# Insightly vs Zoho CRM

**Leader by Vioscale score:** Zoho CRM

| Attribute | Insightly | Zoho CRM |
|---|---|---|
| **Vioscale score** | 65 (74% (medium)) | 70.1 (72% (medium)) |
| content.faq | - | `[{"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}` |
| description.long | 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. | A 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. |
| 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,"custom_fields":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` |
| integrations.count | 2,000 | 7 |
| integrations.list | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"}]` | `[{"name":"Zoho Creator"},{"name":"Zoho Books"},{"name":"Zoho Catalyst"},{"name":"Zoho Cliq"},{"name":"Zoho RPA"},{"name":"Google APIs"},{"name":"YouTube APIs"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","CA"],"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"]}` | `{"type":"freemium","summary":"Flexible pricing with free tier available; specific plan details not publicly listed","freeTier":true,"sourceUrl":"https://www.zoho.com/crm/","retrievedAt":"2026-08-14T15:22:12.246Z"}` |
| pricing.free_tier | no | yes |
| pricing.model | commercial | freemium |
| pricing.price_level | mid | low |
| pricing.transparent | no | yes |
| release.cadence_days | - | 45 |
| reliability.sla_pct | 99.95 | - |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.hipaa | yes | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |

## 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: Vioscale. Generated 2026-09-01T16:30:48.982Z. "-" = undocumented, not absent.*