If you’re having a tough time picking the right CRM Software product for your company, we suggest that you do a comparison of the available software and see which one offers more positive aspects. For example, here you can review Zoho CRM (overall score: 9.4; user rating: 92%) vs. Insightly (overall score: 9.4; user rating: 98%) for their overall performance. You can also see which one provides more functions that you need or which has better pricing plans for your current budget. Having a clear table to match their features will significantly increase the odds of obtaining the appropriate product for your company. Look closely at other aspects of the software like intuitiveness, adaptability, scalability, and pricing options. We realize that not all companies have the time to try out a large number of various products, so we created a list of suggestions that you may find useful. Our top selections for the CRM Software category are: Salesforce CRM, Freshdesk, HubSpot CRM.
Zoho CRM is the winner of our 2017 Expert's Choice Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.
Insightly is the winner of our 2015 Best CRM Software Award. It is a service that integrates customer relationship with project management in mobile and social platforms.
You can extend Zoho CRM by integrating it with some of the following applications:
Zoho Mail
Zoho Creator
Zoho Finance Suite
Zoho PhoneBridge
Zoho Projects
Zoho Campaigns
Zoho SalesIQ
Zoho Cliq
Zoho Analytics
Zoho Survey
Zoho Desk
Zoho Forms
Zoho Writer
Zoho Motivator
Zoho Meeting
Google G Suite Integration
Gmail
Google Ads Integration
Microsoft Outlook
Microsoft Office 365
Plug-in for MS Word
QuickBooks
MailChimp
Contactology
Coconect
Constant Contact
Zopim
Twitter
Facebook
vWorkApp
ClickDesk
ExactTarget
HelpOnClick
gUnify
OneSaaS
Socket
TeamSupport.com
GetResponse
Wufoo
SimplyCast
CloudWork
Unbounce
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
Pricing Plans
Pricing Plans
Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:
Free Edition – Up to 3 users
Leads
Contacts
Accounts
Opportunities
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
Several other features
Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable
All features from Free Plan +
Workflow rules
Scoring rules
Webforms
Sales forecasting
Custom fields
Roles and profiles
Document library
Charts and KPIs
Secure, encrypted transmission
Call center connectors
Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable
All Features from the Standard Plan +
Social CRM
Blueprint – Process management
Macros
Email integration
Inventory management
Google AdWords integration
Sales signals
Unlimited records
Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable
All Features from the Professional Plan +
Multi-user portals
Custom modules and buttons
Encryption at Rest
Subforms
Zia Voice – Conversational AI
Conditional fields
Mobile SDK and app distribution
Target meters, Anomaly detectors, Predictive AI
Ultimate – $100/user/month ( billed annually)
All Features from other plans +
Data enrichment
Email sentiment
Automation suggestions
Enhanced storage
Dedicated Database cluster
Free Premium support
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
Unlimited records
10,000 mass emails per day
200 custom fields per record type
Priority email support
SAML-based Single Sign-ON (SSO)
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
Phone No.
Phone No.
+1-888-900 9646
+1-888-999-4039
Popular Clients
Popular Clients
ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
You shouldn’t count on simply a wide array of features and flexible pricing from a popular CRM Software. Almost as crucial as key features is a trustworthy customer support. You want to guarantee that if you have any questions about Zoho CRM or Insightly, or you face some problems, or maybe you’ll want to ask for a certain update or functionality useful to your business you can trust in a responsive and helpful customer support. See if solutions such as phone support, tickets or live chat are available. It’s also a significant advantage if you are able to benefit from personal training or at the very least an FAQ you can use.
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