Insightly vs Zoho CRM
On the evidence we track, Zoho CRM leads this comparison with a composite score of 70/100. Scores are only directly comparable because these tools share a category; the full breakdown and every source is below.
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
Insightly is a customer relationship management platform that helps teams manage leads, opportunities, and customer support through integrated sales, marketing, and ticketing tools. The platform includes workflow automation, business dashboards, and extensive third-party integrations to streamline operations.
Zoho CRM
LeaderA cloud-based sales and customer management platform that combines artificial intelligence with workflow automation and an intuitive user interface to help businesses streamline sales processes, team collaboration, and customer engagement.
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
Zoho CRM
LeaderFlexible pricing with free tier available; specific plan details not publicly listed
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.
Insightly
- Microsoft
- MS 365
- PandaDoc
- QuickBooks
- Xero
- DocuSign
- Shopify
- WordPress
- Netsuite
Zoho CRM
Leader- Zoho Creator
- Zoho Books
- Zoho Catalyst
- Zoho Cliq
- Zoho RPA
- Google APIs
- YouTube APIs
Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.