# Insightly CRM vs folk Comparison
---
## AI Generated Summary
- **G2 reviewers report** that folk excels in **ease of use** , with users highlighting its intuitive interface that simplifies managing contacts and tracking conversations. One user mentioned how effortless it is to stay on top of follow-ups, thanks to the seamless integration of notes and reminders.
- **Users say** that Insightly CRM offers a unique advantage by combining **CRM and project management** in one platform. Reviewers appreciate the ability to track a customer from the initial lead through to delivery, with features like relationship mapping providing a visual representation of contacts.
- **According to verified reviews** , folk's **quick setup** process is a standout feature, with users praising how easy it is to connect their email and WhatsApp, and install the Chrome plugin for LinkedIn. This simplicity allows businesses to hit the ground running without a steep learning curve.
- **Reviewers mention** that while Insightly CRM has a solid performance in **customer support** , folk significantly outshines it in this area, with users rating folk's support highly for its responsiveness and helpfulness, making it a reliable partner for businesses.
- **G2 reviewers highlight** that Insightly CRM provides a better experience for users who need **task and activity management** , with features that help streamline workflows. However, some users feel that the platform could improve in areas like reporting, where folk has received mixed feedback.
- **Users say** that both products cater well to small businesses, but folk has a stronger market presence, with a higher percentage of reviews coming from small business users. This suggests that folk may be more tailored to the specific needs of smaller organizations looking for effective relationship management solutions.



| | Insightly CRM | folk | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 942 | 327 | 
| **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (96.9% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | Starting at $30.00 1 Users Per Year | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

### folk

Pros:
- Ease of Use (51 reviews)
- Contact Management (23 reviews)

Cons:
- Missing Features (26 reviews)
- Limited Features (16 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | folk | 
|---|---|---|
  | **Meets Requirements** | 8.3 (800 reviews) | 8.4 (319 reviews) | 
  | **Ease of Use** | 8.4 (805 reviews) | 8.9 (321 reviews) | 
  | **Ease of Setup** | 8.3 (361 reviews) | 8.9 (271 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 8.7 (111 reviews) | 
  | **Quality of Support** | 8.0 (685 reviews) | 9.1 (270 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 8.9 (106 reviews) | 
  | **Product Direction (% positive)** | 8.0 (773 reviews) | 9.6 (315 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### folk

#### Entry-Level Pricing

Plan: Standard

Price: Starting at $30.00 1 Users Per Year

Key Features:
- Pipeline management
- Email campaigns 
- Enrichment

[Browse all 2 editions](https://www.g2.com/products/folk-folk/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 732 |
| **folk** | 7.4/10 | 285 |

#### Sales Force Automation

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Contact & Account Management** | 8.5 (628 reviews) ✓ Verified | 8.6 (266 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 7.8 (241 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 8.4 (252 reviews) | 
| **Task / Activity Management** | 8.1 (627 reviews) ✓ Verified | 7.4 (250 reviews) | 
| **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | Feature Not Available | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 8.3 (252 reviews) | 
| **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | Feature Not Available | 
| **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | Feature Not Available | 
| **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 7.1 (231 reviews) | 

#### Marketing Automation

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 7.7 (238 reviews) | 
| **Campaign Management** | Feature Not Available | 7.4 (229 reviews) | 
| **Lead Management** | 8.1 (523 reviews) ✓ Verified | 8.5 (247 reviews) | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | Feature Not Available | 

#### Customer Support

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | Feature Not Available | 
| **Customer Support Portal** | 7.8 (400 reviews) | Feature Not Available | 
| **Knowledge Base** | 7.9 (460 reviews) | Feature Not Available | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | Feature Not Available | 
| **Support Analytics** | 7.8 (361 reviews) | Feature Not Available | 

#### Reporting & Analytics

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Reporting** | 7.9 (531 reviews) ✓ Verified | 6.7 (68 reviews) | 
| **Dashboards** | 7.9 (554 reviews) ✓ Verified | 7.0 (67 reviews) | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | Feature Not Available | 

#### Mobile & Social

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.2 (228 reviews) | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.7 (238 reviews) | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 6.9 (63 reviews) | 

#### Platform

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 7.9 (243 reviews) | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 7.9 (241 reviews) | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.0 (238 reviews) | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | Feature Not Available | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | Feature Not Available | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | Feature Not Available | 
| **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 8.6 (243 reviews) | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | Feature Not Available | 

#### Integration

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.5 (230 reviews) | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.5 (224 reviews) | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | Feature Not Available | 

#### Generative AI

| Feature | Insightly CRM | folk | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 7.0 (209 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 6.0 (17 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 6.7 (17 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 6.6 (16 reviews) | 
| **Adaptive Learning** | 8.3 (8 reviews) | 6.2 (15 reviews) | 
| **Natural Language Interaction** | 8.1 (7 reviews) | 6.6 (16 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 6.0 (15 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 6.4 (16 reviews) | 

### Email Marketing

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **folk** | 6.9/10 | 109 |

#### Email Marketing

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Email and Mobile Preview** | Not enough data | 7.8 (102 reviews) | 
| **Manage Email Lists** | Not enough data | 8.3 (103 reviews) | 
| **High-Volume Sending** | Not enough data | 7.9 (99 reviews) | 
| **Building and Personalizing Emails** | Not enough data | 8.4 (99 reviews) | 
| **Sending Outbound Emails** | Not enough data | 8.2 (100 reviews) | 
| **Manage Email Deliverability** | Not enough data | 8.1 (98 reviews) | 
| **Automated Email Responses** | Not enough data | 7.6 (98 reviews) | 
| **Multi-user Account** | Not enough data | 7.8 (97 reviews) | 
| **Surveys** | Not enough data | 6.7 (91 reviews) | 

#### Reporting & Analytics

| Feature | Insightly CRM | folk | 
|---|---|---|
| **A/B Testing** | Not enough data | 6.5 (96 reviews) | 
| **Basic Reporting** | Not enough data | 7.3 (93 reviews) | 

#### Generative AI

| Feature | Insightly CRM | folk | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.3 (57 reviews) | 
| **AI Text Summarization** | Not enough data | 6.9 (54 reviews) | 

#### Agentic AI - Email Marketing

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 5.0 (6 reviews) | 
| **Autonomous Task Execution** | Not enough data | 5.0 (6 reviews) | 
| **Multi-step Planning** | Not enough data | 4.7 (5 reviews) | 
| **Cross-system Integration** | Not enough data | 4.7 (5 reviews) | 
| **Cross-system Integration** | Not enough data | 4.7 (5 reviews) | 

#### Integration

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.2 (102 reviews) | 
| **Integration APIs** | Not enough data | 7.2 (99 reviews) | 
| **Breadth of Partner Applications** | Not enough data | 6.9 (97 reviews) | 
| **CRM Integration** | Not enough data | 7.7 (98 reviews) | 
| **Social Media Integration** | Not enough data | 7.0 (98 reviews) | 
| **E-Commerce Integration** | Not enough data | 6.4 (94 reviews) | 

### Google Workspace for Sales

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **folk** | N/A | N/A |

#### Agentic AI - Google Workspace for Sales

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **folk** | 7.8/10 | 75 |

#### Agentic AI - Email Tracking

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Analytics

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Open Rates** | Not enough data | 8.1 (70 reviews) | 
| **Link Activity** | Not enough data | 8.0 (69 reviews) | 
| **Attachment Activity** | Not enough data | 7.6 (68 reviews) | 

#### Customizations

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.4 (69 reviews) | 
| **Email Scheduling** | Not enough data | 7.3 (67 reviews) | 
| **Notifications** | Not enough data | 7.9 (67 reviews) | 
| **Email Categorization** | Not enough data | 7.4 (68 reviews) | 
| **Templates** | Not enough data | 8.1 (68 reviews) | 

#### Generative AI

| Feature | Insightly CRM | folk | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.2 (41 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **folk** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (36 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | folk | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | 
| **Sales Gamification** | 8.1 (30 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | 
| **Activity Tracking** | 8.8 (39 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to folk (3):** [Google Workspace for Sales Software](https://www.g2.com/categories/google-workspace-for-sales), [Email Marketing Software](https://www.g2.com/categories/email-marketing), [Email Tracking Software](https://www.g2.com/categories/email-tracking)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | folk | 
|---|---|---|
| **Small-Business** | 73.2% | 96.9% | 
| **Mid-Market** | 20.2% | 2.8% | 
| **Enterprise** | 6.6% | 0.3% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.7%

#### folk

- **Marketing and Advertising:** 10.6%
- **Consulting:** 10.0%
- **Computer Software:** 10.0%
- **Venture Capital & Private Equity:** 6.5%
- **Financial Services:** 6.2%
- **Information Technology and Services:** 5.6%
- **Professional Training & Coaching:** 2.8%
- **Staffing and Recruiting:** 2.8%
- **Entertainment:** 2.5%
- **Non-Profit Organization Management:** 2.2%
- **Other:** 40.8%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25794 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13806 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1427 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (951 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

### Alternatives to folk

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Attio](https://www.g2.com/products/attio/reviews) — 4.3/5 stars (445 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13806 reviews)
- [monday CRM](https://www.g2.com/products/monday-crm/reviews) — 4.6/5 stars (1164 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2038 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9648 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (816 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1113 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### folk

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-folk-folk)