Insightly 和 Bitrix24：哪款才是 2025 年最佳 CRM？

优胜者

4.5

• 管道管理
• 线索跟踪
• 工作流自动化
• 项目管理
• Insightly 营销
• 免费试用
• 付费计划起价 29 美元

立即尝试

亚军

3.5

• 联系管理
• 销售渠道
• AI内容助手
• 电子邮件营销
• 销售分析
• 免费试用
• 付费套餐，每月 49 美元起。

立即尝试

你是否在选择时遇到困难？ 客户关系管理确实很难，对吧？ 

想象一下选错了什么 客户关系管理.

You waste money, your team gets frustrated, and you miss out on sales. 

Don’t worry! We’re going to break down Insightly vs Bitrix24 in simple terms.

Let’s make this easy.

概述

We’ve spent considerable time exploring both Insightly and Bitrix24.

Our team directly tested each platform, focusing on usability, key features, and overall value.

这种亲身实践的经验可以进行直接、实际的比较。

4.55分制

需要一个 客户关系管理 除了销售之外，还需要强大的项目管理工具？Insightly 可以满足您的需求。

定价： 它提供免费试用。高级套餐起价为每月 29 美元。

主要特点：

• 项目管理
• 工作流自动化
• 关系链接

免费试用 Insightly 阅读完整评论

3.55分制

正在寻找经济实惠的解决方案？Bitrix24 提供了一个功能强大的平台，涵盖了广泛的功能。

定价： 它提供免费试用。高级套餐起价为每月 49 美元。

主要特点：

• 客户关系管理
• 项目管理
• 沟通工具

免费试用 Bitrix24 阅读完整评论

Insightly是什么？

Okay, let’s talk Insightly. Think of it as a super-organized assistant.

它可以帮助您跟踪客户。

And projects, too. It’s built for growing businesses.

你得到 客户关系管理 and project tools all in one spot.

此外，还可以探索我们最喜欢的 Insightly 的替代方案…

我们的观点

对于需要具备项目管理功能的可扩展 CRM 的企业而言，Insightly 是一个不错的选择。

免费试用 Insightly 阅读完整评论 查看 Insightly 的替代方案

主要优势

• 可扩展以适应增长： 随着业务的扩展，对平台进行相应的调整。
• 项目管理功能： 保持项目井然有序，按计划进行。
• 可自定义的仪表盘和报告： 获取所需信息，以便做出明智的决策。
• 与热门应用集成： 连接您最喜爱的商务工具。

免费试用 Insightsly

定价

• 加：每用户每月 29 美元。
• 专业的：每用户每月 49 美元。
• 企业：99美元/用户/月。

免费试用 Insightsly

优点

• 可扩展，适用于各种规模的企业。
• 包含项目管理功能。
• 可自定义的仪表盘和报告。
• 与热门应用集成。

缺点

• 学习和使用起来可能比较复杂。
• 部分功能仅限低配套餐用户使用。
• 对于大型团队来说，这可能会很昂贵。

免费试用 Insightsly

Bitrix24是什么？

Bitrix24 is like a digital office.

它不仅仅是 客户关系管理. It has chat, video calls, and tasks.

把它想象成一个一体化平台。

It’s designed for team collaboration.

此外，还可以探索我们最喜欢的 Bitrix24 的替代方案…

我们的观点

准备好掌控您的项目并提高团队的生产力了吗？Bitrix24 为您提供所需的工具，助您在项目管理方面脱颖而出，在全球拥有超过 1000 万用户。

免费试用 Bitrix24 阅读完整评论 Bitrix24 的替代方案

主要优势

• 功能丰富的CRM： 管理您的联系人、交易和销售渠道。
• 集成项目管理： 规划、跟踪项目并轻松协作。
• 内置通讯工具： 平台内支持聊天、视频会议和文件共享。
• 网站搭建工具：无需任何编码即可创建落地页和网站。
• 移动应用： 随时随地访问您的工作。

免费试用 Bitrix24

定价

• 基本的：49 美元/组织/月，5 个用户。
• 标准：99 美元/组织/月，50 个用户。
• 专业的：199 美元/组织/月，100 个用户。
• 企业：399 美元/组织/月，250 个用户。

免费试用 Bitrix24

优点

• 价格非常实惠。
• 提供免费方案。
• 包含多种功能。
• 非常适合协作。
• 界面易于操作。

缺点

• 有时会感觉很杂乱。
• 客户支持响应速度可能较慢。
• 该移动应用程序功能有限。
• 报告机制可以更加完善。

免费试用 Bitrix24

功能对比

This analysis evaluates Insightly CRM, known for its unique blend of workflow 自动化 以及项目管理。

Bitrix24 客户关系管理, a comprehensive crm tool famous for robust collaboration tools and internal communications platform features.

This comparison will help sales teams and marketing teams decide which crm software offers the superior platform for optimizing their sales process and maximizing sales opportunities.

1. 核心重点和系统架构

• Insightly CRM: A versatile crm system designed for customer relationship management across sales teams and marketing teams. Its core strength is unifying projects and sales under one roof, often appealing to small and medium businesses (SMBs) needing strong sales enablement.
• Bitrix24 CRM: Built as a comprehensive crm tool and internal communications platform for collaboration. It excels at integrating task management, communication, and the entire sales process for organizations needing strong collaboration tools and unlimited users.

2. 任务和项目管理

• Insightly CRM: Excels with its native task management and workflow automation features, allowing users to assign tasks directly within the crm tool. This integration of project management boosts sales team efficiency.
• Bitrix24 CRM: Provides extremely deep project management tools and task management, including Gantt charts, Kanban boards, and 时间跟踪. It offers an all in one crm solution for both sales and internal operations.

3. Sales Automation and Funnel

• Insightly CRM: Features strong sales automation and workflow automation capabilities to control and streamline the sales process and help sales teams track sales opportunities. It uses email marketing templates to nurture leads effectively.
• Bitrix24 CRM: Provides robust sales automation features, managing the sales funnel through stages with comprehensive workflow automation. Its core strength is automating lead routing and follow-up activities.

4.沟通与协作

• Insightly CRM: Focuses primarily on customer relationship management and external communications. It relies on integrations (like Google Workspace) for enhanced collaboration tools and internal communications platform functions.
• Bitrix24 CRM: Its strength is internal and external customer relationship management through its built-in communications platform. It offers features like video conferencing, internal chat, and robust collaboration tools to connect sales teams and improve sales enablement.

5. Data Management and Contact Management

• Insightly CRM: Offers robust contact management and reporting, collecting rich customer 数据 to track interactions. It helps marketing teams and sales teams manage leads efficiently.
• Bitrix24 CRM: Centralizes contact management for both employees and customers, utilizing customer data within its internal communications tools and CRM functions, supporting a comprehensive all in one crm model.

6. 营销特色和活动

• Insightly CRM: The Insightly marketing is offered as an integrated module. It allows marketing teams to run sophisticated email marketing campaigns and track web engagement, closely tying lead generation to the sales team pipeline.
• Bitrix24 CRM: Includes features for running marketing campaigns like email newsletters and 社交媒体 posting. It focuses on unifying internal and external communications across the sales process.

7. Reporting and Forecasting

• Insightly CRM: Provides strong sales forecasting and reporting and analytics tools for the sales process, giving the sales team clear insight into sales opportunities and overall sales performance.
• Bitrix24 CRM: Offers sales forecasting and reporting across both sales and project management modules. Its reports help sales teams understand performance within the context of the larger company.

8. Target Market and Pricing

• Insightly CRM: Targets small and medium businesses (SMBs) who need a cost-effective, yet integrated crm solution blending sales and service. Pricing is competitive, appealing to businesses needing modern crm teams love.
• Bitrix24 CRM: Popular among small and medium businesses that require extensive collaboration tools and project management tools alongside CRM. It offers a free version and plans that scale up to support unlimited users.

9. Customer Queries and Service

• Insightly CRM: Offers insightly service, a dedicated tool for managing customer queries, handling support tickets, and providing dedicated support services.
• Bitrix24 CRM: Features a built-in contact center that funnels customer queries from multiple channels (email, chat, social) into the crm tool for quick response, enhancing customer relationship management.

选择CRM平台时应该关注哪些方面？

• Consider your team’s technical skills; simpler CRMs may be better for less tech-savvy teams.
• 评估可扩展性；确保 CRM 可以随着您的业务增长而发展。
• 如有需要，请查看行业特定功能。
• Factor in long-term costs, including potential upgrades and support.
• Prioritize data 安全 and compliance features.

最终判决

那么，谁会赢呢？

For many small and medium-sized businesses, Insightly is our top pick.

It’s user-friendly, and its project management capabilities are strong.

It’s a solid cloud-based option.

Bitrix24 has more advanced features, but it can be overwhelming.

If you want something that’s easy to use and helps you facilitate sales and projects, Insightly is great.

We’ve used both, and Insightly feels simpler to get started with.

Trust us; it’ll make your life easier.

免费试用 Insightly 阅读完整评论 Insightly 的替代方案

免费试用 Bitrix24 阅读完整评论 Bitrix24 的替代方案

更多 Insightly 内容

更多 Bitrix24 的内容

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