CRM tools like Insightly
- Unlimited plan at $85/user/month is costly for large teams
- Complexity can overwhelm small teams that just need basic CRM
- Some advanced features require Creatio partner implementation support
功能对比
准备好深入了解 Creatio CRM 和 Insightly 的详细比较了吗？
We’ll explore 9 key features to help you decide which CRM software fits your business.
| 特征 | 洞察力 | Creatio CRM |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每用户每月 25 美元 |
| 免费计划 | ❌ | ❌ |
| 无代码自动化 | ✅ 基本款 | ✅ 高级 |
| 项目管理 | ✅ | ❌ |
| Business Process Management | ❌ | ✅ |
| 人工智能助手 | ✅ 副驾驶 | ✅ 人工智能代理 |
| 集成 | 2,000+ | 700+ |
| 移动应用 | ✅ | ✅ |
| 行业工作流程 | ❌ | ✅ 20 个垂直 |
| 最适合 | 销售 + 项目团队 | 复杂工作流程自动化 |
1. 工作流自动化
洞察： Insightly offers workflow automation for common crm tasks like lead assignment and follow-up reminders. It lets you automate workflows through a visual rule 建筑商 that most users can set up without any technical help. The automation features are solid for standard sales processes but are not designed for complex, multi-step business process management.
Creatio CRM： Creatio is built around a native business process management engine that lets you automate workflows of any complexity. As a code platform to automate workflows, it uses drag-and-drop tools so teams can build automation without writing code. Organizations using Creatio often see a 70% reduction in implementation timelines compared to traditional CRMs.
⚠️ 警告： Creatio’s workflow automation is much more powerful, but it comes with greater complexity. If you just need basic automation for a small sales team, Insightly’s simpler tools may be the better fit.
2. 联系人管理
洞察： Insightly’s contact management is clean and easy to use from day one. You can add new contacts on the go from a business card scan, and the system stores all interactions in one timeline. The interface is designed to be intuitive, making it easier for users to adopt and track customer relationships without a steep learning curve.
Creatio CRM： Creatio allows you to consolidate customer data and automate lead and opportunity workflows in one place. It provides tools for account management, order management, and customer service all within the same crm platform. The 360-degree customer view gives your team the full picture of every account relationship.
3. 项目管理
洞察： Insightly is one of the few CRM tools that includes full project management built in. You can create projects, set milestones, and assign tasks to team members directly from a won opportunity. Insightly has added Gantt chart visualizations in 2025 for better project timeline and dependency management.
Creatio CRM： Creatio does not offer built-in project management in the same way Insightly does. You can manage tasks and track progress through its CRM modules, but dedicated project pipelines and Gantt views are not part of the core package. Teams needing full project management alongside CRM will find Insightly a more complete solution.
✅ 测试结果： Insightly wins the project management category clearly. Being able to convert a closed deal into a project with tasks assigned to team members in two clicks is a major time-saver for services businesses.
4. 无代码平台及定制化
洞察： Insightly offers solid customization options for pipelines, fields, and dashboards without requiring coding. The opportunities dashboard and 报道 tools let you customize views easily. However, Insightly is not a true low code platform designed for building entire custom applications.
Creatio CRM： Creatio’s no-code platform empowers citizen developers to build applications and automate processes without writing any code. Studio Creatio is the visual design environment where teams create custom apps, industry workflows, and integration logic. The maximum degree of freedom this gives organizations is a key reason enterprises choose Creatio over simpler tools.
5. 营销自动化
洞察： Insightly Marketing is a separate product that follows the same pricing structure as the core CRM. It lets you run marketing campaigns, build email templates, and track leads through the funnel. The integration between Insightly CRM and Insightly Marketing is tight, which makes handoffs between marketing teams and sales teams smooth.
Creatio CRM： Marketing Creatio is a full omnichannel marketing platform that lets teams orchestrate customer journey sequences across email, web, and social channels. You can manage marketing campaigns from awareness all the way through to conversion inside the same platform. Creatio helps you digitize workflows and enhance customer and employee experiences at every stage.
6. 销售渠道管理
洞察： Insightly’s sales pipeline is one of its strongest areas. You get customizable pipelines and Kanban views to keep track of each stage of sales. The opportunities dashboard gives managers a clear view of revenue progress and individual rep performance at a glance.
Creatio CRM： Sales Creatio is an end-to-end sales management platform built to accelerate sales processes of any complexity. It handles lead scoring, account management, and sales opportunities through a highly configurable pipeline. The platform’s ability to automate workflows within the sales process makes it powerful for complex B2B sales cycles.
7. 集成
洞察： Insightly’s AppConnect engine offers over 2,000 pre-built connectors to various applications. Google Workspace is deeply integrated, making it a natural fit for Google-first organizations. You can also schedule emails directly from within the CRM and sync contacts with your calendar.
Creatio CRM： Creatio provides a marketplace of over 700 connectors and marketplace add-ons for popular business tools. Its no-code tools also let your team build custom integrations without calling a developer. The platform is built on a technology stack designed to offer maximum degree of freedom to integrate within your organization’s digital environment.
⚠️ 警告： Insightly has significantly more pre-built connectors than Creatio. If you rely on many third-party SaaS tools and don’t have developer resources, Insightly’s AppConnect library will save you time.
8. Reporting & Dashboards
洞察： Insightly provides reports and dashboards to gain visual insights into business performance. The opportunities dashboard makes it easy to monitor progress across your sales pipeline. However, the Plus and Professional tiers offer limited dashboards — you need Enterprise for full reporting access.
Creatio CRM： Creatio enables data-driven decision-making with analytics, customizable dashboards, and AI-powered insights. The platform gives you real-time visibility into sales processes, marketing campaigns, and service operations in one view. You can build custom reports without code using Studio Creatio’s visual tools.
9. 定价与成本
让我们来并排比较一下这些定价方案。
| 计划 | 洞察力 | Creatio CRM |
|---|---|---|
| 入口 | 每用户每月 29 美元（Plus 版） | 25美元/用户/月（增长） |
| 中 | 49美元/用户/月（专业版） | 55美元/用户/月（企业版） |
| 顶部 | 99美元/用户/月（企业版） | 85美元/用户/月（无限流量） |
洞察： Insightly starts at $29/user/month and is considered competitive at its Plus and Professional tiers. The Enterprise tier is expensive at $99/user/month. If your team needs full access to all features, costs can get high quickly as you scale.
Creatio CRM： Creatio starts cheaper at $25/user/month with the Growth plan. The Unlimited plan at $85/user/month is actually more affordable than Insightly’s Enterprise tier. Creatio claims a 37% lower total cost of ownership due to its flexible pricing and no-code architecture, which reduces the need for expensive developers.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Simpler onboarding | 洞察力 | Faster setup, easier learning curve |
| 复杂工作流程自动化 | Creatio CRM | Native BPM engine, no-code tools |
| 客户关系管理 + 项目管理 | 洞察力 | Built-in project tools after deals close |
| 企业级定制 | Creatio CRM | Maximum degree of freedom |
| Best integrations library | 洞察力 | 2,000+ AppConnect connectors |
| 更低的入门价格 | Creatio CRM | Starts at $25 vs $29/user/month |
💰 您的预算
Creatio starts cheaper at $25/user/month vs Insightly’s $29. However, Insightly’s pricing is more predictable, while Creatio’s marketplace add-ons can increase your total costs depending on what you need.
🔌 您的技术栈
If you run on Google Workspace, Insightly is a natural fit with deep native integration. If you need a low code platform to build custom integrations with legacy systems, Creatio’s architecture gives you more flexibility.
📝 您的销售流程
Insightly is the better pick if your sales process ends when a deal closes and a project begins. Creatio is the right choice if you need to accelerate sales processes of any complexity with automated multi-step workflows.
🎓您的经验水平
Insightly has a much shorter learning curve and is easier to pick up for new CRM users. Creatio requires more time to master but rewards your investment with deeper automation 能力 for complex operations.
🆓 免费试用和演示
Both Insightly and Creatio offer free trials so you can test before committing. We recommend testing whichever platform matches your team size and business environment before signing any annual contract.
🛟 支持选项
Creatio has a global network of partners and six offices worldwide, giving it strong local presence for enterprise support. Insightly’s support is well-regarded at higher tiers, but smaller plan users may find response times slower.
切换指南
已经在使用这些工具之一了吗？如果您切换到其他工具，以下是您可能遇到的情况。
🔄 从 Insightly 切换到 Creatio CRM？
✅ 你将获得：
- More powerful business process management and no-code workflow automation
- Industry workflows for 20 verticals built right in
- Studio Creatio for building custom crm applications without a developer
❌ 你会失去什么：
- Built-in project management with milestones and Gantt charts
- 2,000+ AppConnect pre-built integrations
- Insightly’s simpler interface and fast onboarding experience
📋 如何切换：
- Export your contacts, opportunities, and project data from Insightly as CSV files
- Set up your Creatio account and configure your sales processes and no-code tools
- Import your data and rebuild key workflows using Creatio’s BPM engine
🔄 从 Creatio CRM 切换到 Insightly？
✅ 你将获得：
- Built-in project management linked directly to your sales pipeline
- Easier to use interface with a shorter learning curve for new users
- 2,000+ AppConnect integrations including deep Google Workspace support
❌ 你会失去什么：
- Native business process management engine for complex workflow automation
- Maximum degree of freedom for no-code app building with Studio Creatio
- Industry-specific workflows for 20 verticals and 700+ marketplace add-ons
📋 如何切换：
- Export your CRM data from Creatio in standard CSV format
- Create your Insightly account and map your fields to the new system
- Import contacts and opportunities, then rebuild your pipeline stages in Insightly
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Creatio CRM |
| 🚀 核心 CRM 功能 | 洞察力 |
| ⚡ 工作流自动化 | Creatio CRM |
| 📋 项目管理 | 洞察力 |
| 👶 易用性 | 洞察力 |
| 🔌 集成 | 洞察力 |
| 🏗️ No-Code Customization | Creatio CRM |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：Insightly
Insightly wins 4 out of 7 categories in this comparison.
最适合： Sales teams managing projects, teams using Google Workspace, businesses needing CRM + task management in one tool
Insightly CRM and Creatio CRM are two very different products.
Insightly is the best choice for modern crm teams that need sales pipeline, project management, and contact management in one easy-to-use system.
Creatio is the right pick for organizations that need a no-code platform to automate workflows and build custom crm applications at enterprise scale.
Creatio is excellent for managing complex business processes and orchestrating customer journey flows across an entire organization.
However, if you need a CRM that your team will actually use from day one, Insightly is the stronger choice.
Now, go pick the right tool and start building those long-lasting relationships with your customers!
Insightly 的更多比较
以下是 Insightly 与其他竞争对手的对比：
Insightly 在以下方面胜出： Project management, lower entry pricing, ease of setup
HubSpot 在以下方面胜出： 免费CRM层级、营销自动化深度、品牌认知度
Insightly 在以下方面胜出： Simpler interface, faster implementation, project management tools
Zoho CRM 的优势在于： Feature depth, lower enterprise pricing, free plan availability
Insightly 在以下方面胜出： Built-in project management, AI Copilot, compliance certifications
管道驱动 获胜方式： Visual sales pipeline UX, sales-focused features, activity reminders
Insightly 在以下方面胜出： Ease of use, faster onboarding, more affordable pricing
Salesforce 的优势在于： Enterprise feature depth, AppExchange platform, AI capabilities
Creatio CRM 的更多比较
以下是 Creatio CRM 与其他竞争对手的对比：
Creatio CRM 胜出的原因： No-code BPM engine, enterprise-grade security, industry workflows
GoHighLevel 获胜方式： Agency-focused features, all-in-one marketing tools, lower pricing
Creatio CRM 胜出的原因： Workflow automation depth, no-code platform, omnichannel marketing
Pipedrive 获胜： Sales pipeline simplicity, ease of use, lower starting price
Creatio CRM 胜出的原因： Enterprise scalability, BPM engine, no-code tools for developers
Keap 获胜理由： 小型企业 focus, built-in email marketing, simpler automation
Creatio CRM 胜出的原因： Workflow flexibility, no-code customization, industry verticals
HubSpot 在以下方面胜出： Free CRM plan, marketing automation suite, ease of use
Creatio CRM 与 ClickFunnels 的比较
Creatio CRM 胜出的原因： Full CRM capabilities, workflow automation, service management
ClickFunnels 获胜方式： Sales funnel building, landing page tools, conversion focus
Creatio CRM 胜出的原因： Full CRM suite, no-code platform, omnichannel marketing tools
立即赢得： 冷邮件 外联, deliverability features, simpler setup
Creatio CRM 与 胶囊客户关系管理
Creatio CRM 胜出的原因： Automation depth, enterprise features, no-code BPM
Capsule CRM 的优势在于： Simplicity, lower pricing for small teams, clean interface
Creatio CRM 与 Freshsales CRM 的比较
Creatio CRM 胜出的原因： No-code customization, business process management, workflow depth
Freshsales CRM 的优势在于： Built-in phone, AI lead scoring on lower plans, ease of setup
Creatio CRM 胜出的原因： Lower TCO, no-code tools, faster implementation timelines
Salesforce 的优势在于： Massive partner network, AppExchange, enterprise brand credibility
Creatio CRM 与 民间
Creatio CRM 胜出的原因： Enterprise automation, BPM engine, omnichannel marketing platform
民间获胜理由： Simplicity, relationship-focused CRM for small teams, cleaner UI
Creatio CRM 胜出的原因： Dedicated CRM modules, workflow automation depth, sales Creatio features
周一 CRM 胜出： Visual project management, team collaboration, flexible work OS
常见问题解答
What is Insightly CRM used for?
Insightly CRM is used for managing customer interactions, leads, sales opportunities, projects, and tasks in one place. Modern crm teams love Insightly because it combines a full sales pipeline with built-in project management. Insightly products include Insightly CRM, Insightly Marketing, and Insightly Service — each designed to cover a different part of your business operations. The platform is cloud based, so your team can access records and details from anywhere via web browser or mobile app.
Creatio CRM 的用途是什么？
Creatio CRM is used to automate workflows and CRM operations including marketing, sales, and service management. It is a no-code platform that allows citizen developers and business teams to build applications and manage complex business processes. Creatio products are used by organizations like AMD, Bayer, Kraft Heinz, and Société Générale Group to enhance customer and employee experiences. The Creatio team is known for genuine care about customer success and communicating transparently about platform updates and roadmap changes.
Insightly 容易使用吗？
Yes, Insightly is considered one of the easier CRM tools to pick up. Its interface is designed to be intuitive and getting data into the system is not overly convoluted. The platform’s functionality covers contact management, task tracking, and project management without overwhelming new users. A good knowledge base on the Insightly site helps teams get started fast, though there is still a learning curve for advanced features.
How does Creatio CRM vs Insightly compare for workflow automation?
Creatio is the stronger choice for workflow automation. Its native business process management engine lets teams automate workflows of any complexity using a no-code platform. Insightly offers basic workflow automation suitable for standard sales processes, but it cannot match Creatio’s depth for complex, multi-step operations.
那就是 最佳CRM软件 适用于小型企业吗？
对于大多数 小型企业, Insightly CRM is the better starting point due to its easier interface, fast implementation, and built-in project management. Every company gains efficiency when teams can manage contacts, tasks, and projects without switching tools. Creatio CRM is better suited for mid-size to large organizations that need to automate workflows and build custom crm applications at scale. Both tools offer a free trial so you can test them in your own business environment.
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