Compare Zoho CRM vs Insightly

Sales Force Automation

• Lead Generation & Qualification
• Pipeline Analysis
• Sales Stage & Probability Analysis
• Competitive Analysis
• Real-Time Forecasting
• Quota Management

Lead Management

• Automate lead management process
• Fast track lead to deal process
• Capture leads from website
• Import leads from trade shows, seminars, direct mail, etc.
• Match sales-ready leads to the right sales people
• Convert prospects into opportunities, accounts, and contacts with a single click
• Sales processes as per own best practices (B2B & B2C)

Account Management

• Single database
• Customer data across products, geographies, account, and status
• Parent-child relationships between customer accounts and their subsidiaries
• Price quotes, sales orders and invoices
• Purchase history to find cross-sell and up-sell opportunities
• Loyalty programs

Effective Follow-up

• Log important customer calls
• Save customer meetings and calls in an intuitive calendar
• Invite employees, leads and contacts to meetings and events
• Manage recurring events by day, week, month and/or year

Website Integration with Forms

• Create forms with no coding
• Set rules to simplify lead distribution
• Upload forms live instantly
• Catch leads directly into your CRM

CRM Workflow Management

• Workflow alerts while creating or modifying records
• Associate tasks to the workflow rules with CRM records
• Email notifications with templates and upon triggering a workflow rule
• Auto schedule the workflow actions at pre-defined interval
• Instant notifications to 3rd party applications via Webhooks
• Custom Functions
• Macros automate tasks

Sales Tracking

• Sales Opportunity Management
• Monitor sales opportunities across sales cycle
• Import sales opportunities from third-party solutions and services
• 360-degree view
• Drag-and-drop customization wizard
• Big deal alert
• Sales pipeline and sales escalation process
• Free Edition

Pulse

• Track records that are critical to your business based on your criteria
• Stay on top of sales updates in real time
• Identify cold prospects for a sales follow-up
• Sort updates by users and modules
• Sort records by record owner and module
• Complete visibility based on last activity

Sales Forecasting

• Revenue based on data within Zoho CRM
• Create, assign and revise sales quotas
• Assess individual and team performance
• Forecast accuracy against commit amounts
• Fully customizable forecast reports and dashboards

Productivity

• Business Card View
• Quick glance at important details of the contact without scrolling or searching
• Customize fields

MailMagnet

• Captures, collates and distributes customer email activity within your CRM
• Get notification and reply to customer emails within CRM
• Intuitively scans your mailbox and displays only relevant emails
• Send emails via your favorite mail client
• Get a copy of the email linked to the right lead or contact in CRM
• Link prospect and customers emails with your CRM data
• Share emails from prospects based on your own rules
• Create mail merge templates for different modules
• Get updated user info in merged documents
• Manage templates in secured folders

Document Library

• Role-based folders, sub-folders
• Share collateral to your salespeople
• Send documents from your CRM
• One document can have multiple versions
• Quick feedback from colleagues to improve document

Social CRM

• View social interactions of your brand with prospect
• Reply to direct messages, likes and mentions via your brand’s social profile
• Engage future prospects from within the social stream
• Stay tapped on customer’s interests and updates
• Comment or like them inside CRM

Mobile CRM

• Real time access to customer data
• Receive sales alerts
• Search customers nearby, create tasks
• Capture trade show leads directly into Zoho CRM
• Digitalize and save business cards on your iPhone

CRM for Google Apps

• Custom Modules, API, Webhooks and Custom Functions
• Create campaigns, email marketing & autoresponders
• Enable security controls, organizational hierarchy & territories

• Flexible Calendaring and Events
• Automatic Address Book
• Insightly Notes, Evernotes and Comments
• Fast Search
• Custom Fields and Filters
• File Sharing to keep related records together and accessible
• Web to Contact forms
• Tags by keywords, contacts, projects
• Notification and Follow System
• Linking
• Mass Email Contacts with MailChimp Integration
• Create Milestones, Pipelines and Tasks for Projects
• Get Automatic Email Reminders
• Specify Roles for Contacts
• Track All Email Correspondence
• View Completed Tasks and Events by Project
• Include Any Files Associated with the Project
• View Task and Event Reports
• Easy file uploads
• Google Apps & Gmail
• Google Drive
• Evernote
• Other applications via the Insightly API
• Dashboard for quick lookups
• Tasks and Milestones
• Pipeline Activity Sets
• Opportunity Reports
• Easy to invite new users
• Set up teams
• Create user permissions
• Set up relationships, pipelines, and activity sets
• Add custom fields
• 128bit SSL security (military grade AES-256 encryption)
• Automatic backups
• Mobile site
• iOS app
• Android app
• Auto detection of email address, Twitter, and LinkedIn profiles
• Single click to see contact’s public online information
• REST-based Application Programming Interface (API)
• JSON and XML support
• Limited OData support
• HTTP Basic authentication to monitor calls to API
• Partnership with Logical Operations
• Simple, clear training course materials
• Unlimited customer support