# Insightly CRM vs Zoho CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Zoho CRM excels in providing a comprehensive view of leads from various sources, such as social campaigns and website forms. Users appreciate the ability to tag sources easily, which simplifies the process of passing quality leads to the sales team and tracking performance.
- **Users say** that Insightly CRM is effective for organizing customer information, follow-ups, and ongoing activities in one place. This is particularly beneficial for professionals like dieticians and nutritionists who manage multiple tasks and client interactions, allowing them to keep everything streamlined.
- **Reviewers mention** that Zoho CRM's project management capabilities are a standout feature, enabling users to handle client accounts and share contact information seamlessly among team members. This functionality is highlighted as a significant advantage for businesses looking to enhance collaboration.
- **According to verified reviews** , Insightly CRM is praised for its simplicity and ease of use, making it a good choice for users who need to manage customer relationships and track sales leads without a steep learning curve. Users find it helpful for organizing tasks and monitoring projects effectively.
- **G2 reviewers highlight** that while Zoho CRM has a broader range of features, including customizable data fields for contacts and sales pipelines, Insightly CRM still provides essential functionalities that meet the needs of small businesses, particularly in managing customer details and sales activities.
- **Users report** that Zoho CRM's overall satisfaction is higher, with a G2 Score reflecting its robust performance and user-friendly features. In contrast, Insightly CRM, while still effective, has a lower score, indicating that users may encounter more challenges in certain areas compared to Zoho CRM.



---
## Frequently Asked Questions

### What is the difference between Zoho vs Insightly CRM?

Zoho and Insightly CRM differ most clearly in their reviewer-cited strengths, with Zoho favored for its integrations and Insightly CRM for its ease of use and setup.

| [Zoho](https://www.g2.com/products/zoho-crm/reviews) | [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) |
| --- | --- |
| 4.1/5 (2,947 reviews) | 4.2/5 (945 reviews) |
| Small-Business | Small-Business |
| 8.0 | 8.3 |
| 7.7 | 8.0 |
| Integrations (140 all-time mentions) | Ease of Use (28 all-time mentions) |



### How do the pricing models of Zoho and Insightly CRM compare?

Insightly CRM is rated higher for value, with a stronger Price/Cost satisfaction score than Zoho.

- **Zoho:** Reviewers highlight Zoho as affordable and budget-friendly, especially for small businesses, but note that some advanced features require higher-tier plans.
- **Insightly CRM:** Reviewers describe Insightly CRM as cost-effective and cite its value for money, with positive sentiment around its pricing structure.
- **Switching reasons:** Several reviewers mention switching to Zoho for its cost-effectiveness and to Insightly CRM for better features and value compared to spreadsheets or basic CRMs.



### What are the best alternatives to Zoho and Insightly CRM?

The best alternatives to Zoho and Insightly CRM are Agentforce Sales, HubSpot Sales Hub, and Freshsales.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Zoho](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5 (2,947 reviews) | Small-Business | Affordable and budget-friendly | Integrations (140 all-time mentions) |
| [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | 4.2/5 (945 reviews) | Small-Business | Cost-effective, positive value sentiment | Ease of Use (28 all-time mentions) |
| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,875 reviews) | Mid-Market | — | Customizability and scalability |
| [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,909 reviews) | Small-Business | — | Ease of Use and automation |
| [Freshsales](https://www.g2.com/products/freshsales/reviews) | 4.5/5 (1,236 reviews) | Small-Business | — | Intuitive interface and strong support |



### Which CRM features should I prioritize when comparing Zoho and Insightly CRM?

Buyers comparing Zoho and Insightly CRM should prioritize integrations, customization, reporting, automation, and ease of use.

- **Integrations:** Zoho (140 all-time mentions), Insightly CRM (9 all-time mentions)
- **Customization:** Zoho (99 all-time mentions for customizability), Insightly CRM (10 all-time mentions)
- **Reporting:** Zoho (86 all-time mentions), Insightly CRM (6 all-time mentions)
- **Automation:** Zoho (74 all-time mentions), Insightly CRM (automation cited in recent reviews)
- **Ease of Use:** Zoho (271 all-time mentions), Insightly CRM (28 all-time mentions)



### What are the pros and cons of Zoho vs Insightly CRM?

Zoho's headline strength is integrations, while Insightly CRM's is ease of use and setup.

- **Zoho strengths:** Integrations (140 all-time mentions), features (172), customizability (99), automation (74), affordable (68), reporting (86), ease of use (271)
- **Zoho trade-offs:** Learning curve (112), complexity (68), slow loading/performance (62/59)
- **Insightly CRM strengths:** Ease of use (28), easy customization (11), integrations (9), reporting (6), easy setup (5), user interface (7)
- **Insightly CRM trade-offs:** Learning curve (9), limited customization (7), limited features (7), time-consuming setup for advanced features (6)



### Is Zoho or Insightly CRM better for small businesses?

Both Zoho and Insightly CRM are primarily used by small businesses, but Zoho is more frequently cited as budget-friendly and easy to onboard for small teams.

- **Zoho:** Small-Business segment; reviewers highlight its affordability, easy onboarding, and suitability for small business needs.
- **Insightly CRM:** Small-Business segment; reviewers note its intuitive interface and straightforward setup for small teams.



### Which CRM platform has better integrations?

Zoho is favored for integrations, with a higher all-time mention count and broader integration ecosystem cited by reviewers.

- **Zoho:** 140 all-time reviews mention integrations, with specific mentions of Slack (8), Zoho Social (8), and Google Workspace (6).
- **Insightly CRM:** 9 all-time reviews mention integrations, with reviewers citing QuickBooks, Slack, and Mailchimp as notable integrations.



### How do Zoho and Insightly CRM compare on customer support?

Insightly CRM scores higher on Quality of Support, with a 0.3-point advantage over Zoho (8.0 vs 7.7).

- **Zoho:** Reviewers describe support as generally responsive, though some mention slower response times and a need for more technical depth on complex issues.
- **Insightly CRM:** Reviewers consistently praise support, highlighting dedicated customer success managers and quick, helpful responses.



### Which is easier to implement, Zoho or Insightly CRM?

Insightly CRM is rated higher for Ease of Setup, with a 0.3-point advantage over Zoho (8.3 vs 8.0).

- **Zoho:** Reviewers describe setup as straightforward for basic use, but note a learning curve and more complexity for advanced customization.
- **Insightly CRM:** Reviewers highlight easy and quick implementation, with many able to get started in a few days and minimal training required for small teams.



### Which product has better Reporting?

Zoho is favored for Reporting, with higher all-time mention counts and more frequent reviewer praise for its reporting capabilities.

- **Zoho:** Reporting cited in 86 all-time reviews; reviewers highlight customizable dashboards, detailed analytics, and strong reporting features.
- **Insightly CRM:** Reporting cited in 6 all-time reviews; reviewers note basic reporting is available, but some find advanced reporting and customization more limited.



| | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.1 out of 5 | 
| **Total Reviews** | 947 | 2,951 | 

---
## Top Pros & Cons

### Insightly CRM

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

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

### Zoho CRM

Pros:
- Ease of Use (261 reviews)
- Features (169 reviews)

Cons:
- Learning Curve (112 reviews)
- Integration Issues (71 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Zoho CRM | 
|---|---|---|
  | **Meets Requirements** | 8.2 (804 reviews) | 8.4 (2501 reviews) | 
  | **Ease of Use** | 8.4 (809 reviews) | 8.3 (2524 reviews) | 
  | **Ease of Setup** | 8.3 (365 reviews) | 8.0 (1294 reviews) | 
  | **Ease of Admin** | 8.5 (339 reviews) | 8.0 (1030 reviews) | 
  | **Quality of Support** | 8.0 (687 reviews) | 7.7 (2292 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (323 reviews) | 8.0 (1005 reviews) | 
  | **Product Direction (% positive)** | 8.0 (776 reviews) | 8.0 (2422 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

### Zoho CRM

#### Entry-Level Pricing

Plan: Free Edition

Price: Free

Description: With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.

Key Features:
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities

[Browse all 5 editions](https://www.g2.com/products/zoho-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 736 |
| **Zoho CRM** | 8.1/10 | 1988 |

#### Sales Force Automation

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Contact & Account Management** | 8.5 (631 reviews) ✓ Verified | 8.5 (1673 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 8.3 (877 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (602 reviews) ✓ Verified | 8.2 (1580 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (629 reviews) ✓ Verified | 8.2 (1642 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.5 (349 reviews) ✓ Verified | 7.8 (1185 reviews) ✓ Verified | 
| **Desktop Integration** | 8.0 (452 reviews) ✓ Verified | 8.4 (674 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.5 (338 reviews) ✓ Verified | 7.9 (1216 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (348 reviews) ✓ Verified | 8.0 (1209 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 8.2 (1323 reviews) ✓ Verified | 
| **Contract/License Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (406 reviews) ✓ Verified | 8.0 (1351 reviews) ✓ Verified | 
| **Campaign Management** | Feature Not Available | 7.9 (1305 reviews) ✓ Verified | 
| **Lead Management** | 8.1 (524 reviews) ✓ Verified | 8.4 (1553 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 7.9 (1128 reviews) ✓ Verified | 
| **Email Management** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 

#### Customer Support

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 8.0 (1203 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (400 reviews) | 7.9 (1204 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (461 reviews) | 7.9 (1237 reviews) ✓ Verified | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 7.8 (1069 reviews) ✓ Verified | 
| **Support Analytics** | 7.8 (361 reviews) | 8.0 (1112 reviews) ✓ Verified | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Channel Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Field Sales Management** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Reporting** | 7.9 (531 reviews) ✓ Verified | 8.2 (1518 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (554 reviews) ✓ Verified | 8.2 (1568 reviews) ✓ Verified | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 8.1 (1054 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 8.1 (1082 reviews) ✓ Verified | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 8.0 (1091 reviews) ✓ Verified | 
| **Mobile User Support** | 7.8 (416 reviews) ✓ Verified | 8.0 (1201 reviews) ✓ Verified | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Customer Support** | Not enough data | Not enough data | 
| **Multi-Channel Social Integration** | Not enough data | Not enough data | 

#### Platform

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.2 (876 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (311 reviews) ✓ Verified | 8.2 (847 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (323 reviews) ✓ Verified | 8.4 (859 reviews) ✓ Verified | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 8.1 (649 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 7.8 (548 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 8.1 (719 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.3 (322 reviews) ✓ Verified | 8.4 (855 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 8.1 (662 reviews) ✓ Verified | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Integration

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (289 reviews) ✓ Verified | 8.3 (651 reviews) ✓ Verified | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 8.1 (647 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 8.0 (607 reviews) ✓ Verified | 
| **Third-Party Integration** | Not enough data | Not enough data | 
| **Internal Chat Integration** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 8.2 (180 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 8.0 (67 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 8.3 (65 reviews) | 
| **Cross-system Integration** | 7.9 (7 reviews) | 8.1 (69 reviews) | 
| **Adaptive Learning** | 8.1 (7 reviews) | 8.1 (67 reviews) | 
| **Natural Language Interaction** | 7.8 (6 reviews) | 8.3 (66 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 8.3 (67 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 8.3 (67 reviews) | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **For Startups** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **For iPad Devices** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **For Mac Devices** | Not enough data | Not enough data | 
| **Landing Pages/Web Forms** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Web-based Deployment** | Not enough data | Not enough data | 
| **Softphone** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Email Sequences** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Lead Assignment** | Not enough data | Not enough data | 
| **For Small Businesses** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Business Card/Badge Scanning** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Social Profiles** | Not enough data | Not enough data | 
| **Social Promotion** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Brand Tracking** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Quote Management

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

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **AI Copilot** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Customer History** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Automated Quoting** | Not enough data | Not enough data | 
| **Price/Margin Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Pricing and Cost Calculations** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Catalog Management** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Discount Management** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 
| **Billing & Invoicing** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Estimating** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Pricing Management** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Contract/License Management** | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 7.7/10 | 121 |

#### Configuration - cpq

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Product Catalog** | Not enough data | Feature Not Available | 
| **Guided Selling** | Not enough data | Feature Not Available | 
| **Configuration Rules** | Not enough data | 8.3 (59 reviews) | 
| **Price Configuration** | Not enough data | 8.3 (55 reviews) | 
| **Visual Configuration** | Not enough data | 8.4 (60 reviews) | 

#### Pricing

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | 8.1 (62 reviews) | 
| **Discounting** | Not enough data | 7.5 (57 reviews) | 
| **Commerical Rules** | Not enough data | 8.1 (56 reviews) | 
| **Terms and Conditions** | Not enough data | 8.4 (58 reviews) | 
| **Approval Workflow** | Not enough data | 8.6 (58 reviews) | 
| **Renewals** | Not enough data | 8.5 (56 reviews) | 

#### Quoting

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Grouping** | Not enough data | 8.4 (58 reviews) | 
| **Version Control** | Not enough data | 8.4 (52 reviews) | 
| **Quote Document Generation** | Not enough data | 8.4 (53 reviews) | 
| **Ordering** | Not enough data | 8.4 (55 reviews) | 
| **Contracts** | Not enough data | 8.6 (52 reviews) | 
| **Approval Process Control** | Not enough data | Not enough data | 

#### Admin

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Configuration Ease of Admin** | Not enough data | 8.2 (89 reviews) | 
| **Pricing Administration** | Not enough data | 7.7 (83 reviews) | 
| **Workflow Management** | Not enough data | 8.3 (86 reviews) | 
| **Document Management** | Not enough data | 8.3 (83 reviews) | 
| **Contact Management** | Not enough data | Not enough data | 
| **Discount Management** | Not enough data | Not enough data | 
| **Catalog Management** | Not enough data | Not enough data | 
| **Contract/License Management** | Not enough data | Not enough data | 
| **Renewal Management** | Not enough data | Not enough data | 
| **Price/Margin Management** | Not enough data | Not enough data | 
| **Order Management** | Not enough data | Not enough data | 

#### Channels

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Mobile User Support** | Not enough data | 8.1 (57 reviews) | 
| **Channel Partner Support** | Not enough data | 7.7 (52 reviews) | 
| **eCommerce** | Not enough data | 8.0 (49 reviews) | 

#### Platform

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.4 (89 reviews) | 
| **Integration API** | Not enough data | 8.2 (85 reviews) | 
| **Internationalization** | Not enough data | 8.0 (77 reviews) | 
| **Scalability** | Not enough data | 8.5 (88 reviews) | 
| **Reporting and Dashboards** | Not enough data | 8.4 (90 reviews) | 
| **ERP Integration** | Not enough data | 8.6 (20 reviews) | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Generative AI - cpq

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | 7.4 (15 reviews) | 
| **Dynamic Pricing** | Not enough data | 7.5 (16 reviews) | 
| **Personalized Sale Recommendations** | Not enough data | 7.7 (16 reviews) | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Price and Cost Calculations** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Rules Engine** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Sales Automation** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Product Configurator** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Bills of Material** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 

### Sales Gamification

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 75 |

#### Competition

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Competition Templates** | Not enough data | 8.7 (58 reviews) ✓ Verified | 
| **Custom Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Team Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Simultaneous Competitions** | Not enough data | 8.5 (53 reviews) ✓ Verified | 
| **Competition Adjustments** | Not enough data | 8.5 (55 reviews) ✓ Verified | 
| **Awards and Incentives** | Not enough data | 7.9 (18 reviews) | 

#### Agentic AI - Sales Gamification

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

#### Integrations

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.9 (61 reviews) ✓ Verified | 
| **Social Collaboration Integration** | Not enough data | 8.8 (59 reviews) | 
| **TV Streaming** | Not enough data | 8.7 (45 reviews) | 

#### Platform

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 8.8 (65 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.9 (64 reviews) ✓ Verified | 
| **Enterprise Scalability** | Not enough data | 8.8 (58 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.8 (63 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.8 (63 reviews) ✓ Verified | 

#### Employee Features

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **User Profiles** | Not enough data | 8.9 (66 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.8 (68 reviews) ✓ Verified | 
| **Mobile** | Not enough data | 8.8 (68 reviews) ✓ Verified | 

### Lead Generation

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

#### Lead Generation

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 80 |

#### Lead Facilitation

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | 8.4 (72 reviews) | 
| **Lead Qualification** | Not enough data | 8.8 (73 reviews) | 
| **Lead Follow-up** | Not enough data | 8.8 (73 reviews) | 
| **Meeting Scheduling ** | Not enough data | 8.8 (73 reviews) | 

#### Organization

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | Not enough data | 8.6 (74 reviews) | 
| **Data Entry** | Not enough data | 8.4 (73 reviews) | 
| **Integrations / APIs** | Not enough data | 8.6 (73 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Meeting Management** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Call Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Notes Management** | Not enough data | Not enough data | 
| **Sales Activity Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 

#### Performance Analysis

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Coaching ** | Not enough data | Feature Not Available | 
| **Peformance Tracking** | Not enough data | 8.6 (75 reviews) | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Call Tracking** | Not enough data | Not enough data | 

#### Sales Analysis

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **ROI Forecasting ** | Not enough data | 8.4 (69 reviews) | 
| **Sales Forecasting ** | Not enough data | 8.4 (73 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.3 (27 reviews) | 
| **AI Text Summarization** | Not enough data | 8.1 (27 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **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 | 
| **AI/Machine Learning** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Email Response Control** | Not enough data | Not enough data | 
| **Speech Recognition** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **Chat/Messaging** | Not enough data | Not enough data | 
| **AI Writing Assistant** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 
| **Sales Automation** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Templates** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **SMS Messaging** | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Lead Engagement** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Omnichannel Outreach** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.2/10 | 170 |

#### Integrated Workflows

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Task Management** | Not enough data | 8.7 (160 reviews) | 
| **Email Tracking/Automation** | Not enough data | 8.8 (156 reviews) | 
| **Calls and Voice** | Not enough data | 8.3 (145 reviews) | 
| **Other Outreach Options ** | Not enough data | 8.2 (141 reviews) | 
| **CRM Integration** | Not enough data | 8.9 (154 reviews) | 
| **Calendar** | Not enough data | 8.8 (152 reviews) | 
| **Shared Records** | Not enough data | 8.5 (147 reviews) | 
| **Business Process Automation** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 

#### Repeatability and Reportability

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Content Management** | Not enough data | 8.4 (144 reviews) | 
| **Workflow Management** | Not enough data | 8.6 (149 reviews) | 
| **Workflow Performance** | Not enough data | 8.6 (142 reviews) | 
| **Sales Coaching and Insights** | Not enough data | 8.2 (138 reviews) | 
| **Gamification** | Not enough data | 7.9 (120 reviews) | 

#### AI and Automation

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Lead Prioritization** | Not enough data | 8.3 (146 reviews) | 
| **Lead Scoring** | Not enough data | 8.5 (145 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | 8.3 (139 reviews) | 
| **Buyer Intelligence** | Not enough data | 8.1 (133 reviews) | 
| **Machine Learning** | Not enough data | 7.8 (125 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.5 (69 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (28 reviews) | 
| **Multi-step Planning** | Not enough data | 7.8 (26 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (27 reviews) | 
| **Adaptive Learning** | Not enough data | 7.9 (26 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 8.0 (27 reviews) | 
| **Decision Making** | Not enough data | 8.1 (26 reviews) | 
| **Strategic Planning** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Auto-Dialer** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 56 |

#### Customer Requirements

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Quoting** | Not enough data | 8.5 (51 reviews) | 
| **Configuration** | Not enough data | 8.5 (50 reviews) | 
| **Pricing** | Not enough data | 8.5 (52 reviews) | 

#### Contracts

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Creation** | Not enough data | 8.5 (50 reviews) | 
| **Negotiation** | Not enough data | 8.2 (47 reviews) | 
| **Execution** | Not enough data | 8.4 (50 reviews) | 

#### Revenue

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Invoicing** | Not enough data | 8.5 (52 reviews) | 
| **Matching** | Not enough data | 8.5 (50 reviews) | 
| **Recognition** | Not enough data | 8.4 (47 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 106 |

#### Platform Basics

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Customizable Templates** | Not enough data | 8.4 (98 reviews) | 
| **Exporting** | Not enough data | 8.6 (93 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.6 (97 reviews) | 
| **Multiple Personas** | Not enough data | 8.4 (89 reviews) | 
| **Data Analytics ** | Not enough data | 8.8 (57 reviews) | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Behavioral Analytics** | Not enough data | Not enough data | 
| **Campaign Analytics** | Not enough data | Not enough data | 
| **Website Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 

#### Agentic AI - Customer Journey Mapping

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (13 reviews) | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Multi-Channel Marketing** | Not enough data | Not enough data | 
| **Map Creation** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Data Linking** | Not enough data | Not enough data | 
| **Whiteboard** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Brainstorming** | Not enough data | Not enough data | 
| **Conversion Tracking** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Behavior Tracking** | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Customer Profiles** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Attribution Modeling** | Not enough data | Not enough data | 
| **Action Management** | Not enough data | Not enough data | 
| **Map Sharing** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Customer Touchpoints** | Not enough data | Not enough data | 
| **Customer Experience Management** | Not enough data | Not enough data | 
| **Diagramming** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **Storyboarding** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 89 |

#### Content

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Document Collaboration** | Not enough data | 8.9 (79 reviews) | 
| **Versioning** | Not enough data | 8.6 (76 reviews) | 
| **E-Signature** | Not enough data | 8.5 (76 reviews) | 
| **File Request** | Not enough data | 8.7 (77 reviews) | 
| **Feedback** | Not enough data | 8.6 (74 reviews) | 

#### Collaboration

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 8.8 (76 reviews) | 
| **Instant Messaging** | Not enough data | 8.5 (78 reviews) | 
| **Project Management** | Not enough data | 9.0 (80 reviews) | 
| **Analytics** | Not enough data | 9.0 (83 reviews) | 
| **Time Tracking** | Not enough data | 8.7 (78 reviews) | 
| **Mobile Application** | Not enough data | 8.7 (75 reviews) | 
| **Engagement Tracking** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Content Publishing Options** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 
| **Document Classification** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 44 |

#### Lead Monitoring

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Features** | Not enough data | 9.0 (42 reviews) | 
| **Performance** | Not enough data | 8.9 (42 reviews) | 
| **Identification** | Not enough data | 8.7 (42 reviews) | 
| **Lead Capture** | Not enough data | Not enough data | 

#### Agentic AI - Lead Capture

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 7.2 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 7.2 (27 reviews) | 

#### Data Capture

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Mobile** | Not enough data | 8.3 (42 reviews) | 
| **Websites** | Not enough data | 8.5 (42 reviews) | 
| **Social Media** | Not enough data | 8.1 (42 reviews) | 
| **Data** | Not enough data | 8.3 (42 reviews) | 

#### Analytics

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Export/Import** | Not enough data | 9.1 (42 reviews) | 
| **Reporting** | Not enough data | 8.8 (42 reviews) | 

#### Customization

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Web Forms** | Not enough data | 8.7 (41 reviews) | 
| **Personalization** | Not enough data | 8.6 (41 reviews) | 
| **Templates** | Not enough data | 8.7 (42 reviews) | 
| **Integration** | Not enough data | 8.7 (42 reviews) | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Lead Segmentation** | Not enough data | Not enough data | 
| **Conversion Tracking** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Multi-Campaign** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Lead Distribution** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Chat/Messaging** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Extraction** | Not enough data | Not enough data | 
| **Lead Notifications** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **Business Card/Badge Scanning** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Autoresponders** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Forms Management** | Not enough data | Not enough data | 
| **Visitor Tracking** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Campaign Analytics** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Campaign Planning** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Drip Campaigns** | Not enough data | Not enough data | 
| **Campaign Segmentation** | Not enough data | Not enough data | 
| **Lead Verification/Validation** | Not enough data | Not enough data | 
| **Source Tracking** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 
| **Sales Forecasting** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 7.9/10 | 23 |

#### Agentic AI - Lead Scoring

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (12 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (13 reviews) | 
| **Adaptive Learning** | Not enough data | 6.7 (12 reviews) | 
| **Decision Making** | Not enough data | 6.8 (12 reviews) | 
| **AI/Machine Learning** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Attribution

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Lead Opportunity** | Not enough data | 8.5 (21 reviews) | 
| **Lead Assignment** | Not enough data | 8.6 (22 reviews) | 
| **Pipeline Acceleration** | Not enough data | 8.0 (21 reviews) | 

#### Discovery

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Lead Management** | Not enough data | 8.6 (22 reviews) | 
| **Scoring/Ranking** | Not enough data | 8.3 (21 reviews) | 
| **Lead Context** | Not enough data | 8.3 (22 reviews) | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 

#### Management

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Conversion Viability** | Not enough data | 8.4 (22 reviews) | 
| **Workflow** | Not enough data | 8.4 (22 reviews) | 

#### Platform

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Data Synchronization** | Not enough data | 8.4 (22 reviews) | 
| **Analysis** | Not enough data | 8.3 (21 reviews) | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Demographic/Firmographic Data** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Drag & Drop** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Multiple Scoring Models** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Web Forms** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Sales Forecasting** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Lead Distribution** | Not enough data | Not enough data | 
| **Data Enrichment** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.3/10 | 198 |

#### Agentic AI - Sales Performance Management

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (21 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (20 reviews) | 
| **Proactive Assistance** | Not enough data | 7.9 (21 reviews) | 

#### Incentives

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Badges** | Not enough data | 8.2 (153 reviews) ✓ Verified | 
| **Triggers** | Not enough data | 8.4 (160 reviews) ✓ Verified | 
| **Commission Calculator** | Not enough data | 8.0 (152 reviews) ✓ Verified | 
| **Leaderboards** | Not enough data | 8.4 (161 reviews) ✓ Verified | 

#### Personalization

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.5 (177 reviews) ✓ Verified | 
| **Custom Reports** | Not enough data | 8.6 (178 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.6 (184 reviews) ✓ Verified | 
| **Goal Setting/Tracking** | Not enough data | 8.4 (171 reviews) ✓ Verified | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Incentive Management** | Not enough data | Not enough data | 

#### Administrative

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Third-Party Integrations** | Not enough data | 8.5 (169 reviews) ✓ Verified | 
| **Employee Structure** | Not enough data | 8.5 (173 reviews) ✓ Verified | 
| **Behavior Monitoring** | Not enough data | 8.4 (161 reviews) | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Generative AI** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Real-Time Updates** | Not enough data | Not enough data | 
| **Employee Reward Programs** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Ongoing Performance Tracking** | Not enough data | Not enough data | 
| **Benchmarking** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Planning** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Quota Planning** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Rewards Points** | Not enough data | Not enough data | 
| **Organizational Charting** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Milestone Tracking** | Not enough data | Not enough data | 
| **Territory Management** | Not enough data | Not enough data | 
| **Performance Appraisal** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Sales Onboarding & Training** | Not enough data | Not enough data | 
| **Employee Recognition** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Ratings/Reviews** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Goal Management** | Not enough data | Not enough data | 
| **Assignment Management** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Kanban Board** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Product Catalog** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Appointment Scheduling** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Transfers/Routing** | Not enough data | Not enough data | 
| **Activity/News Feed** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Revenue Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **File Sharing** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Call Logging** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 8.0/10 | 161 |

#### Agentic AI - Email Tracking

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.7 (30 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (29 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (30 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (29 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (30 reviews) | 
| **Decision Making** | Not enough data | 7.6 (29 reviews) | 

#### Analytics

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.3 (138 reviews) | 
| **Link Activity** | Not enough data | 8.3 (143 reviews) | 
| **Attachment Activity** | Not enough data | 8.4 (144 reviews) | 

#### Customizations

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.7 (148 reviews) | 
| **Email Scheduling** | Not enough data | 8.8 (145 reviews) | 
| **Real-Time Notifications** | Not enough data | 8.7 (146 reviews) | 
| **Email Categorization** | Not enough data | 8.7 (142 reviews) | 
| **Templates** | Not enough data | 8.6 (147 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.6 (59 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Contact Management** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Drip Campaigns** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Team Management** | Not enough data | Not enough data | 
| **Click Tracking** | Not enough data | Not enough data | 
| **Subscription Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Location Tracking** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Geolocation** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Mailing List Management** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Email Distribution** | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | 
| **Autoresponders** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **Zoho CRM** | 8.1/10 | 173 |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.5 (31 reviews) | 
| **Cross-system Integration** | Not enough data | 7.5 (31 reviews) | 
| **Adaptive Learning** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (31 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | 8.3 (145 reviews) | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | 8.4 (149 reviews) | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | 8.3 (142 reviews) | 
| **Interactive Dashboards** | 8.7 (41 reviews) | 8.6 (156 reviews) | 
| **Data Segmentation** | 8.0 (36 reviews) | 8.5 (147 reviews) | 

#### Predictive Analytics

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | 8.5 (147 reviews) | 
| **Opportunity Scoring** | 7.9 (38 reviews) | 8.3 (139 reviews) | 
| **Risk Analysis** | 7.8 (33 reviews) | 8.1 (124 reviews) | 
| **Live Forecasting** | 7.8 (35 reviews) | 8.2 (130 reviews) | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 
| **Correlation Analysis** | Not enough data | Not enough data | 
| **Competitive Analysis** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Statistical Analysis** | Not enough data | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | 8.5 (154 reviews) | 
| **Sales Gamification** | 8.1 (30 reviews) | 8.3 (131 reviews) | 
| **Account-Based Analytics** | 8.7 (32 reviews) | 8.5 (145 reviews) | 
| **Activity Tracking** | 8.8 (39 reviews) | 8.8 (152 reviews) | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Dynamic Modeling** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Modeling & Simulation** | Not enough data | Not enough data | 
| **Exception Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **"What If" Scenarios** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Graphical Data Presentation** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Business Process Control** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 

### Sales Enablement

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Zoho CRM** | 7.8/10 | 12 |

#### Agentic AI - Sales Enablement

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (6 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.1 (6 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (6 reviews) | 

#### Content Management

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Content Import** | Not enough data | 8.2 (10 reviews) | 
| **Content Creation** | Not enough data | 8.0 (10 reviews) | 
| **Templates** | Not enough data | 8.0 (10 reviews) | 
| **Advanced Search** | Not enough data | 8.8 (10 reviews) | 
| **Content Library** | Not enough data | 8.2 (10 reviews) | 
| **Email Management** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 

#### Analytics

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 9.0 (10 reviews) | 
| **Alerts** | Not enough data | 8.3 (10 reviews) | 
| **Account-Based Engagement** | Not enough data | 8.3 (10 reviews) | 
| **Content Utilization** | Not enough data | 8.3 (10 reviews) | 
| **Prioritization** | Not enough data | Not enough data | 

#### Learning Management - Sales Enablement

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Sales Training ** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Sales Onboarding** | Not enough data | Not enough data | 

#### Revenue Enablement - Sales Enablement

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Cross-Functional Alignment** | Not enough data | Not enough data | 
| **AI and Automation** | Not enough data | Not enough data | 
| **End-to-End Customer Journey Insights** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Chat/Messaging** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Content Delivery** | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Audio/Video Recording** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Appointment Scheduling** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Scheduling** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Call Recording** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Meeting Management** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Video Support** | Not enough data | Not enough data | 
| **Microsoft Outlook Integration** | Not enough data | Not enough data | 
| **Audio File Management** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Goal Management** | Not enough data | Not enough data | 
| **Sales Planning** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Microlearning** | Not enough data | Not enough data | 
| **Content Sharing** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Insurance CRM

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

#### Relationship Management - Insurance CRM

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Renewal Management** | Not enough data | Not enough data | 
| **Client Communication Tools** | Not enough data | Not enough data | 
| **Lead Tracking** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Winbacks** | Not enough data | Not enough data | 
| **Communication History** | Not enough data | Not enough data | 
| **Activity Management** | Not enough data | Not enough data | 
| **Reputation Management** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Insurance Management** | Not enough data | Not enough data | 

#### Follow up Automation - Insurance CRM

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Automated Follow-Ups** | Not enough data | Not enough data | 
| **Marketing Campaigns** | Not enough data | Not enough data | 

#### Document Management - Insurance CRM

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Documentation handling** | Not enough data | Not enough data | 

#### Integrations & Reports - Insurance CRM

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 
| **Reporting & Analytics** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 
| **Task Scheduling** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **For Insurance Industry** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [CRM Software](https://www.g2.com/categories/crm), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)


**Unique to Zoho CRM (13):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Gamification Software](https://www.g2.com/categories/sales-gamification), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [CPQ Software](https://www.g2.com/categories/cpq), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Sales Enablement Software](https://www.g2.com/categories/sales-enablement), [Insurance CRM Software](https://www.g2.com/categories/insurance-crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Zoho CRM | 
|---|---|---|
| **Small-Business** | 73.1% | 61.5% | 
| **Mid-Market** | 20.3% | 32.4% | 
| **Enterprise** | 6.6% | 6.0% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 9.9%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.9%

#### Zoho CRM

- **Information Technology and Services:** 16.1%
- **Computer Software:** 10.0%
- **Marketing and Advertising:** 8.9%
- **Financial Services:** 3.6%
- **Real Estate:** 3.5%
- **Education Management:** 3.0%
- **Retail:** 2.1%
- **Internet:** 2.1%
- **Accounting:** 2.0%
- **Management Consulting:** 1.9%
- **Other:** 47.0%

---
## 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 (27563 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14343 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (5037 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1624 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1459 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1237 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (954 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (575 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (481 reviews)

### Alternatives to Zoho CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (27563 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14343 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1237 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9839 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1459 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (481 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14801 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (5037 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2104 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 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..."

### Zoho CRM

- Title: [What have you found better than ZOHO](https://www.g2.com/discussions/what-have-you-found-better-than-zoho) — 5 comments, 1 upvote
  > **Top comment:** "Zoho One, with over 45 business applications,  all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus..."
- Title: [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) — 4 comments, 5 upvotes
  > **Top comment:** "It free in trail after that you have to pay "
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) — 3 comments, 1 upvote
  > **Top comment:** "Zoho CRM has some great strengths when it comes to managing customer relationships. First, it's highly customizable, so you can easily tweak the platform to..."
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) — 3 comments
  > **Top comment:** "1. Affordable 
2. Flexible and great customisation 
3. Good user friendly interface "
- Title: [can we create segmentation in this](https://www.g2.com/discussions/can-we-create-segmentation-in-this) — 3 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Yes Lavanya,

Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell..."

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