⚡ 簡単な評価:
- 価格: Insightly starts at $29/user/month. Zoho CRM has a free version, then $10/month.
- 最適な用途: Insightly for teams linking sales opportunities to project delivery. Zoho CRM for pure sales pipeline work on a budget.
- 主な違い： Insightly builds project management into the same records as your contacts. Zoho CRM adds Zia artificial intelligence and deeper sales forecasting.
- 私たちのおすすめ： Insightly for most users. One system handles customer relationship management and project delivery together.
Small agencies compare Insightly and Zoho CRM for one reason.
They close a deal, then someone has to deliver the work.
Both tools track leads, contacts, and deals well enough.
Only one of them follows the customer past the signature.
That single gap decides which crm software fits your 仕事.
概要
This Insightly vs Zoho CRM comparison covers pricing, key features, and ease of use.
また、各プラットフォームがどのようなユーザーに最適なのかも詳しく解説します。
情報源としては、公開されている仕様書、ベンダーのドキュメント、G2のレビューなどが挙げられます。
Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius.
Zoho CRM is used by over 300,000 businesses worldwide.
By the end, you will know which system fits your team.
Insightly とは何ですか?
Insightly is a customer relationship management platform with project management built in.
The company markets it as the modern CRM teams love, and the ピッチ 簡単です。
Insightly CRM keeps current and prospective customer data in one place.
Sales teams track deals while delivery teams manage projects on the same records.
It sits alongside two other Insightly products: Insightly Marketing and Insightly Service.
Here is a walkthrough of the platform before you create an account.
🏆 受賞者：Insightly
Our top pick for teams that sell and then deliver. You get contact management, a sales pipeline, and real project management on one platform.
Insightlyの価格
Insightly offers three tiers. Every price below is quoted per user.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| プラス | 1ユーザーあたり月額29ドル | Small teams needing core CRM and projects |
| プロ | 1ユーザーあたり月額49ドル | Growing teams needing workflow オートメーション |
| 企業 | 1ユーザーあたり月額99ドル | Large businesses needing full access |
Pricing verified August 2026.
無料トライアル: Yes. Insightly offers a 14-day trial on paid plans with no card required.
返金保証: No blanket refund window. Cancel before renewal to avoid the next charge.
📌 注記： The Plus tier gives limited access to most features. Professional adds limited dashboards and third party app integration. Enterprise unlocks everything. Other Insightly products follow the same three-tier pricing structure, so costs stack if you add Marketing or Service.
⚠️ 警告： Insightly is competitive at the Plus and Professional tiers, but the Enterprise tier runs almost double what Zoho charges at the top. Prices drop when billed annually, so check the term before you pay.
Insightlyの主なメリット
Insightlyが注目に値する理由は以下のとおりです。
- CRM and projects on one system: Manage projects with milestones and pipelines beside your sales opportunities. Closing a deal hands the work straight to delivery.
- Customizable pipelines and Kanban views: Track each stage of sales visually. Gantt chart visualizations arrived in 2025 for project timelines and dependencies.
- Copilot AI アシスタント: Copilot summarizes emails and retrieves data on request. It cuts the manual reading out of a busy 受信トレイ.
- AppConnect low-code engine: Over 2,000 pre-built connectors link Insightly to your other apps. Google Workspace, email client, and 会計 tools all connect.
- Task management that sticks: Create reminders, a to-do list, and call logs against any record. You can assign tasks to any team member from web or mobile.
- レポートとダッシュボード： An opportunities dashboard and custom reports give visual insight into 仕事 performance. Managers monitor employee work without chasing updates.
- Serious compliance coverage: Insightly meets SOC 2 Type II, GDPR, and Health Insurance Portability and Accountability Act standards. Regulated organizations can adopt it without a legal fight.
私たちのチームが気づいたこと
Note: We have not had extensive hands-on time with Insightly yet. The points above come from Insightly’s documentation, published pricing pages, and G2 reviews.
Insightlyの長所と短所
✅ メリット
- Easier to pick up than Zoho CRM, with a shorter learning curve
- Project management and CRM linked on the same records
- Fast rollout and a smooth data input process
- AppConnect offers over 2,000 pre-built connectors
- SOC 2 Type II, GDPR, and HIPAA compliance included
❌ デメリット
- Not as feature-deep as Zoho CRM on pure sales functionality
- Lacks advanced features like custom workflows found in other CRMs
- No free version, so the entry cost is $29 per user
- Enterprise tier costs almost double the Zoho equivalent
Zoho CRM とは何ですか?
Zoho CRM is a cloud sales platform built for growing companies.
It acts as a central repository for customer data across your business operations.
The platform offers omnichannel contact through email, phone, live chat, and ソーシャルメディア.
Zia, its built-in virtual assistant, scores leads and predicts the best time to call.
It also plugs into other Zoho tools like Zohoソーシャル, Zoho Campaign, and Zoho Inventory.
Zoho ships many features here, and new features land on higher tier plans first.
Zoho CRM
The budget pick for sales-first teams. A free version covers up to three users, and Zia handles lead scoring once you upgrade.
Zoho CRMの料金プラン
Here is what Zoho CRM costs in 2026. A free version sits below the paid tiers.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | $0 | Solo sellers and micro teams |
| 標準 | 月額10ドル | 中小企業 営業チーム |
| プロ | 月額30ドル | Teams needing workflow rules and multiple pipelines |
| プレミアム | 月額40ドル | Large businesses needing AI features |
Pricing verified August 2026.
無料トライアル: Yes. Zoho CRM offers a 15-day trial on paid plans with no card required.
返金保証: Zoho offers a 45-day refund window on annual subscriptions.
📌 注記： The free plan supports up to three users with basic lead and contact management. Annual subscribers can save up to 34 percent against monthly billing.
⚠️ Pricing conflict flagged: Our verified figures are the four tiers above. Zoho’s own site currently advertises a different ladder — Zoho CRM’s Standard plan at $14 per user, Professional at $23, plus Enterprise and Ultimate plans reaching $52 when billed annually. Confirm your tier at checkout before you pay.
Zoho CRMの主なメリット
Here is why over 300,000 businesses run their sales on Zoho CRM:
- A real free version: The free tier covers up to three users with lead and deal management. Most other CRMs charge from day one.
- Zia artificial intelligence: Zia AI agents score leads, flag anomalies, and suggest contact times based on client behaviour.
- Automated lead generation: Web forms and email capture feed leads into the system. Sales reps skip the manual entry step entirely.
- Workflow rules and macros: Workflow rules run on if-this-then-that logic. Macros automate tasks in batches, and you can send mass emails across many records at once.
- 100+ third party apps: Zoom, Slack, Microsoft Teams, Google Chat, and Google Analytics all connect. Paid plans allow unlimited connections.
- Omnichannel customer interactions: Reach buyers over multiple channels with real time notifications on every reply.
- Mobile card scanning: The mobile app scans a business card into your contact list and captures the contact number in seconds.
私たちのチームが気づいたこと
Note: We have not had extensive hands-on time with Zoho CRM yet. The points above come from Zoho’s documentation, published pricing pages, and G2 reviews.
Zoho CRMのメリットとデメリット
✅ メリット
- Free plan for up to three users with core CRM features
- Zia AI handles lead scoring and sales forecasting
- Connects with over 100 third party applications
- Deep customization to match your own sales processes
- Ties into other Zoho tools for a unified platform
❌ デメリット
- Steep learning curve once you start configuring modules
- Free plan support arrives within 1-2 business days only
- Zia AI features sit behind the higher tier plans
- No native project management, milestones, or Gantt charts
機能比較
Ready for a detailed look at Insightly vs Zoho CRM?
We compare ten key features so you can see where each system pulls ahead.
| 特徴 | 洞察力のある | Zoho CRM |
|---|---|---|
| 開始価格 | 1ユーザーあたり月額29ドル | 0ドル（無料版） |
| 無料版 | ❌ | ✅ Up to three users |
| Native Project Management | ✅ Milestones & Gantt | ❌別商品 |
| 内蔵 AIアシスタント | ✅ 副操縦士 | ✅ Zia AI agents |
| 売上予測 | ✅ 基本 | ✅ 上級者向け |
| サードパーティ製アプリ | ✅ 2,000+ via AppConnect | ✅ 100+ native |
| 在庫管理 | ❌ | ✅ Via Zoho Inventory |
| HIPAA準拠 | ✅ | ✅ On higher tiers |
| 最適な用途 | Selling and delivering projects | Sales-first teams on a budget |
1. Contact Management and Lead Generation
洞察力： Every contact record holds emails, files, linked projects, and a full activity log. Insightly gives you a 360-degree customer view so you can personalize outreach. Adding new contacts on the go works from the mobile app.
Zoho CRM: Lead generation runs automatically through web forms and inbound email capture. Lead scoring ranks prospects so your team chases the right ones first. Contact details, notes, and past customer interactions sit in one record.
2. Sales Pipeline and Deal Management
洞察力： Customizable pipelines and Kanban views track each stage of sales. An opportunities dashboard shows which deals are stalling. Because pipelines drive projects too, a won deal can spawn delivery work immediately.
Zoho CRM: Deal management supports multiple pipelines for different sales processes. Each one gets its own stages and probability weighting. Sales forecasting then rolls those deals into annual goals your team can track weekly.
3. プロジェクト管理とタスク管理
洞察力： This is the clearest gap between the two. You manage projects with milestones and pipelines, and assign tasks to any team member from web or mobile. Gantt chart visualizations landed in 2025 for timelines and dependencies.
Zoho CRM: Zoho CRM is not a project management tool on its own. You can integrate project management tools such as Zoho Projects, but that is a separate product and a separate bill. Internal teams outside sales get less value here.
⚠️ 警告： If you only need a crm system, Insightly’s project layer adds functionality you may never touch.
4. Workflow Automation and AI Features
洞察力： Copilot summarizes emails and retrieves data on request. Workflow オートメーション covers stage changes, reminders, and assignment rules. Custom workflows are thinner than what some competitors ship, which is a fair criticism.
Zoho CRM: Workflow rules fire on record changes and can update fields or create a task list entry. Macros bundle several actions into one click to automate tasks in bulk. Marketing campaigns run through Zoho Campaigns.
5. レポートとダッシュボード
洞察力： Reports and dashboards give visual insight into business performance. Managers monitor progress against sales activities without chasing anyone for updates. Note that dashboards are limited on the Professional tier.
Zoho CRM: Standard reports ship out of the box covering pipeline health. Custom reports add pie charts and funnels you can customize per user. AI-powered analytics deliver real time insights that Insightly does not match on the sales side.
6. Email and Marketing Campaigns
洞察力： Email templates let you schedule emails against a record without leaving the page. Insightly Marketing handles bigger campaigns as a separate product. Google Workspace sync keeps your inbox and records aligned.
Zoho CRM: A landing page ビルダー, web forms, and a Zoho Campaign link cover the full funnel. Zoho Social adds social media publishing and listening. This is the stronger marketing stack for a small business.
7. Third Party Apps and Integrations
洞察力： AppConnect is a low-code integration engine with over 2,000 pre-built connectors. You build multi-step flows between apps without a developer. It also links tightly to other Insightly products.
Zoho CRM: Over 100 third party apps connect natively, spanning telephony, email marketing, and documentation. Zoom, Slack, Google Chat, and Google Analytics are all supported. Paid plans allow unlimited connections.
8. Team Collaboration and Organizations
洞察力： Records group under an organization so accounts, contacts, and projects stay connected. Sharing data across the company is not overly convoluted, which speeds up onboarding. Task assignment keeps collaboration visible.
Zoho CRM: The Feeds feature works as instant messaging for remote colleagues. Team collaboration is solid, though thinner than a dedicated work tool. Community Spaces adds a customer-facing forum for feedback.
9. Customer Support and Services
洞察力： Insightly Service handles ticketing as its own product with a knowledge base attached. Support services scale with your tier. The main CRM keeps ticket history visible on the customer record.
Zoho CRM: The Classic plan offers email and live chat support. Premium extends to 24-hour assistance five days a week during business hours, and enterprise support promises one-hour response times around the clock. Free plan users wait 1-2 business days for support teams to reply.
10. Ease of Use and Learning Curve
洞察力： The interface is designed to be intuitive and easy to pick up. Setup is fast, which is a key reason for its appeal. Getting data into the system does not require a specialist.
Zoho CRM: The interface is clean for beginners, but there is a steep learning curve once you configure modules. Each new version adds more settings to learn. Dashboards are customizable, which helps once you are past setup.
11. 価格設定とコスト
Here is how the plans line up side by side.
| ティア | 洞察力のある | Zoho CRM |
|---|---|---|
| 無料 | ❌ 無料版はありません | 0ドル（最大3ユーザーまで） |
| エントリ | さらに：ユーザー1人あたり月額29ドル | 標準料金：月額10ドル |
| 中 | プロフェッショナルプラン：月額49ドル/ユーザー | プロフェッショナルプラン：月額30ドル |
| トップ | エンタープライズ版：ユーザー1人あたり月額99ドル | プレミアム：月額40ドル |
洞察力： Pricing is competitive at Plus and Professional against comparable CRM tools. The Enterprise tier is where it hurts, running almost double Zoho’s top plan. You are paying for project management you would otherwise buy separately.
Zoho CRM: The free version and $10 entry point make this the cheaper path by a wide margin. Premium at $40 unlocks the AI features. Zoho also stretches into inventory management and accounting through its wider suite.
さまざまなシナリオ
| もしあなたが…を必要とするなら… | 選ぶ | なぜ |
|---|---|---|
| 無料版 | Zoho CRM | Covers up to three users |
| Projects tied to deals | 洞察力のある | Milestones built into the CRM |
| 高度な販売予測 | Zoho CRM | Zia AI predicts outcomes |
| HIPAA-ready deployment | 洞察力のある | SOC 2, GDPR, and HIPAA covered |
| Marketing campaigns in-house | Zoho CRM | Campaigns and Social included |
| Fastest rollout | 洞察力のある | Short learning curve, quick setup |
💰 あなたの予算
Zoho CRM wins outright if cost is the deciding factor. Insightly starts at $29 per user and never drops to zero.
🔌 あなたの技術スタック
Already running other Zoho tools? Zoho CRM keeps all the data on one unified platform. If your company lives in Google Workspace, Insightly’s AppConnect covers more ground.
📋 あなたのワークフロー
If closing a deal kicks off delivery work, Insightly saves you a second tool. If your work ends at the signature, Zoho CRM is the leaner choice.
🎓 あなたの経験レベル
Insightly is easier to learn but not as feature-deep. Zoho rewards teams willing to invest setup time in exchange for more functionality.
🆓 無料トライアルとデモ
Insightly runs 14 days, Zoho runs 15 on paid tiers. Load real customer data into both before you decide, not sample records.
🛟 サポートオプション
Zoho’s enterprise support promises one-hour responses around the clock. Free plan users wait 1-2 business days, so factor that into your choice.
切り替えガイド
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Zoho CRM?
✅ 得られるもの：
- A permanent free version for up to three users
- Zia AI lead scoring, anomaly alerts, and sales forecasting
- Native marketing campaigns through Zoho Campaigns and Zoho Social
❌ 失うもの：
- Project milestones, Gantt charts, and delivery pipelines
- AppConnect and its 2,000+ pre-built connectors
- The short onboarding curve your non-technical staff rely on
📋切り替え方法：
- Export contacts, organizations, and opportunities from Insightly as CSV
- Create your Zoho CRM account and open the Data Import wizard
- Map columns to Zoho modules, then rebuild your workflow rules
🔄 Switching from Zoho CRM to Insightly?
✅ 得られるもの：
- Project management and task management inside the CRM
- SOC 2 Type II, GDPR, and HIPAA compliance out of the box
- Faster rollout and a gentler onboarding path
❌ 失うもの：
- The free version and its up to three users allowance
- Zia predictions, pie charts, and advanced standard reports
- Tight links to other Zoho tools like Zohoブックス and Zoho Inventory
📋切り替え方法：
- Export leads, contacts, and deals under Zoho Setup then Data Export
- Start an Insightly trial and import each file into the matching object
- Rebuild pipeline stages, custom fields, and your reporting dashboards
私たちのレビューで取り上げられなかったこと
This comparison focused on small business and mid-sized sales teams. We did not test enterprise rollouts, custom pricing negotiations, or how marketing teams handle high-volume campaigns in either tool. Our figures reflect the August 2026 versions. If you are onboarding hundreds of accounts, your experience will differ from what we describe here.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | Zoho CRM |
| 🚀 コアCRM機能 | Zoho CRM |
| 📊 Project & Task Management | 洞察力のある |
| 🤖 AI機能 | Zoho CRM |
| 👶 使いやすさ | 洞察力のある |
| 🔌 Third Party Apps | 洞察力のある |
| 🛟 カスタマーサポート | Zoho CRM |
| 🔒 コンプライアンスとセキュリティ | 洞察力のある |
| ⚡ Speed of Setup | 洞察力のある |
| 🏆総合優勝 | 洞察力のある |
🏆 受賞者：インサイトリー
Insightly takes 5 of 9 categories and edges ahead on our overall rating.
最適な用途: agencies, professional services firms, and any organization where sales hands work to a delivery team
These two products solve different problems. Insightly is a CRM that grew project management. Zoho CRM is a sales tool with an entire suite built around it.
Zoho CRM is the stronger pure CRM. It has deeper forecasting, more artificial intelligence, and a free version that costs nothing to try. For example, a two-person startup tracking leads gets everything it needs at $0.
But Insightly wins on what most teams underestimate: what happens after the deal closes. Keeping projects and customers in one system removes a whole tool from your stack and lifts team productivity.
There is no single best CRM here. If you sell and then deliver, Insightly is the better buy. If you only sell, Zoho CRM is a great tool and the cheaper path.
Insightly Comparedのその他の記事
Here is how Insightly measures up against other crm tools:
Insightlyが勝利した点： project delivery tracking inside the CRM, a cheaper mid-tier seat, HIPAA coverage without an enterprise contract
HubSpotが優れている点： a genuinely free starting tier, deeper inbound marketing, a far larger template and knowledge library
インサイトリー対 パイプドライブ
Insightlyが勝利した点： milestones and Gantt views Pipedrive has no answer for, AppConnect’s connector count, tighter links to Marketing and Service
Pipedriveが勝利した点： a leaner sales-only interface, lower entry seat cost, faster ramp for pure sales reps
インサイトリー対 セールスフォース
Insightlyが勝利した点： setup measured in days rather than months, no admin headcount required, predictable three-tier costs
Salesforceが優れている点： custom workflow depth, a vastly bigger app marketplace, governance built for very large deployments
Zoho CRMの比較をもっと見る
Here is how Zoho CRM stacks up against its closest rivals:
Zoho CRMが優れている点： a fraction of the seat cost, hours instead of days to launch, a free tier for testing
Salesforceが優れている点： multi-cloud breadth, thousands of marketplace apps, scale for very large deployments
Zoho CRMが優れている点： bundled marketing and support modules, Zia lead scoring, a no-cost starting tier
Pipedriveが勝利した点： a simpler pipeline view, less configuration up front, clearer per-seat pricing
Zoho CRMが優れている点： the wider Zoho suite behind it, more custom fields per module, a stronger reporting library
Freshsales CRMが優れている点： built-in phone and email out of the box, a friendlier first-run experience, quicker week-one setup
よくある質問
Insightlyは何に使われますか？
Insightly manages customer interactions, leads, and sales opportunities alongside projects. Teams use it to track deals and then deliver the work without switching to a second system.
Zoho CRMは本当に無料ですか？
Yes, for up to three users. The free plan covers basic lead and contact management plus standard reports. Automation, AI features, and advanced reporting need a paid plan.
Insightly は使いやすいですか?
Yes. The interface is easy to pick up and data entry is not overly convoluted. Setup is fast, which is a key reason teams choose it over heavier platforms.
Is Zoho CRM cheaper than Salesforce?
Yes, by a wide margin. Zoho’s paid tiers start at $10 per month with a free version below them. Salesforce charges more per seat and usually needs paid setup help.
初心者にとって最適なCRMはどれですか？
Insightly, thanks to its shorter learning curve and quick setup. Zoho CRM is cleaner on day one but gets complicated once you start configuring modules and workflow rules.
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