Tired of juggling spreadsheets and sticky notes to manage your customer relationships?
Feeling like your 客户关系管理 is holding you back instead of propelling you forward?
You’re not alone! Many businesses outgrow their current 客户关系管理 or need a better fit.
That’s where exploring Insightly alternatives comes in.
In this article, we’ll dive into 9 Insightly that can help you streamline your sales process and improve customer engagement.
Let’s get started!
What are the Best Insightly Alternatives?
选择正确的 客户关系管理 can be a game-changer for your business.
But with so many options available, finding the perfect fit can feel overwhelming.
To help you navigate the landscape of Insightly alternatives, we’ve compiled a list of 9 top contenders, each offering unique features and benefits.
Whether you prioritize affordability, advanced customization, or specific integrations, you will find a marketing automation solution that aligns with your needs.
1. Gohighlevel (⭐️ 4.75)
GoHighLevel is an all-in-one platform built for agencies.
It helps manage leads, sales, and marketing efforts.
It bundles many essential 生意 tools into one.
利用我们的 GoHighLevel tutorial.
此外，请浏览我们的 Insightly vs GoHighLevel 比较！
我们的看法
This is great for agencies and businesses wanting to consolidate tools. The automation capabilities are very strong. However, its vast feature set means it can be overwhelming for new users, and there’s a definite learning curve.
主要优势
- All-in-one marketing platform.
- White-labeling available.
- Automated campaigns.
- Lead-nurturing tools.
- Comprehensive reporting.
定价
- 启动器: $97/month.
- 无限制: $297/month.
优点
缺点
2. Pipedrive (⭐️ 4.50)
Pipedrive is a sales management tool.
It focuses on helping you track your deals.
It gives you a clear visual of your sales pipeline.
利用我们的 Pipedrive tutorial.
此外，请浏览我们的 Insightly vs Pipedrive 比较！
我们的看法
Pipedrive is a solid choice for sales-focused businesses. It’s user friendly, visually appealing, & packed with helpful features. The only reason it doesn’t get a perfect 10 is that the lower-priced plans have some limitations.
主要优势
- Laser focus on sales: Pipedrive is built to help you close more deals.
- Visual pipeline management: See exactly where each deal stands.
- Powerful automation: Automate tasks like sending emails and scheduling appointments.
- 24/7 support: Get help whenever you need it.
定价
- Essential: $14/user/month.
- 高级: $24/user/month.
- Professional: $49/user/month.
- Power: $59/user/month.
- 企业: $79/user/month.
优点
缺点
3. Keap (⭐️ 4.25)
Keap is tailored for small businesses.
It brings together sales and marketing functionalities.
This platform helps you organize contacts and follow up with leads effectively.
利用我们的 Keap tutorial.
此外，请浏览我们的 Insightly vs Keap 比较！
我们的看法
Keap 是小型企业简化销售和营销工作的绝佳选择。它界面友好，功能丰富。不过，对于有更复杂需求的大公司来说，它可能不是最佳选择。
主要优势
- 内置电子邮件营销功能： 向受众发送有针对性的电子邮件。
- 易于使用的自动化 自动执行发送后续信息和分配线索等任务。
- 销售管道管理： 跟踪交易，发现机会。
- 电子商务集成： 将 Keap 与您的在线商店连接，以管理订单和客户。
定价
Keap 提供免费试用和简单的定价结构，让您轻松上手。
- 简单计划:起价为 $249/月（按年计费），提供两个用户和 1500 个联系人。
优点
缺点
4. Freshsales CRM (⭐️ 3.75)
Freshsales 客户关系管理 is designed to help with sales.
It lets you easily manage customer information.
You can also track communications like calls and emails.
利用我们的 Freshsales CRM tutorial.
此外，请浏览我们的 Insightly vs Freshsales CRM 比较！
我们的看法
Freshsales CRM is a solid choice for businesses prioritizing ease of use and affordability. It’s a great way to use CRM without a steep learning curve.
主要优势
- 用户友好界面 Easy to navigate and learn.
- Built-in phone and email: Connect with customers directly from the platform.
- AI-powered insights: Get helpful suggestions and predictions.
- Affordable pricing: Offers a free plan and competitive paid plans.
定价
- Growth + 500 Marketing Contacts: $9/user/month.
- Pro + 500 Marketing Contacts: $39/user/month.
- Enterprise + 500 Marketing Contacts: $59/user/month.
优点
缺点
5. ActiveCampaign (⭐️ 3.75)
ActiveCampaign excels at email marketing.
It also provides strong automation features.
This helps you send targeted messages at just the right time.
利用我们的 ActiveCampaign tutorial.
此外，请浏览我们的 Insightly vs ActiveCampaign 比较！
我们的看法
ActiveCampaign is an excellent choice for businesses that want to leverage the true power of email marketing and automation. However, it may not be the best fit for beginners due to its complexity.
主要优势
- Advanced automation: Create complex workflows to nurture leads and automate tasks.
- Email marketing powerhouse: Send beautiful and effective email campaigns.
- Built-in 客户关系管理: Manage contacts and track interactions.
- Segmentation and personalization: Target specific groups of contacts with personalized messages.
定价
- 启动器: $15/month.
- 加: $49/month.
- 专业: $79/month.
- 企业: $145/month.
优点
缺点
6. HubSpot (⭐️ 3.75)
HubSpot is a very popular platform.
It combines marketing, sales, and customer service tools.
This makes it a complete solution for many businesses.
Unlock its potential with our HubSpot tutorial.
此外，请浏览我们的 Insightly vs HubSpot 比较！
我们的看法
HubSpot is a powerful platform with many features, but you must consider your budget and needs before committing. It’s a good choice for businesses that want a comprehensive solution & are willing to invest in it.
主要优势
- Free CRM: Start with a free plan with basic CRM features.
- All-in-one platform: Access a marketing, sales, and service tools suite.
- Extensive community and resources: Benefit from a wealth of knowledge and support.
- Inbound marketing focus: Attract and engage leads with valuable content.
定价
- Free Tools: Free for up to two users.
- Marketing Hub Starter: $15/seat/month.
- Starter Customer Platform: $15/seat/month.
- Marketing Hub Professional + three seats: $800/month, additional seats at $45/month.
优点
缺点
7. Monday CRM (⭐️ 3.75)
星期一 客户关系管理 is a part of the Monday.com work OS.
It helps teams collaborate and manage tasks.
You can keep track of customer interactions and sales progress visually.
利用我们的 Monday CRM tutorial.
此外，请浏览我们的 Insightly vs Monday CRM 比较！
我们的看法
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM. However, it may not be best for those with complex sales needs or large teams.
主要优势
- Visually appealing interface: Easy to navigate and understand.
- Flexible and customizable: Adapt the platform to your specific needs.
- Collaboration features: Work seamlessly with your team.
- Integrations with popular apps: Connect with your favorite business tools.
定价
- 免费： $0 free forever.
- 基本: $9/seat/month.
- 标准: $12/seat/month.
- 专业: $19/seat/month.
- 企业: Custom Pricing based on your needs.
优点
缺点
8. Capsule CRM (⭐️ 3.50)
Capsule CRM offers a simple and user-friendly experience.
It focuses on managing your contacts and tracking sales opportunities.
It’s a great basic CRM for small businesses.
Unlock its potential with our Capsule tutorial.
此外，请浏览我们的 Insightly vs Capsule 比较！
我们的看法
It’s great for its simplicity and ease of use, especially for small businesses just starting with a CRM. It helps you manage contacts and sales effectively without being overwhelming. However, it might lack some of the more advanced features that larger or growing businesses might need, and its reporting options are not as robust as some competitors.
主要优势
- Simple contact management.
- Easy sales pipeline tracking.
- 与许多应用程序集成。
- Customizable fields available.
- Mobile app for on-the-go access.
定价
- 启动器: $18/user/month.
- Growth: $36/user/month.
- 高级: $54/user/month.
- Ultimate: $72/user/month.
优点
缺点
9. ClickFunnels (⭐️ 3.25)
ClickFunnels helps you build effective sales funnels.
These are designed to guide customers through the buying process.
It’s especially useful for selling products or services online.
Unlock its potential with our ClickFunnels tutorial.
此外，请浏览我们的 Insightly vs ClickFunnels 比较！
我们的看法
It’s great for building sales funnels quickly. It has many templates to get you started fast. However, its price can be high for new businesses. Also, its email marketing features are not as strong as other tools.
主要优势
- Streamlined funnel creation.
- Provides a 14-day trial period.
- Extensive third-party integrations.
- Access to a diverse template library.
- Built-in A/B testing capabilities.
定价
- Launch: $81/month, 2 Team Members.
- Scale: $164/month, 5 Team Members.
- Optimize: $248/month, 10 team members.
- Dominate: $5,997/yr, 20 team members.
优点
缺点
购买指南
When searching for the best Insightly alternatives, we took a comprehensive approach to ensure we were recommending the top solutions on the market.
Here’s how we conducted our research:
- 确定的主要特征： We began by identifying the essential features that businesses require in a customer relationship management platform. This included sales automation, contact management, sales tracking, pipeline management, reporting and analytics, and integrations with other tools. We also considered project management features for those seeking a more comprehensive CRM platform.
- 探索多种选择： We cast a wide net to explore a diverse range of Insightly alternatives, considering factors like company size, industry, budget, and specific needs. This included well-known players like Zoho CRM and emerging solutions with unique strengths.
- Analyzed Pricing: We carefully evaluated the pricing structure of each CRM, comparing the value offered at different price points. We considered factors like the number of users, features included, and contract terms.
- Assessed User Experience: We examined user reviews and testimonials to gain insight into the real-world experience of using each platform. We paid close attention to feedback on ease of use, interface design, and customer support.
- Tested Key Features: Whenever possible, we tested the core features of each CRM ourselves to get a firsthand feel for its capabilities and limitations. This included exploring workflow automation, customization options, and reporting functionalities.
- Compared Strengths and Weaknesses: We created a detailed comparison of each CRM, highlighting its unique strengths and weaknesses. This allowed us to identify the best fit for different types of businesses and marketing and sales teams.
- Evaluated Support and Resources: We investigated the support options offered by each CRM provider, including knowledge bases, tutorials, and live support channels. We also considered the availability of training resources and community forums.
- Considered Integrations: We examined the integration capabilities of each CRM, focusing on its ability to connect with popular business tools like email marketing platforms, accounting software, and document management systems.
By following this rigorous research process, we’re confident that our list of Insightly alternatives provides valuable insights to help you make an informed decision.
总结
That’s a wrap on our exploration of project management tools
of Insightly alternatives!
We’ve covered a lot of ground today. You now have a solid list of CRM options to consider.
Remember that the “best” choice really depends on your specific needs and preferences.
Think about your budget. What features are most important to you? Do you need a CRM that’s easy to use or one that’s packed with advanced features?
Take some time to explore the options we’ve discussed. Most of them offer free trials.
This lets you test them out before committing.
We’re confident that by considering these Insightly alternatives, you’ll find the perfect CRM to boost your sales processes in 2025 and beyond.
常见问题
What is the best Insightly alternative for small businesses?
For small businesses, Zoho CRM and Freshsales are excellent options. They offer affordable plans with essential features like contact management, sales process tracking, and basic automation.
What is the best Insightly alternative with project management features?
Monday.com stands out for its robust project management capabilities. It allows you to manage your sales pipeline and projects within a single platform, streamlining workflows and improving collaboration.
Is there a free Insightly alternative?
HubSpot CRM offers a generous free plan with basic features for contact management, deal tracking, and email marketing. It’s a great option for businesses on a tight budget.
What is the best Insightly alternative for sales teams?
Pipedrive is specifically designed for sales teams, with a focus on pipeline management and sales automation. It offers a user-friendly interface and powerful features to help close more deals.
What is the best Insightly alternative for enterprise businesses?
Salesforce Sales Cloud is a comprehensive CRM platform suitable for enterprise businesses. It offers advanced customization, robust integrations, and scalability to support growing businesses.
