Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$29
per month (billed annually) per user
Zoho CRM
Score 8.6 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment.
The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.
The product also has an integrated project management module.
$14
Per User/Per Month
Pricing
Insightly
Zoho CRM
Editions & Modules
Plus
$29
per month (billed annually) per user
Professional
$49
per month (billed annually) per user
Enterprise
$99
per month (billed annually) per user
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
Insightly
Zoho CRM
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
$14 /user/month
Additional Details
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More Pricing Information
Community Pulse
Insightly
Zoho CRM
Considered Both Products
Insightly
Verified User
Anonymous
Chose Insightly
I did not select Insightly for our company as I am a user but not a decision maker, but compared to Chronus, Insightly is a much more organized CRM. Chronus also had technical issues that slowed or prevented our work, and I have rarely run into that in my time using Insightly.
Insightly has just worked much better. The thing about Insightly that really sets it apart is the email linking. Having the ability to read all of the emails sent and received during the project let's you see the full story of the projects inception to its completion. …
I have forgotten the names of the softwares because we did the scoping over a year ago, but insightly was the best by far for our needs. The other two were focused on a different side of property services and had a lot of features that were not applicable. Without insightly, we …
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. …
I did not select Insightly; my executive team selected Insightly. I would rate Insightly below any other CRM or marketing platform I've used based on its inefficiencies, lack of intuitive work processes, poorly functioning mobile app, and even the design, which is not appealing …
Insightly can be easily navigated and is straightforward. Based on my experience, it is more intuitive, and the menu buttons are self-explanatory, unlike the salesforce I have experienced. There are just a lot of buttons to click from, or sometimes, it could be a drop-down box …
Not too sure sorry, I have not used any other CRMs. We do use platforms such as Monday to track our workflows, we find it a lot easier to track actions as a whole. However Insightly does store details and information regarding our clients a lot better then Monday would.
Insightly was easy to customise and allows for us to have fields in our CRM that are relevant to us. Workflow management and marketing is better on other platforms
We’re looking to use a simple CRM that can fulfill our needs for a CRM. We needed to manage our Pipeline and Opportunities in a simple and easy format, that the entire team could utilize on a daily basis and Dashboard that were useable and changeable to our needs. Insightly has …
I have had experience with other tools and the Insightly support is far better than my experience with the other tools. Support and training are critical when it comes to the adoption of a new tool within an organization. Insightly very much values their partnerships and …
Insightly can stand on the same line with these other powerful crms. I selected insightly because they are a great value CRM with all the features from the big competition in terms of customisation. They are a powerful software that keeps up with the Joneses but does it at a …
Salesforce was always confusing to use, and quite a mess. Companies that I worked at in the past had to invest a significant amount of time creating a salesforce portal or skin to actually make it usable by the sales representatives. Even then, integration was always a bit …
Insightly has far more modern applications than Goldmine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. Goldmine seemed to really be geared more towards a sales …
After thoroughly evaluating leading CRM solutions, including Salesforce, HubSpot, and Microsoft Dynamics, we selected Zoho CRM for its exceptional value, versatility, and customer-centric approach. Zoho CRM stands out us in term of comprehensive feature support, Integration and …
We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving …
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
I love campaigns, very user friendly. Synching with Zoho CRM is easy and it's a nice feature to not have to update 2 programs, when we update a contact record in Zoho CRM, it's nice to know that that contact info is also updated in campaigns. We never have to worry about emails …
We used to use Hubspot before Zoho. I think Hubspot is a great tool and contains a lot of very nice features, but Zoho stacks up quite well against it as it offers most of the same features at a significantly reduced price. We could also migrate our data from Hubspot to Zoho …
Sugar was great when we first got started. Zoho CRM allowed us to take things to the next level and get the support that we needed along with that transition. Zoho CRM's customization was mush easier to setup and use without having to rely on developers to create custom code …
We have only looked into other CRMs but Zoho is our first one. I think we chose it because of price not necessarily because it was better than any of the other options. It was our first CRM system so we didn't have anything to base it off of.
It is decent against what is offered in the market, it follows certain philosophy of CRM which may not be a perfect fit for everyone. There are not so many guides and new updates push for differentiation. Formatting and bugs appearances are often an issue.
Overall Zoho CRM is great. It might not be the best CRM but if you compare the price difference, i think Zoho CRM does wonders. I ll not line it up in the same position with Salesforce and Hubspot but it is full full-capacity CRM. If they add AI capabilities and add more …
While Zoho CRM was not as feature rich as Salesforce.com, it was definitely more affordable. We looked at upgrading our current CRM, Goldmine CRM, but it was too limited and the upgrade offered was not cloud based. We were already a Zoho customer, using Zoho Projects, and …
For our organizations requirements, Zoho CRM fits for it and pricing to less than other products and it also has all suite plan where accounts team and marketing team use.
I am using both at the same time, due to lack of performance on Zoho CRM marketing toolset (lack of different unsubscribe pages, forms, language support for users) we needed to find another alternative.
We selected ZOHO over the above - specifically salesforce - initially because of the price. Secondly, we do not have the technical expertise and budget to do a lot of customization at this time. So, we needed a product that had a good user interface, and that was flexible and …
Zoho is cheaper and simpler but not that efficient as compare to HubSpot CRM. I think HubSpot has 100 more features than Zoho. Email deliverability is also better on HubSpot in my experience. I think but it does the job though. It all depends on what you want to do.
Zoho has an all-in-one solution called Zoho One which combines most of the solutions a company of our size requires. Thanks to this, we were able to consolidate our solutions into a single ecosystem while saving money. Zoho also has sales and marketing automation features that …
Zoho CRM provide the end to eend solution for the end users as well as the zoho users. It provide the solution for the developer, management and billing as well invoice for the clients
For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.
This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.
Need some way to switch a field type without losing the pre-existing data.
The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
Frustrating that only 3 custom lookup fields are allowed per module in our license.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
We are generally very satisfied with the zoho crm. Some extras are just added to improve productivity but overall Zoho CRM is highly recommended over many competitors. You can start with a few clicks to configure your needs. As you become an expert, you will be able to activate and configure the modules and integrations that you require. I know we still have a lot to discover so we're sticking with Zoho CRM, we're not interested in new options at the moment
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
This should have been a project run by IT and implemented by IT but instead was implemented by Sales team and managed by them. Since this was the case our implementation has had many issues. Starting at the company required me to dig in and correct a lot of stuff within the initial set up.
Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other data fields. Microsoft and Google do not provide equivalent programs or services. Insightly customer service is quick to respond and address issues. It just takes quite a few emails in order to properly specify an issue or request
We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving everything they need. All things considered, Zoho CRM has upgraded our client intelligent and assisted our operations.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
For negative impact, the time setting up the various data fields and making sure the data was right and how it showed was not easy.
Having the integrations available has saved all of us time jumping from platform to platform. Definitely assisted with focus and probably scrubbed at least one meeting.
For the few issues we had setting up and customizing the tool, the ease of adoption across all the departments has been truly spectacular and beyond expectations.
Hoping the team will make it more plug and play for future rollouts and work on the mobile app and then this platform would be 100!
