Save time and effort comparing leading CRM Software tools for small businesses. The table below compares Zoho CRM and Insightly. Check out how both product compares looking at product details such as features, pricing, target market and supported languages.

Zoho CRMCustomer Management
(based on 9 reviews)
InsightlyCustomer Management
(based on 23 reviews)
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(based on 63 reviews)

Product Overview

Zoho CRMCustomer Management

*Lead generation through a business's website. *Track all activity associated with a specific lead.

Read the full GetApp Analysis

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.

.

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


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The Most Favorable Review

Zoho CRMCustomer Management
HappyWeSwitched27th of January 16:35

Goodbye Salesforce!

We are several months into using Zoho and we are now thinking why couldn't we find Zoho before we locked into a contract with Salesforce. Well, we moved forward and decided to make the switch even though we are still paying for Saleforce (because we have to) -- Combined with Zoho Reports and the 3 Enterprise licenses we have, we $155 per month vs Salesforce's $390 per month (with waaaaay less features) -- .

Read all 9 reviews

InsightlyCustomer Management
alan11th of December, 2013 17:26

Very good for smaller businesses

If you are small business owner under 10 employees Insightly is an awesome customer management system. I have tried several other CRMs that are excellent but the adoption rate for my employees was not very high.

Read all 23 reviews

RelateIQCustomer Management
David Hopkins, Campaign Director at The GameChangers23rd of May 14:42

RelateIQ offers a new paradigm for CRMs

We put a lot of time and effort into selecting an ideal CRM. After many months of deliberation, we chose RelateIQ for three primary reasons: 1) Superior UI and intuitive UX 2) Excellent customer service - particularly we were very impressed by Jane Alexander (and appreciate the additional help from Armando Mann - we'd recommend reaching out to Jane) 3) Customization to our needs - ease of use to our priorities and needs has been exceptional All in all, RelateIQ is an extremely user-friendly, customizable, more fun, and customer-service approach to everything we're looking for in a CRM.

Read all 63 reviews

The Most Critical Review

Zoho CRMCustomer Management
Chris M.24th of February 16:08

Customer service issue

Don't bother calling into the support line. After holding for 10 minutes a recording comes on to leave a message.

Read all 9 reviews

InsightlyCustomer Management
Lili A Bowers28th of March 08:15

Never Again!!

I used to be one of Insightly's greatest supporters. I have been using the system for a year and had everything regarding the sales efforts of the company I work for programmed in there.

Read all 23 reviews

RelateIQCustomer Management
Drew Broadley, 4th of May 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

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

Read more about Zoho CRM

InsightlyCustomer Management
  • Powerful email integration with GMail
  • Automatic Address Book
  • Fast Search of everything you've stored
  • Customer Relationship Management
  • Track Opportunities/Pipelines
  • Project Management

Read more about Insightly

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

Zoho CRMCustomer Management

5 screenshots available

InsightlyCustomer Management

2 screenshots available

RelateIQCustomer Management

3 screenshots available

Pricing Information

Zoho CRMCustomer Management

Pricing model: Freemium, Subscription
Free Trial: Available

Learn more about Zoho CRM pricing

InsightlyCustomer Management

Pricing model: Freemium, Subscription

Learn more about Insightly pricing

RelateIQCustomer Management

Pricing model: Subscription
Free Trial: Available

Learn more about RelateIQ pricing


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Typical Customers

Zoho CRMCustomer Management
  • Freelancers
  • Large Enterprises
  • Mid Size Business
  • Small Business

Read more about Zoho CRM

InsightlyCustomer Management
  • Freelancers
  • Large Enterprises
  • Mid Size Business
  • Non Profits
  • Public Administrations
  • Small Business

Read more about Insightly

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

Read more about RelateIQ

Support

Zoho CRMCustomer Management

No information available

Read more about Zoho CRM

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

Read more about Insightly

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

Read more about RelateIQ

Supported Devices

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

Read more about Zoho CRM

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

Read more about Insightly

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

Read more about RelateIQ

Other Comparisons

Last Updated

Zoho CRMCustomer Management

InsightlyCustomer Management

RelateIQCustomer Management

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