The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard.

If you have a problem with Insightly, it will likely not be fixed.

I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

The software graphics were somewhat childish initially, but they have updated the graphics over time.

We are still in the trial process, I couldn't find much things to dislike. Maybe pricing should be more flexible in terms of the needed features.

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

The lack of customer service is what lost them the sale.

Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate.

In short I would say all these features are good enough to maintain my workflow in a very stunning way.

How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy.

You need to watch it first their tutorial if beginner because you might confuse while using it.

With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business.

The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau.

It was functional after frustration because of lack of support.

It is quite pricey for the intended market and the lack of office integration is a no no.

I like how easy it is to integrate Insightly with other software that I use, like Google Apps. This makes messaging easy.

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion.

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team.

To make it worse, Insightly has very weak customer service. You don't hear back from them for 24 hours and even then they use a help service that is full of noise and hard to follow.

In general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing.

It has allowed us to successfully  engage  our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software.

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary).

Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment.

It has been an amazing resource for acquiring and organizing our leads and the calendar and note taking ability is unmatched.

The most hated part of Zoho is its Customer support , it is very pathetic and sometimes it is very glitchy which makes the CRM unusable.

Easy to use, has a good free tier, innovative, friendly UI and UX, a good product in general, good mobile application.

Easy setup, they have different templates for different industries which is nice, can quite easily adjust it with the Zoho Creator, customer support is great too.

This is such an amazing application and customer support on this product is amazing.

I LOVE THAT WE CAN ACCESS FROM ANYWHERE. WOULD LOVE TO INCORPORATED FOR THE FULL STAFF BUT IS BEING USED FOR CERTAIN STAFF ONLY.

The best is contacts and accounts flexibility. Also seamless integration with Zoho Finance suite, which is very good.

Great product for the price. Easy of use and being compatible with other CRM programs, makes it a winner for our company.

My overall experience has been one filled with struggle and frustration.

I really loved the software and recommended it to many of my customers and they are happy with it for months now.

We've got some problem with the email invitations often sent into the spam folder of our customers... but it's a common problem with other CRM I guess.

It is useful for business purpose as it helps maintaining connection with clients and helps to build great customer relations.

I have used other platforms, however there is something very user friendly about this solution, the customer support team and extremley helpful and on hand to answer any enquiries they are patient.

The integration is really awesome, also tracking the invoices and payment really impressive, just I'm not totally satisfied with​ the interface.

Reporting part is also good as compared to other clients, apart from this it analytics capabilities are also awesome.

You get different answers from different customer representatives and the lack of an account manager is painful. App store is full of apps that barely work or aren't maintained.

The reporting system of this software is the best thing I like most about this software. The format of reporting is the best thing.

Best CRM available in the market, Very easy to setup and use. My clients love using the CRM and very user friendly software tool.

Overall, we are happy with Zoho. They are good people, provide great support, and you can't beat the value for money equation.

It’s great to have such an amazing chat support. Overall I’m loving this database and all of its functions.

I love the free account and so does my team. It’s easy to use (once setup) and customer service has always been great.

This is a very easy to use CRM that helps stay on top of all my contacts. Amazing features for a free crm.

This is absolutely great CRM for a medium and big companies. One of the best clients cards, easy integrations and great solution for sales and marketing.

This is a good software to use for the beginners, support is awesome and compared to other alternatives in the market this is pocket friendly as well.

India customer service that can be hard to understand, the use of CRM platform can be confusing and disjointed.

Misleading information during the trial phase. Always upselling their useless apps through Zoho one.

Highly recommended and nice product for startups especially, who are looking for budget friendly and reliable product.

Great features, great integrations, nice price. Good instructions, and even a full course on Linkedin Learning.

The UI is so confusing that I had trouble discovering the features that I needed.

Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

I primarily use it for business e-mails and internal communication. I love how clean and organized it keeps all of my e-mails, and I love the tabs and how customizable my inbox is.

Reminders are extremely helpful in followups. Campaign analytics are really awesome and gives the best analytics to identify the top leads.

The RingCentral integration is especially great with company wide caller ID that syncs with all Modules and the integration between the Zoho ecosystem is just great.

The calendar is pretty good, it has a very good and constant feedback, graphs and charts are really useful.

We are happy overall with the Zoho experience. It is perfect for us to collect sales data and to see graphically where we are for the year.

It is super user friendly and customizable to fit your needs. It allows you to really connect with your customers - with ease.

US Dollar

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.  

LongDescription

File Management

Commenting/Notes

Third-Party Integration

Real-Time Analytics

Cataloging/Categorization

Project Workflow

Forecasting

Business Card/Badge Scanning

Status Tracking

Internal Chat Integration

Project Templates

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Progress Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Calendar/Reminder System

Project Planning/Scheduling

Task Planning

Gantt/Timeline View

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Customer Support

Graphical Data Presentation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Real Time Data

Performance Metrics

Routing

Territory Management

Dynamic Modeling

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Source Tracking

Project Tracking

Percent-Complete Tracking

Event Triggered Actions

Visual Analytics

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Reminders

Modeling & Simulation

Reporting/Project Tracking

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Commission Management

Goal Setting/Tracking

Web browser (OS agnostic)

Free: 
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Insightly

Live Online

Webinars

Documentation

Videos

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions.


Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches. Users can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM.


Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.



Engagement Tracking

A/B Testing

Rewards Management

Content Delivery

Website Analytics

Sales Analytics

Customer Surveys

Multi-Channel Marketing

Surveys & Feedback

User Management

Social Marketing

Meeting Management

Text Analysis

Product Catalog

Mobile Alerts

Performance Management

Email Alerts

Drip Campaigns

Marketing Calendar

Relationship Tracking

Free Edition  (CRM for entrepreneurs) - Forever free upto 3 Users.

Standard Edition (Sales tracking for Small Businesses) - $14/user/month (billed annually).

Professional Edition (Complete CRM for any SME) - $23/user/month (billed annually).

Enterprise Edition (CRM for multi-level organizations) - $40/user/month (billed annually).

Ultimate Edition (CRM for large-scale organizations) - $52/user/month (billed annually).

Insightly vs Zoho CRM

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

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