In a study conducted by SuperOffice, they found that 74% of businesses were using one CRM platform or the other. If you’re not using one, it’s time to get on board with one. In our Insightly vs Zoho CRM comparison, we put two CRM platforms of repute in a contest to help you decide which would best fit your business.
These two CRM software options are among the best in the market, and we will be comparing their pricing, key features, and other factors. Grab a drink and relax as we simplify your choice for you.
What is the difference between Insightly and Zoho?
The difference between Zoho and Insightly is that Zoho caters to mid-sized and small businesses, while Insightly offers benefits that cover small and more significant businesses.
On the one hand, the Insightly CRM platform is a cloud-based customer relationship management (CRM) tool created to assist organizations in managing their client connections, tracking sales prospects, and streamlining their operations.
It provides various features and tools to improve project management, marketing, and sales initiatives. While we cannot thoroughly examine all the details of this CRM solution, we have a more comprehensive Insightly review that gives more information about this CRM solution.
Zoho Corporation created the Zoho CRM platform, a cloud-based customer relationship management (CRM) system. It will help organizations manage client contacts more effectively, optimize sales processes, and increase productivity. Zoho CRM provides a wide range of features and capabilities to assist sales, marketing, customer service, and collaboration efforts.
Zoho CRM is a modular platform for everyday work that lets you start with the CRM fundamentals and then build on various other powerful features.
With this said, there is still much more to unlock when it comes to understanding Zoho CRM, and we explore all of that in our in-depth Zoho review.
Insightly vs Zoho CRM comparison chart
Comparison | Insightly | Zoho | Best |
Pricing | Plus plan is $29 per user/per month, billed annually | Standard plan is $12 per user/per month, billed annually | |
Free version? | No-frills plan for up to 2 users is free. | A free version is available for up to 3 users and is targeted at home businesses | |
Customer support | Online help center, additional paid support options | Live chat, limited phone support, online ticketing | |
Knowledgebase & learning | Webinars, Customer stories, Functioning Blog, Press releases, Ebooks, etc. | Full learning suie including videos, rainings, guided tours, ebooks, tutorials amongst other resources. | Tie |
Limitations | Slower Customer support | Some app integrations regularly break | Tie |
Integrations | Multiple integrations, including Zapier | You can create your own extensions plus its many integration options. | |
Ease of use | It has an easily navigable dashboard with an easy layout. | Intuitive but still a bit more difficult to learn. | |
Automation | Provides workflow automation, and real-time data update | Automate leads and contact information updates | Tie |
Contact Management | Comprehensive and holistic contact management option with unique categorization features. | Uses a more geographic dependent management system. | |
Mobile App | Dedicated mobile apps for iOS and Andriod versions | Has a mobile app that provides an Offline mode for users | Tie |
Email Marketing | Has a more organized and automated email marketing process. | Has a good but not so precise email marketing sequence. | |
Sales Forecasting | Not as advanced as Insightly. | Has better sales forecasting tools with the aid of AI resources. | |
Overall winner | Tie |
Insightly vs Zoho pricing
Regarding pricing, most users go for affordable options that can deliver on their promises. However, matching value to pricing is also key for getting the best out of the CRM software you will be using.
Insightly has three primary pricing plans.
Plus plan is $29 per user/per month, billed annually
Professional plan is $49 per user/per month, billed annually
Enterprise plan is $99 per user/per month, billed annually
Insightly also provides a 14-day free trial period for each of its plans.
On the other end, Zoho CR has 4 pricing plans.
Standard plan is $12 per user/per month, billed annually
Professional plan is $20 per user/per month, billed annually
Enterprise plan is $35 per user/per month, billed annually
Ultimate plan is $100 per user/per month, billed annually
Zoho CRM also provides a 15-day free trial window for each paid plan.
Winner:
Zoho CRM takes this round, providing more plans at affordable pricing ranges.
Zoho CRM vs Insightly free versions
Besides free trials, some CRM platforms offer free versions of their saas software, providing resources for users to enjoy at no extra cost. This is useful for small businesses and usually introduces them to higher plans as they grow. Zoho and Insightly CRM have free versions accessible to small business owners.
For Zoho, it has a free version that supports three users. The range of features for the free version includes Automation, Leads Generation, Analytics, Email marketing, etc. Its interface is also easily customizable.
For Insightly CRM its free version supports two users. It gives users access to contact management as many as 2500 contacts. The CRM is also customizable; you get 5 email templates and 10 emails daily.
Winner:
Our winner is Zoho CRM, and it wins by an inch. The extra one-user access to the dashboard gives it the pull ahead of Insightly.
Customer support
Customer support is an important part of running any business as they help channel complaints to the right quarters, and the right customer support system could greatly ease business processes.
Insightly features an effective Online help center with additional paid support options. Customers generally have positive feedback on using Insightly's customer support services.
Zoho also has good customer support services, including Live chat, limited phone support, and online ticketing. Still, there have been subtle complaints from customers about support not being quick or immediately responsive.
Winner:
Both CRM platforms provide good customer support, but Insightly pulls ahead with its special dedication to CRM learning for beginners and quick response.
Knowledgebase & learning
There could be learning curves in grasping the usage and maximization of each CRM's full capability; its knowledge base could help ease that. From easy steps like understanding the dashboard to carrying out complex tasks, the learning process can make it easier for users or not.
Insightly and Zoho CRM have many learning resources like eBooks, a blog, videos, and training sessions, and more. Although Insightly's help desk is more accessible, making it stands out better than Zoho CRM.
Winner:
Insightly CRM takes this category because of its focus on getting beginners up to speed as soon as possible.
Zoho vs Insightly features & functionality
Now that we have seen important choice factors like pricing and customer support, let's compare these two products based on important features and functionalities like their automation capabilities and contact management, which could affect lead generation and other functionalities.
Insightly or Zoho for ease of use?
From the dashboard to navigating from one function to the other, the ease of use or learning curve attached to a CRM can be a crucial reason some businesses opt for one platform over another.
Insightly has a dashboard that can be easily navigated, and the entire CRM can be customized easily. Insightly hinges on its simplicity and a visual layout that gives users all they need.
On the other hand, Zoho does not have a bad dashboard setup and has had a lot of complaints about the learning curve in getting the best out of it.
One area Zoho stands out is its user-friendly design for social media integration, a feature rarely elevated in other CRMs. So if you have concerns about integrating with LinkedIn or Facebook, Zoho gives a slight advantage here.
Winner:
Insightly is more user-friendly and offers less of a learning curve than Zoho CRM.
Email Marketing
Email Marketing is a vital part of any business. No matter the level of lead-generating activities, your leads could go to waste if you cannot convert properly with email marketing.
With A/B testing and straightforward, elegant layouts, Zoho enables dynamic email campaigns. Additionally, it includes sophisticated email automation and tracking capabilities to make effective email marketing simple for small businesses of any skill level.
Insightly streamlines the email marketing process by including email marketing capabilities in its marketing automation package. As a result of this connectivity, it is easy for one person to easily set off a series of routine client retention missives when they complete hundreds of sales, guaranteeing that no one is left behind in the hectic atmosphere of small businesses.
Winner:
Integrating its marketing automation and email marketing system gives Insightly the edge here.
Integrations
If you use sales force, MailChimp, Microsoft Office, and other Saas, which are essential to running your business, then you don't have much to worry about, as Insightly and Zoho have good add-on features.
Insightly offers integration with most of the biggest third-party apps businesses use, including Outlook, MailChimp, QuickBooks, etc. It also integrates with Zapier, opening up its possibilities even more.
Zoho also offers integration with big third-party apps like Outlook, Mailchimp and Quickbooks, and its integration with social media options is also a huge plus for it. But Zoho's biggest pro here is its ability to let you build your extension and add it to the marketplace.
Winner:
Zoho clears this category because it has more functional integration features.
Mobile versions
Both CRM platforms have mobile apps on iOS and Android to allow users to access their CRM on the go.
With both Insightly and Zoho mobile CRM, you can track sales, collaborate on projects, update records, and manage customer data on the go.
Winner:
This category is a tie.
Automation
On a regular CRM platform, various business processes need automation, from workflow automation to sales force automation.
Zoho CRM uses automation to ease laborious sales operations like lead generation and routing, data entry, email notifications, and field updates. Additionally, Zoho provides a wide range of tools for automating marketing initiatives.
Automation in Insightly is also holistic, as it covers data integration and API automation, email automation, workflow automation, and automating simple tasks and business processes.
Winner:
This category ends in a tie.
Contact Management
Contact management is an essential component of overall business management. Both Insightly CRM and Zoho CRM provide comprehensive contact management tools to assist firms in efficiently organizing and managing their client information.
Insightly offers comprehensive options for categorizing contacts using tags or custom fields, making it simpler to separate and filter contacts based on particular criteria. These features exceed the standard contact storage information accessible on most CRM platforms. You may also link contacts with leads, chances, and projects to create connections and keep track of interactions.
Zoho also goes beyond the regular contact storage formula, as it uses geographic information to improve its categorization of contacts. It allows those in charge of a particular location to manage the contact within their area.
Winner:
Insightly clinches this category, but not by much.
Which is better, Zoho or Insightly? Our conclusion.
Not everyone has the business intelligence to manage their entire business processes independently; that is where a good CRM comes in. Zoho and Insightly are two outstanding options on the market, and they provide you with the features you need to get the work done.
While we’ve outlined why one feature is best on one CRM platform and vice versa, the choice remains yours as certain features appeal to you more.
Zoho and Insightly are not the only good CRM options on the market, and choosing a good CRM today would have you picking from a host of capable options. To make that choice easier for you, our CRM comparison chart helps streamline your options to our top choices considered after careful research and analysis.