⚡ 快速结论：
- 定价： Folk starts at $17.5/member/month. Insightly starts at $29/user/month.
- 最适合： Folk suits small teams doing contact management. Insightly suits sales teams that also run projects.
- 主要区别： Insightly bundles project management, reporting, and workflow 自动化. Folk keeps things light.
- 我们的选择： Insightly for most growing businesses, because one system covers both deals and delivery.
Most people pick a CRM before they know what they actually need.
Folk and Insightly both promise better customer relationship management.
But they were built for very different kinds of work.
Folk is about people, outreach, and real relationships.
Insightly is about pipelines, projects, and reporting.
Here is how to tell which one fits your 商业.
概述
This Folk vs Insightly comparison covers pricing, crm features, and ease of use.
我们还会分析每种工具最适合哪些用户。
我们的 作家 spent hands-on time inside Folk directly.
Notes on Insightly come from its documentation and published specs.
By the end, you will know which crm software suits your team.
什么是民俗？
Folk is a lightweight CRM built around people, not process.
It helps you organize contacts into simple, shareable groups.
The interface looks and feels like a collaborative spreadsheet.
That design makes Folk incredibly easy for first-time CRM users.
Folk CRM serves multiple use cases beyond sales.
Fundraising, event follow-up, and partnerships all work well here.
Watch the walkthrough below to see the app in action.
民间
A simple CRM for people who hate CRMs. Import contacts from Gmail, then start winning deals.
民间定价
Folk keeps its pricing page short. Three tiers, no free plan.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 标准 | 每位会员每月 17.5 美元 | 独立创始人及小型团队 |
| 优质的 | 每位会员每月 35 美元 | Agency and partnership workflows |
| 风俗 | 每位会员每月 70 美元 | Larger teams needing more control |
Pricing verified August 2026.
免费试用： Folk offers a 14-day free trial so you can test the tool before you purchase.
退款保证： Folk does not publish a refund window. The trial is the safety net.
📌 笔记： Folk charges per member, so costs scale with headcount. Lower rates apply when plans are billed annually.
⚠️ Pricing conflict: Some sources list Folk at $20 and $40 per user monthly. Our verified figures above show $17.5, $35, and $70. The gap is likely monthly versus annual billing. Always confirm on the Folk pricing page before you buy.
民间的主要优势
以下是 Folk 值得一看的原因：
- 魔法领域： A custom field type that uses AI to clean and enrich contact data. It fills gaps other tools leave blank.
- Chrome扩展程序： Add contacts straight from LinkedIn while you 浏览. No copy-paste between tabs.
- Gmail and Outlook sync: Folk connects to your 收件箱 to import contacts and email history.
- Collaborative mail merge: Send personalized bulk email from shared templates. Your whole team sees the thread.
- Kanban sales pipeline: A visual board to track deals through each stage.
- Self-serve onboarding: Explore the platform at your own pace. No sales rep chasing your account.
我们的团队注意到了什么
Our writer signed up for Folk and spent several days inside the app. Here is what stood out from that hands-on time:
民间利弊
✅ 优点
- One of the easiest CRMs on the market to learn
- Magic Fields clean and enrich contact data automatically
- Groups make it simple to organize contacts without clutter
- Works for fundraising, events, and partnerships, not just sales
❌缺点
- Lacks advanced reporting views for detailed analytics
- 不会自动跟踪会议或电话
- Importing emails and managing contact data can get fiddly
- Not suitable for larger sales teams or complex sales processes
Insightly是什么？
Insightly CRM keeps current and prospective customer data in one place.
The company markets it as the modern CRM teams love.
It handles leads, sales opportunities, and projects in one system.
Sales teams use it to build genuine connections with customers.
Managers use it to monitor progress and employee work.
Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.
This video walks through the platform screen by screen.
🏆 获奖者：Insightly
CRM and project management in one account. Built for teams that close deals and then deliver the work.
Insightly 定价
Insightly offers three pricing tiers. Insightly starts at $29 per user monthly.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | 大多数功能访问权限受限 |
| 专业的 | 每用户每月 49 美元 | Dashboards and third-party app integration |
| 企业 | 每用户每月 99 美元 | Full access to every feature |
Pricing verified August 2026.
免费试用： Insightly offers a free trial of the CRM. No purchase is required to create an account.
退款保证： No published refund window. Test the free trial first.
📌 笔记： Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same pricing structure as the CRM.
⚠️ 警告： The Enterprise tier is almost double what Zoho CRM charges for similar services. Compare against other CRMs before committing a large team.
Insightly 的主要优势
以下是 Insightly 值得考虑的原因：
- AppConnect: A low-code integration engine with over 2,000 pre-built connectors. It links your CRM to the apps you already run.
- Copilot AI: An AI-powered 助手 that summarizes emails and speeds up data retrieval.
- 项目管理： Milestones, pipelines, and Gantt chart visualizations added in 2025 for timeline and dependency tracking.
- 报告和仪表盘： Visual insights into 商业 performance, including an opportunities dashboard for open deals.
- 遵守： Insightly meets SOC 2 Type II, GDPR, and HIPAA standards.
- 移动访问： Scan a business card, add contacts, and assign tasks from the mobile app or the web.
我们的团队注意到了什么
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation, the pricing page, and third-party reviews on G2 and TrustRadius.
Insightly 的优点和缺点
✅ 优点
- Ties project management and CRM together in one platform
- Over 2,000 pre-built connectors through the AppConnect engine
- Copilot AI summarizes emails and speeds up data retrieval
- 符合 SOC 2 Type II、GDPR 和 HIPAA 标准
- Fast setup and a smooth data input process
❌缺点
- 与某些竞争对手相比，它缺乏自定义工作流程等高级功能。
- The Enterprise tier is almost double that of Zoho CRM
- Not as feature-deep as Zoho CRM despite being easier to use
- Steeper learning curve than a contacts-only tool like Folk
功能对比
Both products call themselves CRM tools, but the overlap is thinner than it looks. We compared ten areas that decide which one you should buy.
| 特征 | 民间 | 洞察力 |
|---|---|---|
| 起价 | 每位会员每月 17.5 美元 | 每用户每月 29 美元 |
| 免费计划 | ❌ | ❌ |
| 联系管理 | ✅ | ✅ |
| 项目管理 | ❌ | ✅ |
| 高级报告 | ❌ | ✅ |
| 工作流程 自动化 | ❌ | ✅ |
| Chrome 扩展程序 | ✅ | ❌ |
| Call & 会议 追踪 | ❌ | ✅ |
| HIPAA 和 SOC 2 合规性 | ❌ | ✅ |
| 最适合 | Contact-led outreach | Sales plus delivery |
1. 联系人管理
民间： Contacts live in groups you create yourself. You can add contacts, set reminders, and keep notes on every person without drowning in fields. Folk is good at cleaning and enriching contact data for outreach.
洞察： Contact management sits inside a 360-degree customer view. Records link to companies, projects, and open deals, so a team member sees full history in one place.
2. 销售渠道
民间： A visual Kanban-style board drives the sales pipeline. Drag a card forward as a deal moves. It is enough for a founder chasing twenty conversations, not two hundred.
洞察： Customizable pipelines and Kanban views track each stage of sales. You can customize stages per product line and monitor where deals stall.
3. Lead Tracking and Sales Opportunities
民间： Leads are just contacts with a status. There is no separate opportunity object, which keeps things simple but limits forecasting.
洞察： Leads convert into sales opportunities tied to an organization. The opportunities dashboard shows value, stage, and owner across the business.
4. Project Management and Task Management
民间： There is no real project layer. You get reminders and simple task management attached to contacts, and that is the ceiling.
洞察： Milestones, pipelines, and Gantt charts manage delivery after the sale. You can assign tasks, create to-do lists, and log phone calls, then track progress to completion.
5. Email Automation and Templates
民间： Email automation runs through collaborative mail merge. Folk connects to Gmail or Outlook to sync history, though outreach is email-only with little support for other channels.
洞察： Email templates let you schedule emails to lists and log replies against records. It plugs into Google Workspace and Outlook accounts.
6. 报告和仪表盘
民间： This is the weakest area. Folk lacks advanced reporting views, so generating a board-ready summary means exporting to a spreadsheet.
洞察： Reports and dashboards give visual insight into performance across companies and reps. Managers get numbers without asking anyone to build them.
⚠️ 警告： If leadership expects weekly reporting, Folk will frustrate you. This is the single clearest functionality gap between the two.
7. AI Features and Workflow Automation
民间： Magic Fields use AI to fill in missing details on a contact. It is genuinely useful, but there is no rules-based workflow automation behind it.
洞察： Copilot summarizes emails and retrieves data on request. Automation handles routine steps, though custom workflows are thinner than some rivals offer.
8. Integrations and Chrome Extension
民间： The Chrome extension pulls profiles from LinkedIn straight into a group. For an agency doing social selling, that alone can justify the purchase.
洞察： AppConnect exposes more than 2,000 connectors to other apps. You can integrate 会计, support, and marketing services without writing code.
9. Partnerships and Support
民间： Partnerships and events get their own groups, which is why non-sales teams like it. Support is self-serve, backed by a knowledge base rather than a rep.
洞察： Support and ticketing run through Insightly Service, sold alongside the CRM. Marketing teams can bolt on Insightly Marketing from the same account.
10. 定价与成本
Here are the published costs side by side.
| 层级 | 民间 | 洞察力 |
|---|---|---|
| 入口 | Standard: $17.5/member/month | 此外：每用户每月 29 美元 |
| 中 | Premium: $35/member/month | 专业版：每用户每月 49 美元 |
| 顶部 | Custom: $70/member/month | 企业版：99 美元/用户/月 |
民间： Cheaper at every tier. If you are price sensitive and your needs are basic, the maths favours Folk by a wide margin.
洞察： Competitive at the Plus and Professional tiers against other CRMs. The Enterprise tier is where the value argument weakens.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 民间 | 各档次都更便宜 |
| Project delivery | 洞察力 | 里程碑和甘特图 |
| LinkedIn潜在客户开发 | 民间 | Chrome extension built in |
| Weekly reporting | 洞察力 | Dashboards out of the box |
| First CRM ever | 民间 | Almost no learning curve |
| HIPAA合规性 | 洞察力 | Certified to that standard |
💰 您的预算
Folk undercuts Insightly at every level. For a five-person team, the difference funds a year of other tools.
🔌 您的技术栈
Insightly connects to over 2,000 apps through AppConnect. Folk covers the essentials and leans on your inbox.
📝 您的销售流程
If you close winning deals through long, structured cycles, pick Insightly. If deals close over coffee, Folk is enough.
🎓您的经验水平
Folk suits anyone who has never used a CRM. Insightly rewards teams willing to invest in setup for higher productivity later.
🆓 免费试用和演示
Folk gives you 14 days to explore with no sales pressure. Insightly also runs a trial, so test both before you commit.
🛟 支持选项
Folk is self-serve by design. Insightly offers ticketing through its service product for teams that need a human on call.
切换指南
Already using one of these? Here is what changes if you move.
🔄 Switching from Folk to Insightly?
✅ 你将获得：
- Project management with milestones and Gantt charts
- Reports and dashboards you do not have to build by hand
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ 你会失去什么：
- Magic Fields and their AI data enrichment
- The Chrome extension for LinkedIn prospecting
- The spreadsheet-simple interface and low monthly cost
📋 如何切换：
- Export your groups from Folk as CSV files
- Create an Insightly account and pick a tier
- Import contacts, then map each group to an organization
🔄 Switching from Insightly to Folk?
✅ 你将获得：
- A far shorter setup, measured in hours not weeks
- Lower cost per seat at every plan level
- Faster contact capture from LinkedIn and Gmail
❌ 你会失去什么：
- Every reporting view and the opportunities dashboard
- Project delivery, task assignment, and call logging
- AppConnect and its 2,000 pre-built connectors
📋 如何切换：
- Export contacts and opportunities from Insightly
- Start a Folk trial and connect your Gmail account
- Import the file, then search for duplicates before you invite the team
⚠️ Before you migrate: Merge duplicate records first. Two entries for the same person will follow you into the new system.
我们的评测没有涵盖的内容
This comparison focused on small and mid-sized teams. We did not evaluate custom Enterprise contracts, API-level work, or single sign-on setups. For example, a 200-seat rollout raises questions about admin permissions that we simply did not examine. Our notes reflect the August 2026 version of each product, and a new version may change details. If you run a regulated organization, treat compliance claims as a starting point for your own review.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 民间 |
| 🚀 Contact Management | 民间 |
| 📊 报道 | 洞察力 |
| 🗂️ 项目管理 | 洞察力 |
| 👶 易用性 | 民间 |
| 🔌 集成 | 洞察力 |
| 🔒 合规性 | 洞察力 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly 在 7 个类别中赢得了 4 个。
最适合： Sales teams that deliver projects, businesses needing reporting, and organizations with compliance requirements
These are not really the same category of product. Folk is a contact tool that happens to have a pipeline. Insightly is a CRM that happens to be easy.
Folk is excellent at what it does. For fundraising, event follow-up, and partnership tracking, it beats anything heavier. Price-sensitive teams with basic needs should stop reading and start a trial.
But most growing businesses eventually need reporting, projects, and workflow automation in one place. That is why Insightly takes the win here.
与更多民间人士相比
Here is how Folk measures up against other contact-led tools:
民间与 管道驱动
民间获胜理由： lower entry price, faster contact import from LinkedIn, friendlier setup for non-sales users
Pipedrive 获胜： deal forecasting, activity reporting, call and meeting logging
民间获胜理由： predictable per-seat cost, minutes-long onboarding, no upsell pressure from reps
HubSpot 在以下方面胜出： a free starting tier, marketing automation depth, a far larger app marketplace
民间获胜理由： contact enrichment through Magic Fields, inbox-native outreach, less configuration before first use
周一 CRM 胜出： board automations, workload views across projects, granular permission controls
民间与 胶囊 客户关系管理
民间获胜理由： collaborative mail merge, browser-based prospecting, a cleaner group model for events
Capsule CRM 的优势在于： a genuinely free tier, sales analytics, case and ticket tracking
Insightly 的更多比较
Here is how Insightly holds up against the bigger names:
Insightly 与 Zoho 的比较 客户关系管理
Insightly 在以下方面胜出： a gentler interface, faster rollout, tighter project and CRM linkage
Zoho CRM 的优势在于： deeper feature coverage, custom workflow rules, a far cheaper top tier
Insightly 与 Salesforce
Insightly 在以下方面胜出： setup speed without a consultant, clearer per-user pricing, built-in project delivery
Salesforce 的优势在于： customization ceiling, partner network size, enterprise reporting depth
Insightly 在以下方面胜出： milestone-based project tracking, HIPAA coverage, flatter cost as seats grow
HubSpot 在以下方面胜出： free entry plan, content and email marketing tools, reporting polish
Insightly 在以下方面胜出： post-sale delivery, AppConnect breadth, service and ticketing add-ons
Pipedrive 获胜： lower starting price, pipeline speed, simpler daily sales views
常见问题解答
什么是民间CRM？
Folk is a lightweight customer relationship management app built around contacts and outreach. It groups people, syncs your inbox, and suits fundraising, events, and partnerships as much as sales.
人脉资源是好的客户关系管理系统吗？
Yes, for individuals and small teams with basic needs. It is one of the easiest options to learn. Larger sales teams will hit limits on reporting and call tracking.
民间有多少钱？
Three tiers: Standard at $17.5 per member monthly, Premium at $35, and Custom at $70. A 14-day free trial is available before you pay.
Insightly 的用途是什么？
It manages customer interactions, leads, sales opportunities, and projects in one system. Teams also use it for reporting, task assignment, and linking delivery work to closed deals.
Insightly 容易使用吗？
The interface is easy to pick up and data entry is not overly convoluted. It is simpler than Zoho CRM, though not as feature-deep.
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