Picking a 客户关系管理 is tough. You need something that keeps your customer info organized.
You’re probably worried about wasting money on the wrong tool.
What if it’s too complicated? Or what if it doesn’t have the features you need?
Good news! We’re going to break down Freshsales 客户关系管理 vs Insightly in simple terms.
We’ll look at the key differences and help you decide which is the right fit for your 商业.
概述
We’ve spent considerable time exploring both Freshsales 客户关系管理 and Insightly.
Our team dove into their features, tested workflows, and analyzed user feedback.
This hands-on approach allows us to provide a real-world comparison, not just a surface-level review.
新鲜销售 客户关系管理 might be the one for you. Its intuitive interface makes it an excellent choice.
定价： It has a free trial. The premium plan starts at $9/month.
主要特点：
- 联系人管理
- Deal Tracking
- 报告和分析
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 Freshsales CRM？
So, Freshsales CRM. What’s the deal? It’s a sales-focused 客户关系管理.
Think of it as a tool to help you close more deals.
It’s easy to use, organizes your sales process, and offers features that boost your sales team’s efficiency.
此外，探索我们最喜欢的 Freshsales CRM 替代品…
我们的观点
对于注重易用性和价格实惠的企业来说，Freshsales CRM 是一个不错的选择。它能让你轻松上手 CRM，无需经历漫长的学习过程。
主要优点
- 用户友好界面 易于导航和学习。
- 内置电话和电子邮件： 直接从平台与客户联系。
- 人工智能洞察： 获得有用的建议和预测。
- 价格实惠： 提供免费计划和有竞争力的付费计划。
定价
- 增长 + 500 个营销联系人：每位用户每月 9 美元。
- Pro + 500 个营销联系人：每位用户每月 39 美元。
- 企业 + 500 个营销联系人：每位用户每月 59 美元。
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 CRM, 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
It’s time for the deep dive. This section will show you how each customer relationship management platform handles key functions.
We break down the details so your sales activities are seamless.
1. AI and Intelligence
- Freshsales CRM： This platform features Freddy AI. It automates lead scoring and gives predictive insights. It helps your sales team prioritize who to call next. The AI focuses on boosting productivity.
- 洞察： Insightly also uses AI for analytics. However, its main focus is 工作流程 自动化. It uses rules to manage tasks and Das bedeutet, dass Ihr flow.
2.项目和任务管理
- Freshsales CRM： Primarily a sales tool. Its task management is focused on sales activities within the sales pipeline. It’s clean but basic for complex projects.
- 洞察： This is Insightly’s unique strength. It is a full-featured CRM and project management system. You can assign tasks and track entire projects for customers right next to your 客户数据.
3. Contact Management
- Freshsales CRM： Provides a 360-degree view of your contacts. It automatically gathers 客户数据 from emails and La machine. This gives your team a quick, full picture.
- 洞察： Offers advanced contact management. It is great at linking contacts to companies, projects, and sales opportunities. This shows the full customer relationship management context.
4. Workflow Automation
- Freshsales CRM： It offers strong workflow automation focused on the sales pipeline. You can automate follow-up emails and lead assignment. It’s simple to create helpful rules.
- 洞察： Insightly’s workflow automation is powerful and cross-functional. It can automate sales, marketing, and project steps. It’s built for complex business processes.
5. Marketing and Campaigns
- Freshsales CRM: The platform is part of the Freshsales suite. This means it seamlessly connects to Freshmarketer for full marketing features, like advanced email automation.
- 洞察： Insightly offers Insightly Marketing as a separate but well-integrated product. It provides marketing teams with tools to manage campaigns and leads effectively.
6. Pricing and Free Access
- Freshsales CRM： Offers a robust free trial and a generous free tier for up to three users. This offers excellent value for smaller teams. No credit card required to start the free plan.
- 洞察： Insightly starts at a higher price tier. It does offer a free trial, but it does not have a permanent free plan like Freshsales.
7. Ease of Use and Onboarding
- Freshsales CRM： Generally has a faster learning curve. The interface is clean and modern, making onboarding easy. This leads to better productivity right away.
- 洞察： The platform is powerful, but that power adds complexity. It may take your team member more time to get comfortable. PC Magazine notes its depth of features.
8. Customization and Platform
- Freshsales CRM： Offers good customization but is a simpler platform. You can customize sales pipeline stages and fields. It’s built to streamline the sales process.
- 洞察： Provides extensive customization options. You can tailor page layouts, dashboards and create custom objects to fit the specific needs of medium-sized businesses.
9. Sales Monitoring and Dashboards
- Freshsales CRM： Offers clear dashboards focused on sales activities and forecasts. It gives real-time visibility into your sales pipeline.
- 洞察： Provides comprehensive 报告 and a customizable dashboard. You can monitor both sales opportunities and project progress in one platform.
选择 CRM 软件时要注意什么？
When shopping for crm tools, you want to ensure the platform is a true asset.
Look beyond the basic features to the functionality that makes it a modern crm teams love.
- Project Integration: Can the CRM seamlessly create and assign tasks related to your account and organization? This is a key advantage of insightly crm and other Insightly products if you manage projects.
- AI & Automation Value: Does it offer intelligent features like Freddy AI or advanced workflow automation? This should improve team productivity, not just add-ons.
- Third-Party Integration: Ensure the crm tools seamlessly integration with core services like Google Workspace and other other crms. Test the connection yourself.
- Cost and Scalability: Look at the total costs, including how you are billed annually. Check if a free trial or plan is available, but be wary if a credit card is required upfront.
- User Adoption: Is the app and web platform easy to use? The learning curve should be short. An intuitive layout is vital for quick team adoption.
- Mobile Access and Respond: Can users access and update records from the mobile app? A good new version must allow quick updates on the go, making the site properly accessible.
- 数据 Die 9 besten Lernmanagement-Softwares (LMS) für 2025 15: Check the security features and compliance (like GDPR). The verification successful waiting message should reflect proper data handling and access control for managers.
- Customization and Knowledge: Can you customize email templates, fields, and the opportunities dashboard? The ability to tailor the solutions and page layouts is key.
- Support Quality: Test their customer support. Is there a human to respond quickly? Look at the quality of their knowledge base and service offered.
最终裁决
So, after looking at both, we picked Freshsales CRM. Why? It’s all about 生产力.
Freshsales is easy to use. It helps sales teams close deals faster.
这 Fresh Sales Suite offers many tools at a lower cost. If you want a 无缝的 sales process, Freshsales is an excellent choice.
We’ve used both, and we think Freshsales gives you more bang for your buck.
You can get started quickly. Trust us, it’s worth it.
Also, the built-in phone features are a huge time saver, and the AI helps you focus on the hot leads.
If you are looking for a project-heavy CRM, Insightly might be better, but Freshsales is better for sales.
Freshsales CRM 的更多信息
以下是 Freshsales CRM 与这些软件解决方案的简要比较：
- Freshsales CRM vs Pipedrive: Freshsales CRM 提供集成通信和人工智能的全面销售解决方案，而 Pipedrive 则擅长可视化销售管道组织和交易跟踪。
- Freshsales vs GoHighLevel: GoHighLevel is a robust, all-in-one platform with strong marketing automation and a steeper learning curve, often favored by agencies. Freshsales focuses more on streamlined sales processes and ease of use.
- Freshsales CRM 与 Keap: Freshsales CRM 强调直观的销售管理和人工智能驱动的洞察力；Keap 提供功能强大的销售和营销自动化，侧重于联系人管理。
- Freshsales CRM vs ActiveCampaign: Freshsales CRM 是一款专用的销售 CRM，内置电话和电子邮件功能；ActiveCampaign 在营销自动化、电子邮件营销活动和高级细分方面表现出色。
- Freshsales CRM vs Hubspot: Freshsales CRM 提供人工智能驱动的销售工具和更快的设置；HubSpot 提供广泛的一体化套件，涵盖营销、销售和客户服务。
- Freshsales CRM vs Clickfunnels: Freshsales CRM 是以销售为重点的 CRM，用于管理客户互动，而 ClickFunnels 则是构建销售漏斗和着陆页面的专用工具。
- Freshsales CRM 与 Folk: Freshsales CRM 提供了一个具有人工智能和自动化功能的综合销售平台；Folk 专注于简单、协作的联系人管理和可视化管道组织。
- Freshsales CRM 与 Instantly: Freshsales CRM 是一款功能全面的销售 CRM，具有强大的功能；Instantly 主要是一款电子邮件推广和销售 CRM。 冷电子邮件自动化 工具。
- Freshsales CRM vs ClickUp: Freshsales CRM is designed for streamlining sales processes and managing pipelines; ClickUp is a versatile work OS that encompasses project management, tasks, and CRM functionalities.
- Freshsales CRM vs Monday CRM: Freshsales CRM provides a dedicated sales solution with intelligent insights, while Monday CRM offers highly customizable boards for managing workflows, including CRM.
- Freshsales CRM vs Capsule CRM: Freshsales CRM 是一款功能更强大的销售 CRM，具有人工智能功能；Capsule CRM 则侧重于直接的联系人管理和销售机会跟踪。
- Freshsales CRM vs Insightly: Freshsales CRM 是一款专门的销售工具，具有人工智能和全面的销售自动化功能；Insightly 提供更广泛的 CRM 体验，包括强大的项目管理功能。
- Freshsales CRM 与 Salesforce: Freshsales CRM 提供直观的人工智能销售平台，价格极具竞争力；Salesforce 是高度可定制的企业级 CRM，拥有广泛的生态系统和高级功能。
- Freshsales CRM vs Zendesk: Freshsales CRM 专注于销售自动化和管道管理，而 Zendesk 主要是一个客户服务平台，具有强大的票单和支持功能。
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
Is Freshsales CRM or Insightly better for small businesses?
Freshsales CRM is often better for 小型企业 due to its lower cost and ease of use. It focuses on sales, which is key for growth. Insightly is suitable for those needing project management, but it’s pricier.
Can Freshsales CRM integrate with my existing tools?
Yes, Freshsales CRM offers various integrations. It works with many popular apps, including email, calendars, and other Freshworks products. This helps 简化 your workflow and keep data consistent.
Does Insightly offer project management features?
Yes, Insightly is known for its strong project management features. It allows you to link projects to customer relationships and track progress, making it ideal for businesses that manage projects alongside sales.
How does Freshsales CRM help with lead management?
Freshsales CRM uses AI to score and prioritize leads. It provides a clear view of lead activity, helping your 销售团队 focus on the most promising opportunities and close deals faster.
Which CRM offers better 客户支持 和 入职?
Both Freshsales CRM and Insightly offer good 客户支持. Freshsales is known for its user-friendly 入职 and quick setup. Insightly provides detailed resources, but its complexity might require more time.
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