Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
Zoho CRM
Score 8.3 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment.
The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.
The product also has an integrated project management module.
Trialed the trial version of this. It wasn't as intuitive. The basic features of Insightly are pretty intuitive and you can be logging leads within 10 minutes. Zoho CRM didn't offer Outlook integration and certainly didn't have the degree of customer support and training that …
Insightly CRM could stand to offer more functionality for larger organizations. But what Insightly CRM does, it does very well, with a few minor caveats. The user interface (UI) is easy to follow, and there are plenty of customizations and integrations. However, it cannot …
I have had experience with other tools and the Insightly support is far better than my experience with the other tools. Support and training are critical when it comes to the adoption of a new tool within an organization. Insightly very much values their partnerships and …
1- Custom field options are more enhanced in insightly. 2- Integration with google drive and Gmail is in a clear listing. 3- Conversion of leads into the opportunity gets connected with the contact. It helps data stay in line in contrast to having scattered in other CRMs. 4- …
For me, Insightly works for the Basic price point subscription (lucky to have been on this subscription level before they closed it to new customers). Also, like the Gmail interface and the ability to manage both sales and projects.
I found Insightly much easier to use than Salesforce or Zoho. I used Salesforce with a prior organization and I did not find it intuitive like Insightly is. It also took quite a while to create and sort opportunities. I found Zoho to be a little more cumbersome and not as easy …
We selected Insightly because of the price. After a year we migrated to Freshsales because it gives us all the features we need for inbound and outbound (workflows for tasks, email campaigns, auto-assignation, integration with a phone provider, integration with multiple apps …
After extensive research, I chose Insightly due to: colleague recommendations, online research of various CRMs for smaller businesses, price point, and finally a free trial usage was the deciding factor! Again, the reason I've stayed with Insightly is the on-going training and …
We have used ZOHO in house and they are different beasts for different approaches. I find ZOHO too large and not up to date with integrations. It is a sign of the times that the previous industry leaders are lagging behind their younger counterparts and they also have a …
I moved from Batchbook about 3.5 years ago, because it had increased its price significantly. Insightly was a good fit with the bonus of the project manager. It was pretty simple to use back then, although it didn't really allow me to manage clients the way I wanted to. …
Much more simple software! The interface is clean and not busy. Simple is smart. Insightly is simple. It has tags which you can use to find all sorts of important information. You can tag by company, titles, basically any custom tag you create. On my emails, Insightly …
Out of all of the CRM systems that I tried, I was most impressed with Insightly and Nimble. Insightly was very easy to use and was not as "clunky" for me to use as HubSpot and SugarCRM. The email integration for insightly is smooth. I like the ability to CC your Insightly …
I like HubSpot’s email integration better but hated their app. Zoho was a step above HubSpot and was free for the size of my team. Google sheets combined with TeachWorks has actually been good enough for our team. Salesforce is great but expensive.
We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. …
At a previous company we used Zoho which was used similarly as a CRM, but I found Zoho's capabilities less effective than Inisghtly. Zoho offered much less capabilities.
Insightly is more comprehensive than the others except for maybe for Vtiger. Price/quality relation is better in Insightly. The learning curve is lower with Insightly.
It's just one notch below each on in all honesty. Salesforce has reports and integrations, Zoho has a great UI, and HubSpot has email open notifications. If the vendor combined all of those features into their platform it would be an A+. For now, Insightly doesn't pale in …
Zoho is very good but includes many useless functions, it's too sophisticated. You have to learn too much about the tool in order to get some interesting results. With Insightly you get more with less.
We jumped to Zoho CRM from previous trial periods with Hatchbuck and Insightly. Zoho CRM is better suited for larger, growing organizations as it has more capabilities and features than Hatchbuck and Insightly. We liked to think of those CRMS as "starters" for small businesses …
The major reason to select CRM is always with the user experience and reliability from the Zoho which is quite better as compared to the competition also it provides very good support in order to use their services due to these reasons it becomes highly recommend as per any …
Using Zoho CRM has been a great experience because of its scalability and ease of use. As a robust design, the solution is easy to set up and comes in an out-of-the-box. This platform is ideal for small-to-medium-sized businesses looking for easy and quick growth. It is the …
Zoho CRM was right for my business because I signed up for it a few years ago as part of a Zoho One subscription, and so it was a great value. It was also very configurable and flexible for my needs. I have used and implemented Salesforce with clients, and [it] is equally …
I loved Daylite and hated to leave it as it was great but it didn't have a cloud-based solution and that was paramount to me at the time. I tried about 7 different CRMs and found that most of them had some really great features but each one seemed to be lacking some integration …
Zoho is a much more matured product, ready to be deployed with no intensive initial customization needed. Its favorable pricing model makes it faster to reach a positive ROI (HubSpot is free, but every advanced feature needs an upgrade). One of our critical requirements was the …
Zoho has most if not all of the features of Salesforce, at a more competitive price, and is easier to set up and maintain. Zoho has many features that Insightly does not have (i.e. Products, Invoices, Purchase Orders, Cases, etc.). If you need a simple CRM, Insightly is easier …