Insightly vs Zoho CRM
A head-to-head comparison to help you pick the right tool
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Freemium pricing · Get Pricing →
Zoho CRM
Zoho CRM is a feature-rich customer relationship management platform that offers exceptional value for small and mid-size businesses. It includes sales automation, marketing tools, analytics, and AI capabilities at a fraction of the cost of competitors. Zoho CRM is part of the broader Zoho ecosystem of 45+ business apps.
Freemium pricing · Get Pricing →
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Pros
- ✓Exceptional value with a strong free plan for up to 3 users
- ✓Deep integration with the Zoho ecosystem of business apps
- ✓Strong automation and AI features at affordable price points
- ✓Highly customizable
Cons
- ✗Interface can feel overwhelming with too many features
- ✗Customer support response times can be slow
- ✗Less intuitive than HubSpot or Pipedrive for new users
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Zoho CRM if budget-conscious smbs wanting a feature-rich crm with a broad app ecosystem.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Budget-conscious SMBs wanting a feature-rich CRM with a broad app ecosystem