What is better Zoho CRM or Insightly? When scouting for the appropriate CRM Software for your business our recommendation is that you review the features, pricing, and other important data regarding the product and vendor. Here, you are able to see the similarities and disparities between Zoho CRM (overall score at 9.4 and user satisfaction at 92%) and Insightly (overall score at 9.4 and user satisfaction at N/A%).
You may also check their specific modules, for example features, plans, rates, terms and conditions, etc. What is more, read the terms carefully for information on hidden costs, including, installation, independent customer service, upgrade fees, cloud storage fees, and others.
At the moment, the leading solutions in our CRM Software category are: Salesforce CRM, HubSpot CRM, Freshsales.
Zoho CRM offers a free edition and per user subscription plans that are billed monthly or 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 – Up to 3 users, No credit card required.
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) or $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
ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Integrations
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
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
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 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
Both Zoho CRM and Insightly were tested by a team of independent SaaS experts who conducted a full examination of all crucial elements of each app. Their ultimate rating was calculated using our unique SmartScore system which gives an individual partial score to each element such as: main functionalities, customer support, mobile device support, security, client satisfaction and media presence. We realize useful features are not the only factor crucial to a company so we make sure we pay attention to all sides of a product before giving it a final score.
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