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.
In revenue growth
In time to project completion
In sales pipeline
Successful Sales Leaders Choose Insightly
Get complete visibility of your entire sales pipeline as soon as you start
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.
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
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.
Afraid to switch CRMs? It’s easier than you think.
You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!