Insightly vs Zoho CRM
A detailed comparison to help you choose the right tool for your needs.
AAbout Insightly
Insightly is a CRM and project management platform designed primarily for small to mid-sized businesses looking to manage their sales pipelines, customer relationships, and post-sale project delivery in one place. It combines contact management, opportunity tracking, and workflow automation with built-in project management tools, which sets it apart from many standalone CRMs. The platform integrates well with popular business tools and offers customizable dashboards for reporting. It's a solid choice for teams that want CRM and project tracking without juggling multiple platforms, though larger enterprises may find its feature depth limited compared to heavyweights like Salesforce.
BAbout Zoho CRM
Zoho CRM is a cloud-based customer relationship management platform that helps businesses manage their sales pipeline, marketing campaigns, and customer support from a single interface. It serves everyone from freelancers and small businesses to large enterprises, offering flexible pricing tiers to match different needs. The platform stands out for its deep integration with the broader Zoho ecosystem of 45+ business apps, its strong automation engine called Blueprint, and its AI assistant Zia that provides sales predictions and recommendations. Compared to competitors like Salesforce, Zoho CRM is generally more affordable while still offering robust customization and multichannel communication features including email, phone, social media, and live chat.
Pricing Comparison
Feature Comparison
Choose Insightly
Insightly is a powerful CRM and project management tool designed for small to medium-sized businesses.
Try Insightly FreeChoose Zoho CRM
Zoho CRM streamlines your sales processes and enhances customer relationships.
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Score Comparison
Our Verdict
Small to medium businesses that require both CRM and project management capabilities in one tool.
Choose Zoho CRM if you're a small to medium-sized business seeking robust features at an affordable price of $14/user/mo.
Insightly vs Zoho CRM: The Bottom Line
Both Insightly and Zoho CRM are strong sales tools, but they serve different needs. Zoho CRM has a higher user rating (4.1 vs 3.6). On pricing, Zoho CRM is more affordable starting at $0/mo.
Still unsure? Check the full reviews for Insightly and Zoho CRM, explore Insightly alternatives, or use our AI search to describe exactly what you need.
Frequently Asked Questions
Is Insightly or Zoho CRM better?
It depends on your needs. Insightly (3.6★) is from $29/mo, while Zoho CRM (4.1★) is free to start. Zoho CRM has a higher user rating.
Can I switch from Insightly to Zoho CRM?
Yes. Most SaaS tools offer data export features. Check if Zoho CRM has a migration guide or import tool specifically for Insightly users. Many offer onboarding assistance for switchers.
Which is cheaper, Insightly or Zoho CRM?
Zoho CRM starts at $0/mo, which is cheaper than Insightly at $29/mo. Zoho CRM also offers a free plan.
What are the main differences between Insightly and Zoho CRM?
Insightly focuses on customizable sales pipeline management and project tracking with task assignments, while Zoho CRM emphasizes lead and contact management and sales automation workflows. Both are in the Sales category but serve slightly different use cases.