Zoho CRM vs Insightly CRM (2024 Comparison)
Zoho CRM offers a comprehensive suite of features and strong analytics capabilities, making it a versatile solution for managing customer relationships effectively.
- Comprehensive feature set
- Highly customizable
- Strong analytics capabilities
- Steep learning curve
- Interface can feel cluttered
Free plan?
YesStarting price
₹800 per month per user
Insightly CRM provides a user-friendly interface and excellent project management tools, making it an ideal choice for businesses prioritizing ease of use and project focus.
- User-friendly interface
- Excellent project management
- Seamless integrations
- Limited advanced features
- Customer support could improve
Free plan?
YesStarting price
$29 per user / monthWhat is Zoho CRM?
Zoho CRM is a comprehensive customer relationship management software that helps businesses streamline their sales, marketing, and support functions. It offers a wide range of features such as lead management, contact management, and workflow automation, making it an ideal choice for businesses looking to enhance their customer interactions. With its intuitive interface and robust analytics, Zoho CRM empowers users to make data-driven decisions, ultimately improving customer satisfaction and driving business growth.
What is Insightly CRM?
Insightly CRM is a powerful tool designed to help businesses manage their customer relationships and projects efficiently. It offers features like contact management, project management, and workflow automation, making it a versatile solution for businesses of all sizes. Insightly CRM's user-friendly interface and seamless integrations with popular apps enable users to streamline their operations and improve productivity. Whether you're a small business or a large enterprise, Insightly CRM can help you stay organized and focused on your goals.
Pros and Cons of Zoho CRM vs Insightly CRM
Pros & Cons of Zoho CRM
- Zoho CRM offers a wide range of features that cater to various business needs, making it a versatile solution for managing customer relationships effectively.
- With Zoho CRM, you can tailor the software to your specific requirements, ensuring it aligns perfectly with your business processes and goals.
- Zoho CRM provides powerful analytics tools that enable you to gain valuable insights into your business performance, helping you make data-driven decisions.
- Zoho CRM's extensive features may require some time to master, making it less suitable for users seeking a quick and easy setup.
- The abundance of features in Zoho CRM can make the interface feel overwhelming, especially for new users unfamiliar with the platform.
Pros & Cons of Insightly CRM
- Insightly CRM is designed with ease of use in mind, making it accessible for users of all skill levels and ensuring a smooth user experience.
- Insightly CRM excels in project management, offering a comprehensive suite of tools to manage tasks and projects efficiently, making it ideal for project-focused businesses.
- Insightly CRM offers seamless integrations with popular apps and services, allowing you to connect your existing tools and streamline your operations effortlessly.
- While Insightly CRM offers essential features, it may lack some advanced capabilities that businesses with complex needs might require.
- Insightly CRM's customer support, while available, may not always meet the expectations of users seeking comprehensive assistance and quick resolutions.
Zoho CRM vs Insightly CRM: At A Glance
Value to Price
Zoho CRM offers a comprehensive suite of features at a competitive price, making it a great value for businesses looking to maximize their investment. Insightly CRM also provides good value, but Zoho's extensive feature set gives it an edge for those seeking more robust capabilities.
Ease of Use
Insightly CRM is known for its user-friendly interface, making it easy for users to navigate and manage their tasks efficiently. Zoho CRM, while feature-rich, may require a bit more time to master, but offers extensive customization options for those willing to invest the effort.
Functionality
Zoho CRM excels in functionality, offering a wide range of features that cater to various business needs. Insightly CRM, while functional, may not offer the same level of depth in features, making Zoho a better choice for businesses with complex requirements.
Scalability
Zoho CRM is designed to scale with your business, offering flexible plans and features that grow with your needs. Insightly CRM also offers scalability, but Zoho's extensive customization options make it a more versatile choice for growing businesses.
Integrations
Insightly CRM shines in integrations, offering seamless connections with popular apps and services. Zoho CRM also offers a wide range of integrations, but Insightly's ease of integration gives it a slight edge for those looking for a more connected experience.
Customer Support
Zoho CRM provides reliable customer support, ensuring users have access to assistance when needed. Insightly CRM also offers support, but Zoho's extensive resources and support options make it a more dependable choice for those seeking comprehensive assistance.
Security
Both Zoho CRM and Insightly CRM prioritize security, offering robust measures to protect user data. Zoho CRM's additional security features give it a slight advantage for businesses with stringent security requirements.
Overall Rating
Zoho CRM's comprehensive feature set and competitive pricing make it a top choice for businesses seeking a robust CRM solution. Insightly CRM, while slightly behind in overall rating, offers a user-friendly experience and strong integrations, making it a solid option for those prioritizing ease of use.
Zoho CRM vs Insightly CRM: A Detailed Breakdown of Key Features
Lead Management
Zoho CRM offers a robust lead management system that allows you to capture, track, and nurture leads effectively. Its advanced features, such as lead scoring and automation, make it a powerful tool for sales teams. Insightly CRM also provides lead management capabilities, but Zoho's comprehensive features give it an edge for businesses looking to optimize their lead conversion process.
Contact Management
Both Zoho CRM and Insightly CRM offer excellent contact management features, allowing you to store and organize customer information efficiently. Zoho CRM's additional customization options and integration capabilities make it a more versatile choice for businesses with complex contact management needs.
Workflow Automation
Zoho CRM excels in workflow automation, offering a wide range of tools to streamline your business processes. Insightly CRM also provides automation features, but Zoho's extensive options and flexibility make it a better choice for businesses looking to automate their operations.
Project Management
Insightly CRM stands out in project management, offering a comprehensive suite of tools to manage tasks and projects efficiently. Zoho CRM also provides project management features, but Insightly's dedicated focus on this area makes it a more suitable choice for businesses prioritizing project management.
Analytics and Reporting
Zoho CRM offers powerful analytics and reporting tools, enabling you to gain valuable insights into your business performance. Insightly CRM also provides reporting features, but Zoho's advanced analytics capabilities make it a better choice for data-driven businesses.
Customization Options
Zoho CRM offers extensive customization options, allowing you to tailor the software to your specific business needs. Insightly CRM also provides customization features, but Zoho's flexibility and range of options make it a more adaptable choice for businesses seeking a personalized CRM solution.
Pricing Comparison of Zoho CRM and Insightly CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Zoho CRM and Insightly CRM. This comparison will highlight the best option for managing your customer relationships.
Zoho CRM Pricing Plans
- Collect and associate any type of data with custom fields.
- Automate day-to-day activities with workflows for sales team.
- Set achievable goals with sales forecasting and track performance.
- Build reports and dashboards to analyze sales numbers efficiently.
- Streamline quote management with built-in price rules using CPQ.
- Interact with customers in real-time with SalesSignals notifications.
- Manage invoices, sales, purchase orders, products, and vendors.
- Send data to other applications based on event triggers with webhooks.
- Assign leads, customers, and accounts based on various factors.
- Build custom data modules with unique layouts for each team.
- Automate enterprise operations with low-code workflows.
- Manage and improve end-to-end customer journeys effectively.
- Build personalized customizations with low-code and no-code tools.
- Merge and segregate datasets for easier analysis and reporting.
- Auto-generate reports and dashboards with augmented analytics.
- Craft compelling stories with colorful infographics and AI summaries.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key aspects like functionality, ease of use, and integrations. By analyzing user feedback and conducting in-depth testing, we ensure our recommendations align with your needs. Each factor is weighted to provide an accurate final rating, helping you make informed decisions.
Zoho CRM or Insightly CRM: Which One Matches Your Business Needs?
Choose Zoho CRM If You Need ...
- Comprehensive CRM solution
If you are a business looking for a comprehensive CRM solution with a wide range of features and strong analytics capabilities, Zoho CRM is the ideal choice for you.
- Highly customizable platform
If you need a highly customizable platform that can be tailored to your specific business needs, Zoho CRM offers extensive customization options to suit your requirements.
Choose Insightly CRM If You Need ...
- User-friendly CRM
If you are seeking a user-friendly CRM with an intuitive interface and excellent project management tools, Insightly CRM is the perfect fit for your business.
- Seamless integrations
If you prioritize seamless integrations with popular apps and services, Insightly CRM offers a wide range of integration options to streamline your operations.
Frequently Asked Questions
Which CRM is better for small businesses?
How do Zoho CRM and Insightly CRM compare in terms of integrations?
Which CRM offers better customer support?
What are the key differences in functionality between Zoho CRM and Insightly CRM?
Which CRM is more scalable?
How do Zoho CRM and Insightly CRM compare in terms of security?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
