# Insightly vs Zoho CRM

| Attribute | Insightly | Zoho CRM |
|---|---|---|
| **vioscaleAI score** | 65 (56% (medium)) | 65.4 (72% (medium)) |
| content.faq | `[{"answer":"A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.","source":"https://www.insightly.com/pricing-plans/","question":"What is Insightly?","confidence":0.6},{"answer":"Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.","source":"https://www.insightly.com/pricing-plans/","question":"How much does Insightly cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What platforms does Insightly support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.insightly.com/pricing-plans/","question":"Can Insightly be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What does Insightly integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.insightly.com/security-compliance/","question":"What security certifications does Insightly have?","confidence":0.7},{"answer":"Insightly is available worldwide. Its primary market is the United States.","source":"https://www.insightly.com/pricing-plans/","question":"Where is Insightly available?","confidence":0.5}]` | `[{"answer":"Zoho CRM is a cloud-based customer relationship management platform designed to help businesses manage customer interactions, sales pipelines, and team collaboration. The platform serves over 300,000 businesses globally across all industries, ranging from small teams to enterprises.","source":"https://www.zoho.com/crm/","question":"What is Zoho CRM and who uses it?","confidence":0.95},{"answer":"Zoho CRM offers a freemium model with a perpetual free tier supporting up to 3 users, plus multiple paid subscription plans priced per user per month. Subscriptions are flexible with no long-term contracts required, and annual plans typically offer savings compared to monthly billing.","source":"https://www.zoho.com/crm/pricing.html","question":"What is Zoho CRM's pricing model?","confidence":0.93},{"answer":"Zoho CRM is proprietary commercial software, not open-source. It is a cloud-based Software-as-a-Service (SaaS) platform operated and maintained by Zoho Corporation.","source":"https://www.zoho.com/crm/","question":"Is Zoho CRM open-source or proprietary?","confidence":0.98},{"answer":"Zoho CRM is exclusively cloud-based and accessible through web browsers and dedicated mobile applications. There is no self-hosted or on-premises deployment option available; all data and functionality reside in Zoho's cloud infrastructure.","source":"https://www.zoho.com/crm/","question":"How is Zoho CRM deployed, and what platforms does it support?","confidence":0.94},{"answer":"Key features include sales force automation with pipeline and territory management, AI-powered assistance for task automation and insights, lead management and nurturing, process automation through workflows and cadences, business intelligence with dashboards and reporting, and extensive customization options. The platform also supports omnichannel customer engagement and includes configure-price-quote (CPQ) functionality in higher-tier plans.","source":"https://www.zoho.com/crm/features/","question":"What are the main features and capabilities of Zoho CRM?","confidence":0.92},{"answer":"Yes, Zoho CRM integrates with over 1,000 third-party applications through its Zoho Marketplace. Users can connect to popular business tools, and developers can build custom integrations using Zoho's REST APIs.","source":"https://www.zoho.com/crm/","question":"Does Zoho CRM support integrations with other applications?","confidence":0.9},{"answer":"Zoho CRM offers multiple tiers (Free, Standard, Professional, Enterprise, and Ultimate) with increasing capabilities. The Free edition supports up to 3 users with basic contact and workflow management. Higher tiers progressively add AI agents, advanced automation, inventory management, custom functions, and enterprise features like multi-team management and approval workflows.","source":"https://www.zoho.com/crm/pricing.html","question":"What are the main differences between Zoho CRM editions?","confidence":0.91},{"answer":"Zoho CRM competes with platforms like Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics. Zoho generally positions itself as more affordable and accessible to small and mid-market businesses, with strong AI capabilities and extensive customization. Unlike some competitors, Zoho offers a persistent free tier and does not require long-term contracts.","source":"https://www.zoho.com/crm/","question":"How does Zoho CRM compare to alternative CRM platforms?","confidence":0.85}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true,"on_prem":true}` |
| description.long | 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. | 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. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` |
| integrations.count | 2,000 | 1,000 |
| integrations.list | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"},{"name":"Unbounce","native":true,"category":"marketing","direction":"inbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat","direction":"outbound"}]` | `[{"name":"Zoho Creator"},{"name":"Zoho Books"},{"name":"Zoho Catalyst"},{"name":"Zoho Cliq"},{"name":"Zoho RPA"},{"name":"Google APIs"},{"name":"YouTube APIs"},{"name":"Zoho Mail","native":true,"category":"email"},{"name":"Zoho Projects","native":true,"category":"project_management"},{"name":"Zoho People","native":true,"category":"hr"},{"name":"Zoho Invoice","native":true,"category":"billing"},{"name":"Zoho Analytics","native":true,"category":"analytics"},{"name":"Zoho Desk","native":true,"category":"support"},{"name":"Zoho WorkDrive","native":true,"category":"file_storage"},{"name":"Zoho Meeting","native":true,"category":"video_conferencing"},{"name":"Facebook","native":false,"category":"advertising"},{"name":"Google","native":false,"category":"advertising"},{"name":"Instagram","native":false,"category":"advertising"},{"name":"Microsoft","native":false,"category":"advertising"},{"name":"Amazon","native":false,"category":"advertising"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"hybrid","plans":[{"free":false,"name":"CRM Plus","summary":"$29/user/month billed annually. 14-day free trial.","features":["Lead and contact management","Project management","Advanced reports","Pre-built business dashboards"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Entry-level CRM with lead and contact management","contactSales":false,"includedLimits":{"records":"100,000","file_storage":"10 GB","custom_fields":"50"}},{"free":false,"name":"CRM Professional","summary":"$49/user/month billed annually. 14-day free trial.","features":["All Plus features","Lead assignment and routing","Workflow automation","AI Copilot","Email summaries and replies"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"CRM with workflow automation and AI Copilot","contactSales":false,"includedLimits":{"records":"250,000","file_storage":"100 GB","custom_fields":"100"}},{"free":false,"name":"CRM Enterprise","summary":"$99/user/month billed annually.","features":["All Professional features","Sandboxes","Products, pricebooks, and quotes","Comprehensive audit logging","Custom validation rules","SAML/SCIM SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise CRM with advanced customization and audit logging","contactSales":true,"includedLimits":{"records":"500,000","file_storage":"250 GB","custom_fields":"200"}},{"free":false,"name":"Marketing Plus","summary":"$99/account/month.","features":["Email marketing automation","Prospect scoring","A/B testing","Built-in dashboards"],"commitment":"annual","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"}],"description":"Email marketing automation for 2,000 prospects","contactSales":true,"includedLimits":{"prospects":"2,000","monthly_email_volume":"10,000"}},{"free":false,"name":"Marketing Professional","summary":"$499/account/month.","features":["All Plus features","Custom scoring models","Advanced prospect tracking","Unlimited role-based permissions"],"commitment":"annual","components":[{"kind":"fixed","amount":499,"period":"month","currency":"USD"}],"description":"Marketing automation for 10,000 prospects with custom scoring","contactSales":true,"includedLimits":{"prospects":"10,000","monthly_email_volume":"50,000"}},{"free":false,"name":"Marketing Enterprise","summary":"$999/account/month.","features":["All Professional features","Comprehensive audit logging","Calculated fields","Custom validation rules"],"commitment":"annual","components":[{"kind":"fixed","amount":999,"period":"month","currency":"USD"}],"description":"Marketing automation for 20,000 prospects with advanced rules","contactSales":true,"includedLimits":{"prospects":"20,000"}},{"free":false,"name":"Support Plus","summary":"$29/user/month.","features":["Comprehensive ticket editor","SLA tracking","Configurable email macros","Customizable reports"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Support ticketing with SLA tracking","contactSales":true},{"free":false,"name":"Support Professional","summary":"$49/user/month.","features":["All Plus features","Customer satisfaction surveys","Custom ticket automations","Portal customization"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Support ticketing with customer surveys and portal customization","contactSales":true},{"free":false,"name":"Support Enterprise","summary":"$99/user/month.","features":["All Professional features","Comprehensive audit logging","Custom validation rules","Unlimited brands and portals"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise support with unlimited portals and audit logging","contactSales":true},{"free":false,"name":"AppConnect Standard","summary":"$249/month + $3,000 setup for 25,000 tasks/month.","features":["Drag-and-drop workflow builder","No-code integration","2000+ app integrations"],"commitment":"annual","components":[{"kind":"fixed","amount":249,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 25,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"25,000"}},{"free":false,"name":"AppConnect Professional","summary":"$799/month + $3,000 setup for 100,000 tasks/month.","features":["All Standard features","Custom AppConnect development","AWS Lambda support"],"commitment":"annual","components":[{"kind":"fixed","amount":799,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 100,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"100,000"}},{"free":false,"name":"AppConnect Enterprise","summary":"$1,899/month + $3,000 setup for 250,000 tasks/month.","features":["All Professional features","Enterprise support","Priority development"],"commitment":"annual","components":[{"kind":"fixed","amount":1899,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 250,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"250,000"}}],"addOns":[{"name":"Additional AppConnect tasks","components":[{"per":{"qty":25000,"unit":"tasks"},"kind":"metered","amount":249,"currency":"USD"}]}],"summary":"From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.","currency":"USD","freeTier":false,"sourceUrl":"https://www.insightly.com/pricing-plans/","retrievedAt":"2026-08-16T20:55:38.163Z","freeTrialDays":14,"startingPrice":{"amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"summary":"Free tier for up to 3 users; paid plans available (contact sales).","freeTier":true,"sourceUrl":"https://www.zoho.com/crm/","retrievedAt":"2026-10-05T11:11:30.118Z"}` |
| pricing.free_tier | no | yes |
| pricing.model | commercial | freemium |
| pricing.price_level | unknown | low |
| pricing.transparent | no | no |
| release.cadence_days | - | 45 |
| reliability.sla_pct | 99.95 | - |
| reliability.status_page | yes | yes |
| security.certifications | - | `[{"name":"ISO/IEC 27001","status":"active","validUntil":"2028-08-21"},{"name":"ISO/IEC 27701","status":"active","validUntil":"2028-08-21"},{"name":"ISO/IEC 27017","status":"active","validUntil":"2028-08-21"},{"name":"ISO/IEC 27018","status":"active","validUntil":"2028-08-21"},{"name":"ISO 9001","status":"active","validUntil":"2029-02-02"},{"name":"ISO/IEC 20000-1","status":"active","validUntil":"2027-07-29"},{"name":"ISO 22301","status":"active","validUntil":"2026-11-20"},{"name":"SOC 2 Type II","level":"Type II","status":"active"}]` |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.hipaa | yes | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |
| security.trust_center | - | https://www.zoho.com/compliance.html |

## Capabilities (CRM Software)

| Capability | Insightly | Zoho CRM |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | - |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | - |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T19:19:36.866Z. "-" = undocumented, not absent.*