SellioCRM vs Insightly
Insightly combines CRM with project management, useful for teams that deliver projects after the sale. In exchange, it charges per user, the free plan is quite limited (few users) and modules like marketing and support are separate paid products.
SellioCRM already brings sales, projects, marketing, support, invoices, inventory and BI included, without charging per seat, and is free for 14 days, then from US$9 per user.
诚实、逐项的对比。套餐和价格经常变动；数据已于 2026 年核实。
| 关键所在 | SellioCRM | Insightly |
|---|---|---|
| 定价模式 | Per-user plans from US$9/month, billed annually, everything included. 14 days free to try, no card. | 按用户分层收费（Plus、Professional、Enterprise），通常按年计费。 |
| 按用户收费？ | An infrastructure plan per user, from US$9, with everything the plan includes. No software license, no hidden add-ons. | 是。每个用户都会增加成本。 |
| 免费方案 | Yes: 14 days of the full product, no card required. | 少量用户免费，但有记录数和功能限制。 |
| 一体化？ | 一切包含在内：销售、营销、客服、项目、AI、发票、佣金、库存、门户和 BI。电话和数据补全为自备账户（BYO）。 | CRM 加项目集于同一产品，但营销和客服是独立的付费模块。 |
| 无代码 | 完全无代码：对象、字段、自动化、蓝图和画布，无需编程。 | 自定义能力尚可，更高方案更完整。 |
| 内置 AI | Included: copilot, agents, notetaker, generative AI and forecasting, with generous token allowances in every plan (600k to 4.5M/month). | AI 功能有限。 |
| 语言 | 10 种语言，包括英语、西班牙语和葡萄牙语。 | 界面主要面向英语。 |
| 价格透明度 | 完全透明：你能精确看到机器的实际消耗，始终以美元计价。 | 价格公开，但实际成本会叠加营销和客服模块。 |
项目已包含，无付费模块
Insightly 将 CRM 与项目相结合，但对营销和客服单独收费。在 SellioCRM 中，销售、项目、营销和客服已在同一产品内。
永久免费，面向整个团队
Insightly's free plan limits users and records. In SellioCRM the full product is free for 14 days, then a fixed price per user.
AI 已包含在内
Insightly 的 AI 有限，而 SellioCRM 已包含副驾驶、智能体、记录助手、生成式 AI 和预测。
无席位费
在 Insightly 中每个用户都是一个付费席位。在 SellioCRM 中用户数量不限：你只需为基础设施付费。
Insightly 融合 CRM 与项目
Insightly 服务于需要在成交后管理交付的团队：它在同一处将商机转化为项目，配有里程碑和任务。对于以项目驱动的企业来说，这种连贯性很有价值。
即便融合了 CRM 与项目，SellioCRM 对大多数团队仍更优
Insightly 将销售与项目相结合，但它按席位收费，并将营销和客服作为独立产品出售。SellioCRM 已将这一切包含在内，免费且不收软件费用。
- While Insightly charges per user, in SellioCRM you pay an infrastructure plan per user, from US$9, with everything included.
- Insightly 中的营销和客服是独立的付费模块，而在 SellioCRM 中它们已经包含在内。
- While the Insightly free plan limits users and records, in SellioCRM the full product is free for 14 days, then plans from US$9 per user.
- Insightly 的 AI 有限，而在 SellioCRM 中，副驾驶、智能体、记录助手和预测已全部包含。
- Insightly 融合了 CRM 与项目，而 SellioCRM 在同一处还增加了发票、佣金、库存和 BI。
- Insightly 的实际成本会叠加各模块和年度方案，而在 SellioCRM 中，你只需为基础设施付费，始终以美元计价。
- Insightly 主要面向英语，而 SellioCRM 支持 10 种语言，包括英语、西班牙语和葡萄牙语。
- Insightly 的自定义只有在更高方案中才完整，而在 SellioCRM 中，完全无代码从一开始就已解锁。
- Insightly 不包含客户门户，而在 SellioCRM 中门户已经包含在内。
Migrate from Insightly with zero effort
You connect your Insightly account and SellioCRM reads the data straight from the source: companies, contacts, deals and products, with their relationships preserved. No spreadsheet exports, no consultants, no months-long project.
- AI suggests which field here each field over there maps to, and flags whatever needs your review
- A preview shows what would be created and updated BEFORE anything is written
- After the first load, keep both in sync until switchover day, and flip the switch at your own pace
- Re-importing never duplicates, and any import can be undone with one click