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.

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

• Insightly offers flexible plans for different needs and budgets. Check them out:
• Plus: Starts at $29/user/month
• Professional: Starts at $49/user/month
• Enterprise: Starts at $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.

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

Zoho CRM offers you a free plan for up to 3 users with limited features. Their paid plans start at just $10 per user per month, billed annually.

Here’s a quick breakdown:

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

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.

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, which are ideal for more complex sales processes.

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.

Sales Force Automation

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

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.

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.

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.

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.

Frequently Asked Questions