选择正确的 客户关系管理 是艰难的。
You don’t want to waste money on a CRM that doesn’t fit your 商业.
If you had the perfect tool, think about all the time you could save and the sales you could boost.
Don’t worry; we’re going to break down Insightly vs Zoho 客户关系管理 in simple terms.
概述
We’ve spent considerable time exploring both Insightly and Zoho 客户关系管理.
Diving into their features and usability.
Our hands-on testing across various business scenarios forms the basis of this clear, practical comparison.
什么是 Insightly？
So, you’re looking at Insightly.
It’s a CRM, but it also handles project management.
Think of it as a place to keep track of customers and projects.
It tries to combine sales and delivery. Makes things smoother.
此外，探索我们最喜欢的 Insightly 替代品…
准备好简化您的业务流程并建立更牢固的关系了吗？开始免费试用 Insightly，看看它的与众不同之处！
主要优点
-
- 提高生产率：通过 20% 提高项目完成率。
- 增加收入： 有效跟踪线索，达成更多交易。
- 加强合作： 连接团队，加强沟通。
- 获得宝贵的见解： 深入了解客户。
定价
所有计划都将 每年计费.
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
优点
缺点
Zoho CRM 是什么？
All right, let’s talk about Zoho CRM.
It’s a big player in the CRM world. It does a lot, from sales to marketing.
It tries to be an all-in-one solution.
此外，探索我们最喜欢的 Zoho 替代品…
提升你的 社交媒体 strategy with Zoho Social. From smart scheduling and social listening to in-depth analytics, discover the power of Zoho Social today!
主要优点
- 功能丰富： Zoho CRM packs a ton of features into its platform. You get sales automation, marketing tools, and even help desk functionality.
- 经济实惠： Zoho CRM 提供最多 3 个用户的免费计划。即使是付费计划也非常有竞争力。
- 自定义选项： 定制 Zoho CRM，满足您的业务需求。您可以创建自定义字段、模块和工作流程。
- 出色的集成： Zoho CRM 可与 500 多个其他应用程序集成，包括 Google Workspace 和 Mailchimp 等流行工具。
- 强有力的报告： 利用可定制的报告和仪表板详细了解销售业绩。
定价
所有计划都将 每年计费.
- 标准：每位用户每月 14 美元。
- 专业的：每位用户每月 23 美元。
- 企业:$40/用户/月。
- 最终的：每位用户每月 52 美元。
优点
缺点
功能比较
Let’s break down the core features of Zoho CRM and Insightly.
We’ll examine key areas, showing where each platform shines and where it might fall short for your 小型企业.
1. 联系人管理
- Insightly CRM： Offers solid contact management, focusing on linking contacts to projects and opportunities. Insightly also provides a clear view of customer data.
- Zoho CRM： Provides very detailed contact management with rich profiles and social media integration. It excels at managing complex customer relationships.
2. 潜在客户管理
- Insightly offers basic lead management tools suitable for simple sales pipelines.
- Zoho CRM has robust lead management features, including lead scoring and nurturing, ideal for more complex sales processes.
3. 工作流程自动化
- Insightly CRM： This offers basic workflow automation to automate routine tasks.
- Zoho CRM： Provides advanced workflow automation, allowing for complex, multi-step automations.
4. 销售队伍自动化
- Insightly CRM： Provides decent sales force automation but is more project-focused.
- Zoho CRM： This offers comprehensive sales force automation, with features like sales forecasting and territory management.
5. 客户支持
- Insightly CRM： Offers standard customer support via email and a knowledge base.
- Zoho CRM： Provides a wider range of customer support options, including phone and live chat.
6. Dashboard and Reporting
- Insightly CRM： Provides a dashboard with basic reporting tools, and reports can be customized.
- Zoho CRM： Offers highly customizable dashboards and detailed analytics, providing deeper insights.
7. Third-Party Integrations
- Insightly CRM： It integrates with a good number of third-party apps, but fewer than Zoho.
- Zoho CRM boasts a vast ecosystem of integrations, connecting with hundreds of third-party applications.
8. Ease of Use & Customization
- Insightly CRM offers a user-friendly interface and decent customization options. It can be customized to fit many different business types.
- Zoho CRM： While powerful, it has a steeper learning curve, but offers extensive customizable features. As a cloud-based CRM, it offers flexibility. Zoho and Insightly both function as strong CRM solutions for many.
What to Look For When Choosing a CRM?
- Consider your business size: Insightly CRM may suit project-heavy 小型企业 needs, while Zoho scales better.
- Evaluate your team’s tech skills: Ease of use is crucial, especially with complex CRMs.
- Think long-term: Choose a cloud-based CRM that can grow with your business.
- Assess required integrations: Check if your essential third-party apps connect.
- Prioritize essential features: Contact management, lead management, and workflow automation are key.
最终裁决
那么，哪一个会获胜？
For most businesses, we’d lean towards Zoho CRM.
It’s powerful and offers more for the price.
Sure, it can be a bit tricky to learn.
But if you need strong automation and deep analytics, it’s a solid choice.
Insightly is good, especially if projects are a big part of your work.
But Zoho gives you more bang for your buck in the crm software world.
We’ve looked at both insightly crm and zoho crm closely.
Our goal is to help you find the best customer relationship management tool for your needs.
关于 Insightly 的更多信息
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly vs Gohighlevel: Insightly 将客户关系管理与项目管理相结合，而 GoHighLevel 则是销售、营销和代理自动化的综合平台，提供更广泛的潜在客户生成工具。
- Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
- Insightly vs Keap: Insightly 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
- Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
- Insightly vs HubSpot: Insightly 提供了强大的客户关系管理和项目管理功能，而 HubSpot 则为营销、销售和客户服务提供了一个庞大的一体化平台。
- Insightly vs Clickfunnels: Insightly 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
- Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
- Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
- Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
- Insightly 与 Capsule CRM: Insightly 是一款功能更丰富的 CRM，具有项目管理功能，而 Capsule CRM 则是一款更简单、直接的联系人和销售机会跟踪器。
- Insightly vs Freshsales: Insightly 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
- Insightly vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。
Zoho CRM 的更多内容
以下是 Zoho CRM 与其替代方案的简要比较：
- Zoho CRM vs GoHighLevel: Zoho CRM 提供广泛的传统 CRM 功能；GoHighLevel 专注于机构营销自动化。
- Zoho CRM 与 Pipedrive: Zoho CRM 功能丰富且价格实惠；Pipedrive 提供更简单、更直观的销售渠道。
- Zoho CRM 与 Keap: Zoho CRM 是一款整体 CRM；Keap 擅长集成销售和营销自动化。
- Zoho CRM 与 ActiveCampaign: Zoho CRM 提供全面的 CRM；ActiveCampaign 在先进的营销自动化方面处于领先地位。
- Zoho CRM vs HubSpot: Zoho CRM 具有成本效益并提供多样化的功能；HubSpot 用户友好并提供广泛的平台，但价格可能更高。
- Zoho CRM 与 ClickFunnels: Zoho CRM 是一款完整的业务管理套件；ClickFunnels 专注于构建转化率优化的销售渠道。
- Zoho CRM 与 Folk 对比: Zoho CRM 是一款功能广泛、可定制的 CRM；Folk 是一款更简单、协作的联系人管理工具。
- Zoho CRM 与 Instant: Zoho CRM 提供全周期 CRM；立即专注于 冷电子邮件推广 大规模。
- Zoho CRM 与 ClickUp: Zoho CRM 是一款专用的 CRM 解决方案；ClickUp 主要是一个多功能的项目管理平台。
- Zoho CRM 与 Monday CRM 对比: Zoho CRM 提供深度 CRM 功能；Monday CRM 强调更广泛的工作操作系统中的可视化工作流程。
- Zoho CRM 与 Capsule CRM: Zoho CRM 功能广泛且可定制；Capsule CRM 以其简单性和易用性而闻名。
- Zoho CRM 与 Freshsales CRM: Zoho CRM 提供强大的自动化和定制功能；Freshsales CRM 具有直观的销售渠道。
- Zoho CRM 与 Salesforce: Zoho CRM 是一款价格实惠、功能丰富的替代方案；Salesforce 是一款高度可定制、市场领先的企业解决方案。
常见问题
Is Insightly CRM better for project management than Zoho CRM?
Insightly is stronger in project management. It links projects and customer data well. If your business focuses heavily on project delivery, Insightly might be a better fit. Zoho CRM focuses more on sales and marketing automation.
哪种 CRM 更适合小型企业？
Zoho CRM is generally more affordable, especially for starting businesses. Its base plan is significantly cheaper than Insightly’s. However, Insightly may be more cost-effective if project management integration is crucial.
Can both Insightly and Zoho CRM integrate with my existing apps?
Yes, both offer third-party app integrations. Zoho CRM typically provides a wider range of integrations. Check specific app compatibility to ensure your essential tools connect with your chosen CRM.
Which CRM offers better customer support?
Zoho CRM typically offers more comprehensive support options, including phone and live chat, email, and knowledge bases. Insightly primarily relies on email and online resources.
Which CRM is easier to customize for unique business needs?
Zoho CRM generally offers more customization options, allowing for deeper adjustments to workflows and fields. While Insightly is user-friendly, Zoho CRM is more adaptable to very specific business requirements.
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