What is better Zoho CRM or Insightly? Purchasing the appropriate CRM Software product is as straightforward as contrasting the good and low functionalities and terms offered by Zoho CRM and Insightly. Here you can also match their general scores: 9.4 for Zoho CRM vs. 9.4 for Insightly. Or you can verify their general user satisfaction rating, 92% for Zoho CRM vs. 95% for Insightly.
We suggest that you spend some time to study their unique features and figure out which one is the better choice for your company. Likewise, don’t forget to factor in your company’s or industry’s special situation, such as, a multilingual solution for a global staff or a mobile app to help you work on the go.
Those of you who want to save some time or want a CRM Software suggestion from our experts might want to examine these top choices for this year: Freshsales, HubSpot Smart CRM, Salesforce CRM.
Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfers are accepted. There is also a great free trial plan that you can opt for. Choose from a list of SMB and Enterprise pricing plans mentioned below.
Free Edition – Up to 3 users, No credit card required.
Leads
Contacts
Accounts
Opportunities / Deals
Tasks, events, call logs, and notes
CRM views
Advanced filters
Status updates
Direct messages
Attach files to feeds
Follow up rules
Twitter, Facebook & Google+ integration
10 Email templates
Email opt-out
Free Email support
Live Chat
Several other features
Standard – $20/user/month (billed monthly) or $14/user/month (billed annually) plus tax, as applicable
All features from Free Plan +
Workflow rules
Email insights
Workflow conversion
Tags and groups
Scoring rules
Webforms
Sales forecasting
Custom fields
Roles and profiles
Document library
Charts and KPIs
Secure, encrypted transmission
Call center connectors
Free Email, Live Chat and Toll-Free call support
Paid support plans with a guaranteed response time of 1 hour maximum
Professional – $35/user/month (billed monthly) or $23/user/month (billed annually) plus tax, as applicable
All Features from the Standard Plan +
Social CRM
Web-to-case forms
Validation Rules
Automatic Field Updates
Webhooks
Blueprint – Process management
Macros
Email integration
Inventory management
Google AdWords integration
Sales signals – Real-time notifications
Free Email, Live Chat and Toll-Free call support
Paid support plan with a guaranteed response time of 1 hour maximum
Enterprise – $50/user/month (billed monthly) or $40/user/month (billed annually) plus tax, as applicable
All Features from the Professional Plan +
Multi-user portals
Custom Modules and Buttons
SalesInbox – Email for salespeople
Canvas – Visual CRM view
Auto Responders
Email Parser
Data Encryption
Subforms
Zia Voice – Conversational AI
Conditional Fields
Mobile SDK and App Distribution
BI Tools – Target meters, Anomaly detectors, Predictive AI
Free Email, Live Chat and Toll-Free call support
Paid support plan with a guaranteed response time of 1 hour maximum
Ultimate – $65/user/month (billed monthly) or $52/user/month (billed annually) plus tax, as applicable
Extend Zoho CRM’s potential with over 400+ integrations and extensions. Here are some of the popular ones:
Google G Suite
Microsoft Office 365
Google Ads
Slack
Mailchimp
QuickBooks
PandaDoc
Xero
Facebook
LinkedIn
Whatsapp
WeChat
Join.me
Zoom
Dropbox
OneDrive
Survey Monkey
Shopify
PayPal
Trello
Eventbrite
SimplyCast
GoToMeeting
AdobeSign
GoToWebinar
DocuSign
Zendesk
Hubspot
Zoho Cliq
Zoho Meetings
Zoho Finance Suite
Zoho Mail
Zoho Desk
Zoho Writer
Zoho ShowTime
Zoho Social
Zoho Campaigns
Zoho SalesIQ
Zoho Projects
Zoho Creator
Zoho Analytics
Zoho Survey
Zoho Webinar
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM.
Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.
Here are the details of Insightly’s available subscription plans:
Free Plan
Up to 2 users
10 Mass Emails per day
2 Custom Fields per record type
2,500 Record Limit
Self-Service support
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
OAuth Single Sign-On (SSO)
Plus Plan – $29/month per user billed annually or $35/month per user billed monthly
100,000 record limit
2,500 mass emails per day
50 custom fields per record type
Email support
MailChimp integrations
Calendar and contact sync
Scheduled reports and Smart alerts
Custom branding
Slack integration
Email scheduling
OAuth Single Sign-On (SSO)
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
Professional Plan – $49/month per user billed annually or $59/month per user billed monthly
250,000 record limit
5,000 mass emails per day
100 custom fields per record type
Priority email support
Role-based permissions
Lead assignment rules
Workflow automation
MailChimp integrations
Calendar and contact sync
Scheduled reports and Smart alerts
Custom branding
Slack integration
Email scheduling
OAuth Single Sign-On (SSO)
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly
Insightly integrates with the following business systems and applications:
Google Apps
Gmail
Google Calendar
Google Drive
Evernote
INinbox
MailChimp
Outlook 2013
Quote Roller
Torpio
Zapier
API access
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Insightly is a service that integrates customer relationship with project management in mobile and social platforms. Built for small businesses, Insightly offers enterprise-grade CRM features to help you get a complete overview of your business, track deliverables, and improve communication with your customers,
It may not always be sufficient to just compare Zoho CRM and Insightly with each other. Although reliable tools, cost and user comments are all important and should be included when making a final decision, you should also take a look at the recognition and awards claimed by every app. Frequently a less popular software may turn out to be an amazing choice that was distinguished with B2B awards such as our Exceptional Customer Support Award which reveals that in spite of lesser market presence it’s a significant rival to the services that dominate the market.
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