Save time and effort while comparing leading CRM Software tools for small businesses. The table below compares Insightly and Base. Check out product details such as features, pricing, target market and supported languages. Quickly access the latest reviews to compare actual user's opinions and ratings. Do not hesitate to click on Visit Website to access a Free Demo or Trial immediately. Look at our infographic for the top online CRM apps .


Logo for Insightly Insightly

The Leading CRM for Small Business: Easy. Powerful. Affordable.



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Logo for Zoho CRM Zoho CRM

Flexible CRM for Small Business



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Average Rating (Reviews & ratings by the GetApp Community)

Editorial Reviews from GetApp

Logo for Base CRM
 Base CRM

Nothing Found


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 Insightly

Easy-To-Use Tools To Manage Contacts And Projects
Insightly is a solution that many small businesses will enjoy as it is a good workable product with “just the basics.” It is not hard to get up to speed on the product and users will enjoy not having to spend hours on training. In addition, Insightly provides the all the necessary tools for CRM and project management — but they skim the surface and I believe that is what they mean to do. There are more robust CRM programs out there with sophisticated sales pipeline tools for example – but if that is not something a user needs, then Insightly is a very good option. My one point of contention is that there is no “reports” feature available but I was told that would be added in soon. Being able to print out reports whether its about customers, project and opportunities statuses, etc. is an important feature for many businesses. Currently users can export customer and organization lists in Insightly – but that is not the same. That said, I liked using Insightly and believe it will be helpful for many small businesses that need an affordable and easy-to-use CRM and project management solution.

Read the full review on the GetApp Blog


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 Zoho CRM

Complete customer relationship management solution
In a nutshell, Zoho CRM will offer you the tools to capture and prioritize your contacts into a database; online promotional tools market to your customers and clients; web forms to create ways for your clients to sign up for your products and services; analytics so you can get a better understanding of your customers’ behavior and so much more. Zoho CRM also allows you to integrate with other Zoho products such as Zoho Support.

Read the full review on the GetApp Blog


Last Updated (Last change made to the app by the vendor)

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 Base CRM

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 Insightly

Logo for Zoho CRM
 Zoho CRM

Product Overview

Logo for Base CRM
 Base CRM

Whether you run a small business, mid-market or enterprise sales team, Base will make you and your team 10x more productive. Base is designed to significantly boost your team’s sales productivity and give you the core sales tools you need to grow your business. Base is the first CRM built for people in the post-PC world. More than 10,000 business customers use the system to manage their sales and customer relationships. Leveraging new patterns of usage emerging with ubiquitous mobility, Base offers substantial productivity gains.

Read more about Base CRM

Logo for Insightly
 Insightly

Insightly provides customer relationship and project management software to small businesses worldwide. More than 100,000 users in 100 countries leverage Insightly’s cloud-based application to manage customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using CRM with just an email address and a web browser. In addition, Insightly for Google Apps is the number one CRM application in the Google Apps marketplace.

Read more about Insightly

Logo for Zoho CRM
 Zoho CRM

Zoho CRM is a web-based CRM application, which gives you a 360-degree view of your sales, marketing, inventory, customer support and more. Additionally, Zoho CRM offers integration with E-mail, MS Office and Outlook and Google Apps. Your data is kept as safe as any bank. At present, Zoho CRM has ~250,000 users and counting.

Read more about Zoho CRM

Screenshots

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 Base CRM

Screenshot of Base CRM ()

Logo for Insightly
 Insightly

Screenshot of Insightly ()

Logo for Zoho CRM
 Zoho CRM

Screenshot of Zoho CRM ()

Features

Logo for Base CRM
 Base CRM
  • Sales tracking
  • Add contacts from LinkedIn and Facebook
  • Automatic call logging
  • Geolocation and mobile reporting
  • Set, track and manage sales goals
  • Lead capture form
  • Optional call recording
  • Email automation and complete integration
  • Manage teams and regions
  • Insightful sales reports
  • Track and sort email automatically
  • Call analytics
  • Links business and individual contacts
  • Sales forecasting
  • Integrates with popular tools
  • Lead conversion and tracking
  • Customization, Filters and Tags
  • Call directly from Base
  • Full native apps and offline access
  • Manage sales goals and quotes

Logo for Insightly
 Insightly
  • Powerful email integration with GMail
  • Automatic Address Book
  • Fast Search of everything you've stored
  • Customer Relationship Management
  • Track Opportunities/Pipelines
  • Project Management
  • Tasks and Milestones
  • Powerful Google Calendar Integration
  • Mobile app (available on iTunes)
  • Create custom fields
  • Notification and Follow System
  • Linking to provide 'influence' view for sales and service
  • Built in Gmail gadget
  • Android native App
  • Open API

Logo for Zoho CRM
 Zoho CRM
  • Sales Force Automation
  • Marketing Automation
  • Customer Support & Service
  • Inventory Management
  • CRM Analytics
  • Workflow Management
  • Role-based Security
  • Developer API for Third-party Integration
  • CRM with Email
  • Integration with Microsoft Office & Outlook

Typical Customers

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 Base CRM

Freelancers, Mid Size Business, Small Business


Logo for Insightly
 Insightly

Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business


Logo for Zoho CRM
 Zoho CRM

Freelancers, Large Enterprises, Mid Size Business, Small Business


Supported Devices

Logo for Base CRM
 Base CRM

Web-based


Logo for Insightly
 Insightly

Android, iPhone-iPad, Mobile Web App, RIM-BlackBerry, Web-based, Windows Phone


Logo for Zoho CRM
 Zoho CRM

Android, iPhone-iPad, RIM-BlackBerry, Web-based


Supported Platforms

Logo for Base CRM
 Base CRM
Logo for Insightly
 Insightly

Google Apps, Open API


Logo for Zoho CRM
 Zoho CRM

Google Apps, Open API


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Supported Languages

Logo for Base CRM
 Base CRM

English


Logo for Insightly
 Insightly

English


Logo for Zoho CRM
 Zoho CRM

Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, French, German, Italian, Japanese, Polish, Portuguese, Spanish, Swedish, Turkish


Supported Geographies

Logo for Base CRM
 Base CRM

Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States


Logo for Insightly
 Insightly

Asia, Australia, Canada, China, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom, United States


Logo for Zoho CRM
 Zoho CRM

Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States


Pricing Information

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 Base CRM

Starter $15 per seat/month Professional $45 per seat/month Enterprise $125 per seat/month


Logo for Insightly
 Insightly

Gratis: $0 Standard Enterprise: $7/user/month (if paid annually) $9/user/month (month to month) Enterprise: Contact Sales


Logo for Zoho CRM
 Zoho CRM

Free Edition (CRM for entrepreneurs) - 3 Users Free. Standard Edition (Sales tracking for Small Businesses) - $12/user/month. Professional Edition (Complete CRM for any SME) - $20/user/month. Enterprise Edition (CRM for multi-level organizations) - $35/user/month.


Support (What type(s) of support the company offers to customers)

Logo for Base CRM
 Base CRM

No information available


Logo for Insightly
 Insightly

FAQs, Knowledge Base, Online Support, Video Tutorials


Logo for Zoho CRM
 Zoho CRM

No information available



Logo for Insightly Insightly

The Leading CRM for Small Business: Easy. Powerful. Affordable.

Visit Website



Logo for Zoho CRM Zoho CRM

Flexible CRM for Small Business

Visit Website


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• CRM with account history, contact tagging, reminders & more
• Project Management with client access, gannt charting & more
• Billing with multi-currency, subscription, catalog
• Custom Fields viewable on projects, support cases & sales
• Documents, Blogs, Reporting and more...!
• Helpdesk with support tickets
• iPhone, Android & Mobile Support
• Gmail and Outlook Plugins
• For 5 to 100 employees

• Contact Management
• Sales lead management
• Email marketing
• Task sharing
• Diary management
• Automated Emails
• Full Campaign reporting
• Integrated service ticket management
• Surveys
• Web Forms

• Sales Force Automation
• Customer Support & Service
• Marketing Automation
• Quote to Order Automation
• Order Processing / Inventory / Fulfillment
• Renewals / Upsell / Cross-sell Management
• Commission Management
• Quoting
• Customer Self-Service
• Mobile/Wireless
• Partner Relationship Management
• Ecommerce
• Multi-Language, Multi-Currency, Multiple Company & Locations
• Dashboards, Analytics and Reporting
• Integration with Microsoft Office & Outlook
• Sales Forecasting
• Billing and Invoicing
• PSA: Resource Mgt, Time & Expense, Projects
• Marketing Lead Source, ROI, Revenue by Lead Source Reporting
• Email Marketing, Target List Segmentation and Creation
• Web Forms
• Customization Platform
• Workflow Management
• Accounting Integration

• CRM
• Marketing Automation
• E-Commerce
• Built-in metadata and keyword fields
• Drag and drop to craft and publish landing pages
• Web Forms
• Social Sharing
• Easy Publishing, Landing Pages
• Email marketing, Automated Campaigns
• Multimedia marketing management
• Marketing reports
• Scoring tool.
• Referral Program Management
• Track orders, sales totals, accounts receivables, etc
• Payment Processing
• Lead Scoring & Distribution
• Quotes & Orders
• Opportunity Management
• Sales Reports
• Multimedia Marketing

• Communities for sales
• Marketing and sales leads
• Email integration
• Opportunities and quotes
• Build and run innovative apps
• Forecasting
• Engage customers everywhere
• Approvals and workflow
• Social accounts and contacts
• Chatter
• Analytics
• Mobile to stay connected
• Contact Manager
• Real Time Visibility
• Dashboards
• Workflow

• Sales Pipeline View - great overview of sales
• Contact History
• Full Customization
• Email integration
• Goal Setting & Reporting
• Roles & Organizational Hierarchy
• Multi-Language
• 24/7 Support
• Google Calendar & Contacts Integration
• Powerful API
• Mobile Apps

• Contact Management
• QuickBooks Sync
• Customization
• Gmail, Outlook and More

• Contact management
• Collaboration
• Leads & Opportunities
• Project Management
• Email Management
• Custom Dashboards
• Document Management
• Two Way Outlook Sync
• Calendar Sharing
• Map Integration
• Phone Integration
• Email Marketing
• Reporting & Analytics
• Scheduled Backup
• Built-in Email Editor
• QuickBooks Sync
• Document Scanning
• Business Card Scanning
• Document Templates