You’re looking for a 客户关系管理对吗？
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 data, and running through daily tasks.
87% of users report improved contact organization with Folk. See if it boosts your productivity today.
定价： 它有一个免费计划。付费计划起价为 $20/月
主要特点：
- 可定制字段
- 合作
- 统一联络中心
需要 客户关系管理 您的公司是否拥有强大的项目管理工具，而不仅仅局限于销售？
定价： 它有一个免费计划。高级计划起价为 $29/月。
主要特点：
- 项目管理
- Multiple pipelines
- Advanced contact management
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...
准备好简化团队的联系人管理了吗？Folk 最多可让您组织 5,000 名联系人，并与 10 名团队成员协作。
主要优点
- 在一个地方整理多达 5000 个联系人。
- 与最多 10 名团队成员共享联系人列表。
- 每天向 250 名联系人发送个性化电子邮件。
- Integrate with over 1000 apps via 扎皮尔.
- 创建 5 个自定义联系人字段。
定价
所有计划都将 每年计费.
- 标准:$20/会员/月。
- 优质的:$40/会员/月。
- 风俗:$80/会员/月。
优点
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…
准备精简您的 商业 processes and build stronger relationships? Start your free trial of Insightly and see the difference!
主要优点
- Boost Productivity: Improve project completion rates by 20%.
- 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.
优点
缺点
功能比较
让我们来看看具体细节。
We’re comparing Folk and Insightly’s key features side by side to see which 客户关系管理 solution truly excels.
1. Customer Relationship Management (CRM)
- Folk: Focuses on a simple, collaborative approach. Think of it as a smart address book that integrates with your other tools. It’s designed to streamline contact management.
- Insightly: Offers a more traditional, robust customer relationship management system. It’s built to track complex relationships and sales pipeline stages.
2. Sales Pipeline and Task Management
- Folk: Provides basic task management and contact grouping. Good for simple follow-ups.
- Insightly: Offers advanced sales pipeline management with detailed stages and automation. It’s a powerful CRM for complex sales processes.
3. Dashboard and Reporting
- Folk: Has a clean, simple dashboard with a basic overview.
- Insightly: Provides in-depth reporting and customizable dashboard views, allowing you to optimize your data analysis.
4. Email Marketing and Integration
- Folk: Integrates with existing email tools, but lacks built-in email marketing features.
- Insightly: Offers integrated email marketing tools, allowing you to send targeted campaigns directly from the platform.
5. Customer Support and Onboarding
- 民间 Offers online documentation and community support.
- Insightly: Provides more comprehensive customer support, including phone and email support and detailed onboarding resources.
6. Customization and Flexibility
- Folk: Offers some level of customizable fields and views, with an emphasis on simple design.
- Insightly: Highly customizable, allows for custom fields, layouts, and workflows, designed to help businesses tailor the platform to their specific needs.
7. Collaboration and Team Features
- Folk: Emphasizes shared contact lists and simple team collaboration. It’s built for teams that need to easily share and access contact information.
- Insightly: Offers robust team collaboration features, including shared projects, task assignments, and activity tracking. This allows for a more structured team workflow and better visibility across the team. It is built to help businesses stay aligned.
选择 CRM 软件时要注意什么？
- 可扩展性： 它能与您的业务共同成长吗？
- 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?
- 数据安全： 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 Hubspot: Folk 提供直接、简单的 CRM 体验和可预测的定价，而 HubSpot 则提供全面的营销、销售和服务套件，并实行分级定价。
- 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。
- 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 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 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。
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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