Freshsales vs Insightly——どっちが優秀？
Freshsalesを選ぶべき人: 余計なツールを使い分けずに、電話とメールが内蔵されたCRMが欲しい中小セールスチーム向け
Insightlyを選ぶべき人: CRMとプロジェクト管理を1つのツールで済ませたい、2つのサブスク不要な小規模ビジネス
私たちの見解: Freshsales is easier to pick up, but Insightly is more powerful long-term.
| Freshsales | Insightly | |
|---|---|---|
| 料金 | Free plan with contact management and built-in phone | Growth $9/user/mo | Free for up to 2 users | Plus $29/user/mo |
| 機能 | AI-powered lead scoring (Freddy AI), Built-in phone and email, Visual deal pipeline, Workflow automations, Territory management | Project management post-sale, Relationship linking, Custom dashboards, Workflow automation, AppConnect integrations |
| こんな人に最適 | Small to mid-size sales teams that want built-in phone and email without juggling extra tools | Small businesses that want CRM and project delivery in one tool without buying two subscriptions |
| 学習コスト | 簡単 | 普通 |
本当の違い
Both offer free tiers, so the real question is what you get when you start paying.
Freshsales stands out with AI-powered lead scoring (Freddy AI) and Built-in phone and email. Insightly counters with Project management post-sale and Relationship linking.
Freshsales's Achilles heel: reporting is limited compared to salesforce and hubspot — advanced analytics need enterprise tier. Insightly's: the ui feels like 2015 — functional but clunky, and reporting takes too many clicks. Pick whichever weakness you can live with.
結論
If you value ai-powered lead scoring (freddy ai) and 余計なツールを使い分けずに、電話とメールが内蔵されたcrmが欲しい中小セールスチーム向け, go with Freshsales. If crmとプロジェクト管理を1つのツールで済ませたい、2つのサブスク不要な小規模ビジネス matters more, Insightly is your pick. Neither is a bad choice — but one will fit your workflow better.