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 10 reviews)
InsightlyCustomer Management
(based on 30 reviews)
RelateIQSPONSORED AD
(based on 63 reviews)

Product Overview

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

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

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

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 10 reviews

InsightlyCustomer Management
Peter Pawlus, Principal at REPatron & Xoogler Google Enterprise Sales18th of December, 2014 17:12

I use Insightly for a number of our clients

Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone.

Read all 30 reviews

RelateIQCustomer Management
Ethan Hope, Director of Practice Development at N1 Health30th of April, 2014 17:36

RelateIQ is awesome!

Relate IQ is amazing on many levels. The service is incredible. If I have a question, I simply call Tommy and he answers my question on the spot or gets back to me.

Read all 63 reviews

The Most Critical Review

Zoho CRMCustomer Management

No critical reviews found in the past 12 months

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InsightlyCustomer Management
Lili A Bowers28th of March, 2014 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 30 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

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 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

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

6 screenshots available

RelateIQCustomer Management

9 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

RelateIQCustomer Management

Pricing model: Subscription
Free Trial: Available

Learn more about RelateIQ pricing

Typical Customers

Zoho CRMCustomer Management
  • Freelancers
  • Small Business

Read more about Zoho CRM

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

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