Comparison
Insightly vs Zoom
Side-by-side comparison of Insightly and Zoom. See pricing, features, ratings, and more.
| Feature | Insightly | Zoom |
|---|---|---|
| Rating | 3.8 / 5 | 4.2 / 5 |
| Reviews | 1 | 1 |
| Categories | Project CRM, Sales CRM, CRM Reporting | Sales CRM, CRM Integrations |
| Pricing | From $29 | Contact for pricing |
| Pricing Model | paid | — |
| 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 | Video and audio reliability leads the category — calls stay legible on bad networks where Meet and Teams stutter, AI Companion (transcripts, summaries, action items, in-meeting catch-up) is included at no extra cost on every paid tier while Microsoft and Google charge ~$30/user add-ons, My Notes captures Teams, Google Meet, and in-person conversations, so the notetaker works outside Zoom since the 3.0 release, Transparent published pricing: Pro at $14.16/user/month annually, Business at $18.33, no quote-gating for standard tiers, Consistent client experience across Windows, macOS, Linux, and mobile with frictionless browser joining for guests |
| 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 | Not a CRM — no pipeline, deal stages, or contact records; customer data must live in a separate system, Free tier cuts group meetings at 40 minutes and rations AI to a few summaries per month, Revenue Accelerator costs $66-99.99/user/month on top of a base plan and does less cross-deal analysis than dedicated conversation-intelligence tools, AI summaries degrade on technical jargon and overlapping speakers, and occasionally a meeting produces no summary without an error, All AI processing is cloud-only (Zoom + OpenAI/Anthropic models), which excludes it from some HIPAA and data-sovereignty environments |
| Best For | Professional services firms and agencies that want the pipeline and the project delivery record in one system. | Distributed sales teams outside the Microsoft 365 and Google Workspace ecosystems that want reliable meetings plus bundled AI summaries and keep their pipeline in a separate CRM. |
| Launch Year | — | — |
| HQ Country | US | — |