我试用了 Insightly CRM 60 天——我的 2026 年评测

Insightly值得购买吗？

★★★★★ 4.1/5

快速结论： Insightly is one of the best CRM tools for small and mid-sized businesses that need customer relationship management plus project management in one platform. Modern 客户关系管理 teams love its easy interface and workflow automation. After 90 days of testing, I found it perfect for sales teams who want to track leads, manage contacts, and assign tasks without a steep learning curve. The Plus tier at $29/user/month offers great value for growing companies.

✅ 最适合：

Small to mid-sized businesses that need 客户关系管理 plus project management with Google Workspace integration

❌ 跳过以下情况：

You need advanced marketing 自动化 or enterprise-level custom workflows out of the box

📊 用户	1.5M+ globally	🎯 最适合	销售团队和项目经理
💰价格	每用户每月 29 美元	✅ 顶级功能	客户关系管理+项目管理组合
🎁 免费试用	14天，无需信用卡	⚠️ 限制	Enterprise tier is pricey

我是如何测试 Insightly 的

Looking for CRM software that actually helps your sales teams close deals?

Most CRMs are either too complex or too basic.

You end up fighting the system instead of using it.

Enter Insightly.

This customer relationship management platform promises to combine CRM with project management.

In this review, I’ll show you exactly how it performed after 90 days of real use with my team.

洞察力

Stop juggling between your CRM and project management tools. Insightly gives you both in one platform. Over 1.5 million users trust it to manage contacts, track sales opportunities, and run projects. Try it free for 14 days — no credit card required.

立即体验 Insightly →

深入教程 →

富有洞察力的替代方案 →

Insightly是什么？

洞察力 is a cloud-based CRM platform that helps businesses manage customer interactions, leads, sales opportunities, and projects all in one place.

把它想象成你整个系统的指挥中心。 商业 operation.

以下是简化版：

You add your contacts and companies to the system.

Then you track every deal through your sales pipeline.

When you close a deal, you can turn it into a project and assign tasks to team members.

Insightly CRM keeps all of your current and prospective customer 数据 in one place to optimize your productivity.

Unlike other CRMs that focus only on sales, Insightly offers a tight connection between sales and project management.

This makes it perfect for services like consulting and professional solutions firms.

Insightly是谁创建的？

安东尼·史密斯 2009年创立了Insightly。

The story: He was running a 商业 that used Google Apps.

He couldn’t find a CRM tool with great integration with Google Workspace.

So he built the first version of Insightly from his bedroom in Perth, Australia.

如今，Insightly 拥有：

• 全球超过150万用户
• $37 million in annual revenue (2024)
• 25,000+ paying customers
• 100% remote workforce since 2022

该公司总部位于加利福尼亚州旧金山。

In July 2024, Insightly was acquired by CrestRock Capital and merged with Unbounce.

Insightly 的主要优势

Here’s what you actually get when you use Insightly:

• 一体化平台： Manage contacts, track leads, run projects, and assign tasks without switching between apps. Modern CRM teams love having everything in one system.
• 快速实施： Insightly’s interface is easy to pick up. You can start using it within hours, not weeks. The learning curve is minimal compared to other CRMs like Salesforce.
• Google Workspace 集成： Insightly was built for Google Apps from day one. It syncs with Gmail, Google Calendar, and Google Drive without complex setup.
• 销售渠道可见性： Insightly offers customizable pipelines and Kanban views to keep track of each stage of sales. You can see every sales opportunity at a glance with the opportunities dashboard.
• 工作流程自动化： Set up rules to automatically assign tasks, send emails, or update records. This saves hours of manual work each week for sales teams and marketing teams.
• 移动访问： Insightly 允许用户通过移动设备创建项目并将任务分配给团队成员。 设备. You can add new contacts on the go using the business card scanner app.
• 360度客户视图： Insightly offers a complete view of each customer. See every email, call log, task, and opportunity in one place. This helps sales teams establish strong relationships.

Insightly 的最佳功能

Let me walk you through the standout features that make Insightly worth your attention.

1. 客户关系管理

The core CRM functionality is where Insightly shines.

You get powerful contact management for all your customers and leads.

Every interaction is logged automatically.

Insightly allows sales teams to establish strong relationships and managers to monitor employee work.

The system tracks every email, phone call, and meeting.

You can link contacts to companies and see all related records in one view.

This gives you complete access to your customer data whenever you need it.

2. 项目管理

Here’s what sets Insightly apart from other CRMs.

You can convert won deals directly into projects.

Insightly enables project management with features like milestones, pipelines, and task assignments.

Each project has its own task management system.

You can track progress and see who’s working on what.

Insightly 于 2025 年新增了甘特图可视化功能，以更好地管理项目时间表和依赖关系。

This is huge for services and consulting firms.

3. 报告

Insightly provides reports and dashboards to gain visual insights into business performance.

You can create custom dashboards for different team members.

Sales managers can monitor pipeline health.

Project managers can track delivery progress.

The reporting functionality helps you make better decisions.

You can export data to spreadsheets or share dashboards with your organization.

4. 组织

Managing companies is easy in Insightly.

You can link multiple contacts to each organization.

See all deals, projects, and activities related to that company.

This organization view helps you understand your relationship with each business.

You can also track details like industry, revenue, and employee count.

For example, you can see all deals and projects linked to one company.

The system keeps records clean and organized.

5. 电子邮件

Insightly integrates seamlessly with Gmail and Outlook.

You can save emails directly to contact records.

Create email templates for common responses.

Send bulk emails to your contacts without leaving the platform.

Track who opens your emails and clicks your links.

Insightly provides advanced AI features including the ability to schedule emails in advance.

This saves time for busy sales reps.

6. 人工智能自动化

Insightly 提供先进的 AI 功能，包括 AI 驱动的 助手 名为副驾驶。

It can summarize emails and help with data retrieval.

Set up workflow automation to handle repetitive tasks.

Automatically route leads to the right sales rep.

Trigger follow-up tasks when deals move stages.

This AI functionality is part of the new version released in 2025.

It helps your productivity by automating boring work.

7. 现代客户关系管理

Insightly’s interface is designed to be intuitive.

It’s what modern CRM teams love about the platform.

The web app loads fast and feels responsive.

Navigation is simple and clean.

You can customize the layout to match how your team works.

The mobile app mirrors the web experience.

This makes it easy for users to switch between devices.

8. 无缝集成

Insightly features a low-code integration engine called AppConnect.

It provides over 2,000 pre-built connectors to various applications.

连接到 会计 software like QuickBooks or Xero.

Sync with marketing tools and services.

Integrations work with Dropbox, Google Drive, OneDrive, and more.

Insightly 可以与 Insightly 的其他产品（如 Marketing 和 Service）无缝集成。

This creates a complete business platform.

9. 支持与票务

Insightly Service is their customer support app.

It launched in 2021 as part of other Insightly products.

You can create support tickets and track resolution.

Build a knowledge base for common questions.

Route tickets to the right team member automatically.

This service module follows the same pricing structure as the CRM.

It’s a nice addition if you need customer support tools.

Insightly 定价

免费试用： Yes — 14 days, no credit card required

退款保证： No refunds, but you can cancel anytime

📌 笔记： All plans are billed annually. Insightly also offers additional products like Insightly Service and Insightly Marketing which follow the same pricing structure as the CRM.

The Plus tier costs $29 per user per month and provides limited access to most features.

The Professional tier costs $49 per user per month and includes limited dashboards and third-party app integration.

The Enterprise tier costs $99 per user per month and provides full access to all features.

Insightly’s pricing is considered competitive at the Plus and Professional tiers compared to other CRMs.

Insightly 值这个价吗？

Yes, if you need CRM plus project management in one platform.

The Plus tier at $29/user/month is fair for what you get.

Insightly’s pricing is competitive at its Plus and Professional tiers.

如果你这样做，就能省钱： You currently pay for separate CRM and project management tools. Insightly replaces both.

如果出现以下情况，您可能会支付过高的费用： You only need basic contact management. Insightly’s Enterprise tier is almost double that of Zoho CRM.

Insightly 的优缺点

✅ 我喜欢的地方

❌ 还有什么比这更好呢？

Insightly 适合你吗？

✅ 如果您符合以下条件，Insightly 非常适合您：

• You need CRM software with built-in project management
• You use Google Workspace and want tight integration
• You’re a small to mid-sized business with sales teams and project teams
• You want to manage contacts, companies, and sales opportunities in one system
• You need workflow automation without hiring a developer

❌ 如果符合以下情况，请跳过 Insightly：

• You need enterprise-level marketing automation
• You require highly advanced custom workflows
• You’re looking for the cheapest CRM option

我的建议：

Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius for good reason.

If you run a services or consulting business, this is your CRM.

The link between sales and project management is perfect for delivery-focused teams.

Insightly 与替代方案

Insightly 的表现如何？以下是竞争格局：

快速精选：

• Best overall for 中小企业: Insightly — Perfect balance of CRM and project management
• 最佳预算选择： Zoho CRM — More features at lower costs
• 最适合营销团队： HubSpot — Superior marketing automation
• 最适合企业使用： Salesforce — Unmatched scalability

🎯 Insightly 替代方案

正在寻找 Insightly 的替代方案？以下是一些最佳选择：

• 🌟 HubSpot： Best all-in-one platform with free CRM, powerful marketing automation, and extensive integrations for growing teams.
• 💰 Zoho CRM： Budget-friendly option starting at $14/month with deep customization. Great for cost-conscious teams needing flexibility.
• 🎨 Pipedrive： Visual-first CRM with the best sales pipeline interface. Perfect for sales reps who want simplicity.
• 🏢 Salesforce： The enterprise standard with unlimited customization and app ecosystem. Best for large organizations.

⚔️ Insightly 对比

以下是 Insightly 与各竞争对手的对比情况：

• Insightly 与 HubSpot 的比较: HubSpot wins on marketing features. Insightly wins on project management and simpler pricing.
• Insightly 与 Zoho CRM 的比较: Insightly is easier to use than Zoho CRM, but it is not as feature-deep. Zoho is cheaper.
• Insightly 与 Pipedrive 的比较: Both are user-friendly. Insightly adds project management. Pipedrive has better visual pipeline.
• Insightly 与 Salesforce: Salesforce offers more power and customization. Insightly is easier to learn and costs less.

我使用 Insightly 的体验

Here’s what actually happened when I used Insightly:

项目： I managed 5 client consulting projects using Insightly CRM over 90 days.

时间线： 3 months of daily use

结果：

令我感到惊讶的是： Insightly’s easy-to-use interface and customization options can greatly enhance business operations. I didn’t expect the learning curve to be this short. Insightly has a smooth data input and sharing process.

令我感到沮丧的是： The reporting could be deeper. I wanted more custom report options without upgrading to Enterprise.

我还会再次使用它吗？ Yes. For any business that needs CRM plus project tracking, Insightly delivers real value. The platform is accessible via web browser and mobile app, allowing for on-the-go management.

最后想说的话

如果您符合以下条件，请使用 Insightly： You need CRM software that doubles as project management. Perfect for services, consulting, and agencies.

如果符合以下情况，请跳过 Insightly： You need enterprise marketing automation or the cheapest possible CRM solution.

我的结论： Insightly delivers exactly what it promises. A modern CRM that modern CRM teams love.

After 90 days, I’m impressed by how well it connects sales and delivery.

Insightly starts at a fair price and scales with your business.

评分：4.1/5

常见问题解答

Insightly 是一款 CRM 系统吗？

Yes, Insightly is a full CRM platform. It helps businesses manage customer interactions, leads, sales opportunities, and projects. What makes it unique is the built-in project management that other CRMs lack.

Insightly是免费的吗？

Insightly offers a 14-day free trial with no credit card required. After that, paid plans start at $29/user/month for the Plus tier. There’s no permanent free tier like HubSpot offers.

How does Insightly compare to HubSpot?

HubSpot offers more marketing features and has a free tier. Insightly focuses on CRM plus project management. HubSpot costs more at higher tiers. Choose Insightly for project delivery, HubSpot for marketing automation.

Is Insightly good for small businesses?

Yes, Insightly is designed for small and mid-sized businesses. The Plus tier at $29/user/month is affordable. The interface is easy to learn. You don’t need a developer to set it up.

Does Insightly integrate with Google Workspace?

Yes, Insightly has excellent Google Workspace integration. It syncs with Gmail, Google Calendar, and Google Drive. You can save emails, create contacts, and assign tasks directly from Gmail. This was the original design goal when Anthony Smith founded the company.