MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare Zurmo CRM vs Insightly

What is better Zurmo CRM or Insightly? If you’re experiencing a difficult time deciding on the best CRM Software product for your circumstances, we suggest that you compare and contrast the available software and determine which service offers more positive aspects. For example, here you can review Zurmo CRM (overall score: 8.2; user rating: 99%) vs.

Insightly (overall score: 9.4; user rating: 98%) for their overall performance. You can even see which one provides more tools that you need or which has better pricing plans for your current budget constraints. Using a clear table to match their features will significantly boost the odds of obtaining the right product for your company. Pay attention to other factors of the software like intuitiveness, flexibility, scalability, and pricing plans.

Right now, the most popular products in our CRM Software category are: Freshsales, Salesforce CRM, HubSpot CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $35

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account management
  • Activity management
  • API
  • Campaigns and email marketing
  • Contacts management
  • Conversations
  • Customizable homepage
  • Dashboards
  • Developer friendly
  • Email correspondence
  • Email archiving
  • Exchange integration
  • Gamification
  • Gmail integration
  • Google Maps
  • Group security
  • Internationalization
  • Lead management
  • Marketing automation
  • Mobile ready
  • Opportunity management
  • Outlook integration
  • Personalization
  • Product management
  • Reporting
  • Security management
  • Workflow

Pricing Info

Here are the Zurmo cost details:

Zurmo CRM offers three subscription plans that require annual payment.

Team

  • $35 / User / Month
  • Minimum five users

Professional

  • $59 / User / Month
  • Minimum five users

Enterprise

  • $99 / User / Month
  • Minimum 10 users

The vendor offers a risk-free trial for 30 days for all three plans.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

TazWorks, Brilliant Noise, Ecksodus, srcLogic

Integrations

Zurmo CRM supports the following integrations:

  • Email Archiving
  • Exchange
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Single Sign-on
  • Google Web Tracking
  • Outlook
  • Rapleaf / Full Contact
  • VOIP (SIP Calling)
  • Zapier

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

An open source CRM platform that integrates sales, marketing automation, and project management software into one solution.

Company Email

info@zurmo.com

Contact No.

Company's Address

27 North Wacker Drive, Suite 370, Chicago, Illinois 60606

NOAWARDS
YET

SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

Starting from $29

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 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

Pricing Info

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud

Integrations

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

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.

Company Email

email@insight.ly

Contact No.

Company's Address

434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA

HubSpot CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customize views
  • Deal and Task Board
  • Hubspot Marketing Synchronization
  • Drag and Drop Communicator
  • Email Integration
  • Phone Integration
  • Website Integration
  • Enrichment
  • Social Media
  • Company Database
  • Website Visitors
  • Email Connections
  • Sidekick Integration
  • CRM Details
  • Templates, Tracking, and Scheduling

Pricing Info

Free

  • Lead analytics dashboard
  • Lead flows
  • Collected forms
  • Contact activity
  • Contact management
  • Contact & company insights

Starter – $50/month

  • All Free features, plus:
  • HubSpot branding removed
  • Custom form fields
  • Phone & email support

Basic – Starting at $200/month (billed annually)

  • All Starter features, plus:
  • Blog & content creation tools
  • SEO & content strategy
  • Mobile optimization
  • Social media
  • Email marketing
  • Calls-to-action
  • Landing pages
  • Analytics dashboards
  • Standard SSL certificate
  • Subdomain availability
  • Limited to 3,000 website sessions/month

 Professional – Starting at $800/month (billed annually)

  • All Basic features, plus:
  • Marketing automation
  • Goal-based nurturing
  • Salesforce integration
  • Smart content
  • Attribution reporting
  • User roles
  • A/B testing
  • Comes with unlimited website sessions

Enterprise – Starting at $2,400/month (billed annually)

  • Custom revenue reporting
  • Custom event reporting
  • Custom event triggers
  • Predictive lead scoring
  • Contacts reporting
  • Company reporting
  • Event-based segmentation
  • Comes with unlimited website sessions

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

TUI Travel, ABBYY, Shoretel

Integrations

HubSpot supports integrations with the following business systems and applications:

  • GoToWebinar
  • Salesforce
  • Pocket
  • Instapaper
  • Magento
  • Zapier
  • Wistia
  • LeadPages
  • SurveyMonkey
  • Shopify
  • Brightinfo
  • Invoca
  • SlideShare
  • Eventbrite
  • WordPress
  • Google Chrome
  • Google Drive
  • DropBox
  • Sidekick
  • Base CRM
  • Pipedrive CRM
  • Bigcommerce
  • Snapengage
  • Gravity Forms
  • DataHero
  • Wufoo Forms
  • Uberflip
  • Netsuite
  • Zoho CRM
  • SugarCRM
  • ReadyTalk
  • GoChime
  • Zerys
  • Scripted
  • Microsoft Dynamics
  • Membrain
  • RelateIQ
  • Perfect Audience
  • HelloSign
  • Appcues
  • Infer

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

HubSpot CRM is the winner of our 2018 Best CRM Award. It is a free CRM platform that offers a powerful set of tools that can transform the way your team works.

Company Email

Contact No.

Company's Address

25 First Street, 2nd Floor
Cambridge, MA 02141
USA

The apps analyzed on this page are only a small sample of our entire CRM Software category and you should keep in mind that there could be better alternatives available. If you would like to ensure you make the optimal decision for your company we strongly urge you to analyze more software first. You can also consider to study our top 10 CRM Software ranking to see which software are at the moment the highest-rated ones and dominate the market.

Page last modified