⚡ 快速结论：
- 定价： Insightly starts at $29/user/month. Agile 客户关系管理 has a free version and paid plans from $8.99.
- 最适合： Insightly suits teams that need customer relationship management plus project management. Agile CRM suits small businesses on a tight budget.
- 主要区别： Insightly links deals to delivery projects. Agile CRM bundles marketing 自动化 and a helpdesk instead.
- 我们的选择： Insightly, rated 4.1 against 2.8, because its records, 报道 and support hold up better as you grow.
The cheaper CRM is not always the weaker one.
Agile CRM undercuts Insightly by roughly $20 per user each month.
It even hands you a free plan for ten people.
But price is the smallest difference between these two CRM tools.
One is built around projects. The other is built around campaigns.
That single split decides which one fits your 商业.
概述
This Insightly vs Agile CRM comparison covers pricing, core features, and ease of use.
我们的 作家 spent hands-on time inside Agile CRM directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
We also break down who each platform actually serves best.
By the end you will know which CRM system to pick.
Insightly是什么？
Insightly is a CRM software platform for growing teams.
The company markets itself as the modern CRM teams love.
Insightly CRM keeps current and prospective customer 数据 在同一地点。
Sales teams use it to build strong relationships with contacts and companies.
Managers use it to monitor employees and track progress.
The real hook is project management sitting next to the sales pipeline.
Won deals become projects with milestones, so delivery never falls through gaps.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the tool.
Here is a walkthrough of how the system works day to day.
🏆 获奖者：Insightly
One system for contacts, deals, and delivery projects. Copilot handles the busywork. Built for teams that sell and then ship.
Insightly 定价
Insightly offers three paid tiers and no permanent free version. Each tier is quoted per user and billed annually.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | Small sales teams starting with contact management |
| 专业的 | 每用户每月 49 美元 | Teams needing dashboards and third-party apps |
| 企业 | 每用户每月 99 美元 | Full access, custom fields, and heavy workflow 自动化 |
Pricing verified August 2026.
免费试用： Yes. Insightly runs a 14-day trial on the CRM with no card required.
退款保证： None published. Annual contracts are the standard billing route.
📌 笔记： The Plus tier gives limited access to most features. Professional adds limited dashboards and app integration. Enterprise unlocks everything.
⚠️ 警告： Insightly Marketing and Insightly Service are sold separately. Those other Insightly products follow the same per-user pricing, so costs stack quickly.
Insightly 的主要优势
Here is what makes Insightly worth the higher price:
- Projects Tied to Deals: Won sales opportunities convert into projects with milestones. You can assign tasks to any team member without leaving the record.
- Copilot AI 助手: Copilot summarizes long email threads and retrieves data on request. It trims the daily admin load.
- AppConnect 集成： A low-code engine ships over 2,000 pre-built connectors. Google Workspace, mail, and 会计 apps all plug in.
- Reporting and Dashboards: An opportunities dashboard gives visual insight into revenue and team performance. Reports are filterable by owner or stage.
- Gantt Timelines: Gantt chart visualizations arrived in 2025. They map dependencies across a longer project.
- 移动访问： The mobile app scans a 商业 card into a new contact. You can create projects and check progress on the go.
- Security Standards: The platform meets SOC 2 Type II, GDPR, and HIPAA requirements. That matters for regulated services work.
我们的团队注意到了什么
Note: We have not had extended hands-on time inside an Insightly account yet. Everything above comes from published documentation, the pricing page, and third-party review sites such as G2 and TrustRadius.
G2 reviews highlight two things repeatedly. Setup is fast, and getting records into the system is not overly convoluted. The same reviews flag thin custom workflow options against deeper rivals.
Insightly 的优点和缺点
✅ 优点
- Links deals, projects, and milestones inside one CRM system
- Copilot summarizes emails and retrieves customer data on request
- AppConnect ships over 2,000 pre-built connectors
- 符合 SOC 2 Type II、GDPR 和 HIPAA 标准
❌缺点
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower tiers
- No free version, so entry cost starts at $29 per user
什么是敏捷CRM？
Agile CRM is a cloud-based, all in one CRM built in 2013.
It targets small and medium businesses that cannot afford three separate tools.
Sales, marketing, and customer service sit inside a single interface.
That design cuts data silos between departments.
The company reports over 15,000 customers globally.
G2 Crowd has recognized it as a category leader.
Offices sit in 印度 还有菲律宾。
This review video walks through the main screens.
亚军：敏捷CRM
Ten free seats and a helpdesk built in. The cheapest way to run sales marketing and support together.
敏捷CRM定价
Agile CRM offers four tiers, quoted per user each month. There is no setup fee on any of them.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | 自由的 | Up to 10 users testing contact management |
| 起动机 | $8.99 | Solo founders and tiny sales teams |
| 常规的 | $29.99 | 不断壮大的团队需要营销自动化 |
| 企业 | $47.99 | Full access with reporting and integrations |
Pricing verified August 2026.
免费试用： Not needed. The free version is permanent for up to 10 users.
退款保证： None published. Test on the free tier before paying.
📌 笔记： Even the Enterprise tier costs less than Insightly’s mid plan. That great price is the main reason small businesses shortlist it.
⚠️ 警告： Review sites carry repeated complaints about billing and cancellation friction. Read the terms before you commit an annual budget.
敏捷CRM的主要优势
Here is where Agile CRM earns its shortlist spot:
- Genuine Free Tier: Ten users cost nothing, which is rare among other CRMs. Small businesses can run a full sales process for free.
- 营销自动化： Drag-and-drop campaign builders create automated email marketing sequences. You can also gauge web engagement per contact.
- 销售自动化： Follow-ups, lead scoring, and data entry all run on rules. A visual sales pipeline tracks every deal stage.
- Helpdesk Built In: Ticketing automates customer queries and a knowledge base deflects repeat questions. Telephony handles calls in the same tab.
- 游戏化： Leaderboards and badges push friendly competition across a sales team. Few rivals ship this by default.
- 日历预订： Leads book meetings straight onto your calendar. It syncs with Google Calendar or Outlook.
- 多渠道覆盖： Campaigns run across email, 社交媒体, and mobile from one screen. Teams follow up on LinkedIn without switching apps.
我们的团队注意到了什么
Our writer signed up for Agile CRM and ran a small pipeline through it for several days. Here is what stood out from that hands-on time:
The clip below covers the same walkthrough in more detail.
敏捷CRM的优缺点
✅ 优点
- Free version covers up to 10 users
- Sales, marketing, and service share one interface
- Gamification adds leaderboards and badges for reps
- Telephony, helpdesk, and email marketing included
❌缺点
- Users report email delivery rates dropping sharply
- Reporting tools are poorly configured
- Support answers vary and bug fixes can take two weeks
- Limited custom fields and data mapping for larger companies
⚠️ Split verdict: User sentiment is unusually polarized. Some reviewers call the great support a standout. Others report weeks of broken email sending. Test the free tier hard before you migrate.
功能对比
Both products call themselves CRM software, but they solve different jobs. We compared ten areas that decide most buying calls.
| 特征 | 洞察力 | 敏捷CRM |
|---|---|---|
| 起价 | 每用户每月 29 美元 | Free, then $8.99 |
| 免费版 | ❌ | ✅ (10 users) |
| 项目管理 | ✅ | ❌ |
| 营销自动化 | 独立产品 | ✅ 已包含 |
| 服务台/工单系统 | 独立产品 | ✅ 已包含 |
| 人工智能助手 | ✅ 副驾驶 | 有限的 |
| 甘特图 | ✅ | ❌ |
| 销售游戏化 | ❌ | ✅ |
| HIPAA合规性 | ✅ | ❌ |
| 最适合 | Sell-then-deliver teams | Budget all-round teams |
1. 联系人管理
洞察： Every contact carries a 360-degree history of calls, files, and linked records. Relationship links map who reports to whom inside an account. The mobile app can scan a business card into a new entry.
敏捷CRM： Contact management also gives a 360-degree view of customer interactions. Tags and custom fields work well at small scale. Larger companies hit limits on data mapping.
2. Sales Pipeline and Opportunities
洞察： Customizable pipelines and Kanban views track each stage of sales. Sales opportunities carry their own value, owner, and close date. Pipeline stages can differ per product line.
敏捷CRM： A visual deals board tracks opportunities across custom milestones. Gamified leaderboards sit alongside it to rank reps. Sales forecasting stays basic against dedicated tools.
3. 项目管理和任务管理
洞察： This is the clearest gap between the two. Projects carry milestones, pipelines, and task assignments. You can assign tasks, set reminders, build to-do lists, and log calls. Gantt charts added in 2025 map dependencies.
敏捷CRM： There is task management and project tracking, plus an online calendar for scheduling. But there is no true project delivery layer. Won deals do not become structured projects.
💡 专业提示： If your work continues after the sale, this section alone should decide your choice.
4. Reporting and Dashboards
洞察： Reports and dashboards give visual insight into business performance. Managers can monitor employees, pipeline progress, and revenue by stage. Dashboard access is limited on the Professional tier.
敏捷CRM： Reports and analytics cover campaigns, calls, and deals. This is the weakest area in user feedback. Reviewers describe the reporting tools as awful and poorly configured.
5. Email and Marketing Teams
洞察： You can schedule emails, save email templates, and track opens from the record. Full campaign work needs Insightly Marketing, sold separately. Google Workspace and Outlook sync both ways.
敏捷CRM： Marketing teams get campaigns, A/B testing, personalization, and landing pages inside the base product. The template builder is simple but inflexible. Some users report a halved delivery rate over six months.
6. 工作流程自动化和人工智能
洞察： Copilot summarizes email threads and retrieves data on request. Workflow automation covers record updates and alerts. Custom workflow depth still trails Zoho CRM.
敏捷CRM： A drag-and-drop builder handles sales automation, follow-ups, lead scoring, and data entry. The 2026 roadmap points toward AI agents for lead scoring and predictive analytics.
7. Companies and Organization Records
洞察： An organization record rolls up every contact, project, and opportunity for that company. Search across records is fast. This structure suits services firms with long accounts.
敏捷CRM： Companies link to their contacts and deals with the details you expect. It works, but the hierarchy is flatter than Insightly’s.
8. 集成
洞察： AppConnect is a low-code engine with over 2,000 pre-built connectors. It also ties into other Insightly products such as Insightly Marketing and Insightly Service.
敏捷CRM： Third-party integrations cover mail, telephony, and web engagement tracking. Coverage is decent for the price. Deep two-way syncs are thinner than Salesforce or Insightly.
9. 支持与票务
洞察： Ticketing lives in Insightly Service, a separate paid product. That keeps the core CRM clean but raises total cost.
敏捷CRM： A helpdesk with automated ticketing ships inside every paid plan. Customer queries, calls, and deals share one timeline. Vendor support quality is the sticking point.
⚠️ 警告： Support reports on Agile CRM contradict each other sharply. Some reviewers praise it. Others say a single bug fix took two weeks.
10. 定价与成本
Here are both price lists side by side.
| 层级 | 洞察力 | 敏捷CRM |
|---|---|---|
| 自由的 | ❌ | 自由的 |
| 入口 | 此外——每用户每月 29 美元 | Starter — $8.99 |
| 中 | 专业版——每用户每月 49 美元 | Regular — $29.99 |
| 顶部 | 企业版——99美元/用户/月 | Enterprise — $47.99 |
洞察： Pricing is competitive at Plus and Professional against rival CRM tools. The Enterprise tier is the outlier at almost double Zoho CRM. You are paying for the project layer and compliance coverage.
敏捷CRM： Every tier undercuts Insightly, and the top plan still costs less than Insightly’s middle one. For example, a ten-person team saves thousands of dollars a year on the Regular plan.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算最紧张 | 敏捷CRM | 免费版可供 10 位用户使用 |
| Projects after the sale | 洞察力 | 里程碑和甘特图 |
| Marketing in the same tool | 敏捷CRM | Campaigns bundled, not extra |
| HIPAA or SOC 2 coverage | 洞察力 | Documented compliance standards |
| Reliable reporting | 洞察力 | Agile’s reports draw complaints |
| Fastest start for beginners | 洞察力 | Gentler learning curve overall |
💰 您的预算
Agile CRM saves real money at every headcount. Insightly costs more but bundles work that you would otherwise buy from a second vendor.
🔌 您的技术栈
Insightly wins if you run many apps and need deep two-way syncs. Agile CRM is fine for a simple stack of mail, calendar, and a website.
📝 您的销售流程
Pick Insightly when a signed deal starts a delivery project. Pick Agile CRM when a signed deal starts a nurture campaign instead.
🎓您的经验水平
Insightly is easier to pick up than Zoho CRM, though it is not as feature-deep. Agile CRM has more moving parts and a steeper learning curve for a first-time admin.
🛒 Your Industry
Consultancies, agencies, and healthcare services lean toward Insightly. Ecommerce and high-volume lead generation lean toward Agile CRM’s sales enablement tooling.
🆓 免费试用和演示
Test both with your own data before you commit. Agile CRM’s free tier and Insightly’s trial both let you customize a pipeline in an afternoon.
切换指南
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to Agile CRM?
✅ 你将获得：
- A far lower bill, plus a free tier for up to 10 users
- Marketing automation and a helpdesk without buying add-ons
- Gamified leaderboards and built-in telephony
❌ 你会失去什么：
- Project management with milestones and Gantt charts
- Copilot AI summaries and 2,000+ AppConnect connectors
- SOC 2 Type II and HIPAA compliance coverage
📋 如何切换：
- Export contacts, companies, and opportunities from Insightly as CSV files
- Open a free Agile CRM account and map your custom fields
- Import in stages and rebuild open projects as tasks and calendar entries
🔄 Switching from Agile CRM to Insightly?
✅ 你将获得：
- Delivery projects linked directly to won deals
- Reporting and dashboards that hold up under scrutiny
- Documented compliance and a cleaner records structure
❌ 你会失去什么：
- The free version and the $8.99 entry price
- Bundled email marketing, landing pages, and ticketing
- Sales gamification and web engagement scoring
📋 如何切换：
- Export contacts, companies, and deals from Agile CRM
- Start an Insightly trial and set up your pipelines first
- Import records, then rebuild campaigns inside Insightly Marketing
我们的评测没有涵盖的内容
This comparison focused on small and medium businesses running standard sales and service work. We did not test bulk data migration at scale, custom API builds, or in-house telephony routing. Enterprise contract terms and volume discounts were outside our scope. Findings reflect the August 2026 versions of both platforms, and functionality may shift after that date.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 敏捷CRM |
| 🚀 核心 CRM 功能 | 洞察力 |
| 📁 项目管理 | 洞察力 |
| 📣 营销自动化 | 敏捷CRM |
| 📊 Reporting & Dashboards | 洞察力 |
| 🔌 集成 | 洞察力 |
| 🛟 支持质量 | 洞察力 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly wins 5 of 7 categories.
最适合： Agencies and consultancies, services firms tracking delivery, and teams that need customer relationship management joined to project management.
These are two different products wearing the same label. Insightly is a CRM for teams that sell something and then have to deliver it.
Agile CRM is a budget engine for lead capture, campaigns, and tickets. It genuinely earns its place for a five-person business watching every dollar.
The gap shows up later. Reporting complaints, email delivery problems, and uneven support are the reasons its rating sits at 2.8 against Insightly’s 4.1.
If your budget is fixed and your needs are simple, Agile CRM will do the job. For everyone else, Insightly is the safer place to build a system you will still trust in three years.
Insightly 的更多比较
Here is how Insightly holds up against other CRMs on your shortlist:
Insightly 与 Zoho 的比较 客户关系管理
Insightly 在以下方面胜出： Faster setup, native project management, cleaner record structure for services work
Zoho CRM 的优势在于： Deeper custom workflows, roughly half the Enterprise price, a far wider suite of connected business apps
Insightly 在以下方面胜出： Predictable per-user costs, project milestones after the close, HIPAA coverage for regulated services
HubSpot 在以下方面胜出： A more generous free tier, richer content and landing page tooling, a much larger partner marketplace
Insightly 与 管道驱动
Insightly 在以下方面胜出： Post-sale delivery tracking, organization-level record rollups, AppConnect’s connector library
Pipedrive 获胜： A leaner deal-first interface, lower entry pricing, quicker onboarding for pure sales teams
Insightly 在以下方面胜出： Far lower admin overhead, quicker rollout for a small team, project management without a paid extension
Salesforce 的优势在于： Near-unlimited customization, the deepest reporting engine in the market, an enormous consultant network
敏捷CRM的优势更多
Here is how Agile CRM measures up against its closest rivals:
敏捷CRM的优势在于： Cheaper paid tiers, telephony included at no extra cost, gamification that HubSpot leaves out
HubSpot 在以下方面胜出： Email deliverability, polished reporting, documentation and training depth
敏捷CRM与 ActiveCampaign
敏捷CRM的优势在于： A true free tier, bundled helpdesk ticketing, lower cost per seat at small headcounts
ActiveCampaign 在以下方面胜出： Stronger send reputation, more advanced automation branching, better campaign analytics
敏捷CRM的优势在于： No onboarding fee, a much lower monthly floor, simpler first-week setup
Keap 获胜理由： Ecommerce and invoicing built in, sturdier automation logic, more consistent vendor support
Agile CRM 与 Freshsales CRM 的比较
敏捷CRM的优势在于： Marketing and helpdesk in the same product, ten free seats, built-in leaderboards
Freshsales CRM 的优势在于： Cleaner interface, stronger AI lead scoring, more reliable support response times
常见问题解答
Insightly 的用途是什么？
Insightly is used to manage leads, contacts, sales opportunities, and delivery projects in one place. Services teams pick it because won deals turn into trackable projects with milestones.
Agile CRM 真的免费吗？
Yes. The free version supports up to 10 users permanently. Paid tiers start at $8.99 and unlock marketing automation, reporting, and the helpdesk.
Insightly 容易使用吗？
Reviewers describe the interface as easy to pick up and quick to populate with data. It is simpler than Zoho CRM, though less feature-deep.
Insightly有手机应用吗？
Yes. The mobile app lets you add contacts, create projects, and assign tasks from a phone. It can also scan a business card into a record.
CRM系统通常需要多少钱？
最多 小型企业 CRM software runs $10 to $50 per user monthly. Agile CRM starts free. Insightly starts at $29 and reaches $99 on Enterprise.
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