You’re looking for a 客户关系管理， 正确的？
And you’ve probably seen Folk and Insightly pop up.
Choosing between them?
That’s the tricky part. Both promise to make your life easier, but which one actually delivers?
It’s like choosing between two cool video games—you need to know which one is worth your time.
好消息！
We’re breaking down Folk vs Insightly to help you decide.
概述
To give you a real picture, we didn’t just read about these CRMs.
We got our hands dirty.
Our team tested both Folk and Insightly, setting up accounts, importing Das bedeutet, dass Ihr, and running through daily tasks.
It excels at managing 10,000 contacts and building relationships. It has powerful automation.
定价： It has a free trial. The premium plan starts at $20/month.
主要特点：
- Sales pipelines
- Advanced reports
- Android app
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
什么是民俗？
Folk is a modern 客户关系管理. It’s built for teams.
It helps you manage contacts.
It’s easy to use. It’s all about collaboration.
此外，请探索我们最喜爱的民间替代品...
我们的观点
It excels at managing 10,000 contacts and building relationships. It has powerful automation that some businesses need.
主要优点
- 管理 10,000 个联系人。
- 连接五个电子邮件账户。
- 未提及保修。
定价
所有计划均按年计费。
- 标准:$20/会员/月。
- 优质的:$40/会员/月。
Você pode ter mais de um espaço de trabalho.
缺点
什么是 Insightly？
Okay, so what’s Insightly all about? It’s a 客户关系管理, but it adds project management.
Think of it as a tool for sales and project tracking.
It helps you manage relationships and deliver projects.
It’s designed for businesses that need both.
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
功能比较
This comparison evaluates Folk, a unique tool for customer relationship management that excels at building real relationships through deep social listening.
Insightly 客户关系管理, a versatile crm platform loved by sales teams and marketing teams for its strong project and task management capabilities.
This analysis will clarify which 客户关系管理 solution is the better investment for nurturing client relationships versus optimizing internal sales and marketing teams workflows.
1. Core Platform Focus and Goal
- 民间: The primary goal is deep real relationships and helping users organize contacts efficiently. It is built to build genuine connections and manage the human side of 商业 across diverse use cases.
- Insightly CRM: The focus is on providing a versatile crm system that integrates sales, marketing (insightly marketing), and project management, making it a modern crm teams love for managing the full lifecycle of customers and companies.
2. Contact Management and Organization
- 民间: Excels at helping users organize contacts effectively, utilizing its chrome extension to add contacts quickly from external sources. Users can set reminders and manage notes for every same person easily, emphasizing qualitative relationship history.
- Insightly CRM: Offers robust contact management that links contacts to projects, opportunities, and organizations. The insightly starts by integrating with google workspace to pull in organization data, providing a complete view of the customers and company.
3. Sales Pipeline and Deal Management
- 民间: Offers a visual sales pipeline built to help users close winning deals. Its strength lies in using personalized communication history and set reminders (including logging phone calls) to drive the sales process efficiently across diverse use cases.
- Insightly CRM: Provides a flexible sales pipeline and opportunities dashboard to track deals. It enables sales teams to assign tasks, manage sales opportunities, and automate stages via workflow 自动化.
4. Project Management and Collaboration
- 民间: Offers light project management tools, mostly focused on tracking relationship follow-ups. Collaboration relies on shared notes and the ability to add contacts to groups for internal organization.
- Insightly CRM: A key differentiator is its native project management capability, allowing sales teams to seamlessly hand off a winning deal to the service team member. It is one of the other crms lauded by PC Magazine for this feature.
5. Automation and Workflow
- 民间: Provides simple email automation and tools to set reminders. Automation is designed to support personalized relationship nurturing across different use cases, often relying on other tools for complex tasks.
- Insightly CRM: Offers comprehensive workflow automation, allowing users to set complex rules to assign tasks, update records, or schedule email templates based on trigger events, enhancing team productivity.
6. Ecosystem and Integrations
- 民间: Excels as a central relationship hub that integrates with other tools. Its chrome extension acts as the key connector, allowing users to add contacts and utilize email automation externally.
- Insightly CRM: Known for its deep google workspace integration. Insightly products often feature stronger native links to external services than other crms, making the system highly versatile.
7. Marketing Features
- 民间: Supports nurturing with email automation and reminders, focusing on personalized communication. It is not designed for mass campaigns like dedicated marketing teams require.
- Insightly CRM: Includes insightly marketing, a separate but integrated product that offers features like campaign management and email templates to support marketing teams and sales teams alignment.
8. User Experience and Learning Curve
- 民间 客户关系管理: Features a minimal user interface designed for speed and clarity. It has a very low learning curve, making it easy for any team member to add contacts and begin tracking immediately.
- Insightly CRM: Offers a robust user interface but has a slightly higher learning curve due to the depth of its integrated sales, marketing, and project management modules. Its new version has improved usability.
9. Pricing and Value
- 民间: Priced per user and based on contact limits. Its value lies in its specialized focus on genuine connections, making it an affordable alternative to other crms for small teams.
- Insightly CRM: Insightly starts with a free plan and scales through tiered pricing, often billed annually. Its value lies in providing a modern crm teams love with advanced capabilities for all phases of contact management and project execution.
What to Look For in a CRM Software?
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- 定制： Does it fit your unique workflows?
- 移动访问： 是否可以随身携带？
- 支持： Does it offer reliable customer support?
- 数据 Die 9 besten Lernmanagement-Softwares (LMS) für 2025 15: How well does it protect your data?
- 报告: Does it provide meaningful insights?
- 行业特定功能： Does it cater to your particular industry needs?
- 培训和入职： Does the vendor provide adequate training resources?
- 自动化： Can it automate repetitive tasks to save time?
- 合作： Does it facilitate team collaboration and communication?
- 成本效益： Does the pricing align with your budget and ROI?
- Reviews and Testimonials: What are other users saying about their experience?
- 未来更新： How often does the vendor release updates and new features?
最终裁决
那么，哪一个会获胜？
It depends on what you need.
If you want something simple and easy, Folk is great. It’s like a smart contact list for small teams.
But, if you need a strong CRM with lots of tools, Insightly is better.
It can handle big projects and sales.
We tested both, remember? We saw how they work.
We think Insightly is the better choice for most businesses.
It has more features and can grow with you.
But, if you just need the basics, Folk is okay.
更多民俗
以下是 Folk 与这些软件解决方案的简要比较：
- Folk vs GoHighLevel: Folk 强调协作式联系人组织和易用性，而 GoHighLevel 则是一个全面的销售和营销平台，具有强大的自动化和潜在客户生成功能。
- Folk vs Pipedrive: Folk 专注于用户友好型联系人管理和定制，而 Pipedrive 则擅长为销售团队提供可视化销售管道管理。
- Folk vs Keap: Folk 为联系人管理提供了一个简单的协作界面，而 Keap 则提供了强大的销售和营销自动化功能，并具有广泛的自定义功能。
- Folk vs ActiveCampaign: Folk 提供用户友好的协作式联系人管理系统，而 ActiveCampaign 则拥有强大的营销自动化、细分和详细分析功能。
- Folk vs Clickfunnels: Folk 是一款联系人管理 CRM，而 ClickFunnels 则是一款销售漏斗生成器，用于创建登陆页面和自动销售流程。
- 民间与即时: Folk 侧重于联系人管理和充实；Instantly 则专门从事自动化冷门电子邮件营销活动和大批量外联销售。
- Folk vs ClickUp: Folk 是一个专门的联系人关系管理工具，而 ClickUp 则是一个集项目管理、任务跟踪和 CRM 功能于一身的工作空间。
- 民谣对周一: Folk 提供了一个简单的协作联系系统，而 Monday CRM 则提供了高度可定制的可视化工作流程和强大的团队协作功能。
- 民间与胶囊: Folk 是一款用于管理联系人的现代化、可定制的 CRM；Capsule CRM 则是一款简化的联系人管理器，主要侧重于跟踪销售机会。
- 民间与洞察: Folk 是一种直接的协作式联系人管理解决方案；Insightly 则是一种更强大的 CRM，具有先进的销售管道和项目管理功能。
- Folk 与 Freshsales CRM: Folk 侧重于直观的关系管理和可视化管道；Freshsales 提供全面的 CRM，具有先进的自动化功能和深入的销售报告。
- Folk vs Salesforce: Folk 是一款用户友好型 CRM，适用于简单的关系管理，而 Salesforce 则是一款高度可定制、可扩展、复杂且功能丰富的企业级 CRM。
- Folk 与 Zendesk: Folk 优先为小型团队提供简单、协作式的联络管理，而 Zendesk 则是一个全面的客户服务平台，侧重于票务和支持。
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。
常见问题
Folk 更适合小型团队吗？
Yes, Folk is generally better for small teams or individuals who need a simple contact management solution. Its intuitive interface and focus on collaboration make it easy to use for smaller groups.
Does Insightly offer more features than Folk?
Yes, Insightly offers a more comprehensive suite of features, including advanced sales pipeline management, email marketing tools, and detailed reporting. It’s designed for businesses with more complex needs.
Which CRM is easier to customize?
Insightly is significantly more customizable than Folk. It allows for custom fields, layouts, and workflows, enabling businesses to tailor the platform to their specific requirements.
Can I integrate email marketing with both CRMs?
While Folk integrates with existing email tools, Insightly offers built-in email marketing features, allowing you to create and send campaigns directly from the platform.
Which CRM offers a free trial?
Both Folk and Insightly offer free trials, but the extent and features available during the trial period may vary. Check their websites for the most current details.
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