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.

Zoho CRMCustomer Management
(based on 9 reviews)
InsightlyCustomer Management
(based on 23 reviews)
AffinityLive CRMSPONSORED AD
(based on 2 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

AffinityLive CRMCustomer Management

Wish your CRM was smart and automated? Introducing AffinityLive: the #1 CRM for Professional Service Businesses. By automatically connecting to your calendar, inbox and smartphone, AffinityLive learns who your clients are, tracks emails and can automatically create tasks & reminders when deadlines are missed or key clients neglected.

Read more about AffinityLive CRM


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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

AffinityLive CRMCustomer Management
Scott Starost15th of March 11:56

One of the best tools we have invested in so far!

Thanks AL! Keep up the good work.

Read all 2 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

AffinityLive CRMCustomer Management

No critical reviews found in the past 12 months

Write a review

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

AffinityLive CRMCustomer Management
  • Seamless Gmail and Outlook/Office365 integrations
  • Smart & shared address book
  • Synchronized calendar & schedules
  • Powerful search & filtering
  • Track opportunities, pipeline & conversions
  • Customer relationship management

Read more about AffinityLive CRM

Screenshots

Zoho CRMCustomer Management

5 screenshots available

InsightlyCustomer Management

2 screenshots available

AffinityLive CRMCustomer Management

6 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
Free Trial: Available

Learn more about Insightly pricing

AffinityLive CRMCustomer Management

Pricing model: Subscription
Free Trial: Available

Learn more about AffinityLive CRM 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

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

Read more about AffinityLive CRM

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

AffinityLive CRMCustomer Management
  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Read more about AffinityLive CRM

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

AffinityLive CRMCustomer Management
  • Android
  • Linux
  • Mac
  • Mobile Web App
  • RIM-BlackBerry
  • Web-based
  • Windows
  • Windows Phone
  • iPhone-iPad

Read more about AffinityLive CRM

Last Updated

Zoho CRMCustomer Management

InsightlyCustomer Management

AffinityLive CRMCustomer Management

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