Picking the right CRM is tough.
You don’t want to waste money on a CRM that doesn’t fit your business.
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.
Overview
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.
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing:Â It has a free trial. The premium plan starts at $29/month.
Key Features:
- Project Management
- Workflow Automation
- Relationship Linking
Want a simple yet powerful CRM to organize your customer relationships? You can experience it risk-free!
Pricing: It has a free trial. The premium plan starts at $14/month.
Key Features:
- Contact Management
- Sales Force Automation
- Analytics & Reporting
What is Insightly?
So, you’re looking at Insightly.
It’s a 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.
Also, explore our favorite Insightly alternatives…
Our Take
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Key Benefits
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
What is 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.
Also, explore our favorite Zoho alternatives…
Our Take
Elevate your social media strategy with Zoho Social. From smart scheduling and social listening to in-depth analytics, Discover the power of Zoho Social today!
Key Benefits
- Customization is king: Tailor Zoho CRM to fit your exact workflow.
- Affordable for everyone: Starts with a free plan for up to 3 users.
- Mobile app access: Manage your CRM on the go, anytime, anywhere.
- Built-in analytics: Track critical metrics and gain valuable insights.
Pricing
- Standard: $14/user/month.
- Professional: $23/user/month.
- Enterprise:$40 /user/month.
- Ultimate: $52/user/month.
Pros
Cons
Feature Comparison
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 reporting on sales opportunities across all social channels.
5. Automation and Workflow
- Insightly CRM: Provides strong workflow automation 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 instantly 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 small business 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.
Final Verdict
So, which one wins?
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.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- 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 offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- 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 is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- 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 offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
More of Zoho CRM
Here’s a concise comparison of Zoho CRM with its alternatives:
- Zoho CRM vs Pipedrive: Zoho CRM is feature-rich and affordable; Pipedrive provides a simpler, visual sales pipeline.
- Zoho CRM vs Keap: Zoho CRM is a holistic CRM; Keap excels in integrated sales and marketing automation.
- Zoho vs GoHighLevel: Zoho CRM is a very flexible and feature-rich CRM. It’s great for businesses of all sizes, offering deep customization and robust reporting for sales. GoHighLevel is an all-in-one platform mainly for marketing agency businesses.
- Zoho CRM vs ActiveCampaign: Zoho CRM provides comprehensive CRM; ActiveCampaign leads in advanced marketing automation.
- Zoho CRM vs HubSpot: Zoho CRM is cost-effective and offers diverse features; HubSpot is user-friendly and offers an expansive platform, but it can be pricier.
- Zoho CRM vs ClickFunnels: Zoho CRM is a complete business management suite; ClickFunnels focuses on building conversion-optimized sales funnels.
- Zoho CRM vs Folk: Zoho CRM is a broad, customizable CRM; Folk is a simpler, collaborative contact management tool.
- Zoho CRM vs Instantly: Zoho CRM provides full-cycle CRM; Instantly specializes in cold email outreach at scale.
- Zoho CRM vs ClickUp: Zoho CRM is a dedicated CRM solution; ClickUp is primarily a versatile project management platform.
- Zoho CRM vs Monday CRM: Zoho CRM offers deep CRM functionality; Monday CRM emphasizes visual workflows within a broader work OS.
- Zoho CRM vs Capsule CRM: Zoho CRM is extensive and customizable; Capsule CRM is known for its simplicity and ease of use.
- Zoho CRM vs Insightly: Zoho CRM provides comprehensive CRM functions; Insightly combines CRM with project management.
- Zoho CRM vs Freshsales CRM: Zoho CRM offers robust automation and customization; Freshsales CRM features an intuitive sales pipeline.
- Zoho CRM vs Salesforce: Zoho CRM is an affordable, feature-packed alternative; Salesforce is a highly customizable, market-leading enterprise solution.
Frequently Asked Questions
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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