You’re looking for a CRM, right?
And you’ve probably seen Folk and Insightly pop up.
Choosing between them? That’s the tricky part. Both promise to make your life easier, but which one actually delivers?
It’s like choosing between two cool video games—you need to know which one is worth your time.
Good news!
We’re breaking down Folk vs Insightly to help you decide.
Overview
To give you a real picture, we didn’t just read about these CRMs.
We got our hands dirty.
Our team tested both Folk and Insightly, setting up accounts, importing data, and running through daily tasks.
87% of users report improved contact organization with Folk. See if it boosts your productivity today.
Pricing: It has a free plan. The paid plan starts at $20/month
Key Features:
- Customizable Fields
- Collaboration
- Unified Contact Hub
Need a CRM that goes beyond sales with robust project management tools?
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Project management
- Multiple pipelines
- Advanced contact management
What is Folk?
Folk is a modern CRM. It’s built for teams.
It helps you manage contacts. It’s easy to use. It’s all about collaboration.
Ready to streamline your team’s contact management? Folk lets you organize up to 5,000 contacts and collaborate with 10 team members.
Key Benefits
- Organize up to 5000 contacts in one place.
- Share contact lists with up to 10 team members.
- Send personalized emails to 250 contacts per day.
- Integrate with over 1000 apps via Zapier.
- Create 5 custom contact fields.
Pricing
Folk’s basic plan starts at $20 per user per month.
- Standard: $20/month
- Premium: $40/month
- Custom: $80/month
Pros
Cons
What is Insightly?
Okay, so what’s Insightly all about? It’s a CRM, but it adds project management.
Think of it as a tool for sales and project tracking.
It helps you manage relationships and deliver projects. It’s designed for businesses that need both.
Ready to streamline your business processes and build stronger relationships? Start your free trial of Insightly and see the difference!
Key Benefits
-
- Boost Productivity: Improve project completion rates by 20%.
- Increase Revenue: Track leads effectively and closes more deals.
- Enhance Collaboration: Connect teams and improve communication.
- Gain Valuable Insights: Get a deeper understanding of your customers.
Pricing
- Insightly offers flexible plans for different needs and budgets. Check them out:
- Plus: Starts at $29/user/month
- Professional: Starts at $49/user/month
- Enterprise: Starts at $99/user/month
Pros
Cons
Feature Comparison
Let’s get down to the nitty-gritty.
We’re comparing Folk and Insightly’s key features side by side to see which CRM solution truly excels.
Customer Relationship Management (CRM)
- Folk: Focuses on a simple, collaborative approach. Think of it as a smart address book that integrates with your other tools. It’s designed to streamline contact management.
- Insightly: Offers a more traditional, robust customer relationship management system. It’s built to track complex relationships and sales pipeline stages.
Sales Pipeline and Task Management
- Folk: Provides basic task management and contact grouping. Good for simple follow-ups.
- Insightly: Offers advanced sales pipeline management with detailed stages and automation. It’s a powerful CRM for complex sales processes.
Dashboard and Reporting
- Folk: Has a clean, simple dashboard with a basic overview.
- Insightly: Provides in-depth reporting and customizable dashboard views, allowing you to optimize your data analysis.
Email Marketing and Integration
- Folk: Integrates with existing email tools, but lacks built-in email marketing features.
- Insightly: Offers integrated email marketing tools, allowing you to send targeted campaigns directly from the platform.
Customer Support and Onboarding
- Folk: Offers online documentation and community support.
- Insightly: Provides more comprehensive customer support, including phone and email support and detailed onboarding resources.
Customization and Flexibility
- Folk: Offers some level of customizable fields and views, with an emphasis on simple design.
- Insightly: Highly customizable, allows for custom fields, layouts, and workflows, designed to help businesses tailor the platform to their specific needs.
Collaboration and Team Features
- Folk: Emphasizes shared contact lists and simple team collaboration. It’s built for teams that need to easily share and access contact information.
- Insightly: Offers robust team collaboration features, including shared projects, task assignments, and activity tracking. This allows for a more structured team workflow and better visibility across the team. It is built to help businesses stay aligned.
What to Look For When Choosing CRM Software?
- Scalability: Can it grow with your business?
- Customization: Does it fit your unique workflows?
- Mobile Access: Is it accessible on the go?
- Support: Does it offer reliable customer support?
- Data Security: How well does it protect your data?
- Reporting: Does it provide meaningful insights?
- Industry-Specific Features: Does it cater to your particular industry needs?
- Training and Onboarding: Does the vendor provide adequate training resources?
- Automation: Can it automate repetitive tasks to save time?
- Collaboration: Does it facilitate team collaboration and communication?
- Cost-Effectiveness: Does the pricing align with your budget and ROI?
- Reviews and Testimonials: What are other users saying about their experience?
- Future Updates: How often does the vendor release updates and new features?
Final Verdict (Our Pick)
So, which one wins?
It depends on what you need.
If you want something simple and easy, Folk is great. It’s like a smart contact list for small teams.
But, if you need a strong CRM with lots of tools, Insightly is better.
It can handle big projects and sales.
We tested both, remember? We saw how they work.
We think Insightly is the better choice for most businesses.
It has more features and can grow with you.
But, if you just need the basics, Folk is okay.
Frequently Asked Questions
Is Folk better for small teams?
Yes, Folk is generally better for small teams or individuals who need a simple contact management solution. Its intuitive interface and focus on collaboration make it easy to use for smaller groups.
Does Insightly offer more features than Folk?
Yes, Insightly offers a more comprehensive suite of features, including advanced sales pipeline management, email marketing tools, and detailed reporting. It’s designed for businesses with more complex needs.
Which CRM is easier to customize?
Insightly is significantly more customizable than Folk. It allows for custom fields, layouts, and workflows, enabling businesses to tailor the platform to their specific requirements.
Can I integrate email marketing with both CRMs?
While Folk integrates with existing email tools, Insightly offers built-in email marketing features, allowing you to create and send campaigns directly from the platform.
Which CRM offers a free trial?
Both Folk and Insightly offer free trials, but the extent and features available during the trial period may vary. It’s best to check their websites for the most current details.
