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 30 reviews)
Zoho CRMCustomer Management
(based on 11 reviews)
Salesforce Sales CloudSPONSORED AD
(based on 7 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

Salesforce Sales CloudCustomer Management
  • Most well-known CRM solution in the marketplace

  • Helps businesses sell more and grow faster

  • Connect with leads, accounts, contacts, and business information

  • Collaborate with teammates in real-time

  • Mobile tools for staying connected

Read the full GetApp Analysis

The Most Favorable Review

InsightlyCustomer Management
ilovepurple25th of March, 2014 04:15

Awsome Insightly

Insightly is Awesome! That's all I can say. :)

Read all 30 reviews

Zoho CRMCustomer Management
Founder and C.E.O. ( company, 11-50 employees)4 days ago 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

Salesforce Sales CloudCustomer Management
Emmanuel Clemot, Regional Manager - Africa at Blackboard9th of January 18:56

All you need in one place

As a channel sales manager, i need to access all the data in an easy and comprehensive way. Thanks to Salesforce.com, I know the forecast of my channels, their last update, the next steps and all information i need to understand when we expect to close the deal.

Read all 7 reviews

The Most Critical Review

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

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

Salesforce Sales CloudCustomer Management
A verified reviewer19th of August, 2014 05:26

Not very impressed

Having used a number of CRM systems, I have a hard time understanding the positive reviews of Salesforce.com, as it is by far the worst I have ever used. The primary key to a successful CRM system is that the system is used, and that all information is centralized, and accessible at all times.

Read all 7 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

Salesforce Sales CloudCustomer Management
  • Communities for sales
  • Marketing and sales leads
  • Email integration
  • Opportunities and quotes
  • Build and run innovative apps
  • Forecasting

Read more about Salesforce Sales Cloud

Screenshots

InsightlyCustomer Management

6 screenshots available

Zoho CRMCustomer Management

5 screenshots available

Salesforce Sales CloudCustomer Management

4 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

Salesforce Sales CloudCustomer Management

Pricing model: Subscription
Free Trial: Available

Learn more about Salesforce Sales Cloud 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

Salesforce Sales CloudCustomer Management
  • Large Enterprises
  • Mid Size Business
  • Small Business

Read more about Salesforce Sales Cloud

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

Salesforce Sales CloudCustomer Management
  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Read more about Salesforce Sales Cloud

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

Salesforce Sales CloudCustomer Management
  • Android
  • Linux
  • Mac
  • Mobile Web App
  • RIM-BlackBerry
  • Web-based
  • Windows
  • iPhone-iPad

Read more about Salesforce Sales Cloud

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