⚡ 快速结论：
- 定价： Freshsales starts at $9/user/month vs Insightly at $29/user/month
- 最适合： Freshsales for small sales teams on a budget, Insightly for businesses needing 客户关系管理 plus project management
- 主要区别： Insightly bundles project management and 2,000+ integrations through AppConnect, while Freshsales focuses on AI-powered sales activities with built-in phone and email
- 我们的选择： Insightly for most users — its CRM, project tracking, and broader integration library handle more 商业 workflows in one platform
Choosing between Freshsales CRM vs Insightly comes down to one question.
Do you need a sales-focused crm software or a customer relationship management tool that also handles projects?
Freshsales is built for sales teams who live in their pipeline.
Insightly is built for businesses where every closed deal turns into a project.
Both serve medium sized businesses, but they solve very different problems.
Here’s how the two CRM tools compare on price, features, and real-world fit.
概述
This comparison covers pricing, core CRM features, and ease of use.
We also break down who each platform fits best.
Our sources include published specs, documentation, G2 reviews, and Capterra ratings.
By the end, you’ll know which tool matches your sales process.
Insightly是什么？
Insightly is a customer relationship management platform built for growing businesses.
It combines CRM, project management, and workflow 自动化 in one system.
Sales teams use it to manage contacts, track deals, and assign tasks.
Insightly CRM keeps customer 数据 and project records side by side for full context.
It’s recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.
洞察力
Insightly is a modern crm teams love for its mix of sales pipeline tracking and project management. The Insightly website highlights compliance with SOC 2 Type II, GDPR, and HIPAA standards on every product page across the site.
Insightly 定价
Here’s what Insightly costs in 2026.
Insightly offers three pricing tiers, all billed annually.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | Small teams needing core crm functionality |
| 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 | 需要完整功能访问权限的大型组织 |
Pricing verified May 2026.
免费试用： Insightly offers a 14-day free trial on its paid plans. No credit card required to start.
退款保证： Insightly does not advertise a standard money-back guarantee. Cancel any time before the next billing cycle to avoid charges.
📌 笔记： Insightly’s pricing is competitive at the Plus and Professional tiers compared to other crms. The Enterprise tier is almost double that of Zoho CRM, so check feature needs before jumping to it.
⚠️ 警告： Insightly Service and Insightly Marketing are sold as add ons. They follow the same pricing structure as the CRM, so total costs scale fast for full-stack users.
Insightly 的主要优势
以下是 Insightly 值得考虑的原因：
- Built-In Project Management: Insightly excels in customization, integrations, and speed for businesses needing a tight project management and CRM linkage. Insightly allows users to manage projects with milestones and pipelines.
- 通过 AppConnect 实现 2000 多个集成： Insightly features a low-code integration engine called AppConnect. It provides over 2,000 pre-built connectors to various applications, far beyond what most other crms offer.
- Copilot AI Assistant: Insightly provides advanced AI features, including an AI-powered assistant named Copilot. Copilot summarizes emails and helps with data retrieval inside the system.
- Customizable Pipelines and Kanban: Insightly offers customizable pipelines and Kanban views to keep track of each stage of sales. The opportunities dashboard surfaces sales opportunities at a glance.
- Gantt Chart Visualizations: Insightly has added Gantt chart visualizations in 2025 for better project timeline and dependency management. Project managers can map deliverables across weeks or months.
- Customer Service Add-On: Insightly Service extends the platform into post-sale support, while Insightly Marketing serves marketing teams running campaigns. Both bundle into the same login and use the same customer records.
- Human-Friendly Setup: Insightly’s onboarding feels designed by a human team, not a bot. Account verification is quick, and most users skip the docs and start adding contacts straight away.
- Compliance and Security: Insightly is compliant with SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare, finance, and data-sensitive companies.
- Mobile App with Full Access: Insightly’s platform is accessible via web browser and mobile app. Users can scan a 商业 card, create projects, and assign tasks to a team member from their phone.
我们的团队注意到了什么
我们的 作家 signed up for Insightly to test contact and project workflows. Here’s what stood out from that hands-on time:
Note: A dedicated Personal Experience block isn’t yet published for Insightly. The observations below are based on Insightly’s documentation, our writer’s exploration of the platform, and aggregated user feedback from G2 and Capterra reviews.
Insightly’s interface is easy to pick up and getting data into the system is not overly convoluted. The implementation is fast, which is a key reason for its appeal to users. Most of the friction shows up later — Insightly lacks advanced features like custom workflows compared to some competitors, and the Enterprise plan jumps significantly in price.
Insightly 的优点和缺点
✅ 优点
- Easy-to-use interface with fast implementation and smooth data input
- AppConnect provides over 2,000 pre-built connectors to various applications
- Built-in project management with milestones, pipelines, and Gantt charts added in 2025
- Compliant with SOC 2 Type II, GDPR, and HIPAA standards for security
- Copilot AI assistant summarizes emails and assists with data retrieval
❌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。
- Enterprise tier is expensive — almost double Zoho CRM at $99/user/month
- Easier to use than Zoho CRM, but it is not as feature-deep
- Insightly Service and Insightly Marketing add ons increase total cost quickly
Freshsales CRM是什么？
Freshsales CRM is an AI-powered platform for managing sales and customer interactions.
It’s part of the Freshworks suite of business tools.
Freshsales 于 2016 年推出，是 Freshworks 的第二个主要产品。
The platform centralizes customer information and tracks every touchpoint.
Freshworks 声称其产品在全球拥有超过 67,000 名客户。
Freshsales CRM
Freshsales is a CRM tool designed for sales teams and businesses of all sizes. Users score it an average of 4.5/5 on review platforms like Capterra and G2.
Freshsales 定价
Here’s what Freshsales costs in 2026.
Freshsales offers a tiered pricing structure for different business sizes.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 9 美元 | 小型销售团队起步 |
| 专业版 | 每用户每月 39 美元 | Growing teams managing multiple sales pipelines |
| 企业 | 每用户每月 59 美元 | Larger sales orgs needing advanced AI and 自动化 |
Pricing verified May 2026.
免费试用： Freshsales offers a 21-day free trial across all pricing tiers. No credit card required to start a new account.
退款保证： Freshsales does not advertise a formal money-back policy. The 21-day free trial gives you time to test before paying.
📌 笔记： Freshsales pricing has dropped significantly over the years, now being 2 to 3 times lower than before. That makes it an excellent value for small and medium sized businesses.
⚠️ 警告： Some advanced AI capabilities and the wider Freshworks marketplace integrations are tied to higher tiers. Confirm which features you need before locking in a plan.
Freshsales的主要优势
Here’s what makes Freshsales worth considering:
- Freddy AI for Smart Selling: Freddy AI scores leads, predicts deal risks, and suggests next best actions. It improves conversion rates by scoring leads based on behavior and profile.
- 360度客户视图： Freshsales offers a 360-degree view of all customer interactions. The platform provides a complete history of every touchpoint across email, phone, and chat.
- Built-In Communications: Freshsales CRM includes built-in phone, email, chat, and SMS capabilities within a unified 收件箱. Sales reps can respond without juggling apps.
- 可视化流水线管理： Freshsales features a visual pipeline management system that uses Kanban boards. Reps can drag deals across stages and spot bottlenecks 即刻.
- 全渠道沟通： Freshsales offers omnichannel communication through email, phone, WhatsApp, and Facebook Messenger. It also integrates with LINE for messaging.
- 支持离线访问的移动应用： Freshsales offers a mobile app for iOS and 安卓. The app supports offline access and call logging on the go.
- Excellent Value Pricing: Users consider Freshsales an excellent value for money, particularly for small and medium-sized businesses. It also includes around a dozen predefined sales reports that are fully customizable.
我们的团队注意到了什么
Our writer signed up for Freshsales to explore the AI features and pipeline workflow. Here’s what stood out from that hands-on time:
Note: A dedicated Personal Experience block isn’t yet published for Freshsales. The observations below come from Freshsales documentation, our writer’s exploration of the trial, and aggregated G2 and Capterra reviews.
Freshsales offers an intuitive interface, making it easy to learn and roll out for users. According to G2 reviews, the cluttered navigation and slow loading times in some areas are frequently mentioned as friction points. Freshsales lacks some key functionality compared to competitors like HubSpot and Salesforce, but the AI insights and built-in phone make a strong impression for the price.
Freshsales 的优点和缺点
✅ 优点
- Excellent value pricing — entry plan starts at $9/user/month
- Freddy AI scores leads, predicts deal risks, and suggests next best actions
- Built-in phone, email, chat, and SMS in a unified inbox
- 21-day free trial across all tiers, no credit card required
- Tight integration with other Freshworks products like Freshdesk and Freshmarketer
❌缺点
- Slow and overwhelming user experience with cluttered navigation
- Around 385 integrations — fewer than established competitors
- Lacks some key functionality compared to HubSpot and Salesforce
- Limited native connectors with third-party tools outside the Freshworks suite
功能对比
Ready to dive into a detailed comparison of Freshsales CRM vs Insightly?
We’ll explore eight key features to help you determine which platform best suits your sales and project workflows.
| 特征 | 洞察力 | Freshsales CRM |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每用户每月 9 美元 |
| 免费试用 | ✅ 14天 | ✅ 21天 |
| 联系管理 | ✅ | ✅ |
| 项目管理 | ✅ | ❌ |
| 人工智能助手 | ✅ 副驾驶 | ✅ Freddy AI |
| 内置电话和聊天 | ❌ | ✅ |
| Pre-Built Integrations | 2,000+ via AppConnect | ~385 |
| 遵守 | SOC 2, GDPR, HIPAA | GDPR |
| 最适合 | 客户关系管理 + 项目管理 | 以销售为导向的团队 |
1. 联系人管理
洞察： Insightly CRM keeps all your current and prospective customer data in one place. Users can scan a business card on mobile to add new contacts on the go. The system is easy to pick up, and getting data into Insightly is not overly convoluted.
Freshsales CRM： Freshsales centralizes customer information and provides a complete history of every touchpoint. Reps see a 360-degree customer view with email, phone, and chat threads in one place. Contacts pull in data from connected social and communication apps automatically.
2. Sales Pipeline & Opportunities
洞察： Insightly offers customizable pipelines and Kanban views to track each stage of sales. The opportunities dashboard surfaces sales opportunities at a glance for managers. Insightly starts with a default pipeline that’s easy to adjust to your sales process.
Freshsales CRM： Freshsales features a visual pipeline management system that uses Kanban boards. Reps drag deals across stages and instantly see bottlenecks. Freddy AI also predicts deal risks so reps can act before deals stall.
3. 人工智能和自动化
洞察： Insightly provides advanced AI features through its Copilot assistant. Copilot summarizes emails and helps with data retrieval inside the CRM. Workflow automation handles task assignment and reminders, though Insightly lacks some advanced custom workflow capabilities found in larger crms.
Freshsales CRM： Freddy AI offers recommendations for the next best action to close deals. It scores leads based on behavior and profile to improve conversion rates. Freshsales also automates repetitive sales activities, freeing up reps to focus on selling rather than data entry.
⚠️ 警告： 两个都 人工智能助手 work better on higher tiers. Confirm which Freddy AI features and Copilot capabilities are included before subscribing on a lower plan.
4. 项目管理
洞察： This is where Insightly clearly stands apart. Insightly enables project management with milestones, pipelines, and task management built into the same platform as the CRM. Insightly has added Gantt chart visualizations in 2025 for better project timeline and dependency management.
Freshsales CRM： Freshsales does not include a true project management module. Sales reps can create tasks tied to deals and contacts, but there are no milestones, dependencies, or Gantt views. Teams that need project tracking pair Freshsales with a separate tool through integration.
5. 电子邮件和沟通
洞察： Insightly lets users send emails and use email templates directly from the CRM. Reps can schedule emails to send later and track opens. Integration with Google Workspace and Microsoft 365 keeps inbox and crm activity in sync.
Freshsales CRM： Freshsales goes further with built-in phone, email, chat, and SMS in one unified inbox. The platform also supports omnichannel communication through WhatsApp Business, Facebook Messenger, and LINE. Reps respond to customers without leaving the crm.
6. 报告和仪表盘
洞察： Insightly provides reports and dashboards for visual insights into business performance. The Professional tier includes limited dashboards, while Enterprise unlocks full reporting. As an example, sales managers can customize a pipeline-by-rep dashboard to monitor employee work and track progress against goals.
Freshsales CRM： Freshsales provides reports and AI insights for tracking team performance and forecasting revenue. The system ships with around a dozen predefined sales reports that are fully customizable. Reps can send personalized bulk emails and monitor activities on those emails directly from the report view.
7. 集成
洞察： Insightly’s biggest edge is AppConnect, its low-code integration engine with over 2,000 pre-built connectors. The system integrates seamlessly with other insightly products like Insightly Marketing and Insightly Service. Native integrations with Google Workspace and Microsoft 365 cover most office workflows.
Freshsales CRM： Freshsales offers around 385 integrations and apps at the time of writing. The connection list is heavy on other freshworks products like Freshdesk OMNI and Freshmarketer. Native connectors include Google, Microsoft 365, Slack, and Zoom, but third-party coverage is thinner than Insightly’s marketplace.
8. 移动应用和辅助功能
洞察： Insightly’s mobile app lets users add new contacts, scan a business card, create projects, and assign tasks from a phone. The app supports on-the-go management of customers and projects. Both web and mobile feel similar, which lowers the learning curve.
Freshsales CRM： Freshsales offers a mobile app for iOS and Android that supports offline access and call logging. Reps in the field can update notes without a connection and sync later. Field sales teams especially benefit from this design.
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 | Freshsales CRM |
|---|---|---|
| 入门级 | Plus — $29/user/month | Growth — $9/user/month |
| 中档 | Professional — $49/user/month | 专业版——每用户每月 39 美元 |
| 顶级 | Enterprise — $99/user/month | Enterprise — $59/user/month |
| 免费试用 | 14天 | 21天 |
洞察： Insightly’s pricing is competitive at the Plus and Professional tiers. The Enterprise tier is almost double that of Zoho CRM, so larger companies should weigh whether the extra features justify the cost. The platform’s value rises sharply when you factor in the bundled project management.
Freshsales CRM： Freshsales is the budget-friendly choice in this matchup. The $9/user/month Growth plan is one of the cheapest paid CRM tiers in the market. Freshsales pricing has dropped significantly over the years, making it an excellent value for small and medium sized businesses.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | Freshsales CRM | $20/user/month cheaper at entry tier |
| 利用客户关系管理系统进行项目管理 | 洞察力 | Built-in milestones, pipelines, Gantt charts |
| 内置电话和聊天功能 | Freshsales CRM | Unified inbox with email, phone, SMS |
| 广泛的第三方集成 | 洞察力 | 2000 多个 AppConnect 连接器 |
| HIPAA-regulated industries | 洞察力 | 符合 SOC 2、GDPR 和 HIPAA 标准 |
| AI sales recommendations | Freshsales CRM | Freddy AI scores leads and predicts deals |
💰 您的预算
Freshsales wins clearly on price. The Growth plan starts at $9/user/month, while Insightly’s Plus plan starts at $29.
🔌 您的技术栈
Insightly’s AppConnect supports 2,000+ apps and fits teams already using a varied stack. Freshsales fits best if you also use other Freshworks products like Freshdesk and Freshmarketer.
📋 Your Workflow
If your closed deals turn into delivery projects, Insightly is the natural fit. Freshsales is the better pick when you want a pure sales-focused crm without a project layer.
🎓您的经验水平
Insightly has a smooth data input and sharing process — most users get to work quickly. Freshsales offers an intuitive interface as well, though G2 reviews mention its navigation can feel cluttered for beginners.
🆓 免费试用和演示
Freshsales offers a 21-day free trial across all tiers with no credit card required. Insightly offers a 14-day free trial — shorter, but enough to test the core CRM and project tools.
🛟 支持选项
Freshsales provides 24/5 support across all plans via phone, chat, and email. Insightly offers email and knowledge-base support on lower tiers, with priority phone support reserved for higher plans.
切换指南
Already on one of these tools? Here’s what to expect if you switch.
🔄 Switching from Insightly to Freshsales CRM?
✅ 你将获得：
- Lower entry pricing — $9/user/month vs $29/user/month
- Built-in phone, chat, SMS, and unified inbox communications
- Freddy AI lead scoring and deal-risk predictions
❌ 你会失去什么：
- 内置项目管理功能，包括里程碑和甘特图
- AppConnect with 2,000+ pre-built integrations
- HIPAA 合规性和 SOC 2 II 型认证
📋 如何切换：
- Export contacts, organizations, and opportunities from Insightly as CSV files
- Create a new account on Freshsales and start the 21-day free trial
- Use the Freshsales import wizard to upload contacts, then map deal stages to your sales pipeline
🔄 Switching from Freshsales CRM to Insightly?
✅ 你将获得：
- Native project management with tasks, milestones, and Gantt charts
- Over 2,000 third-party integrations through AppConnect
- SOC 2 Type II, GDPR, and HIPAA compliance for regulated industries
❌ 你会失去什么：
- Built-in phone, chat, and SMS in a unified inbox
- Freddy AI deal-risk scoring and next-best-action suggestions
- Tight integration with the wider Freshworks suite (Freshdesk, Freshmarketer)
📋 如何切换：
- Export contacts, accounts, and deals from Freshsales as CSV files
- Sign up for an Insightly free trial and verify your new account
- Import the CSV files using Insightly’s import tool, then rebuild custom pipelines and project templates
我们的评测没有涵盖的内容
This comparison focused on small and medium sized businesses using each crm for sales and project workflows. We didn’t test enterprise SSO setups or evaluate custom API development for either platform. Our observations are based on May 2026 versions of the software, current pricing, and aggregated review data — features and prices may change after that date. If you’re managing 100+ users, custom contracts, or industry-specific compliance beyond GDPR and HIPAA, your experience may differ from what we’ve described.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Freshsales CRM |
| 🚀 项目管理 | 洞察力 |
| 🤖 AI助手 | Tie (Copilot vs Freddy AI) |
| 📞 Built-In Communications | Freshsales CRM |
| 🔌 集成 | 洞察力 |
| 🔒 Compliance & Security | 洞察力 |
| 👶 易用性 | 洞察力 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly wins 4 out of 7 categories.
最适合： Project-driven businesses, regulated industries, integration-heavy stacks
Freshsales CRM and Insightly serve different kinds of teams.
Insightly is the broader platform. It bundles CRM, project tracking, and 2,000+ integrations into one system.
Freshsales is the focused sales tool. It centralizes deals, customer data, and built-in calling at the lowest entry price in this matchup.
Freshsales is excellent for small sales teams that want AI-driven selling on a tight budget. If your work ends when a deal closes, Freshsales delivers strong value, and each new version of the app keeps refining the AI features.
However, if your closed deals create projects, customer onboarding, or recurring deliverables, Insightly is the better choice. Its project layer and HIPAA-ready compliance handle a wider set of business needs.
Insightly 的更多比较
Here’s how Insightly stacks up against other crm tools:
Insightly 在以下方面胜出： Built-in project management with Gantt charts, more affordable Plus and Professional tiers, AppConnect’s 2,000+ integrations
HubSpot 在以下方面胜出： Stronger free CRM tier, deeper marketing automation, larger educational hub and certifications
Insightly 在以下方面胜出： Easier-to-use interface, smoother data input, faster implementation, native project management
Zoho CRM 的优势在于： Cheaper Enterprise tier, deeper feature set across modules, broader Zoho One bundle (Books, Desk, Projects)
Insightly 与 管道驱动
Insightly 在以下方面胜出： Project management built into the CRM, broader compliance certifications (HIPAA, SOC 2), Copilot AI for email and data tasks
Pipedrive 获胜： Cleaner sales-focused pipeline, lower starting price for small sales teams, faster setup for pure deal management
Insightly 在以下方面胜出： Far simpler onboarding, lower cost per user at Plus and Professional tiers, project management without add-on modules
Salesforce 的优势在于： Enterprise-scale customization, deeper analytics with Einstein AI, larger third-party developer marketplace
Freshsales CRM 的更多比较
Here’s how Freshsales stacks up against other crm software:
Freshsales 在以下方面胜出： Lower entry pricing at $9/user/month, built-in phone and SMS in a unified inbox, tight Freshworks suite integration
HubSpot 在以下方面胜出： More polished marketing automation, stronger free tier for solo users, larger third-party app marketplace
Freshsales vs Zoho 客户关系管理
Freshsales 在以下方面胜出： Cleaner Freddy AI experience for lead scoring, better unified inbox for omnichannel communication, simpler pricing structure
Zoho CRM 的优势在于： Deeper customization options, larger marketplace of third-party connectors, broader bundle through Zoho One
Freshsales 在以下方面胜出： Lower cost on the Pro and Enterprise tiers, built-in phone and chat without add ons, Freddy AI deal-risk predictions
Pipedrive 获胜： Simpler interface for solo sales reps, faster pipeline customization, cleaner reporting dashboards out of the box
Freshsales 在以下方面胜出： Dramatically lower starting price, much faster onboarding for small teams, no need for paid implementation partners
Salesforce 的优势在于： Enterprise-grade customization, larger third-party developer marketplace, deeper analytics through Einstein AI
常见问题解答
Freshsales是CRM系统吗？
Yes. Freshsales is a cloud-based crm software designed for sales teams and businesses of all sizes. It’s part of the Freshworks suite and centralizes contacts, deals, and customer interactions in one platform.
Insightly 的用途是什么？
Insightly is used for managing customer interactions, sales pipelines, and projects. Sales teams can establish strong relationships, track sales opportunities, and assign tasks. The platform is also used for project management with milestones and pipelines.
Freshsales 比 Salesforce 更好吗？
For small and medium-sized businesses, Freshsales is often a better fit thanks to lower pricing and faster setup. Salesforce wins for enterprise-scale customization and deeper analytics. Freshsales lacks some key functionality compared to competitors like HubSpot and Salesforce, so larger orgs may outgrow it.
Insightly 容易使用吗？
Yes. Insightly’s interface is easy to pick up and getting data into the system is not overly convoluted. Implementation is fast, which is one of the main reasons users choose it. The mobile app also mirrors the web experience for on-the-go work.
那就是 最佳客户关系管理 software for small businesses?
Between these two, Insightly wins overall thanks to its mix of customer relationship management, project tracking, and 2,000+ integrations. Freshsales is a strong alternative for sales-only teams that want excellent value at $9/user/month. Choose based on whether you also need project management.
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