Insightly vs Zoho CRM
A detailed comparison of Insightly and Zoho CRM to help you choose the right tool for your needs.
💰 Pricing Comparison
| Plan | Insightly | Zoho CRM |
|---|---|---|
| Free Tier | ✓ 2 users, 2,500 records | ✓ Up to 3 users |
| Lowest Paid | $29/user/mo | $14/user/mo |
| Enterprise | $99/user/mo | $40/user/mo |
⚡ Feature Comparison
| Feature | Insightly | Zoho CRM |
|---|---|---|
| CRM | ✓ | — |
| Project management | ✓ | — |
| Contact management | ✓ | — |
| Pipeline tracking | ✓ | — |
| Email integration | ✓ | — |
| Workflow automation | ✓ | ✓ |
| Reporting | ✓ | — |
| Mobile app | ✓ | ✓ |
| Custom fields | ✓ | — |
| Mass email | ✓ | — |
| Lead management | — | ✓ |
| Deal pipeline | — | ✓ |
| Zia AI assistant | — | ✓ |
| Multichannel | — | ✓ |
| Analytics | — | ✓ |
| Custom modules | — | ✓ |
| API | — | ✓ |
| Territory management | — | ✓ |
| Open Source | ✗ | ✗ |
| Rating | ⭐ 4 | ⭐ 4.1 |
Pros & Cons
Insightly
Pros
- ✓ CRM + project management
- ✓ Free plan
- ✓ Good for service businesses
- ✓ Affordable
Cons
- ✗ Limited free plan
- ✗ Dated interface
- ✗ Complex navigation
- ✗ Limited integrations
Zoho CRM
Pros
- ✓ Great value
- ✓ Zoho ecosystem
- ✓ AI features included
- ✓ Good customization
Cons
- ✗ Interface can be clunky
- ✗ Steep learning curve
- ✗ Support can be slow
- ✗ Complex setup
🏆 The Verdict
Choose Insightly if: You need service businesses managing projects and clients. Insightly excels with its crm + project management and free plan.
Choose Zoho CRM if: You need smbs wanting value-for-money crm. Zoho CRM stands out with its great value and zoho ecosystem.
Best free option: Both Insightly and Zoho CRM offer free tiers. Insightly offers "2 users, 2,500 records" while Zoho CRM offers "Up to 3 users".
❓ Frequently Asked Questions
Is Insightly better than Zoho CRM?
It depends on your needs. Insightly is better for service businesses managing projects and clients, while Zoho CRM is better for smbs wanting value-for-money crm. Both are excellent tools rated 4 and 4.1 respectively.
Which is cheaper, Insightly or Zoho CRM?
Insightly starts at $29/user/mo while Zoho CRM starts at $14/user/mo. Both offer free tiers.
Can I switch from Insightly to Zoho CRM?
Most tools offer import/export features to help you migrate. We recommend trying Zoho CRM's free tier before fully committing to a switch.
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