选择正确的 客户关系管理 是艰难的。
You don’t want to waste money on a CRM that doesn’t fit your 商业.
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 客户关系管理 in simple terms.
概述
We’ve spent considerable time exploring both Insightly and Zoho 客户关系管理.
Diving into their features and usability.
Our hands-on testing across various business scenarios forms the basis of this clear, practical comparison.
什么是 Insightly？
So, you’re looking at Insightly.
这是一个 客户关系管理, 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.
此外，探索我们最喜欢的 Insightly 替代品…
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- 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.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
Zoho CRM 是什么？
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.
此外，探索我们最喜欢的 Zoho 替代品…
我们的观点
提升你的 La machine Zoho Social 助您制定战略。从智能日程安排、社交聆听到深度分析，立即探索 Zoho Social 的强大功能！
主要优点
- 定制为王： 定制 Zoho CRM 以适合您的确切工作流程。
- 人人都负担得起： 从最多 3 个用户的免费计划开始。
- 移动应用程序访问： 随时随地管理您的 CRM。
- 内置分析： 跟踪关键指标并获得有价值的见解。
定价
- 标准：每位用户每月 14 美元。
- 专业的：每位用户每月 23 美元。
- 企业:$40/用户/月。
- 最终的：每位用户每月 52 美元。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
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 报告 on sales opportunities across all social channels.
5. Automation and Workflow
- Insightly CRM: Provides strong workflow 自动化 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 即刻 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 小型企业 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.
最终裁决
那么，哪一个会获胜？
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.
关于 Insightly 的更多信息
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
- 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 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
- Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
- 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 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
- Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
- Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
- 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 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
- 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 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
- Insightly vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。
Zoho CRM 的更多内容
以下是 Zoho CRM 与其替代方案的简要比较：
- Zoho CRM 与 Pipedrive: Zoho CRM 功能丰富且价格实惠；Pipedrive 提供更简单、更直观的销售渠道。
- Zoho CRM 与 Keap: Zoho CRM 是一款整体 CRM；Keap 擅长集成销售和营销自动化。
- Zoho 与 GoHighLevel 对比Zoho CRM 是一款非常灵活且功能丰富的 CRM 软件。它适用于各种规模的企业，提供深度定制和强大的销售报告功能。GoHighLevel 是一个主要面向营销代理企业的一体化平台。
- Zoho CRM 与 ActiveCampaign: Zoho CRM 提供全面的 CRM；ActiveCampaign 在先进的营销自动化方面处于领先地位。
- Zoho CRM 与 HubSpot: Zoho CRM 具有成本效益并提供多样化的功能；HubSpot 用户友好并提供广泛的平台，但价格可能更高。
- Zoho CRM 与 ClickFunnels: Zoho CRM 是一款完整的业务管理套件；ClickFunnels 专注于构建转化率优化的销售渠道。
- Zoho CRM 与 Folk 对比: Zoho CRM 是一款功能广泛、可定制的 CRM；Folk 是一款更简单、协作的联系人管理工具。
- Zoho CRM 与 Instant: Zoho CRM 提供全周期 CRM；立即专注于 冷电子邮件推广 大规模。
- Zoho CRM 与 ClickUp: Zoho CRM 是一款专用的 CRM 解决方案；ClickUp 主要是一个多功能的项目管理平台。
- Zoho CRM 与 Monday CRM 对比: Zoho CRM 提供深度 CRM 功能；Monday CRM 强调更广泛的工作操作系统中的可视化工作流程。
- Zoho CRM 与 Capsule CRM: Zoho CRM 功能广泛且可定制；Capsule CRM 以其简单性和易用性而闻名。
- Zoho CRM 与 Insightly: Zoho CRM 提供全面的 CRM 功能；Insightly 将 CRM 与项目管理相结合。
- Zoho CRM 与 Freshsales CRM: Zoho CRM 提供强大的自动化和定制功能；Freshsales CRM 具有直观的销售渠道。
- Zoho CRM 与 Salesforce: Zoho CRM 是一款价格实惠、功能丰富的替代方案；Salesforce 是一款高度可定制、市场领先的企业解决方案。
常见问题
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.
哪种 CRM 更适合小型企业？
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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