4.2 (707 reviews)

See how Insightly helps you beat your sales quota

Compare CRM pricing and features at a glance

Why choose Insightly over Zoho?

  • Easy customizations

    With Zoho, out-of-the-box customizations are limited. With Insightly, you can easily tailor the standard sales processes of contact, lead and opportunity management using custom fields and dynamic page layouts. Or, create entirely new ones using custom objects, custom apps, and calculated fields.

  • Simple integrations

    Integrating Zoho with other apps in use in your organization is a complicated process that often requires an outside expert. Insightly integrates with hundreds of the apps and platforms you’re already using without a single line of code.

  • One seamless platform

    Both Zoho and Insightly offer a suite of tools, but Zoho’s connect via integration. Insightly’s apps (CRM, Marketing, Service, AppConnect) are all one platform with a common database and codebase for seamless collaboration across teams.

Choose Insightly to sell smarter & grow faster

300% Improvement

In revenue growth

50% Reduction

In time to project completion

10X Increase

In sales pipeline

Comparison Chart

Compare features and pricing


G2 Rating
TrustRadius Rating
General Rating (Per G2 in use, set-up, admin, etc.)
Best Feature (per G2)
Contact & Account Management
Role-based User Permissions


Project Management
Service Management
Additional Fee
Task and Event Management
Contact & Account Management
Opportunity & Pipeline Management


Marketing Automation
Additional fee
Additional fee
Workflow Automations
Available for all levels
Dynamic Page Layout Rules
Available for Enterprise
Dashboard Views
Configurable Profiles & Page Layouts
Enterprise only
Role-based Permissions
1-click, no code


Mobile App
Business Card Scanner
Available for all levels


$0-$99 Per user, per month
$0-$52 Per user, per month
Free Trial
Yes, limited
Yes, limited

Why Sales Leaders Choose Insightly

Successful Sales Leaders Choose Insightly

Get complete visibility of your entire sales pipeline as soon as you start

1. Fastest & easiest set-up

Get complete visibility of your entire sales pipeline as soon as you start

  • Onboard instantly. Seamless out-of-the-box set-up and syncing. Get up and running immediately. No hassle or hidden costs.

2. Grow high quality pipeline

Automation that convert leads into deals with ease

  • Automatically create tasks and events to pipeline stages. Include automated “Probability of Winning.” Track changes with reporting and deliver Smart Alerts.

Automation that convert leads into deals with ease

See, manage, and optimize on the metrics that matter most

3. Dashboards & analytics

See, manage, and optimize on the metrics that matter most

  • Accurate and insightful metrics. Analyze, visualize, and share insights about prospects to focus on what’s working best. Includes 40 different chart types and drag-and-drop configurable layouts.

  • Schedule reports to run at any time and have the results emailed to the right people.

Switching from Zoho to Insightly is easy

Afraid to switch CRMs? It’s easier than you think.

The Insightly team will guide you through 5 simple steps.

You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!

More than 25,000 companies rely on Insightly to sell smarter and
grow faster.

See why sales leaders choose Insightly

4.2 (707 reviews)

See how Insightly can align your teams and deliver better customer experiences.

Industry leaders trust Insightly

Best Zoho Alternative in 2024

What is the best Zoho alternative for my business?

If you’re looking for the perfect CRM platform for your business, there’s no shortage of options on the market. This can be both a positive and a negative, since after researching the many options, you could be simply overwhelmed.

In recent years, Zoho has emerged with seemingly attractive CRM features. However, when you look a little closer at Zoho’s features and benefits, you’ll find that there are better options for a solid CRM, such as Insightly.

See more

Insightly CRM vs. Zoho CRM

Insightly CRM and Zoho CRM are both popular customer relationship management solutions designed to help businesses manage their interactions with customers, streamline processes, and improve overall efficiency. While they share common goals, there are distinct differences between the two platforms that cater to varying business needs.

Benefits of Insightly CRM

Insightly is known for its simplicity and ease of use, making it a suitable choice for growing businesses. The platform offers a user-friendly interface with a focus on contact and project management. Insightly integrates seamlessly with popular email platforms like Gmail, making it convenient for users who heavily rely on email communication.

CRM is the core of your business and the single source of truth for daily operations. With this in mind, the basic CRM features are all covered with Insightly. It’s easy to add contacts, create opportunities, design and use pipelines, and send out quotes to close deals. 

Insightly also offers strong automation features to streamline repetitive tasks. Workflow automation allows users to set up triggers and actions based on predefined criteria, reducing manual efforts and improving efficiency. Additionally, Insightly provides detailed reporting and analytics tools, enabling businesses to gain insights into their sales pipeline, customer interactions, and overall performance.

One of the standout features of Insightly is its robust project management capabilities that can be used post-sale to ensure project delivery. Users can create tasks, set milestones, and track project progress within the CRM. This integration of CRM and project management can be particularly beneficial for businesses that require a comprehensive solution to manage both customer relationships and ongoing projects.

Insightly shines in comparison to other CRMs like Zoho with its US-based support team that is available by email and phone. 

Benefits of Zoho CRM

Zoho CRM offers a wide range of features including basic contact and project management, making it versatile for various industries. While Zoho CRM offers a suite of tools connected via integrations, Insightly provides a series of apps on the same platform (Insightly Marketing, Insightly Service, and AppConnect), avoiding the complexities that often result when relying on integrations.

One notable strength of Zoho CRM lies in its customization capabilities. Users can tailor the CRM to meet their specific business requirements, creating custom modules, fields, and workflows. This flexibility is particularly advantageous for businesses with unique processes or industry-specific needs. While you may need a Zoho consultant or team member to make these customizations, they are valuable once in place. (Insightly’s customization abilities, which include custom fields, custom objects, custom dashboards, custom reports, and more, are easily accomplished by a system user.)

Zoho CRM has released some early features leveraging artificial intelligence (AI). These features are still in the early stages but show promise. 

In terms of analytics, Zoho CRM offers advanced reporting tools with real-time insights similar to those of Insightly. Users of both platforms can track key performance indicators, monitor sales metrics, and make data-driven decisions. The platform’s analytics capabilities contribute to better strategic planning and overall business growth.

How to choose Insightly vs. Zoho

In comparing Insightly CRM and Zoho CRM, the choice largely depends on the specific needs and scale of the business. Insightly is for all types of growing businesses with exceptional, US-based support and a set of bonus project management features that help with project delivery. Insightly’s customizability and extensive workflow automation options can truly make it a platform that is the ideal fit for your business.  Zoho CRM offers a solid set of features, customization options, and scalability for businesses of all sizes. It will require extensive integrations to be built and maintained in order to experience the benefits of a full platform to run your business. 

Businesses seeking a robust CRM built with simplicity in mind and strong integration of CRM and project management will find Insightly to be a fitting choice. On the other hand, organizations seeking AI features lean towards Zoho CRM for its comprehensive and flexible offerings. Ultimately, the decision should align with the unique goals and workflows of the business in question.