Insightly CRM
8.1#39 in crm softwareFrom $29 a monthAndroidiOSWebAPI
VisitInsightly CRM vs Zoho CRM
What both publish
| Fact | Insightly CRM | Zoho CRM |
|---|---|---|
| AI | Insightly promotes AI Copilot and AI-assisted email summaries and replies as CRM features. | Zoho CRM's AI features provide recommendations, automate follow-ups, flag anomalies, predict outcomes, and decipher emails. |
| AI features | Yes | Yes |
| Email sync | Yes | Yes |
| Free plan | No | Yes |
| Free trial | Yes | Zoho CRM offers a flexible free trial. |
| Integrations | Insightly's AppConnect directory lists integrations including QuickBooks Online, Slack, Shopify, Xero, Gmail, and DocuSign. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Mobile app | Yes | Yes |
| Purpose | Insightly CRM helps businesses manage customer relationships, leads, sales pipelines, and reports. | Zoho CRM provides tools to increase leads, accelerate sales, and measure sales performance. |
| Security | Insightly states it has SOC 2 Type II attestation and describes GDPR-related data processing terms and controls. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Support | Every CRM plan includes setup guidance, help-center resources, and access to support by phone or email. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Insightly CRM plans
- Plus$29 a month
- Professional$49 a month
- Enterprise$99 a month
Zoho CRM plans
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- FreeFree
- Standard$14 a month
Pick Insightly CRM if…
It suits mid-market companies that need customizable lead, sales, project, and reporting tools. Teams wanting mobile, web, API, Android, and iOS access can use its listed platforms.
Pick Zoho CRM if…
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.
Charts they share
CRM SoftwareGoogle Workspace for Sales SoftwareSales AutomationSales Force Automation SoftwareManufacturing CRM SoftwareProfessional Services CRM SoftwareMac CRMCustomer Relationship Management - Small Business SoftwareSmall Business CRMSales CRM SoftwareCustomer Relationship Management - Midmarket SoftwareCRM for small business