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Software · head to head

Insightly vs Zoho CRM

Insightly logo

Insightly

Software

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite
Zoho CRM logo

Zoho CRM

Software

The world's favorite CRM

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier; Zoho CRM free tier limited to 3 users only
  • They diverge on capability: Insightly covers Project management, Zoho CRM covers Lead management.

Where they differ

Only the attributes on which Insightly and Zoho CRM actually diverge.

Attributes where Insightly and Zoho CRM differ
AttributeInsightlyZoho CRM
PlatformsWeb, Ios, AndroidWeb, Ios, Android, Api
Founded20101996

Identical on both: starting price (Free), pricing model (subscription), free tier (Yes), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Insightly

  • Project management
  • Task management
  • Email integration
  • Reporting
  • Mobile app
  • Google Drive
  • DocuSign
  • Cloud deployment

Only in Zoho CRM

  • Lead management
  • Sales automation
  • Analytics
  • Mobile CRM
  • Email marketing
  • AI assistant (Zia)
  • G Suite
  • Office 365

Both cover

  • Contact management
  • Deal tracking
  • Mailchimp
  • Slack
  • Zapier
  • SOC2
  • GDPR
  • ISO27001

What people use each for

The jobs each tool is most often brought in to do.

Insightly

  • CRM with project delivery tracking after the salenot Zoho CRM
  • Managing leads, opportunities and customer projects in one record setnot Zoho CRM

Zoho CRM

  • Sales automationnot Insightly
  • Lead managementnot Insightly
  • Customer supportnot Insightly
  • Marketing automationnot Insightly
  • Analytics & reportingnot Insightly

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Insightly

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

Zoho CRM

  • Free tier limited to 3 users only
  • Steep pricing when scaling beyond 10 users
  • Limited offline capabilities compared to some competitors
  • Setup and configuration can require significant customization

Pricing, plan by plan

Insightly

Free
  • FreeFree
    • Up to 2 users
    • Contact management
  • Plus$29/month
    • Everything in Free
    • CRM features
    • Project management
  • Professional$59/month
    • Everything in Plus
    • Advanced reporting
    • Custom fields

Zoho CRM

Free
  • FreeFree
    • Up to 3 users
    • Basic modules
    • Standard dashboards
  • Standard$14/month
    • Sales forecasting
    • Custom dashboards
    • Workflow automation
  • Professional$23/month
    • Inventory management
    • AI predictions
    • Advanced customization
  • Enterprise$40/month
    • Zia AI assistant
    • Multi-currency
    • Advanced analytics

Which should you pick?

Choose Insightly if

  • You need project management.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want task management.
Insightly review

Choose Zoho CRM if

  • You need lead management.
  • You want to start without paying.
  • You work on Web, Ios, Android, Api.
  • You also want sales automation.
Zoho CRM review

Questions people ask

Is Insightly or Zoho CRM better?
Neither clearly leads. Insightly starts at Free and Zoho CRM at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Zoho CRM?
Insightly starts at Free and Zoho CRM at Free.
Does Insightly or Zoho CRM run on more platforms?
Insightly runs on Web, Ios, Android. Zoho CRM runs on Web, Ios, Android, Api.
Can I use Insightly for free?
Both have a free tier, so you can try either at no cost before committing.
What is Insightly best used for?
Insightly is most often used for crm with project delivery tracking after the sale, managing leads, opportunities and customer projects in one record set. Of those, crm with project delivery tracking after the sale and managing leads, opportunities and customer projects in one record set are not what Zoho CRM is typically brought in for.
What can Insightly do that Zoho CRM cannot?
Insightly covers Project management, Task management, Email integration, Reporting. Zoho CRM covers Lead management, Sales automation, Analytics, Mobile CRM. Both handle Contact management, Deal tracking, Mailchimp, Slack.

Answered from the vendors’ own pages

Zoho CRM: Does Zoho CRM have a free tier?

Yes. Zoho CRM offers a free plan for up to 3 users that includes core CRM functionality like lead, contact, and account management, basic workflow automation, and customizable dashboards.

Source
Zoho CRM: What does Zoho CRM cost for a paid plan?

Zoho CRM pricing ranges from $14 per user per month for the Standard plan up to $52 per user per month for the Ultimate plan when billed annually. Most sales teams use the Professional plan around $23/user/month or Enterprise at $40/user/month.

Source
Zoho CRM: Is Zoho CRM independent or owned by another company?

Zoho CRM is part of Zoho Corporation, which is independent and bootstrapped. The parent company was founded in 1996 as AdventNet, rebranded to Zoho in 2009, and has never accepted external venture funding.

Source
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