A customer relationship management software (CRM) is a useful tool for any business. Insightly CRM versus Zoho CRM can be seen as a CRM battle for the best fit for small businesses.

InsightlyCustomer Management
(based on 31 reviews)
Zoho CRMCustomer Management
(based on 11 reviews)
RelateIQSPONSORED AD
(based on 63 reviews)

Product Overview

InsightlyCustomer Management
  • CRM and project management solution for SMBs.

  • Enables businesses to create strong relationships with customers.

  • Created for businesses with one to 200 employees.

  • Integrates with many of the most popular business apps.

  • Linking feature gives users a 360-degree view of their business networks.

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Read the full GetApp Analysis

Zoho CRMCustomer Management
  • Lead generation through a business's website.
  • Track all activity associated with a specific lead.
  • Email integration allows all communication to be managed in one place.
  • Workflows allow actions to be triggered by specific events.
  • Tasks help businesses ensure tasks are completed.

Read the full GetApp Analysis

RelateIQCustomer Management
  • Easy importing of existing email and contact lists
  • By adding team members to the apps, businesses can collaborate on efforts
  • Reporting gives insight into a user's pipeline to improve business processes
  • Mobile and Google Chrome integration allows access from a variety of devices
  • Items can be delegated to other team members for action using in-stream at-referencing

Read the full GetApp Analysis

The Most Favorable Review

InsightlyCustomer Management
Brenda McKinley, Real Estate Broker at Keller Williams Complete Realty, Brokerage3 days ago 04:05

We were using a much more expensive CRM

but when the time came to make a change in the team, we decided to give Insightly a try. During the free trial we were really impressed.

Read all 31 reviews

Zoho CRMCustomer Management
Founder and C.E.O. ( company, 11-50 employees)1st of March 10:09

Good to kickstart your business - better if not standalone

Zoho CRM is a good tool if you start your business. Fast and intuitive. It is also very flexible. the way fields and rules can be programmed makes it perfect to save countless hours of development.

Read all 11 reviews

RelateIQCustomer Management
Marissa Evans, Head of Radical Innovation at Rent The Runway24th of April, 2014 08:13

Great service!!

Such a wonderful team and service. Helped us at a previous company get up to speed quickly, with excellent communication between my teams.

Read all 63 reviews

The Most Critical Review

InsightlyCustomer Management
A verified reviewer26th of February 00:20

Gmail app is horrid and customer service is really slow

The gmail app is very weak. It doesn't pick up email contacts in forwarded emails. If you don't start your account as a Google apps account you can't add it later.

Read all 31 reviews

Zoho CRMCustomer Management
Co-Founder ( company, 11-50 employees)16th of December, 2014 15:55

Good to get your business started

We started our company a few years ago and decided to implement Zoho CRM right from day 1 to give our sales force a tool to manage their leads and sales opportunities. The set-up proved to be easy and the integration with google apps was a plus so we could sync up our emails and see them directly inside the CRM.

Read all 11 reviews

RelateIQCustomer Management
Drew Broadley,4th of May, 2014 02:59

Automation that doesn't make you lazy

Relate IQ, not the cheapest, but sometimes you need to invest in something to get the returns. The fact right away, the types of pipelines of Sales, Investment and Talent that were offered and customised fields/behaviour on what you choose made sense to the stage of business we are at.

Read all 63 reviews

Features

InsightlyCustomer Management
  • Powerful email integration with Google Apps
  • Free up to 3 users
  • Fast Search of Everything You've Stored
  • Automatic Address Book
  • Track Opportunities/Pipelines
  • Customer Relationship Management

Read more about Insightly

Zoho CRMCustomer Management
  • Sales Force Automation
  • Marketing Automation
  • Customer Support & Service
  • Inventory Management
  • CRM Analytics
  • Workflow Management

Read more about Zoho CRM

RelateIQCustomer Management
  • Seamless integration with your inbox and calendar
  • Automatic email and calendar logging so you don't have to
  • Unified address book for your entire team
  • Hundreds of supplementary data sources enrich your contacts
  • Closest Connections helps you identify warm intros
  • Chrome extension integrates RelateIQ with your inbox

Read more about RelateIQ

Screenshots

InsightlyCustomer Management

6 screenshots available

Zoho CRMCustomer Management

5 screenshots available

RelateIQCustomer Management

9 screenshots available

Pricing Information

InsightlyCustomer Management

Pricing model: Freemium, Subscription
Free Trial: Available

Learn more about Insightly pricing

Zoho CRMCustomer Management

Pricing model: Freemium, Subscription
Free Trial: Available

Learn more about Zoho CRM pricing

RelateIQCustomer Management

Pricing model: Subscription
Free Trial: Available

Learn more about RelateIQ pricing

Typical Customers

InsightlyCustomer Management
  • Freelancers
  • Mid Size Business
  • Non Profits
  • Small Business

Read more about Insightly

Zoho CRMCustomer Management
  • Freelancers
  • Small Business

Read more about Zoho CRM

RelateIQCustomer Management
  • Large Enterprises
  • Mid Size Business
  • Non Profits
  • Small Business

Read more about RelateIQ

Support

InsightlyCustomer Management
  • FAQs
  • Knowledge Base
  • Online Support
  • Video Tutorials

Read more about Insightly

Zoho CRMCustomer Management

No information available

Read more about Zoho CRM

RelateIQCustomer Management
  • FAQs
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Read more about RelateIQ

Supported Devices

InsightlyCustomer Management
  • Android
  • Mobile Web App
  • Web-based
  • Windows Phone
  • iPhone-iPad

Read more about Insightly

Zoho CRMCustomer Management
  • Android
  • RIM-BlackBerry
  • Web-based
  • iPhone-iPad

Read more about Zoho CRM

RelateIQCustomer Management
  • Android
  • Mac
  • Mobile Web App
  • Web-based
  • Windows
  • iPhone-iPad

Read more about RelateIQ

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