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

RATINGS

G2 Rating
TrustRadius Rating
General Rating (Per G2 in use, set-up, admin, etc.)
8.22
7.81
Best Feature (per G2)
Contact & Account Management
Role-based User Permissions

LEAD & ACCOUNT MANAGEMENT

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

AUTOMATIONS & TOOLS

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

MOBILE FUNCTIONALITY

Mobile App
Business Card Scanner
Available for all levels

ONBOARDING & START-UP COSTS

Pricing
$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