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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Insightly

    Score7.8 out of 10
    N/AInsightly 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.

    $348

    per year per user

    Zoho Social

    Score9.1 out of 10
    N/AZoho Social is a comprehensive social media management platform designed for businesses of all sizes and agencies. It is used to schedule and publish posts, manage conversations—including direct messages, comments, and mentions—across multiple platforms, track keywords, competitors, and hashtags, and generate reports from one dashboard. Supported platforms: Meta (Facebook, Instagram, and Threads), Google Business Profile, YouTube, Pinterest, Mastodon, X (formerly Twitter),…

    $15

    per month

    Pricing
    InsightlyZoho Social
    Editions & Modules
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Free
    $0
    per month per user
    Standard
    $15
    per month per user
    Professional
    $40
    per month per user
    Premium
    $65
    per month 3 users
    Agency
    $320
    per month 5 users
    Agency Plus
    $460
    per month 5 users
    Offerings
    Pricing Offerings
    InsightlyZoho Social
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Add Ons Users at $10 / user / month Brands $10 / brand / month Discount available for annual pricing.
    More Pricing Information
    Features
    InsightlyZoho Social
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Zoho Social
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Zoho Social
    -
    Ratings
    Customer data management / contact management8.2405 Ratings00 Ratings
    Workflow management7.2372 Ratings00 Ratings
    Territory management7.390 Ratings00 Ratings
    Opportunity management8.2368 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.3379 Ratings00 Ratings
    Contract management6.521 Ratings00 Ratings
    Quote & order management7.275 Ratings00 Ratings
    Interaction tracking7.2333 Ratings00 Ratings
    Channel / partner relationship management7.724 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and Zoho Social
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Zoho Social
    -
    Ratings
    Case management7.011 Ratings00 Ratings
    Call center management7.28 Ratings00 Ratings
    Help desk management7.19 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly and Zoho Social
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Zoho Social
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Zoho Social
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Zoho Social
    -
    Ratings
    Task management7.1392 Ratings00 Ratings
    Billing and invoicing management6.039 Ratings00 Ratings
    Reporting7.3342 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and Zoho Social
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Zoho Social
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Zoho Social
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Zoho Social
    -
    Ratings
    Custom fields8.4368 Ratings00 Ratings
    Custom objects7.7126 Ratings00 Ratings
    Scripting environment6.86 Ratings00 Ratings
    API for custom integration7.3195 Ratings00 Ratings
    Security
    Comparison of Security features of Insightly and Zoho Social
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Zoho Social
    -
    Ratings
    Single sign-on capability7.8282 Ratings00 Ratings
    Role-based user permissions7.4217 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and Zoho Social
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Zoho Social
    -
    Ratings
    Social data6.825 Ratings00 Ratings
    Social engagement8.078 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly and Zoho Social
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Zoho Social
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Zoho Social
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Zoho Social
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Listening/monitoring
    Comparison of Listening/monitoring features of Insightly and Zoho Social
    Feature
    Insightly
    -
    Ratings
    Zoho Social
    8.8
    442 Ratings
    14% above category average
    Sentiment analysis00 Ratings8.4315 Ratings
    Broad channel coverage00 Ratings9.1437 Ratings
    Publishing
    Comparison of Publishing features of Insightly and Zoho Social
    Feature
    Insightly
    -
    Ratings
    Zoho Social
    8.7
    519 Ratings
    7% above category average
    Content planning and scheduling00 Ratings9.4517 Ratings
    Audience targeting00 Ratings8.4368 Ratings
    Content optimization00 Ratings8.5430 Ratings
    Workflow management00 Ratings8.755 Ratings
    Engagement
    Comparison of Engagement features of Insightly and Zoho Social
    Feature
    Insightly
    -
    Ratings
    Zoho Social
    8.4
    423 Ratings
    3% above category average
    Automated routing and prioritization00 Ratings8.0357 Ratings
    Customer interaction histories00 Ratings8.3396 Ratings
    Bulk actions00 Ratings9.046 Ratings
    Marketing
    Comparison of Marketing features of Insightly and Zoho Social
    Feature
    Insightly
    -
    Ratings
    Zoho Social
    8.3
    370 Ratings
    7% above category average
    Lead generation00 Ratings8.0283 Ratings
    Content marketing00 Ratings8.5358 Ratings
    Channel coverage/integration
    Comparison of Channel coverage/integration features of Insightly and Zoho Social
    Feature
    Insightly
    -
    Ratings
    Zoho Social
    9.2
    508 Ratings
    10% above category average
    Twitter00 Ratings9.2454 Ratings
    Facebook00 Ratings9.3495 Ratings
    LinkedIn00 Ratings9.3447 Ratings
    Google+00 Ratings9.0290 Ratings
    Instagram00 Ratings9.2426 Ratings
    Reporting/analytics
    Comparison of Reporting/analytics features of Insightly and Zoho Social
    Feature
    Insightly
    -
    Ratings
    Zoho Social
    8.4
    416 Ratings
    8% above category average
    Campaign success analytics00 Ratings8.8412 Ratings
    Real-time tracking00 Ratings9.047 Ratings
    Competitor analysis00 Ratings7.4256 Ratings
    Account management
    Comparison of Account management features of Insightly and Zoho Social
    Feature
    Insightly
    -
    Ratings
    Zoho Social
    9.1
    456 Ratings
    14% above category average
    Role-based user permissions & privileges00 Ratings9.1361 Ratings
    Mobile access00 Ratings9.2433 Ratings
    Best Alternatives
    InsightlyZoho Social
    Small Businesses
    Salesflare
    Score10 out of 10
    Sendible
    Score7.2 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Emplifi
    Score8.9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Salesforce Marketing Cloud Social Studio (discontinued)
    Score8.1 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyZoho Social
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.2
    (523 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    9.3
    (15 ratings)
    Usability
    7.5
    (180 ratings)
    9.3
    (351 ratings)
    Availability
    9.0
    (6 ratings)
    8.2
    (2 ratings)
    Performance
    7.9
    (25 ratings)
    8.2
    (3 ratings)
    Support Rating
    8.9
    (34 ratings)
    9.3
    (220 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    8.2
    (1 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    8.4
    (5 ratings)
    Configurability
    9.9
    (18 ratings)
    7.3
    (2 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    3.6
    (2 ratings)
    Product Scalability
    9.0
    (9 ratings)
    8.2
    (3 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    8.2
    (2 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    8.2
    (2 ratings)
    User Testimonials
    InsightlyZoho Social
    Likelihood to Recommend
    Unbounce
    There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
    Incentivized
    Read full review
    Zoho
    Zoho Social excels at multi-channel social media management with intuitive scheduling and analytics. The platform integrates seamlessly with CRM, enabling personalized customer engagement. Best suited for small-to-medium businesses managing multiple social accounts. However, advanced AI-driven insights and competitor analysis features could be enhanced. The reporting dashboard is comprehensive but could use more customization options for enterprise teams.
    Read full review
    Pros
    Unbounce
    • The ability to set up filters to generate lists based on just the categories I am interested in.
    • It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
    • The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
    Incentivized
    Read full review
    Zoho
    • Professional precision needed to align our content strategy with specific target groups.
    • The process of ensuring content is consumed by the right audience at the right time is key to our growth.
    • Platform is a vital tool for scaling our mission.
    Read full review
    Cons
    Unbounce
    • Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
    • The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
    • Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
    Incentivized
    Read full review
    Zoho
    • I wanted to use the ability to have Zoho queue the posts, but I wanted to choose the start time of the first post for a few days in the future and I did not find an easy way to set that.
    • I wish there were a box with a cheat sheet of the sizes that each social media platform allows for it's video and pictures in the dialogue box for posting so I can be sure to choose appropriate content.
    • I do think it's a bit expensive, especially for my needs, but I like the ease of use. I will continue to do what I can to get this service discounted until I can no longer afford it.
    Incentivized
    Read full review
    Likelihood to Renew
    Unbounce
    Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
    Read full review
    Zoho
    Zoho Social is the BEST! I have found the perfect solution to social media marketing! It is extremely affordable and I highly recommend it! Create a post once and post it to 5 or more social media platforms! LOVE IT!! :)
    Read full review
    Usability
    Unbounce
    Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
    Incentivized
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    Zoho
    It logs you in directly to the screen you need to use, and our use reason of this software is to share posts on our social media accounts at one place. It also warns you about platform specific issues as you prepare your post. Its integration interfaces are great, easy to use, and have clear and helpful instructions.
    Read full review
    Reliability and Availability
    Unbounce
    The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
    Incentivized
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    Zoho
    No answers on this topic
    Performance
    Unbounce
    Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
    Incentivized
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    Zoho
    No answers on this topic
    Support Rating
    Unbounce
    We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
    Incentivized
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    Zoho
    I rate the customer support as outstanding. The assistance provided by the support team has been consistently prompt, knowledgeable, and attentive to our needs. Whenever we've encountered issues or had questions, they have swiftly addressed them, guiding us through solutions and ensuring a smooth experience. Their dedication to resolving concerns reflects their commitment to customer satisfaction, and I am thoroughly impressed with the level of support we have received.
    Read full review
    In-Person Training
    Unbounce
    Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
    Incentivized
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    Zoho
    No answers on this topic
    Online Training
    Unbounce
    I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
    Incentivized
    Read full review
    Zoho
    No answers on this topic
    Implementation Rating
    Unbounce
    did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
    Incentivized
    Read full review
    Zoho
    No answers on this topic
    Alternatives Considered
    Unbounce
    Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
    Incentivized
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    Zoho
    Zoho Social is a great social media management tool that allows businesses, and individuals, to manage multiple social media accounts, schedule posts, track analytics, and engage with followers. It competes well with other social media management tools such as Hootsuite, Buffer, Sprout Social, Agora Pulse, and Hubspot. Zoho Social stands out for its integration capabilities with other Zoho applications and affordability for small to medium-sized businesses. Each tool has its own strengths and weaknesses, and businesses should evaluate them based on their specific needs and goals. The biggest fallacy for Zoho is its restriction on scheduling tools on the free plan who have social and personal needs. I believe this can be circumvented by Zoho periodically making an advertisement to one's feed.
    Read full review
    Contract Terms and Pricing Model
    Unbounce
    I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
    Incentivized
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    Zoho
    No answers on this topic
    Scalability
    Unbounce
    (+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
    Incentivized
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    Zoho
    No answers on this topic
    Professional Services
    Unbounce
    Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
    Incentivized
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    Zoho
    No answers on this topic
    Return on Investment
    Unbounce
    • Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
    Incentivized
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    Zoho
    • Zoho Social allows me to "see" my messaging planning weeks into the future. I can create themes for a week or month and easily see how it performs.
    • Having all my social accounts in one place saves me time.
    • It is too early for any ROI from Zoho but the amount of content I am putting out has increased by at least 400%.
    Read full review
    ScreenShots

    Insightly Screenshots

    Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.Product screenshotProduct screenshot

    Zoho Social Screenshots

    Screenshot of the Zoho Social interface, which appears when logging into an account. It provides navigation to switch between brands, monitor follower growth, and analyze post performance across connected channels—offering a unified view of an organization's social media health, posts, and interactions.Screenshot of the interface to publish content across all connected channels at once, or by selecting specific ones individually. It also offers the option to schedule posts for later or use SmartQ to automatically pick the best time for optimal engagement.Screenshot of the interface to manage all social media conversations, including direct messages, comments, and mentions, across all channels in a single unified inbox.Screenshot of the Monitor feature, used to track keywords, relevant accounts, and content, with notifications.Screenshot of an example of Zoho Social's data-driven insights, used to crunch numbers and generate reports.Screenshot of the Social Media Calendar, used to plan and deliver experiences.