Insightly CRM and Zoho CRM are some of the most popular CRM platforms available. But, with so many similarities, it can be confusing trying to understand which one is better suited for your needs.
So, what’s a CRM? How are Insightly and Zoho different? And honestly, which one is better? In this article, we’ll eliminate the stress of researching all of this yourself (we got you!), and make everything as clear as possible, so you can make the best choice for your business. You’ll also get the chance to compare these tools with monday.com
What’s Insightly?
Founded in 2009, Insightly is a customer relationship management (CRM) platform that’s designed to “streamline business processes.” In other words, it helps businesses manage their customers and systems.
Some of Insightly main features are:
- Marketing automation
- Workflow automation
- Lead routing
Insightly also manages and stores datasets (a perk of the CRM software world). There are only so many Post-its in the world, you know?
What’s Zoho?
Zoho (founded in 1996) offers businesses a whole assortment of software tools (including Zoho CRM) designed to “run your entire business.” It’s basically like Google, but with a CRM and without the search.
Zoho CRM focuses on:
- Salesforce automation
- Journey orchestration
- Process management
What are the differences between Insightly and Zoho?
TL;DR — Insightly is typically suitable for mid-sized businesses and enterprises who need firepower and in-depth customization, while Zoho CRM may be better for small businesses who want easy customization. Zoho CRM is also great for business owners on a budget. Both offer an app and a sales CRM within each CRM application.
When deciding what’s right for you, you should ask yourself a few questions:
- Do I have a small business?
- What kind of extensions do I need?
- How much customization do I need?
- What are my social media management needs?
- What kind of paid plan can I commit to?
- Am I looking for a simple CRM or a more robust one?
- What are my goals for contact management?
- What kind of sales opportunities do I want to create?
So, now that you have a better idea of what your CRM system needs are, let’s get down into some gritty details.
Insightly CRM features
Insightly’s lead assignment and routing features are great for sales teams who need to follow up on potential customers quickly and efficiently.
Other key features include automating important business systems, like marketing, task management, and designing data dashboards.
Zoho CRM features
Zoho’s lead prediction features are great for understanding which deals are likely going to close.
Other key features include the ability to track a customer’s journey from start to finish and tools to help you “build scalable and repeatable sales processes.”
If you’re looking for a CRM system that caters to your business’s uniqueness, monday.com is built for you.
How much do Insightly and Zoho cost?
Insightly CRM pricing:
- Plus: Insightly’s Plus plan is $29/user, per month, billed annually. It includes project management tools, team collaboration tools, integrations, and the ability to work from any device.
- Professional: The Professional plan is $49/user, per month, billed annually and includes everything offered in Plus, as well as lead assignment and routing, 100 customizable real time cards, contact management, and outbound email scheduling.
- Enterprise: The enterprise plan is $99/user per month, billed annually. It includes everything in the Professional plan except now with unlimited customizable real time cards and advanced integration features.
Zoho CRM pricing:
- Free: Zoho’s free plan includes page and workflow customization, advanced filters, and 5 custom list views per module.
- Standard: The Standard plan includes everything in the Free plan but with 50 custom list views per module. It also offers 100 custom reports
- Professional: The Professional plan includes everything in Standard but with unlimited custom list views per module and unlimited custom reports.
- Enterprise: Zoho’s Enterprise plan includes everything in the lower plans plus 100 custom modules and a few other advanced features.
- Ultimate: The Ultimate plan bumps up the number of custom modules to 500 and comes with a few other advanced features like Zoho Analytics. Otherwise, it’s pretty similar to Enterprise.
What about customer service and integrations?
Now that we’re clear on features and pricing, let’s take a deeper dive into how their performance stacks up.
Insightly’s customer service, reviews, and integrations
Insightly customer support
Insightly phone support isn’t free.
With a paid subscription, you can submit an email support ticket or sign up for a special phone support service.
(PS: Did you know that monday.com guarantees 24/7 support 365 days a year?! Amazing right?)
Insightly reviews
According to G2 (a software reviews site), Insightly scored 4.1/5 stars from 557 reviews.
Insightly integrations
Insightly has several integration options including Microsoft Office 365, Google Apps, Mailchimp, and a few others (like monday.com), but wouldn’t you love more options? Don’t worry boo, our CRM platform is here for you!
Zoho’s customer service, reviews, and integrations
Zoho customer support
Zoho has free phone support available.
Zoho breaks down customer support into three tiers. The first tier is free, but you’ll need to review all three to choose the best one for your business.
Zoho reviews
Zoho scored just barely below Insightly at 4/5 from 1,778 reviews.
(By the way, monday.com scored a whopping 4.6/5 from 1,257 reviews — but who’s counting?)
Zoho integrations
You have more integration options with Zoho CRM than Insightly. You can set these up using their Zoho Flow app (including monday.com). You can also create your own extensions.
In the social crm software market? A seamless CRM awaits you. Less clunk, more flow. Come learn more at monday.com!So which one, Insightly or Zoho?
Zoho might be better for small businesses, but overall, neither company offers a digital workspace with epic customization, speed, and affordability quite like monday.com does.
And on that note, hiiiiiii! We’re monday.com — the platform that manages anything.
Shameless self-promotion: why you should choose monday.com
With monday.com, you can flow through your business with ease.
Our beautiful interface makes work fun and teams love using it. Manage everything you need in one workspace and access support any time you need it (yes, even on holidays, AND we’re super fast) — which, let’s be honest, is a total game-changer.
Here’s what you can do with our Work OS:
- Use hundreds of customizable and ready-made business templates
- Access incredibly fast support (nobody’s as fast as us)
- Manage your team in one place (perfect for remote teams, especially after Covid-19)
- Create custom workflows (8 visual options including Kanban, Gantt, Map, and more)
- Manage all your projects from start to finish
- View analytics reporting
- Market and manage your marketing campaigns
- Use drag and drop features and share files easily
Try our CRM Template to get a feel for our style.
Conclusion
Insightly CRM and Zoho CRM are similar, but small businesses may prefer Zoho for easy customization, especially if they’re on a budget. In the end, many CRMs are on the market, but monday.com stands apart with its ease of use, workflow automation, and limitless customization options.
Ready to see for yourself? Try our platform today and enjoy two weeks free on us! (No credit card required.)
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