Elegir lo correcto CRM is tough.
You don’t want to waste money on a CRM that doesn’t fit your negocio.
If you had the perfect tool, think about all the time you could save and the sales you could boost.
Don’t worry; we’re going to break down Insightly vs Zoho CRM in simple terms.
Descripción general
We’ve spent considerable time exploring both Insightly and Zoho CRM.
Diving into their features and usability.
Our hands-on testing across various business scenarios forms the basis of this clear, practical comparison.
Necesita un CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Precios: Dispone de una versión de prueba gratuita. El plan premium cuesta a partir de $29/mes.
Características principales:
- Gestión de proyectos
- Automatización del flujo de trabajo
- Relationship Linking
¿Quieres un sistema simple pero potente? CRM ¿Quieres organizar tus relaciones con los clientes? ¡Puedes experimentarlo sin riesgos!
Precios: Tiene una prueba gratuita. El plan premium cuesta desde $14 al mes.
Características principales:
- Gestión de contactos
- Automatización de la fuerza de ventas
- Análisis e informes
¿Qué es Insightly?
So, you’re looking at Insightly.
Es un CRM, but it also handles project management.
Think of it as a place to keep track of customers and projects.
It tries to combine sales and delivery. Makes things smoother.
Además, explora nuestros favoritos Alternativas a Insightly…
Nuestra opinión
Insightly es una opción sólida para las empresas que necesitan un CRM escalable con capacidades de gestión de proyectos.
Beneficios clave
- Escalable para el crecimiento: Adapte la plataforma a medida que su negocio se expande.
- Características de gestión de proyectos: Mantenga sus proyectos organizados y encaminados.
- Paneles e informes personalizables: Obtenga la información que necesita para tomar decisiones informadas.
- Integraciones con aplicaciones populares: Conéctate con tus herramientas de negocio favoritas.
Precios
- Más:$29/usuario/mes.
- Profesional:$49/usuario/mes.
- Empresa:$99/usuario/mes.
Ventajas
Contras
¿Qué es Zoho CRM?
All right, let’s talk about Zoho CRM.
It’s a big player in the CRM world. It does a lot, from sales to marketing.
It tries to be an all-in-one solution.
Además, explora nuestros favoritos Zoho alternatives…
Nuestra opinión
Eleva tu redes sociales Estrategia con Zoho Social. Desde programación inteligente y escucha social hasta análisis exhaustivos, ¡descubra el poder de Zoho Social hoy mismo!
Beneficios clave
- La personalización es el rey: Adapte Zoho CRM para que se ajuste a su flujo de trabajo exacto.
- Asequible para todos: Comienza con un plan gratuito para hasta 3 usuarios.
- Acceso a la aplicación móvil: Administre su CRM sobre la marcha, en cualquier momento y en cualquier lugar.
- Análisis integrado: Realice un seguimiento de métricas críticas y obtenga información valiosa.
Precios
- Estándar:$14/usuario/mes.
- Profesional:$23/usuario/mes.
- Empresa:$40/usuario/mes.
- Último:$52/usuario/mes.
Ventajas
Contras
Comparación de características
This analysis evaluates two versatile platforms: Insightly CRM, known for its unique blend of sales and project management.
Zoho CRM, a massive suite of multiple platforms and integrated apps.
This comparison clarifies which solution is the better fit for optimizing your task management and maximizing sales opportunities.
1. Social Media Management and Engagement
- Insightly CRM: Lacks native social media management tools. Users must rely on multiple platforms and other zoho apps integration with crm tools to track social engagement and campaign performance.
- Zoho: Offers dedicated social media management via Zoho Social, a powerful tool for scheduling social media posts, tracking social media performance, and managing multiple social media accounts across various social media platforms. The zoho social mobile app and features like the publishing queue enable an active social media presence and deep engagement.
2. Task Management and Project Integration
- Insightly CRM: Excels in integrated task management and project features. Users can tie sales opportunities and records directly to projects, ensuring no learning curve when linking client communication to workflow.
- Zoho: Provides powerful task management within its CRM and offers dedicated other zoho apps for project management, offering a comprehensive but modular approach. Insightly offers a more naturally unified sales-project experience.
3. App Ecosystem and Platform Scale
- Insightly CRM: Insightly offers excellent integration with third-party systems like google workspace and is easy to use, appealing to modern crm teams love simplicity. It is, however, limited to its core crm tools suite.
- Zoho: A vast ecosystem of multiple accounts and zoho apps that cover everything from finance to HR, providing integrated solutions across multiple platforms. This sheer scale is a key differentiator from Insightly CRM.
4. Sales Pipeline and Deal Tracking
- Insightly CRM: Offers robust sales pipeline management, allowing users to track sales opportunities and assign tasks to specific stages. The insightly service module ensures consistent sales follow-through.
- Zoho: Provides advanced pipeline features with powerful AI capabilities (Zia), giving sales teams high visibility into their funnel. It utilizes strong reportando on sales opportunities across all social channels.
5. Automation and Workflow
- Insightly CRM: Provides strong workflow automatización capabilities to streamline follow-ups and repetitive task management within the sales and project life cycle.
- Zoho: Features deep workflow automation across its entire ecosystem of zoho apps. Its sophisticated automation engine allows users to manage complex multi-step processes across multiple platforms.
6. User Interface and Experience
- Insightly CRM: Known for its clear user interface and ease of adoption; the reason modern crm teams love it. It makes it easy to assign tasks and manage records.
- Zoho: The user interface is generally powerful but can be complex and irritating due to the sheer number of features and other zoho apps available. It requires more training than Insightly.
7. Marketing and Campaign Management
- Insightly CRM: Insightly marketing is a powerful add-on for managing leads and campaigns, providing an effective solution for marketing teams wanting integrated CRM.
- Zoho: Provides dedicated social media manager tools for creating and monitoring social media campaigns. The vast zoho apps ecosystem offers specialized marketing solutions beyond what Insightly offers.
8. Support and Resources
- Insightly CRM: The insightly service module provides dedicated support options. Its overall reliability has been noted by external reviews, including pc magazine.
- Zoho: Offers varied support depending on the pricing tier. The documentation and knowledge base are extensive, reflecting the size of the platform and the multiple accounts serves.
9. Mobile Accessibility and Posting
- Insightly CRM: Features strong mobile access for sales teams to manage leads and assign tasks. Insightly offers mobile tools for tracking sales activity.
- Zoho: The zoho social mobile app and powerful scheduling features allow users to instantáneamente publish posts and monitor social media posts on the go across multiple social channels, giving it a clear lead for marketing teams focused on an active social media presence.
What to Look For in a CRM Software?
- Consider your business size: Insightly CRM may suit project-heavy pequeña empresa needs, while Zoho scales better.
- Evaluate your team’s tech skills: Ease of use is crucial, especially with complex CRMs.
- Think long-term: Choose a cloud-based CRM that can grow with your business.
- Assess required integrations: Check if your essential third-party apps connect.
- Prioritize essential features: Contact management, lead management, and workflow automation are key.
Veredicto final
Entonces ¿quién gana?
For most businesses and social media channels, we’d lean towards Zoho CRM.
It’s powerful and offers more for the price.
Sure, it can be a bit tricky to learn.
But if you need strong automation and deep analytics, it’s a solid choice.
Insightly is good, especially if projects are a big part of your work.
But Zoho gives you more bang for your buck in the crm software world.
We’ve looked at both insightly crm and zoho crm closely.
Our goal is to help you find the best customer relationship management tool for your needs.
Más sobre Insightly
He aquí una breve comparación de Insightly con estas soluciones de software:
- Insightly vs Pipedrive: Insightly se centra en CRM con gestión de proyectos integrada; Pipedrive se especializa en la gestión visual del pipeline de ventas, a menudo preferida por los equipos centrados en las ventas.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly ofrece un sólido CRM con seguimiento de proyectos; Keap proporciona una potente automatización del marketing, campañas de correo electrónico y completas funciones de ventas.
- Insightly vs ActiveCampaign: Insightly fusiona CRM con capacidades de gestión de proyectos; ActiveCampaign destaca en automatización avanzada de marketing, secuenciación de correos electrónicos y puntuación de clientes potenciales.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly es un CRM con gestión de proyectos; ClickFunnels es principalmente un constructor de embudos de ventas para crear páginas de aterrizaje y automatizar procesos de ventas.
- Insightly vs Folk: Insightly es un CRM completo con funciones de gestión de proyectos; Folk es una herramienta de gestión de contactos más ágil y colaborativa.
- Insightly vs Instantly: Insightly ofrece un sólido CRM y una solución de gestión de proyectos; Instantly se centra en la captación automatizada de clientes potenciales mediante correo electrónico.
- Insightly vs ClickUp: Insightly integra CRM y gestión de proyectos; ClickUp es una plataforma versátil de gestión del trabajo que puede configurarse para tareas de CRM.
- Insightly vs Lunes: Insightly combina CRM con gestión de proyectos; Monday CRM es un sistema operativo de trabajo altamente personalizable, adaptable a diversas necesidades de CRM.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly ofrece un sólido CRM con gestión de proyectos; Freshsales CRM proporciona automatización avanzada de ventas, perspectivas de IA y comunicación multicanal.
- Insightly frente a Salesforce: Insightly es un CRM completo con gestión de proyectos integrada; Salesforce es una solución CRM de nivel empresarial, altamente personalizable y expansiva.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Más de Zoho CRM
A continuación se muestra una comparación concisa de Zoho CRM con sus alternativas:
- Zoho CRM frente a Pipedrive: Zoho CRM es rico en funciones y asequible; Pipedrive ofrece un flujo de ventas visual más simple.
- Zoho CRM frente a Keap: Zoho CRM es un CRM holístico; Keap se destaca en la automatización integrada de ventas y marketing.
- Zoho frente a GoHighLevelZoho CRM es un CRM muy flexible y repleto de funciones. Es ideal para empresas de todos los tamaños, ya que ofrece una gran personalización y sólidos informes de ventas. GoHighLevel es una plataforma integral, principalmente para agencias de marketing.
- Zoho CRM frente a ActiveCampaign: Zoho CRM ofrece un CRM integral; ActiveCampaign es líder en automatización de marketing avanzada.
- Zoho CRM frente a HubSpot: Zoho CRM es rentable y ofrece diversas funciones; HubSpot es fácil de usar y ofrece una plataforma expansiva, pero puede ser más costoso.
- Zoho CRM frente a ClickFunnels: Zoho CRM es una suite completa de gestión empresarial; ClickFunnels se centra en la creación de embudos de ventas optimizados para la conversión.
- Zoho CRM frente a Folk: Zoho CRM es un CRM amplio y personalizable; Folk es una herramienta de gestión de contactos más sencilla y colaborativa.
- Zoho CRM frente a Instantly: Zoho CRM ofrece CRM de ciclo completo; se especializa instantáneamente en difusión por correo electrónico en frío A escala.
- Zoho CRM frente a ClickUp: Zoho CRM es una solución de CRM dedicada; ClickUp es principalmente una plataforma de gestión de proyectos versátil.
- Zoho CRM frente a Monday CRM: Zoho CRM ofrece una funcionalidad de CRM profunda; Monday CRM enfatiza los flujos de trabajo visuales dentro de un sistema operativo de trabajo más amplio.
- Zoho CRM frente a Capsule CRM: Zoho CRM es extenso y personalizable; Capsule CRM es conocido por su simplicidad y facilidad de uso.
- Zoho CRM frente a Insightly: Zoho CRM ofrece funciones integrales de CRM; Insightly combina CRM con la gestión de proyectos.
- Zoho CRM frente a Freshsales CRM: Zoho CRM ofrece automatización y personalización sólidas; Freshsales CRM cuenta con un flujo de ventas intuitivo.
- Zoho CRM frente a Salesforce: Zoho CRM es una alternativa asequible y repleta de funciones; Salesforce es una solución empresarial líder en el mercado y altamente personalizable.
Preguntas frecuentes
Is Insightly CRM better for project management than Zoho CRM?
Insightly is stronger in project management. It links projects and customer data well. If your business focuses heavily on project delivery, Insightly might be a better fit. Zoho CRM focuses more on sales and marketing automation.
Which CRM is more affordable for small businesses?
Zoho CRM is generally more affordable, especially for starting businesses. Its base plan is significantly cheaper than Insightly’s. However, Insightly may be more cost-effective if project management integration is crucial.
Can both Insightly and Zoho CRM integrate with my existing apps?
Yes, both offer third-party app integrations. Zoho CRM typically provides a wider range of integrations. Check specific app compatibility to ensure your essential tools connect with your chosen CRM.
Which CRM offers better customer support?
Zoho CRM typically offers more comprehensive support options, including phone and live chat, email, and knowledge bases. Insightly primarily relies on email and online resources.
Which CRM is easier to customize for unique business needs?
Zoho CRM generally offers more customization options, allowing for deeper adjustments to workflows and fields. While Insightly is user-friendly, Zoho CRM is more adaptable to very specific business requirements.
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