| Product | Rating | Most Used By | Product Summary | Starting Price |
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 Insightly | Score7.8 out of 10 | N/A | 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. | $348 per year per user |
 Zoho CRM | Score8.4 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. | $14 per month |
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| Considered Both Products | Chose Insightly Zoho CRM, Salesforce, MS Dynamics Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Insightly 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly There was a lot of flexibility and the cost factor was good, but I wasn't sure how comfortable the team felt with "Zia" the ai in the CRM. Zoho seemed like it was fully equipped for marketing automation and campaigns but there was a little confusion between this and the plus … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Insightly 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- … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Insightly 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 … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Insightly
Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Insightly 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. … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly I barely remember Zoho. HubSpot is great but complicated. I prefer the clean, easy and organized way about Insightly. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly Incentivized Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly Incentivized Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly 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'. … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly 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. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly 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. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly Insightly was simpler, easier to use and less expensive than the alternatives. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Insightly Of all the products I tried, Insightly was the most intuitive to configure & use. It felt like a very clean & efficient application to use. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info | Chose Zoho CRM Incentivized Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Zoho CRM 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Zoho CRM 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 … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Zoho CRM 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 … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info Chose Zoho CRM 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 … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Zoho CRM 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 … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose Zoho CRM 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 … |
| Key User Insights | ||
| Would buy again | ||
88% Would buy again 117 Answers | 93% Would buy again 232 Answers | |
| Delivers good value for the price | ||
94% Delivers good value for the price 103 Answers | 97% Delivers good value for the price 233 Answers | |
| Happy with the feature set | ||
88% Happy with the feature set 117 Answers | 96% Happy with the feature set 238 Answers | |
| Lived up to sales and marketing promises | ||
88% Lived up to sales and marketing promises 72 Answers | 95% Lived up to sales and marketing promises 189 Answers | |
| Implementation went as expected | ||
90% Implementation went as expected 86 Answers | 87% Implementation went as expected 187 Answers | |
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| Small Businesses |  Salesflare Score10 out of 10 | Salesflare Score10 out of 10 |
| Medium-sized Companies |  Kintone Score9.7 out of 10 | Kintone Score9.7 out of 10 |
| Enterprises |  Oracle Sales Score8.9 out of 10 | Oracle Sales Score8.9 out of 10 |
| All Alternatives | View all alternatives | View all alternatives |
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| Likelihood to Recommend | 7.8 | 9.1 |
| Likelihood to Renew | 8.7 | 7.6 |
| Usability | 7.5 | 7.8 |
| Availability | 9.0 | 8.8 |
| Performance | 7.9 | 8.5 |
| Support Rating | 8.9 | 6.1 |
| In-Person Training | 9.1 | 8.0 |
| Online Training | 9.0 | 5.5 |
| Implementation Rating | 8.2 | 5.6 |
| Configurability | 9.9 | 5.1 |
| Contract Terms and Pricing Model | 8.4 | 9.5 |
| Ease of integration | 9.0 | 7.2 |
| Product Scalability | 9.0 | 5.7 |
| Professional Services | 10.0 | 8.3 |
| Vendor post-sale | 9.1 | 7.7 |
| Vendor pre-sale | 7.8 | 7.8 |
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| ScreenShots | Insightly Screenshots      | Zoho CRM Screenshots  |
