Insightly vs Zoho CRM
No clear leader: Zoho CRM (65.4) and Insightly (65.0) are within the 5-point margin; treat as a tie. The attribute-by-attribute breakdown below, with a source and date on every value, is the honest way to compare them.
Capabilities
Feature-by-feature on the axes that matter for crm software. “-” means undocumented, not absent.
What each one is
The product in its own terms, so the numbers below have context.
Insightly
An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows.
Zoho CRM
A cloud-based platform for managing sales pipelines, customer relationships, and team collaboration. It automates sales workflows, provides forecasting and reporting capabilities, and enables teams to coordinate across distributed work environments.
Pricing
List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.
Insightly
From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.
- CRM Plus$29/user/month billed annually. 14-day free trial.
- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
- CRM Professional$49/user/month billed annually. 14-day free trial.
- All Plus features
- Lead assignment and routing
- Workflow automation
- AI Copilot
- Email summaries and replies
- CRM EnterpriseContact sales
- All Professional features
- Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
- Custom validation rules
- +1 more
- Marketing PlusContact sales
- Email marketing automation
- Prospect scoring
- A/B testing
- Built-in dashboards
- Marketing ProfessionalContact sales
- All Plus features
- Custom scoring models
- Advanced prospect tracking
- Unlimited role-based permissions
- Marketing EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Calculated fields
- Custom validation rules
- Support PlusContact sales
- Comprehensive ticket editor
- SLA tracking
- Configurable email macros
- Customizable reports
- Support ProfessionalContact sales
- All Plus features
- Customer satisfaction surveys
- Custom ticket automations
- Portal customization
- Support EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Custom validation rules
- Unlimited brands and portals
- AppConnect StandardContact sales
- Drag-and-drop workflow builder
- No-code integration
- 2000+ app integrations
- AppConnect ProfessionalContact sales
- All Standard features
- Custom AppConnect development
- AWS Lambda support
- AppConnect EnterpriseContact sales
- All Professional features
- Enterprise support
- Priority development
Platform & deployment
Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.
Integrations
What each product connects to. Counts come from the vendor's own integration directory where one exists.
- Microsoft
Insightly
- MS 365
- PandaDoc
- QuickBooks
- Xero
- DocuSign
- Shopify
- WordPress
- Netsuite
- Unbounce
- Outlook
- Slack
Zoho CRM
- Zoho Creator
- Zoho Books
- Zoho Catalyst
- Zoho Cliq
- Zoho RPA
- Google APIs
- YouTube APIs
- Zoho Mail
- Zoho Projects
- Zoho People
- Zoho Invoice
- Zoho Analytics
- Zoho Desk
- Zoho WorkDrive
- Zoho Meeting
- Amazon
Insightly or Zoho CRM: which one depends on you
A composite score cannot know your constraints. Describe them and both get re-weighted against what you actually need, with the evidence behind every position.
Free to run, no account needed to start. How the evaluation works
Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.