Insightly vs Clarify: Which CRM for agencies wins?

In today's fast-paced agency environment, the challenge isn't simply about discovering effective tools—it's about ensuring that pipeline execution remains consistent while delivery stays seamlessly aligned. With prospect context scattered across emails, calendars, and various spreadsheets, it's all too easy for follow-ups to be overlooked, for handoffs to falter, and for forecasting to become an exercise in guesswork. A tailored CRM for agencies must strike the right balance between accelerating new business and preserving comprehensive account history, critical for successful renewals, upsells, and referrals.

When considering solutions, Insightly and Clarify offer distinct approaches to address these needs. Insightly combines CRM functionalities with project management tools, creating a cohesive system that connects sales processes to delivery workflows. On the other hand, Clarify leverages AI to streamline data management, promoting real-time updates and minimizing manual input. Each platform has its unique strengths, catering to different operational styles and levels of complexity.

The decision ultimately hinges on the specific processes your agency employs, the level of customization required, and the resources you can allocate toward setup and ongoing management.

Por que as agências precisam de um CRM em 2026?

Agencies don’t lose revenue due to a lack of demand. Instead, revenue leaks occur when lead context is fragmented across multiple platforms—be it emails, calendars, or spreadsheets—and when follow-ups are left to chance rather than guided by a structured system. A CRM can serve as a single source of truth for prospects, clients, partners, and renewals, ensuring that next steps remain visible and ownership is clearly defined.

✔️ Visibilidade e previsão do pipeline sem folhas de cálculo

✔️ Contexto centralizado de clientes potenciais e clientes em e-mails, chamadas e reuniões

✔️ Acompanhamentos, transferências e próximos passos padronizados em toda a equipa

✔️ Defina claramente a responsabilidade por cada lead, negócio e conta para evitar perdas

✔️ Acompanhamento do desempenho por fonte, linha de serviço e conversão de estágio

In 2026, agencies will navigate more channels, shorter decision cycles, and an increasing number of stakeholders per deal. Clients will expect faster response times and tighter coordination. Without an effective CRM, proposals may stall, warm leads can grow cold, and renewals may be delayed—ultimately leading to inconsistent handling of referrals, as the team struggles to maintain a clear overview of both historical context and the current strategy.

O que é o Insightly?

Insightly is a versatile CRM that integrates project management features, seamlessly connecting sales records with delivery and post-sale activities. This functionality proves especially valuable for agencies that require a cohesive link between deal management and client execution, particularly in project-based settings. It utilizes pipelines to monitor opportunities and employs task management tools to standardize internal processes across various stages. With proper configuration, reporting and dashboards enhance visibility into both sales and execution metrics. Agencies often choose Insightly for its unique combination of CRM capabilities and its alignment with delivery workflows.

O que é o Clarify?

Clarify is an innovative, AI-driven CRM designed to keep records updated through continuous communication and meetings. It caters to agencies seeking to minimize manual data entry while still offering a functional pipeline, contact history, and actionable next steps. The platform emphasizes the importance of capturing meeting contexts, follow-ups, and deal updates in real-time. It supports integrations and automated connections, allowing updates to be routed into a wider tech stack based on specific configurations. This CRM is ideal for teams exploring modern workflows that prioritize conversational context and automated data management.

Comparação de funcionalidades do Insightly e do Clarify

Multi-pipeline e etapas personalizadas

Insightly's pipeline setup allows you to define custom pipelines and stage lists tailored to various sales motions. You can create separate pipelines to differentiate agency flows such as new business, renewals, and partner referrals, while ensuring that stages remain unique to each pipeline. Stages can be modified as processes evolve, ensuring that opportunity tracking accurately reflects the latest qualification criteria and delivery handoffs. Insightly applies pipeline logic at the record level, ensuring that each opportunity adheres to a specific stage flow.

In Clarify, deal tracking is centered around Deals, with features designed to identify opportunities and keep deal stages current as activities unfold. Clarify emphasizes maintaining a straightforward pipeline, aligning stages with genuine progress, and incorporating probability assessments for more accurate forecasting. The platform also prioritizes pipeline hygiene, ensuring records remain manageable without requiring constant manual updates.

Acompanhamento das atividades dos clientes e das transações

In Insightly, activity tracking is centered around tasks, events, and logged interactions associated with contacts, organizations, and opportunities. Activity Sets enable users to create repeatable sequences of tasks and events from a template, helping to standardize follow-ups after discovery calls, proposals, or onboarding steps. Timelines and related lists keep completed actions and upcoming next steps visible, allowing for easy review of account history and current commitments during internal transitions.

The Clarify record experience consolidates emails, meetings, notes, and record details in one location, ensuring that the context of activities is visible alongside the contact and deal information. Additionally, product materials detail how meeting capture is integrated into the platform, including recordings and summaries linked back to the records. Changelog notes regarding record pages and Deals updates highlight ongoing efforts to enhance how activities and deal context are presented together.

Automação e fluxos de trabalho

Insightly's reporting features encompass dashboards and custom reports derived from CRM objects like opportunities, activities, and projects. Users can filter reports by owner, pipeline, stage, and time range, and save them for regular review. Additionally, Insightly allows for the scheduling of reports, ensuring stakeholders receive updates without the need for manual exports. The accuracy of pipeline reporting hinges on consistent stage usage and thorough activity logging across the team.

In Clarify, follow-ups and updates are automated through an agent, which includes drafting follow-ups, capturing tasks, and updating records based on interactions during calls or emails. Clarify enhances workflow automation within modern CRM operations, with a specific product post detailing automatic meeting notes and follow-up reminders integrated into CRM workflows. This approach significantly reduces manual data entry and routine administrative tasks related to 'next steps,' depending on the workflows implemented.

Relatórios e análises

Insightly's reporting features include dashboards and custom reports that are generated from CRM objects such as opportunities, activities, and projects. Users can filter reports by owner, pipeline, stage, and time range, allowing them to save reports for regular review. Additionally, Insightly offers a scheduling option for reports, ensuring stakeholders receive updates automatically without the need for manual exports. The accuracy of pipeline reporting relies on consistent usage of stages and thorough activity logging throughout the team.

In Clarify, pipeline visibility is focused on tracking deals that are updated and reflected in real-time, with external reviews highlighting how dashboards and forecasts adjust as records change. Clarify also provides content related to CRM analytics dashboards and reporting concepts, emphasizing the importance of CRM data in monitoring pipeline health and trends over time. The availability of specific reports is contingent on the reporting layer and configuration outlined in product updates and documentation.

Integrações e higiene de dados

Insightly offers integration options via its integration layer and connected apps, tailored to your plan and configuration. Its data hygiene features include duplicate management flows that help you identify and merge duplicate contacts, organizations, or leads, ensuring your records remain consolidated. Additionally, import behavior can affect duplicates based on the matching rules applied during uploads. Maintaining clean records enhances downstream reporting and minimizes conflicts in automation.

The integrations catalog for Clarify showcases various categories and integrations, with dedicated pages outlining Slack notifications for pipeline updates and a Zapier connector for extensive automation. Zapier’s listing highlights Clarify's compatibility with thousands of apps, facilitating workflow triggers and data transfer. Moreover, Clarify’s product messaging underscores the importance of pipeline hygiene and record maintenance to keep the system updated with new activity.

folk: O melhor CRM para agências em 2026!

folk is an AI-driven CRM that centralizes contacts, conversations, and deal context without complicating the setup process. It's tailored for agency teams where multiple members engage with the same account throughout prospecting, onboarding, delivery, and renewals. The system maintains a visible record of relationship history, ensuring that handoffs rely on documented insights rather than memory or scattered notes.

• Multi-pipeline and custom stages tailored for various agency operations
• Contact and deal timelines consolidate interaction history in one place
• Email and calendar synchronization links conversations to relevant records
• Tasks, reminders, and follow-up tracking standardize next steps
• Contact enrichment enhances missing company and contact data
• Deduplication tools help merge duplicates and maintain a clean database
• Simple pipeline reporting allows monitoring of stage health and deal progression
• Integrations and automation connectors minimize manual updates

For agencies, the primary benefit is operational clarity across multiple relationships. Pipelines can represent various revenue methods, including retainers, projects, partnerships, and referrals, while tasks and reminders ensure consistent follow-ups among team members. Data hygiene features like enrichment and deduplication eliminate duplicates and fill in missing fields, making pipeline reporting reliable over time.

Conclusão

In summary, Insightly excels with its project management integration, providing a cohesive link between sales and delivery, while Clarify shines with AI-driven automation that streamlines data management. However, for agencies prioritizing seamless email integration, automation, and effective sequencing, folk stands out as the optimal choice. Its ability to centralize contacts, enhance data hygiene, and maintain operational clarity ensures teams can efficiently manage multiple relationships and deliver timely follow-ups—key components for agency success in 2026.

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