A detailed comparison of Insightly and Zoho CRM to help you choose the right tool for your needs.
CRM and project management platform for small businesses.
| Plan | Insightly | Zoho CRM |
|---|---|---|
| Free Tier | ✓ 2 users, 2,500 records | ✓ Up to 3 users |
| Lowest Paid | $29/user/mo | $14/user/mo |
| Enterprise | $99/user/mo | $40/user/mo |
| Feature | Insightly | Zoho CRM |
|---|---|---|
| CRM | ✓ | — |
| Project management | ✓ | — |
| Contact management | ✓ | — |
| Pipeline tracking | ✓ | — |
| Email integration | ✓ | — |
| Workflow automation | ✓ | ✓ |
| Reporting | ✓ | — |
| Mobile app | ✓ | ✓ |
| Custom fields | ✓ | — |
| Mass email | ✓ | — |
| Lead management | — | ✓ |
| Deal pipeline | — | ✓ |
| Zia AI assistant | — | ✓ |
| Multichannel | — | ✓ |
| Analytics | — | ✓ |
| Custom modules | — | ✓ |
| API | — | ✓ |
| Territory management | — | ✓ |
| Open Source | ✗ | ✗ |
| Rating | ⭐ 4 | ⭐ 4.1 |
Choose Insightly if: You need service businesses managing projects and clients. Insightly excels with its crm + project management and free plan.
Choose Zoho CRM if: You need smbs wanting value-for-money crm. Zoho CRM stands out with its great value and zoho ecosystem.
Best free option: Both Insightly and Zoho CRM offer free tiers. Insightly offers "2 users, 2,500 records" while Zoho CRM offers "Up to 3 users".
It depends on your needs. Insightly is better for service businesses managing projects and clients, while Zoho CRM is better for smbs wanting value-for-money crm. Both are excellent tools rated 4 and 4.1 respectively.
Insightly starts at $29/user/mo while Zoho CRM starts at $14/user/mo. Both offer free tiers.
Most tools offer import/export features to help you migrate. We recommend trying Zoho CRM's free tier before fully committing to a switch.
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