Comparison
Insightly vs Zoho CRM
Side-by-side comparison of Insightly and Zoho CRM. See pricing, features, ratings, and more.
| Feature | Insightly | Zoho CRM |
|---|---|---|
| Rating | 3.8 / 5 | 4.2 / 5 |
| Reviews | 1 | 1 |
| Categories | Project CRM, Sales CRM, CRM Reporting | Sales CRM, CRM Automation, CRM Analytics |
| Pricing | From $29 | From $0 |
| Pricing Model | paid | freemium |
| Pros | Won opportunities convert into projects with contact history attached — the sale-to-delivery handover disappears, Competitive per-user pricing: $29/$49/$99 per month billed annually at time of writing, 14-day trial with no credit card, plus a free tier for up to 2 users per their comparison PDF, Record, storage and email-send ceilings rise reasonably across tiers (100k to 500k records), AppConnect is a genuine iPaaS for firms that need real system-to-system automation | Best capability-per-dollar in the sales CRM market: free for 3 users, paid from $14/user/month annually, Blueprint process enforcement, CPQ and inventory at the $23 Professional tier — features rivals gate higher, Zia AI (predictive scoring, best-time-to-contact, anomaly detection) at Enterprise is cheaper than comparable AI tiers, Deep limit structure (custom fields, Blueprints, API, storage) supports genuinely large deployments on Ultimate, Nearly three-decade-old vendor with a huge app ecosystem (Zoho One) and 30-day trial on all paid tiers |
| Cons | Bundle economics hurt: AppConnect adds $3,000 mandatory setup, plus $1,500 guided onboarding and 20%-of-license support with a $3,000 floor on bundle deals, The platform is rigid — limited layouts and object model, so unusual processes bend to the tool, Reporting and UI feel dated next to HubSpot and Salesforce, Marketing and Service products are separate purchases and trail category leaders, The mobile app covers basics but has never felt as finished as desktop | Dense, daunting interface and a real admin learning curve before it fits your process, Standard's 10-custom-field cap is a trap for teams with any real data model, AI is gated to Enterprise ($40) — Standard and Professional get none of it, Premium/Enterprise support costs 20–25% of the licence fee on top of the subscription, Mass-email quotas, Blueprint counts and API limits shape behaviour; choose the tier you will stabilise on |
| Best For | Professional services firms and agencies that want the pipeline and the project delivery record in one system. | Budget-conscious sales teams of 5–100 that will invest in configuration and want enforced sales process, forecasting and AI without enterprise-suite pricing. |
| Launch Year | — | — |
| HQ Country | US | IN |