You must be logged in to access this page.
Compare Insightly CRM and Zoho CRM 
At a Glance
Market Segments
Small-Business (73.1% of reviews)
Small-Business (61.8% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
Free
Insightly CRM
Star Rating
(920)4.2 out of 5
Market Segments
Small-Business (73.1% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansZoho CRM
Star Rating
(2,743)4.1 out of 5
Market Segments
Small-Business (61.8% of reviews)
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Zoho CRM excels in its email marketing capabilities, scoring 8.0, while Insightly CRM falls short with a score of 7.6. Reviewers mention that Zoho's email automation features are intuitive and effective for small businesses.
- Reviewers mention that Insightly CRM offers superior ease of setup with a score of 8.3 compared to Zoho's 7.8. Users on G2 appreciate Insightly's straightforward onboarding process, making it easier for teams to get started quickly.
- Users say that Zoho CRM shines in customer contract management with a score of 8.2, while Insightly scores 8.0. Reviewers highlight Zoho's robust features for tracking contract details and renewals, which are essential for maintaining client relationships.
- G2 users report that Insightly CRM has a better quality of support with a score of 8.0, compared to Zoho's 7.6. Users mention that Insightly's customer service is responsive and helpful, which is crucial for resolving issues promptly.
- Reviewers mention that Zoho CRM's data analytics capabilities are impressive, scoring 8.9, while Insightly's analytics features score 7.9. Users appreciate Zoho's interactive dashboards and data segmentation tools that help in making informed business decisions.
- Users on G2 report that Insightly CRM provides better lead qualification features, scoring 8.8 compared to Zoho's 8.3. Reviewers highlight Insightly's effective lead scoring system that helps prioritize prospects efficiently.
Featured Products
Sponsored
Scope
(1)
CPQ
Visit Website
Sponsored
servicePath CPQ
(46)
CPQ
Visit Website
Sponsored
Dock
(138)
CPQ
Visit Website
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
8.2
777
8.4
2,326
Ease of Use
8.4
782
8.2
2,336
Ease of Setup
8.3
338
7.8
1,064
Ease of Admin
8.5
333
8.0
974
Quality of Support
8.0
665
7.6
2,126
Has the product been a good partner in doing business?
8.5
318
8.0
952
Product Direction (% positive)
8.0
752
7.9
2,262
Features by Category
Sales Force Automation
8.5
610
|
Verified
8.5
1507
|
Verified
Feature Not Available
8.2
766
|
Verified
8.2
585
|
Verified
8.1
1431
|
Verified
8.1
613
|
Verified
8.1
1515
|
Verified
7.5
339
|
Verified
7.7
1082
|
Verified
8.0
442
|
Verified
8.3
563
|
Verified
7.5
328
|
Verified
7.9
1111
|
Verified
7.6
338
|
Verified
7.9
1098
|
Verified
8.0
412
|
Verified
8.2
1213
|
Verified
Marketing Automation
7.6
396
|
Verified
8.0
1232
|
Verified
Feature Not Available
7.9
1195
|
Verified
8.1
513
|
Verified
8.3
1408
|
Verified
7.5
329
|
Verified
7.9
1025
|
Verified
Customer Support
7.8
383
8.0
1095
|
Verified
7.8
388
7.8
1098
|
Verified
7.9
448
7.9
1132
|
Verified
7.6
314
|
Verified
7.7
970
|
Verified
7.8
350
8.0
1011
|
Verified
Reporting & Analytics
7.9
516
|
Verified
8.1
1391
|
Verified
7.9
539
|
Verified
8.1
1448
|
Verified
7.6
377
|
Verified
8.0
949
|
Verified
Mobile & Social
7.8
346
|
Verified
8.0
981
|
Verified
7.8
342
|
Verified
8.0
993
|
Verified
7.8
406
|
Verified
7.9
1097
|
Verified
Platform
7.9
308
|
Verified
8.0
740
|
Verified
8.1
303
|
Verified
8.1
716
|
Verified
8.4
314
|
Verified
8.4
746
|
Verified
8.0
208
|
Verified
8.0
540
|
Verified
7.3
81
7.7
443
|
Verified
7.6
243
|
Verified
8.0
614
|
Verified
8.3
314
|
Verified
8.3
732
|
Verified
7.6
208
|
Verified
8.0
562
|
Verified
Integration
8.0
281
|
Verified
8.3
556
|
Verified
7.7
230
|
Verified
8.0
539
|
Verified
7.3
219
|
Verified
7.9
508
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.2
42
Not enough data
8.2
39
Not enough data
8.4
43
Pricing
Not enough data
8.1
44
Not enough data
7.7
39
Not enough data
8.0
38
Not enough data
8.3
41
Not enough data
8.5
41
Not enough data
8.6
39
Quoting
Not enough data
8.3
41
Not enough data
8.2
36
Not enough data
8.1
37
Not enough data
8.0
40
Not enough data
8.4
37
Admin
Not enough data
8.1
68
Not enough data
7.5
63
Not enough data
8.0
66
Not enough data
8.1
63
Channels
Not enough data
8.0
42
Not enough data
7.4
38
Not enough data
8.0
35
Platform
Not enough data
8.3
68
Not enough data
7.9
63
Not enough data
7.6
57
Not enough data
8.4
68
Not enough data
8.3
70
Not enough data
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Competition
Not enough data
8.7
57
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.5
52
|
Verified
Not enough data
8.5
54
|
Verified
Not enough data
7.9
17
Integrations
Not enough data
8.9
60
|
Verified
Not enough data
8.7
58
Not enough data
8.7
44
Platform
Not enough data
8.8
64
|
Verified
Not enough data
8.9
63
|
Verified
Not enough data
8.8
57
|
Verified
Not enough data
8.8
62
|
Verified
Not enough data
8.8
62
|
Verified
Employee Features
Not enough data
8.9
65
|
Verified
Not enough data
8.8
67
|
Verified
Not enough data
8.9
67
|
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
8.4
64
Not enough data
8.7
65
Not enough data
8.7
65
Not enough data
8.8
65
Organization
Not enough data
8.6
66
Not enough data
8.3
65
Not enough data
8.5
65
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
67
Sales Analysis
Not enough data
8.4
61
Not enough data
8.5
65
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Integrated Workflows
Not enough data
8.7
114
Not enough data
8.8
112
Not enough data
8.2
102
Not enough data
8.1
97
Not enough data
8.9
110
Not enough data
8.8
110
Not enough data
8.4
105
Repeatability and Reportability
Not enough data
8.4
102
Not enough data
8.5
106
Not enough data
8.6
100
Not enough data
8.1
96
Not enough data
8.0
79
AI and Automation
Not enough data
8.5
104
Not enough data
8.6
103
Not enough data
8.4
99
Not enough data
8.2
91
Not enough data
8.0
85
Generative AI
Not enough data
Feature Not Available
Customer Requirements
Not enough data
8.1
36
Not enough data
8.1
35
Not enough data
8.2
37
Contracts
Not enough data
8.1
35
Not enough data
7.9
32
Not enough data
8.1
35
Revenue
Not enough data
8.5
36
Not enough data
8.3
35
Not enough data
8.4
33
Platform Basics
Not enough data
8.5
79
Not enough data
8.6
74
Not enough data
8.6
78
Not enough data
8.5
70
Not enough data
8.8
37
Content
Not enough data
8.9
66
Not enough data
8.6
63
Not enough data
8.5
63
Not enough data
8.6
64
Not enough data
8.5
62
Collaboration
Not enough data
8.7
63
Not enough data
8.5
65
Not enough data
9.0
67
Not enough data
8.9
70
Not enough data
8.6
64
Not enough data
8.6
62
Lead Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Capture
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
8.3
31
8.1
105
8.6
39
8.3
109
8.4
31
8.2
103
8.8
36
8.5
114
8.0
32
8.4
105
Predictive Analytics
8.1
33
8.5
106
8.1
34
8.2
99
8.2
29
8.0
86
8.0
31
8.1
92
Sales Management
8.5
34
8.3
112
8.1
27
8.2
91
8.9
29
8.4
105
8.8
36
8.6
112
Content 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
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Presentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Discovery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
8.2
98
Not enough data
8.3
104
Not enough data
8.3
105
Customizations
Not enough data
8.7
109
Not enough data
8.7
107
Not enough data
8.7
107
Not enough data
8.7
103
Not enough data
8.5
108
Generative AI
Not enough data
Feature Not Available
Incentives
Not enough data
8.2
123
|
Verified
Not enough data
8.3
130
|
Verified
Not enough data
8.0
122
|
Verified
Not enough data
8.3
131
|
Verified
Personalization
Not enough data
8.5
147
|
Verified
Not enough data
8.5
148
|
Verified
Not enough data
8.5
154
|
Verified
Not enough data
8.3
141
|
Verified
Administrative
Not enough data
8.4
140
|
Verified
Not enough data
8.4
143
|
Verified
Not enough data
8.3
132
Categories
Categories
Shared Categories
Insightly CRM and Zoho CRM are categorized as CRM, Sales Analytics, and Sales Platforms
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, Quote Management, Email Tracking, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Lead Scoring, and Sales Enablement
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
10.0%
Information Technology and Services
6.1%
Construction
4.6%
Computer Software
4.1%
Financial Services
4.0%
Other
71.2%
Information Technology and Services
16.7%
Computer Software
9.9%
Marketing and Advertising
9.1%
Real Estate
3.6%
Financial Services
3.5%
Other
57.3%
Most Helpful Reviews
Insightly CRM
Most Helpful Favorable Review
Joseph H.
Verified User in Marketing and Advertising
Ability to import contacts, add users and set up an organizational flow.
Most Helpful Critical Review
Verified User in Consumer Services
The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years. I have been calling for 3 days straight up to 14 times a day without a single response. When I submit a support...
Zoho CRM
Most Helpful Favorable Review
Danealle M.
Verified User in Insurance
1. Ease of importing contacts from Outlook. 2. Leaving a client appointment and typing in my notes and follow up tasks while I'm in my car. Ideas and meeting takeaways are freshest in my mind immediately after appointment. 3. MS Outlook plugin. Since...
Most Helpful Critical Review
Verified User in Real Estate
Where do I begin? There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their...
Joseph H.
Verified User in Marketing and Advertising
Ability to import contacts, add users and set up an organizational flow.
Danealle M.
Verified User in Insurance
1. Ease of importing contacts from Outlook. 2. Leaving a client appointment and typing in my notes and follow up tasks while I'm in my car. Ideas and meeting takeaways are freshest in my mind immediately after appointment. 3. MS Outlook plugin. Since...
Verified User in Consumer Services
The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years. I have been calling for 3 days straight up to 14 times a day without a single response. When I submit a support...
Verified User in Real Estate
Where do I begin? There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their...
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
Insightly has integration capabilities with MailChimp.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
Hunting for software insights?
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
