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. If you want to quickly find the best CRM Software according to our experts we advise you take a look at the following solutions: HubSpot CRM, Freshsales, Freshdesk.
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 Mobile Edition
Zoho Email
Zoho Projects
Zoho Apps
Google Apps
Gmail
Microsoft Outlook
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 – For 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 Edition+
Sales forecasting
Scoring rules
Charts and KPIs
Document library
Roles and profiles
Custom fields
Call center connectors
Webforms
Secure, encrypted transmission
Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable
All Features from the Standard Plan+
Email integration
Social CRM
Sales signals
Workflows and macros
Blueprint – Process management
Inventory management
Unlimited records
Google AdWords integration
Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable
All Features from the Professional Plan+
Zia Voice – Conversational AI
Multi-user portals
Target meters, anomaly detectors, predictive AI
Custom modules and buttons
Mobile SDK and app distribution
Conditional fields
Subforms
Encryption at Rest
Ultimate – $100/user/month ( billed annually)
All Features from other plans+
Dedicated Database cluster
Free Premium support
Automation suggestions
Data enrichment
Enhanced storage
Email sentiment
Bundle – $50/user/month when billed annually and $60/user/month when billed monthly
Zoho CRM is also part of the Zoho CRM Plus bundle. This combines the customer engagement software solutions that Zoho, including:
CRM
Campaigns
Desk
SalesIQ
Social
Projects
Survey
Reports
SalesInbox
Motivator
BugTracker
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.
Ask Zoho CRM A Question
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