Insightly vs Zoho CRM: Which is The Best One in 2025?

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.

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…

Key Benefits

• • Boost Productivity: Improve project completion rates by 20%.
  • Increase Revenue: Track leads effectively and closes more deals.
  • Enhance Collaboration: Connect teams and improve communication.
  • Gain Valuable Insights: Get a deeper understanding of your customers.

Pricing

All the plans will be billed annually.

• Plus: $29/user/month.
• Professional: $49/user/month.
• Enterprise: $99/user/month.

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…

Key Benefits

• Feature-rich: Zoho CRM packs a ton of features into its platform. You get sales automation, marketing tools, and even help desk functionality.
• Affordable: Zoho CRM offers a free plan for up to 3 users. Even their paid plans are very competitive.
• Customization options: Tailor Zoho CRM to fit your business needs. You can create custom fields, modules, & workflows.
• Excellent integrations: Zoho CRM integrates with over 500 other apps, including popular tools like Google Workspace and Mailchimp.
• Strong reporting: Get detailed insights into your sales performance with customizable reports and dashboards.

Pricing

All the plans will be billed annually.

• Standard: $14/user/month.
• Professional: $23/user/month.
• Enterprise:$40 /user/month.
• Ultimate: $52/user/month.

Feature Comparison

Let’s break down the core features of Zoho CRM and Insightly.

We’ll examine key areas, showing where each platform shines and where it might fall short for your small business.

1. Contact Management

• Insightly CRM: Offers solid contact management, focusing on linking contacts to projects and opportunities. Insightly also provides a clear view of customer data.
• Zoho CRM: Provides very detailed contact management with rich profiles and social media integration. It excels at managing complex customer relationships.

2. Lead Management

• Insightly offers basic lead management tools suitable for simple sales pipelines.
• Zoho CRM has robust lead management features, including lead scoring and nurturing, ideal for more complex sales processes.

3. Workflow Automation

• Insightly CRM: This offers basic workflow automation to automate routine tasks.
• Zoho CRM: Provides advanced workflow automation, allowing for complex, multi-step automations.

4. Sales Force Automation

• Insightly CRM: Provides decent sales force automation but is more project-focused.
• Zoho CRM: This offers comprehensive sales force automation, with features like sales forecasting and territory management.

5. Customer Support

• Insightly CRM: Offers standard customer support via email and a knowledge base.
• Zoho CRM: Provides a wider range of customer support options, including phone and live chat.

6. Dashboard and Reporting

• Insightly CRM: Provides a dashboard with basic reporting tools, and reports can be customized.
• Zoho CRM: Offers highly customizable dashboards and detailed analytics, providing deeper insights.

7. Third-Party Integrations

• Insightly CRM: It integrates with a good number of third-party apps, but fewer than Zoho.
• Zoho CRM boasts a vast ecosystem of integrations, connecting with hundreds of third-party applications.

8. Ease of Use & Customization

• Insightly CRM offers a user-friendly interface and decent customization options. It can be customized to fit many different business types.
• Zoho CRM: While powerful, it has a steeper learning curve, but offers extensive customizable features. As a cloud-based CRM, it offers flexibility. Zoho and Insightly both function as strong CRM solutions for many.

What to Look For When Choosing a CRM?

• 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, 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 Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
• 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 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 GoHighLevel: Zoho CRM offers broad traditional CRM features; GoHighLevel specializes in marketing automation for agencies.
• 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 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 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