Compare Instantly and Zoho CRM
At a Glance
Market Segments
Small-Business (95.1% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
Free Trial Per Month
Free
Instantly
Star Rating
(4,087)4.8 out of 5
Market Segments
Small-Business (95.1% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial Per Month
Free Trial is available
Browse all 4 pricing plans
Zoho CRM
Star Rating
(2,925)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plans
Summary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Instantly excels in user experience, with many users appreciating its ease of use and straightforward setup process. One user highlighted the plaintext feature that enhances email deliverability, making it particularly effective for cold emailing.
- Users say that Zoho CRM offers a high level of customizability and extensive automation capabilities, which many find beneficial for tailoring the software to their specific needs. Recent feedback noted its effectiveness as a central hub for activity, although some users mentioned challenges in configuration.
- According to verified reviews, Instantly's support team stands out for its responsiveness and helpfulness. Users appreciate that they can quickly connect with real people to resolve issues, contrasting with some experiences reported with Zoho CRM's support, which received lower satisfaction ratings.
- Reviewers mention that while Zoho CRM has a solid foundation for small businesses, it sometimes struggles to meet specific workflow needs, leading to mixed feelings about its overall effectiveness. In contrast, Instantly has been praised for its email warm-up features, which users find crucial for their outreach efforts.
- G2 reviewers highlight that Instantly has a higher overall satisfaction score, reflecting its strong market presence and user approval. Users have noted that the pricing could be more competitive, but the value provided by its features, such as easy API connections, makes it a worthwhile investment.
- Users report that Zoho CRM's extensive features can be overwhelming at times, with some finding the learning curve steep. However, its affordable pricing and scalability are frequently mentioned as significant advantages, making it a viable option for small businesses looking to grow.
Pricing
Entry-Level Pricing
Instantly
Free
Free Trial
Per Month
Everything you need to scale your cold outreach campaigns.
- Unlimited email sending accounts
- Unlimited domain warmup
- Advanced sequences
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
Instantly
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
9.3
3,455
8.4
2,483
Ease of Use
9.4
3,636
8.3
2,503
Ease of Setup
9.2
2,802
8.0
1,273
Ease of Admin
9.4
1,847
8.0
1,022
Quality of Support
9.6
3,426
7.6
2,275
Has the product been a good partner in doing business?
9.5
1,821
8.0
997
Product Direction (% positive)
9.8
3,489
8.0
2,410
Features by Category
Sales Force Automation
9.0
157
8.5
1659
|
Verified
8.6
151
8.3
877
|
Verified
9.0
164
8.2
1574
|
Verified
8.9
152
8.2
1636
|
Verified
8.6
152
7.8
1186
|
Verified
9.0
153
8.4
672
|
Verified
8.6
147
7.9
1217
|
Verified
8.5
142
8.0
1209
|
Verified
8.6
150
8.2
1323
|
Verified
Marketing Automation
9.4
156
8.1
1348
|
Verified
9.4
157
7.9
1305
|
Verified
9.3
157
8.4
1544
|
Verified
9.0
160
7.9
1129
|
Verified
Customer Support
8.9
153
8.0
1203
|
Verified
9.1
150
7.9
1205
|
Verified
9.0
150
7.9
1237
|
Verified
8.2
140
7.8
1069
|
Verified
8.8
144
8.0
1113
|
Verified
Reporting & Analytics
8.9
138
8.2
1514
|
Verified
9.2
136
8.2
1564
|
Verified
8.7
136
8.1
1055
|
Verified
Mobile & Social
8.6
142
8.1
1083
|
Verified
8.4
130
8.0
1092
|
Verified
8.5
133
8.0
1203
|
Verified
Platform
8.7
193
8.1
872
|
Verified
8.9
187
8.2
843
|
Verified
9.0
183
8.4
859
|
Verified
8.5
184
8.1
649
|
Verified
8.5
181
7.8
548
|
Verified
8.8
180
8.1
719
|
Verified
9.3
187
8.4
852
|
Verified
8.6
192
8.1
662
|
Verified
Integration
9.2
158
8.3
652
|
Verified
8.9
155
8.1
646
|
Verified
8.8
152
8.0
606
|
Verified
Generative AI
8.7
115
8.2
181
Agentic AI - CRM
8.3
12
8.0
66
8.1
12
8.3
64
7.6
12
8.1
68
7.4
12
8.0
66
7.9
12
8.2
65
7.6
12
8.3
65
8.2
12
8.3
65
Email Marketing
8.9
2341
Not enough data
9.3
2373
Not enough data
9.5
2381
Not enough data
9.4
2343
Not enough data
9.6
2406
Not enough data
9.4
2357
Not enough data
9.1
2236
Not enough data
9.1
2055
Not enough data
8.4
1945
Not enough data
Reporting & Analytics
9.2
2302
Not enough data
9.2
2305
Not enough data
Generative AI
8.7
1403
Not enough data
8.7
1407
Not enough data
Agentic AI - Email Marketing
8.5
59
Not enough data
8.3
57
Not enough data
8.7
60
Not enough data
8.8
57
Not enough data
8.8
57
Not enough data
Integration
9.3
2337
Not enough data
8.9
2205
Not enough data
8.7
2168
Not enough data
8.7
2049
Not enough data
8.2
2000
Not enough data
8.2
1931
Not enough data
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
59
Not enough data
8.3
55
Not enough data
8.4
60
Pricing
Not enough data
8.1
62
Not enough data
7.5
57
Not enough data
8.1
56
Not enough data
8.4
58
Not enough data
8.6
58
Not enough data
8.5
56
Quoting
Not enough data
8.4
58
Not enough data
8.4
52
Not enough data
8.4
53
Not enough data
8.4
55
Not enough data
8.6
52
Admin
Not enough data
8.2
89
Not enough data
7.7
83
Not enough data
8.3
86
Not enough data
8.3
83
Channels
Not enough data
8.1
57
Not enough data
7.7
52
Not enough data
8.0
49
Platform
Not enough data
8.4
89
Not enough data
8.2
85
Not enough data
8.0
77
Not enough data
8.5
88
Not enough data
8.4
90
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
Data Availability
9.1
531
Not enough data
9.1
522
Not enough data
8.9
507
Not enough data
8.7
191
Not enough data
Data Accuracy
9.1
484
Not enough data
9.1
500
Not enough data
8.8
212
Not enough data
Agentic AI - Sales Intelligence
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
Platform
9.0
462
Not enough data
9.2
468
Not enough data
9.4
505
Not enough data
9.3
470
Not enough data
8.8
447
Not enough data
8.9
472
Not enough data
Features
9.2
472
Not enough data
8.9
495
Not enough data
9.0
461
Not enough data
9.0
474
Not enough data
9.1
458
Not enough data
8.8
446
Not enough data
9.0
463
Not enough data
9.2
455
Not enough data
9.3
472
Not enough data
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 Intelligence
8.7
169
Not enough data
8.9
170
Not enough data
8.9
171
Not enough data
Lead Management
9.0
194
Not enough data
8.5
198
Not enough data
8.9
192
Not enough data
Marketing Campaigns
8.6
205
Not enough data
8.3
227
Not enough data
8.5
205
Not enough data
8.9
195
Not enough data
8.9
194
Not enough data
Campaign Execution
8.4
162
Not enough data
8.9
179
Not enough data
8.5
160
Not enough data
9.4
161
Not enough data
Agentic AI - Account Data Management
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 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
8.8
436
8.4
72
9.0
410
8.8
73
9.4
453
8.8
73
8.9
404
8.8
73
Organization
9.1
413
8.6
74
9.1
395
8.4
73
9.0
400
8.6
73
Performance Analysis
8.8
406
Feature Not Available
9.2
432
8.6
75
Sales Analysis
8.6
442
8.4
69
8.7
404
8.4
73
Generative AI
9.0
289
8.3
27
9.0
286
8.1
27
Agentic AI - AI Sales Assistant
8.7
5
Not enough data
8.7
5
Not enough data
8.0
5
Not enough data
8.3
5
Not enough data
9.0
5
Not enough data
8.0
5
Not enough data
7.3
5
Not enough data
Diagnosis
8.8
1499
Not enough data
9.2
1548
Not enough data
9.1
1578
Not enough data
9.3
1481
Not enough data
Tracking
9.1
1499
Not enough data
9.1
1459
Not enough data
9.3
1560
Not enough data
9.1
1475
Not enough data
9.0
1468
Not enough data
Reporting
9.3
1618
Not enough data
9.3
1633
Not enough data
9.2
1565
Not enough data
9.0
1588
Not enough data
Agentic AI - Email Deliverability
8.7
38
Not enough data
8.8
39
Not enough data
8.8
39
Not enough data
8.8
39
Not enough data
9.0
39
Not enough data
Integrated Workflows
8.3
244
8.7
160
9.2
298
8.8
156
7.0
231
8.3
145
7.4
229
8.2
141
8.2
251
8.9
154
7.7
231
8.8
152
7.9
240
8.5
147
Repeatability and Reportability
8.0
223
8.4
144
8.3
238
8.6
149
8.3
227
8.6
142
7.9
229
8.2
138
7.4
220
7.9
120
AI and Automation
8.4
231
8.3
146
8.3
233
8.5
145
8.4
232
8.3
139
8.1
228
8.1
133
8.1
219
7.8
125
Generative AI
8.3
228
7.5
69
Agentic AI - Sales Engagement
8.1
78
7.9
28
8.2
76
7.8
26
8.1
78
8.0
27
8.0
73
7.9
26
7.9
77
7.7
27
8.1
75
8.0
27
7.9
74
8.1
26
Customer Requirements
Not enough data
8.5
51
Not enough data
8.5
50
Not enough data
8.5
52
Contracts
Not enough data
8.5
50
Not enough data
8.2
47
Not enough data
8.4
50
Revenue
Not enough data
8.5
52
Not enough data
8.5
50
Not enough data
8.4
47
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
8.8
57
Agentic AI - Customer Journey Mapping
Not enough data
7.2
13
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 Intelligence
9.2
508
Not enough data
8.9
500
Not enough data
9.0
505
Not enough data
9.0
503
Not enough data
8.5
513
Not enough data
Agentic AI - Lead Intelligence
7.5
8
Not enough data
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 Mining
8.8
11
Not enough data
8.3
11
Not enough data
Agentic AI - Visitor Identification
Not enough data
Not enough data
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
153
|
Verified
Not enough data
8.4
160
|
Verified
Not enough data
8.0
152
|
Verified
Not enough data
8.4
161
|
Verified
Personalization
Not enough data
8.5
177
|
Verified
Not enough data
8.6
178
|
Verified
Not enough data
8.6
184
|
Verified
Not enough data
8.4
171
|
Verified
Administrative
Not enough data
8.5
169
|
Verified
Not enough data
8.5
173
|
Verified
Not enough data
8.4
161
Agentic AI - Email Tracking
8.7
34
7.7
30
8.6
34
7.5
29
8.6
33
7.6
30
8.6
32
7.0
29
8.4
32
7.0
30
8.5
32
7.4
30
8.5
32
7.6
29
Analytics
9.3
928
8.3
138
9.2
902
8.3
143
8.9
862
8.4
144
Customizations
9.3
890
8.7
148
9.5
923
8.8
145
9.1
951
8.7
146
9.3
919
8.7
142
9.1
901
8.6
147
Generative AI
8.9
638
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.4
30
Not enough data
7.5
30
Not enough data
7.2
30
Not enough data
7.3
30
Not enough data
7.4
30
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.1
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
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
Instantly and Zoho CRM are categorized as Sales Engagement, AI Sales Assistant, Email Tracking, and CRM
Unique Categories
Instantly is categorized as Email Deliverability, Account Data Management, Lead Mining, Lead Intelligence, Visitor Identification, Sales Intelligence, and Email Marketing
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Analytics, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Instantly
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
45.0%
Computer Software
8.8%
Information Technology and Services
6.9%
Consulting
5.4%
Staffing and Recruiting
4.1%
Other
29.7%
Information Technology and Services
16.1%
Computer Software
9.9%
Marketing and Advertising
8.9%
Financial Services
3.5%
Real Estate
3.4%
Other
58.1%
Alternatives
Discussions
What is Instantly used for?
9 Comments
YO
Cold email inbox set up and maintenance. Read more
Instantly has no more discussions with answers
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
What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?
3 Comments
MS
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...Read more
