Traditionally, customer relationship management (CRM software) has been associated with sales teams and marketing teams. These tools allow growth marketers, digital marketers, marketing strategists, and sales managers to promote and support lead development and help sales teams turn leads in to customers.
CRMs are a vital tool to promote customer engagement and adapt to changing consumer preferences.
Project managers now play a crucial role in CRMs, regardless of their functional department. Project managers play a vital role in helping customer-facing departments track customer relationships. They can keep track of client interactions and track partnerships with vendors.
A CRM can be a valuable tool in your project management strategies. But which tool is right?
Insightly and Freshworks are two popular CRM tools that are widely used. They both offer many exciting features that can make your workday easier.
What is a CRM system?
CRMs were not required years ago. CRMs are now considered essential for companies to track relationships and convert interactions into leads. They can also be used for engaging and retaining customers, both current and former.
Nucleus Research estimates that a CRM will return $8.71 per dollar invested. These tools can be powerful if they are used correctly.
What are Freshworks & Insightly?
Small and medium-sized businesses can use Insightly and Freshworks as CRM tools to track customer relationships. Freshworks is currently used by more than 150,000 individuals and companies, while Insightly is used by more then 1.5 million people worldwide.
Both CRMs provide powerful automation and lead generation capabilities for companies that don’t want to pay the steep price tag.
They share many similarities but there are some differences that you should consider when choosing the right one for your project management team.
We look at both Insightly and Freshworks to help you decide whether to try Insightly or dive into Freshworks.
Pricing
Marketing Features
Sales Features
Integrations

Which tool, Freshworks or Insightly, will you use to reap these benefits and manage and cultivate leads? These points will help guide you in your decision-making process.
Pricing
Insightly and Freshworks both allow you to try many of their features free of charge. Most of the options are not available for long periods of time.
Freshworks offers a 21-day free trial while Insightly offers a 14-day free trial. However, it is worth noting that you can test the professional tiered plans when you sign up for the free free trial. Insightly also allows you to use their CRM beyond the 14-day period, but only at the free tier that has limited features.
Freshworks offers three levels of service to its users:
$29 per month for 1000 active contacts– ideal for small businesses
$69 per Month for 2000 active contacts – Best for larger teams looking for efficiency
$125 per Month for 5,000 contacts – For enterprises that want more control and customization

Insightly also offers tiered plans
A limited-featured free plan that can only be used by 2 users
$29 per Month – for additional features beyond the free plan
$49 per month – which is great for sales teams
$99 per month – Best for larger companies

Insightly and Freshworks offer many options for project managers looking for a reliable system at a reasonable price. These tools are ideal for freelancers and solopreneurs who require a CRM system.
Marketing features for Freshworks vs. Insightly
Freshworks offers most of the features that are standard in a CRM, but it is unique. Their main focus is on making it easy to do the mundane tasks of email marketing, digital communications and lead tracking.