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Compare Insightly CRM and Zoho CRM 
Featured Products
At a Glance
Market Segments
Small-Business (73.0% of reviews)
Small-Business (61.8% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
Free
Insightly CRM
Star Rating
(931)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansZoho CRM
Star Rating
(2,882)4.1 out of 5
Market Segments
Small-Business (61.8% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Insightly CRM. Users appreciate its powerful automation and affordable pricing, making it a popular choice for small and growing businesses.
- According to verified reviews, Insightly CRM shines in its relationship mapping feature, which provides a visual representation of contacts. This unique capability helps users track customer interactions effectively, although it may not match the overall functionality of Zoho CRM.
- Users say that Zoho CRM offers a more comprehensive integration with other Zoho applications, enhancing its usability for those already in the Zoho ecosystem. Reviewers highlight the platform's intuitive reporting and dashboard features as key benefits that streamline their daily operations.
- Reviewers mention that while Insightly CRM is easy to use and implement, it lacks the depth of features found in Zoho CRM. Users appreciate its clean workflows and the ability to combine CRM with project management, but some feel it may not be as robust for larger teams.
- G2 reviewers highlight that Zoho CRM's ease of setup is a significant advantage, with many users praising its intuitive onboarding process. In contrast, while Insightly CRM is also noted for its user-friendliness, it may not offer the same level of support during the initial setup phase.
- According to recent user feedback, both platforms perform well in contact and account management, scoring similarly. However, Zoho CRM's additional features, such as lead scoring and sales gamification, provide a more engaging experience for sales teams looking to optimize their performance.
Pricing
Entry-Level Pricing
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
Insightly CRM
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
8.3
789
8.4
2,450
Ease of Use
8.4
794
8.3
2,468
Ease of Setup
8.3
351
8.0
1,239
Ease of Admin
8.5
336
8.0
1,017
Quality of Support
8.1
676
7.6
2,243
Has the product been a good partner in doing business?
8.5
321
8.0
993
Product Direction (% positive)
8.0
764
8.0
2,386
Features by Category
Sales Force Automation
8.5
621
|
Verified
8.5
1640
|
Verified
Feature Not Available
8.3
876
|
Verified
8.3
595
|
Verified
8.2
1560
|
Verified
8.1
623
|
Verified
8.2
1631
|
Verified
7.5
350
|
Verified
7.8
1187
|
Verified
8.0
452
|
Verified
8.4
671
|
Verified
7.5
339
|
Verified
7.9
1218
|
Verified
7.6
349
|
Verified
8.0
1209
|
Verified
8.0
423
|
Verified
8.2
1323
|
Verified
Marketing Automation
7.6
406
|
Verified
8.0
1341
|
Verified
Feature Not Available
7.9
1302
|
Verified
8.1
523
|
Verified
8.4
1534
|
Verified
7.6
340
|
Verified
7.9
1126
|
Verified
Customer Support
7.8
395
8.0
1202
|
Verified
7.8
400
7.9
1204
|
Verified
7.9
460
7.9
1237
|
Verified
7.6
326
|
Verified
7.8
1069
|
Verified
7.8
362
8.0
1114
|
Verified
Reporting & Analytics
7.9
527
|
Verified
8.2
1509
|
Verified
7.9
550
|
Verified
8.2
1559
|
Verified
7.6
388
|
Verified
8.1
1055
|
Verified
Mobile & Social
7.8
357
|
Verified
8.1
1081
|
Verified
7.7
353
|
Verified
8.0
1092
|
Verified
7.8
416
|
Verified
8.0
1201
|
Verified
Platform
7.9
315
|
Verified
8.1
863
|
Verified
8.1
310
|
Verified
8.1
833
|
Verified
8.4
321
|
Verified
8.4
858
|
Verified
8.0
215
|
Verified
8.1
648
|
Verified
7.3
88
7.8
548
|
Verified
7.6
250
|
Verified
8.1
719
|
Verified
8.3
320
|
Verified
8.4
844
|
Verified
7.6
215
|
Verified
8.1
662
|
Verified
Integration
8.0
288
|
Verified
8.3
651
|
Verified
7.6
237
|
Verified
8.1
639
|
Verified
7.3
224
|
Verified
8.0
599
|
Verified
Generative AI
6.8
28
8.2
181
Agentic AI - CRM
7.5
8
8.0
66
8.5
8
8.3
64
7.9
8
8.1
66
8.1
8
8.0
65
7.6
7
8.3
65
7.7
8
8.3
65
7.9
8
8.3
65
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.5
73
Not enough data
8.8
74
Not enough data
8.8
74
Not enough data
8.9
74
Organization
Not enough data
8.7
75
Not enough data
8.4
74
Not enough data
8.6
74
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
76
Sales Analysis
Not enough data
8.4
70
Not enough data
8.4
74
Generative AI
Not enough data
8.2
28
Not enough data
8.1
28
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
139
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.8
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
8.2
35
8.3
145
8.6
43
8.4
149
8.3
35
8.3
142
8.7
40
8.6
156
8.0
36
8.5
147
Predictive Analytics
7.9
37
8.5
147
7.9
38
8.3
139
7.8
33
8.0
124
7.8
35
8.2
130
Sales Management
8.5
37
8.5
154
8.1
30
8.3
131
8.7
32
8.5
145
8.8
39
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Insightly CRM and Zoho CRM are categorized as CRM and Sales Analytics
Unique Categories
Insightly CRM has no unique categories
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Email Tracking, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
4.0%
Other
71.0%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
Alternatives
Discussions
What is the best of linking email to insightly?
2 Comments
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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