⚡ 快速结论：
- 定价： Insightly starts at $29/user/month. Salesmate starts at $23/user/month.
- 最适合： Insightly suits teams that need 客户关系管理 and project management together. Salesmate suits sales reps who live in the phone and 收件箱.
- 主要区别： Insightly ships project milestones, Gantt charts, and task management. Salesmate ships built-in calling, a meeting scheduler, and Sandy AI.
- 我们的选择： Insightly, rated 4.1 against Salesmate’s 2.5, for most modern CRM teams.
Insightly and Salesmate both call themselves customer relationship management platforms.
They are not chasing the same buyer.
Insightly bolts project management onto its CRM software.
Salesmate bolts a phone system and marketing 自动化 onto its sales pipeline.
That single split decides which one fits your 商业.
概述
This Insightly vs Salesmate comparison covers pricing, features, and how easy each system is to learn.
我们的 作家 spent time inside Salesmate directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
我们还分析了每个平台最适合哪些用户。
By the end, you will know which CRM tools match your sales process.
Insightly是什么？
Insightly is a customer relationship management platform for growing companies.
It joins CRM software and project management inside one system.
Sales teams track leads, contacts, and sales opportunities in a single place.
Agencies and professional services firms make up much of its base.
Marketing teams and support staff get sibling products called Insightly Marketing and Insightly Service.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend it.
Most buyers pick it for fast setup and a short learning curve.
Here is a walkthrough of the platform in action.
🏆 获奖者：Insightly
One account holds your contacts, projects, and 报道. Compliance covers SOC 2 Type II, GDPR, and HIPAA. Insightly offers a fast path from signup to live data.
Insightly 定价
Insightly runs three tiers. Every plan costs the same per user, billed annually.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | Small sales teams needing core contact management |
| 专业的 | 每用户每月 49 美元 | Teams that want dashboards and third-party apps |
| 企业 | 每用户每月 99 美元 | Full access to every feature and workflow automation |
Pricing verified August 2026.
免费试用： Insightly runs a free trial on request through its website. There is no permanent free tier.
退款保证： No published refund window. Cancel before renewal to avoid the next term.
📌 笔记： Insightly Marketing and Insightly Service follow the same three-tier structure. Adding other Insightly products multiplies your costs. For example, a five-seat Plus account plus Marketing lands near $290 each month.
⚠️ 警告： The Plus tier gives limited access to most features. Dashboards and third-party app integration only open up on Professional and above.
Insightly 的主要优势
Here is what makes Insightly CRM worth a look:
- One record for every customer: Insightly CRM keeps current and prospective customer data in one place. A 360-degree view lets you personalise how you treat customers.
- Customizable sales pipeline: Kanban views track each stage of sales. You can customize pipelines per team or per service line.
- Task management built in: Create reminders, to-do lists, and call logs. Assign tasks to any team member from the same page.
- Projects beside deals: Manage projects with milestones and pipelines. Gantt chart visualizations arrived in 2025 for timeline and dependency tracking.
- Reporting that managers use: Reports and dashboards give visual insights into 商业 performance. An opportunities dashboard shows deal progress at a glance.
- AppConnect 集成： A low-code engine carries over 2,000 pre-built connectors. Google Workspace, 会计 tools, and support apps all plug in.
- Mobile and compliance: The mobile app scans a business card and creates records on the go. SOC 2 Type II, GDPR, and HIPAA standards are covered.
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 reviews on G2 and TrustRadius.
G2 reviews highlight two themes. Getting data into the system is not overly convoluted, and rollout is fast. The same reviews flag missing depth on custom workflows compared with other CRMs.
Insightly 的优点和缺点
✅ 优点
- Fast setup and a short learning curve for new users
- CRM software and project management sit inside one system
- SOC 2 Type II, GDPR, and HIPAA compliance for regulated business
- AppConnect carries over 2,000 pre-built connectors to other apps
- Copilot AI summarises emails and speeds up data retrieval
❌缺点
- Lacks advanced features like custom workflows found in other CRMs
- The Enterprise tier costs almost double Zoho CRM’s equivalent plan
- Easier to use than Zoho CRM, but not as feature-deep
- No built-in phone dialler for outbound sales reps
Salesmate是什么？
Salesmate is a cloud-based CRM for sales, marketing, and support.
It replaces several disjointed systems so you save money and save time.
这 沥青 is simple: richer customer interactions and higher sales productivity.
Salesmate CRM is aimed mainly at small and medium-sized businesses.
Startups and Fortune 500 companies both run on it.
Sales reps get a visual sales pipeline, built-in calling, and a meeting scheduler.
Sandy AI handles repetitive tasks like drafting emails and summarising calls.
This video walks through the main screens.
Runner Up: Salesmate
Built-in phone, email tracking, and a meeting scheduler in one CRM. Over 700 other apps connect, including Google Apps and Microsoft Apps. Start a free trial today with no card.
销售伙伴定价
Salesmate runs three published tiers. Each price is per user, billed annually.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 23 美元 | Small sales teams starting pipeline management |
| 专业版 | 每用户每月 39 美元 | Teams that need automation and sales forecasting |
| 商业 | 每用户每月 63 美元 | Larger sales teams tracking sales performance |
Pricing verified August 2026.
免费试用： 15 days, no credit card required. That is long enough to import contacts and train users.
退款保证： None published. Salesmate has run a Black Friday promotion offering 10% off annual plans.
📌 笔记： Every tier includes the built-in phone, web forms, and mobile CRM. Higher plans widen automation journeys, reporting depth, and API access.
⚠️ 警告： Some users report that leads can be deleted when a payment is missed. Keep an export of your records on a fixed date each month.
Salesmate 的主要优势
Here is where Salesmate earns its place:
- Contact and Deal Intelligence: One view holds every thread of customer interactions. Emails, calls, and notes sit against the same contact details.
- Sandy AI automation: Sandy AI drafts emails, summarises calls, and scores lead quality. Repetitive tasks stop eating the working day.
- Built-in phone: Call recording and voicemail drops run inside the CRM. Reps stop switching between apps mid-call.
- 700 多个集成： Google Apps, Microsoft Apps, Slack, and Zapier integrations all connect. That range is a huge plus for mixed tech stacks.
- 自动化之旅： Multi-channel drip campaigns handle follow ups without manual chasing. Marketing automation runs beside the sales pipeline.
- Forms and scheduling: Personalised web forms embed on any page or share by link. Prospects book meetings through the meeting scheduler.
- 移动CRM： Full access to data and activities from the mobile app. Field reps update deals between visits.
我们的团队注意到了什么
Our writer signed up for Salesmate and worked through pipeline setup, email tracking, and the meeting scheduler. Here is what stood out from that hands-on time:
💡 专业提示： Salesmate is rated “Great” at 4.1 / 5 on Trustpilot, and its support team draws steady praise for quick help. Test the email template editor during the trial, since that is where reported bugs cluster.
Salesmate 的优缺点
✅ 优点
- 15天免费试用，无需信用卡
- Built-in calling, call recording, and voicemail drops
- Sandy AI cuts data entry by enriching contacts automatically
- Over 700 other apps connect, including Google Apps and Microsoft Apps
❌缺点
- Users report bugs in the email template editor and automation journeys
- Weaker at marketing automation than dedicated campaign software
- Leads can disappear if a payment is missed, a real data 安全 worry
- No true project management module for delivery work
功能对比
Ready for the detailed breakdown of Insightly vs Salesmate? We walk through ten areas that decide most CRM purchases.
| 特征 | 洞察力 | 销售员 |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每用户每月 23 美元 |
| 免费试用 | ✅ 应要求 | ✅ 15天，无需卡片 |
| 项目管理 | ✅ | ❌ |
| 内置通话 | ❌ | ✅ |
| 营销自动化 | ✅ Separate product | ✅ 已包含 |
| 人工智能助手 | ✅ 副驾驶 | ✅ Sandy AI |
| 会议安排器 | ❌ | ✅ |
| 集成 | ✅ 2000多个连接器 | ✅ 700+ apps |
| HIPAA合规性 | ✅ | ❌ 未发布 |
| 最适合 | CRM plus project delivery | Outbound sales reps |
1. 联系人管理
洞察： Contact management links people to an organization, a project, and every open opportunity. Adding new contacts on the go works from the mobile app. Accounts, records, and tasks stay linked so nothing sits orphaned.
销售员： Contacts sit inside Contact and Deal Intelligence, which pulls emails, calls, and notes together. You can track companies alongside individual buyers. Enrichment fills gaps in contact details automatically.
2. Sales Pipeline and Opportunities
洞察： Customizable pipelines and Kanban views cover each stage of sales. Managers monitor employee work from the same board. The opportunities dashboard rolls everything into one summary.
销售员： A visual pipeline lets reps track deals and drag them between stages. Pipeline management is the core of the product, not a side feature. Sales forecasting sits one click away.
3. 项目管理
洞察： Won deals convert into projects with milestones and their own pipelines. Gantt charts added in 2025 show timelines and dependencies. This is the clearest gap between the two products.
销售员： There is no dedicated project module. Team collaboration covers tagging teammates, sharing notes, and keeping communication history. Delivery work needs a separate tool.
⚠️ 警告： If your team sells and then delivers the work, Salesmate leaves a gap. You will pay for a second system to handle project progress.
4. Reporting and Dashboards
洞察： Reports and dashboards give visual insights into business performance. Dashboards are limited on Professional and open fully on Enterprise. Reporting covers both sales and project data.
销售员： Report analytics turn activity into actionable insights on sales performance. Dashboards focus tightly on revenue and rep activity. Project reporting is absent by design.
5. Email Templates and Tracking
洞察： You can schedule emails, save email templates, and send from linked records. Copilot summarises long threads so nobody rereads them. Google Workspace and Outlook both sync.
销售员： Email tracking shows opens and clicks, and templates run inside Gmail through the extension. Sandy AI drafts replies from context. Our writer found the template editor the weakest screen.
6. 工作流程自动化和人工智能
洞察： Copilot handles email summaries and data retrieval. Workflow automation exists but stays thinner than what heavier CRMs ship. Custom workflow depth is the common complaint.
销售员： Sandy AI automates administrative work and qualifies leads. 聊天机器人 catch website visitors before a rep is free. Automation journeys chain campaigns across email, 文本以及电话。
7. 集成
洞察： AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links the other Insightly products together. Non-technical staff can build connections without code.
销售员： Over 700 apps connect, including Google Apps, Microsoft Apps, Slack, and Zapier integrations. Developers get the necessary APIs for custom builds. Coverage is wide for a tool at this price.
8. Lead Capture and Web Forms
洞察： Leads land against organization records and route to the right owner. Insightly Marketing handles landing pages and campaign capture as a paid add-on. The base CRM stays focused on what happens after capture.
销售员： Personalised web forms embed on your site or share as a link. Submissions create contacts with zero data entry. Form capture is included on every plan.
9. Support, Ticketing and Scheduling
洞察： Insightly Service adds ticketing and a knowledge base for post-sale support. It shares the same three-tier pricing as the CRM. Service and sales records stay joined.
销售员： The meeting scheduler lets prospects book meetings from a shared link. That removes the back-and-forth email chain before a call. Support and sales share one communication history.
10. 定价与成本
Here are both price lists side by side.
| 层级 | 洞察力 | 销售员 |
|---|---|---|
| 入口 | 此外——每用户每月 29 美元 | 基础版——23美元/用户/月 |
| 中 | 专业版——每用户每月 49 美元 | 专业版——每用户每月 39 美元 |
| 顶部 | 企业版——99美元/用户/月 | 企业版——每用户每月 63 美元 |
洞察： Pricing is competitive at the Plus and Professional tiers. The Enterprise plan is the outlier and runs almost double Zoho CRM’s comparable tier. You are paying for CRM and project delivery in one licence.
销售员： Every tier undercuts the matching Insightly plan. The top tier saves $36 per user each month. For a ten-seat team, that is real money back in the budget.
💡 测试结果： Salesmate is cheaper at every tier. Insightly still wins on scope, since matching its project management would mean buying a second system.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 销售员 | Cheaper at all three tiers |
| Projects after the sale | 洞察力 | 里程碑和甘特图 |
| 大量外呼 | 销售员 | Built-in phone and recording |
| HIPAA or SOC 2 evidence | 洞察力 | Published compliance coverage |
| Widest connector library | 洞察力 | 2000 多个 AppConnect 连接器 |
| Fastest trial start | 销售员 | 15天，无需信用卡 |
💰 您的预算
Salesmate wins on sticker price at every level. Insightly closes the gap once you count the project tool you would otherwise buy.
🔌 您的技术栈
Salesmate slots into Google Apps and Microsoft Apps quickly and works inside Gmail. Insightly reaches further with AppConnect if you run unusual internal systems.
📝 您的销售流程
Phone-heavy teams should customize Salesmate around calls and follow ups. A real estate company chasing viewings will get more from Salesmate. Consultative teams that hand work to delivery staff fit Insightly better.
🎓您的经验水平
Both platforms carry a mild learning curve. Insightly’s interface is easy to pick up, which shortens the time you spend training a new team member.
🆓 免费试用和演示
Salesmate hands you 15 days with no card, so you can start a free trial today. Insightly runs demos and trials through its sales team instead.
🛟 支持选项
Salesmate’s support team is often praised as quick and helpful. Insightly bundles a knowledge base and adds ticketing through Insightly Service.
切换指南
Already running one of them? Here is what changes if you move.
🔄 Switching from Insightly to Salesmate?
✅ 你将获得：
- 内置通话功能，支持录音和语音信箱留言。
- A meeting scheduler so prospects book meetings themselves
- A lower monthly bill at every tier
❌ 你会失去什么：
- Project milestones, Gantt charts, and delivery tracking
- Published SOC 2 Type II, GDPR, and HIPAA coverage
- The 2,000+ connector AppConnect library
📋 如何切换：
- Export contacts, companies, and opportunities from Insightly as CSV
- Open the 15-day Salesmate trial and map your pipeline stages
- Import the files, then rebuild automation journeys before you cancel
🔄 Switching from Salesmate to Insightly?
✅ 你将获得：
- Real project management with milestones and dependencies
- Compliance paperwork that regulated buyers ask for
- Insightly Marketing and Insightly Service on the same data
❌ 你会失去什么：
- The built-in phone and call recording
- Sandy AI drafting and call summaries
- Roughly $6 to $36 per user each month in savings
📋 如何切换：
- Export deals, contacts, and activity history from Salesmate
- Create an Insightly account and set up your pipelines first
- Import records, then connect Google Workspace and your other apps
我们的评测没有涵盖的内容
This comparison focused on small and mid-sized teams. We did not test bulk seat licensing, single sign-on, or migration from Salesforce. Our notes reflect the version of each platform available in August 2026, and any new version may shift the picture. If you run a 200-seat organization, your priorities will differ from what we covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 销售员 |
| 🚀 核心 CRM 功能 | 洞察力 |
| 📁 项目管理 | 洞察力 |
| 📞 致电和预约 | 销售员 |
| 📊 报道 | 洞察力 |
| 🔌 集成 | 洞察力 |
| 🔒 安全与合规 | 洞察力 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly wins 5 out of 7 categories.
最适合： agencies and consultancies, regulated business, teams linking sales to project delivery
Insightly and Salesmate solve different halves of the same job. Insightly is a CRM that keeps going after the deal closes, through projects, milestones, and reporting.
Salesmate is a sales engine. Built-in calling, a meeting scheduler, and Sandy AI help reps close more deals with less admin.
Salesmate is the better buy if your team lives on the phone and you want to save money. Its 2.5 rating reflects reported bugs and billing complaints, not the functionality on offer.
If you need one system for sales, projects, and compliance, Insightly is the safer choice for most companies.
Insightly 的更多比较
Here is how Insightly measures up against other CRMs buyers shortlist:
Insightly 在以下方面胜出： native project management, flatter per-user costs at the mid tier, HIPAA coverage
HubSpot 在以下方面胜出： a genuinely free starting tier, deeper marketing automation, a far larger app marketplace
Insightly 在以下方面胜出： quicker setup, an interface that is easy to pick up, less convoluted data import
Zoho CRM 的优势在于： deeper feature coverage, custom workflow building, a cheaper top plan
Insightly 与 管道驱动
Insightly 在以下方面胜出： post-sale project tracking, reporting across projects and deals, AppConnect breadth
Pipedrive 获胜： a lower entry price, a simpler deal board, faster onboarding for tiny sales teams
Insightly 在以下方面胜出： far shorter rollout, no admin headcount required, predictable licence costs
Salesforce 的优势在于： unlimited customisation, enterprise sales forecasting, the widest partner network
Salesmate 的对比更多
Salesmate lands on plenty of shortlists beside these tools:
Salesmate 获胜条件： built-in calling at no extra cost, cheaper paid seats, faster setup for small teams
HubSpot 在以下方面胜出： campaign reporting depth, content tools, a free tier that never expires
Salesmate vs Freshsales 客户关系管理
Salesmate 获胜条件： automation journeys, the meeting scheduler, wider third-party app coverage
Freshsales CRM 的优势在于： a free starting plan, tighter helpdesk linkage, steadier release quality
销售员 vs 基普
Salesmate 获胜条件： lower entry pricing, a cleaner pipeline view, no mandatory onboarding fee
Keap 获胜理由： e-commerce and invoicing, longer-running campaign templates, small-business marketing depth
Salesmate 获胜条件： native calling, sales-specific AI, richer email tracking
周一 CRM 胜出： board-style project views, cross-department use, a friendlier visual editor
This video runs through more alternative options if neither fits.
常见问题解答
Insightly 的用途是什么？
Insightly is used to manage customer relationships, leads, and sales opportunities, then run the resulting projects. Teams also use it for task management, reporting, and linking work across departments.
Salesmate是做什么用的？
Salesmate is used to run outbound sales. Reps track deals, call prospects from the built-in phone, send tracked emails, and automate follow ups from one workflow.
Insightly 容易使用吗？
Yes. The interface is easy to pick up and importing data is straightforward. Reviewers rate it simpler than Zoho CRM, though it trades some depth for that simplicity.
排名第一的CRM平台是什么？
Salesforce holds the largest market share globally. For small teams, though, the best CRM is whichever one matches your sales process and budget without extra admin work.
Insightly有手机应用吗？
Yes. The mobile app scans a business card, adds contacts, creates projects, and lets you assign tasks to a team member from your phone.
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