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 25 reviews)
Zoho CRMCustomer Management
(based on 9 reviews)
Salesforce Sales CloudSPONSORED AD
(based on 6 reviews)

Feature Comparison

Billing & Invoicing
Customizable Fields
Customizable Reporting
Email Integration
Forecasting
Lead Capture
Lead Generation
Lead Scoring
Microsoft Outlook Integration
Multi-Company
Multi-Currency
Multi-Location
Order Management
Pipeline Management
Sales Reporting
Sales Tracking

Read more about Insightly

Billing & Invoicing
Customizable Fields
Customizable Reporting
Email Integration
Forecasting
Lead Capture
Lead Generation
Lead Scoring
Microsoft Outlook Integration
Multi-Company
Multi-Currency
Multi-Location
Order Management
Pipeline Management
Sales Reporting
Sales Tracking

Read more about Zoho CRM

Billing & Invoicing
Customizable Fields
Customizable Reporting
Email Integration
Forecasting
Lead Capture
Lead Generation
Lead Scoring
Microsoft Outlook Integration
Multi-Company
Multi-Currency
Multi-Location
Order Management
Pipeline Management
Sales Reporting
Sales Tracking

Read more about Salesforce Sales Cloud

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.

.

Read the full GetApp Analysis

Zoho CRMCustomer Management

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

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


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The Most Favorable Review

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 25 reviews

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

Salesforce Sales CloudCustomer Management
A verified reviewer19th of August 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 6 reviews

The Most Critical Review

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 25 reviews

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

Salesforce Sales CloudCustomer Management

No critical reviews found in the past 12 months

Write a review

Features

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


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Typical Customers

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

Read more about Insightly

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

Read more about Zoho CRM

Salesforce Sales CloudCustomer Management
Freelancers
Large Enterprises
Mid Size Business
Non Profits
Public Administrations
Small Business

Read more about Salesforce Sales Cloud

Support

InsightlyCustomer Management
FAQs
Forum
Knowledge Base
Online Support
Phone Support
Video Tutorials

Read more about Insightly

Zoho CRMCustomer Management
FAQs
Forum
Knowledge Base
Online Support
Phone Support
Video Tutorials

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
iPhone-iPad
Linux
Mac
Mobile Web App
RIM-BlackBerry
Web-based
Windows
Windows Phone

Read more about Insightly

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

Read more about Zoho CRM

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

Read more about Salesforce Sales Cloud

Last Updated

InsightlyCustomer Management

Zoho CRMCustomer Management

Salesforce Sales CloudCustomer Management

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