Save time and effort while comparing leading CRM Software tools for small businesses. The table below compares Insightly and Capsule CRM which both have a strong Google Apps integration.Check out product details such as features, pricing, target market and supported languages. Quickly access the latest reviews to compare actual user's opinions and ratings. Do not hesitate to click on Visit Website to access a Free Demo or Trial immediately. Look at our infographic for the top online CRM apps .


Logo for Insightly Insightly

The Leading CRM for Small Business: Easy. Powerful. Affordable.



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Logo for Zoho CRM Zoho CRM

Flexible CRM for Small Business



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Logo for Salesforce Salesforce

The world's #1 sales and CRM application



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Average Rating (Reviews & ratings by the GetApp Community)

Editorial Reviews from GetApp

Logo for Insightly
 Insightly

Easy-To-Use Tools To Manage Contacts And Projects
Insightly is a solution that many small businesses will enjoy as it is a good workable product with “just the basics.” It is not hard to get up to speed on the product and users will enjoy not having to spend hours on training. In addition, Insightly provides the all the necessary tools for CRM and project management — but they skim the surface and I believe that is what they mean to do. There are more robust CRM programs out there with sophisticated sales pipeline tools for example – but if that is not something a user needs, then Insightly is a very good option. My one point of contention is that there is no “reports” feature available but I was told that would be added in soon. Being able to print out reports whether its about customers, project and opportunities statuses, etc. is an important feature for many businesses. Currently users can export customer and organization lists in Insightly – but that is not the same. That said, I liked using Insightly and believe it will be helpful for many small businesses that need an affordable and easy-to-use CRM and project management solution.

Read the full review on the GetApp Blog


Logo for Zoho CRM
 Zoho CRM

Complete customer relationship management solution
In a nutshell, Zoho CRM will offer you the tools to capture and prioritize your contacts into a database; online promotional tools market to your customers and clients; web forms to create ways for your clients to sign up for your products and services; analytics so you can get a better understanding of your customers’ behavior and so much more. Zoho CRM also allows you to integrate with other Zoho products such as Zoho Support.

Read the full review on the GetApp Blog


Logo for Salesforce
 Salesforce

Plenty of customization features.
The only way that small businesses can compete with large corporations in today’s global economy is by utilizing the right tools. Salesforce has adapted its CRM and contact management tools for small business clients, and created three pricing plans that local merchants can afford. Businesses that use Salesforce are better able to track new leads, as well as ongoing deals. The platform operates in real-time, and it automatically handles mundane tasks like updating the status of projects and optimizing account profiles to decrease company redundancy.

Read the full review on the GetApp Blog


Last Updated (Last change made to the app by the vendor)

Logo for Insightly
 Insightly

Logo for Zoho CRM
 Zoho CRM

Logo for Salesforce
 Salesforce

Product Overview

Logo for Insightly
 Insightly

Insightly provides customer relationship and project management software to small businesses worldwide. More than 100,000 users in 100 countries leverage Insightly’s cloud-based application to manage customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using CRM with just an email address and a web browser. In addition, Insightly for Google Apps is the number one CRM application in the Google Apps marketplace.

Read more about Insightly

Logo for Zoho CRM
 Zoho CRM

Zoho CRM is a web-based CRM application, which gives you a 360-degree view of your sales, marketing, inventory, customer support and more. Additionally, Zoho CRM offers integration with E-mail, MS Office and Outlook and Google Apps. Your data is kept as safe as any bank. At present, Zoho CRM has ~250,000 users and counting.

Read more about Zoho CRM

Logo for Salesforce
 Salesforce

Small Business solutions from the worldwide leader in CRM. No software to install. It's simple and quick! Built on the Salesforce1 Platform, Sales Cloud connects the next generation of apps, devices, and customers. It’s an instant connection to your leads, contacts, accounts, and critical business information. It’s everything you need to close deals quicker. Wherever you are. Whenever you want. On any device. Salesforce, combined with your custom apps and AppExchange mobile apps, turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards no matter where you are. And collaborate across teams, from anywhere

Read more about Salesforce

Screenshots

Logo for Insightly
 Insightly

Screenshot of Insightly ()

Logo for Zoho CRM
 Zoho CRM

Screenshot of Zoho CRM ()

Logo for Salesforce
 Salesforce

Screenshot of Salesforce ()

Features

Logo for Insightly
 Insightly
  • Powerful email integration with GMail
  • Automatic Address Book
  • Fast Search of everything you've stored
  • Customer Relationship Management
  • Track Opportunities/Pipelines
  • Project Management
  • Tasks and Milestones
  • Powerful Google Calendar Integration
  • Mobile app (available on iTunes)
  • Create custom fields
  • Notification and Follow System
  • Linking to provide 'influence' view for sales and service
  • Built in Gmail gadget
  • Android native App
  • Open API

Logo for Zoho CRM
 Zoho CRM
  • Sales Force Automation
  • Marketing Automation
  • Customer Support & Service
  • Inventory Management
  • CRM Analytics
  • Workflow Management
  • Role-based Security
  • Developer API for Third-party Integration
  • CRM with Email
  • Integration with Microsoft Office & Outlook

Logo for Salesforce
 Salesforce
  • Communities for sales
  • Marketing and sales leads
  • Email integration
  • Opportunities and quotes
  • Build and run innovative apps
  • Forecasting
  • Engage customers everywhere
  • Approvals and workflow
  • Social accounts and contacts
  • Chatter
  • Analytics
  • Mobile to stay connected
  • Contact Manager
  • Real Time Visibility
  • Dashboards
  • Workflow

Typical Customers

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 Insightly

Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business


Logo for Zoho CRM
 Zoho CRM

Freelancers, Large Enterprises, Mid Size Business, Small Business


Logo for Salesforce
 Salesforce

Freelancers, Large Enterprises, Mid Size Business, Small Business


Supported Devices

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 Insightly

Android, iPhone-iPad, Mobile Web App, RIM-BlackBerry, Web-based, Windows Phone


Logo for Zoho CRM
 Zoho CRM

Android, iPhone-iPad, RIM-BlackBerry, Web-based


Logo for Salesforce
 Salesforce

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


Supported Platforms

Logo for Insightly
 Insightly

Google Apps, Open API


Logo for Zoho CRM
 Zoho CRM

Google Apps, Open API


Logo for Salesforce
 Salesforce

Google Apps, Open API, Quickbooks Intuit, Salesforce


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Supported Languages

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 Insightly

English


Logo for Zoho CRM
 Zoho CRM

Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, French, German, Italian, Japanese, Polish, Portuguese, Spanish, Swedish, Turkish


Logo for Salesforce
 Salesforce

English, French, German, Italian, Russian, Spanish, Swedish


Supported Geographies

Logo for Insightly
 Insightly

Asia, Australia, Canada, China, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom, United States


Logo for Zoho CRM
 Zoho CRM

Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States


Logo for Salesforce
 Salesforce

Asia, Australia, Canada, China, Europe, Germany, India, Latin America, Middle-East and Africa, United Kingdom, United States


Pricing Information

Logo for Insightly
 Insightly

Gratis: $0 Standard Enterprise: $7/user/month (if paid annually) $9/user/month (month to month) Enterprise: Contact Sales


Logo for Zoho CRM
 Zoho CRM

Free Edition (CRM for entrepreneurs) - 3 Users Free. Standard Edition (Sales tracking for Small Businesses) - $12/user/month. Professional Edition (Complete CRM for any SME) - $20/user/month. Enterprise Edition (CRM for multi-level organizations) - $35/user/month.


Logo for Salesforce
 Salesforce

No information available


Support (What type(s) of support the company offers to customers)

Logo for Insightly
 Insightly

FAQs, Knowledge Base, Online Support, Video Tutorials


Logo for Zoho CRM
 Zoho CRM

No information available


Logo for Salesforce
 Salesforce

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials



Logo for Insightly Insightly

The Leading CRM for Small Business: Easy. Powerful. Affordable.

Visit Website



Logo for Zoho CRM Zoho CRM

Flexible CRM for Small Business

Visit Website



Logo for Salesforce Salesforce

The world's #1 sales and CRM application

Visit Website


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• CRM with account history, contact tagging, reminders & more
• Project Management with client access, gannt charting & more
• Billing with multi-currency, subscription, catalog
• Custom Fields viewable on projects, support cases & sales
• Documents, Blogs, Reporting and more...!
• Helpdesk with support tickets
• iPhone, Android & Mobile Support
• Gmail and Outlook Plugins
• For 5 to 100 employees

• Flexible ticket management with automated workflow
• Multi-channel support: email, web, phone, chat, social media
• Mobile support with native iPhone, iPad, and Android apps
• Robust reporting and advanced analytics
• Customer facing web interface that you can easily brand
• Knowledge base portal and community forums included
• Over 100 out-of-the-box integrations with 3rd party apps
• Open API enabling seamless integration into your business
• Multi-brand support with linked accounts
• Unlimited, free "light agents" (Enterprise plan only)
• Group rules and macros
• Screencasting
• Public and private forums
• Full CSS rebranding
• Multi locale (timezone and languages)
• Export ticket views to CSV
• SSO with Twitter, Facebook, Google and SAML
• REST API
• Pre-built: Salesforce, SugarCRM

• Easy-to-use dashboard
• Collaborative tool supports Facebook, Twitter, & Gmail cases
• Sophisticated business rules efficiently route cases
• Flex pricing to support whole company
• Airtight case management system
• Complaint Tracking System
• Self-service support center
• Social Media integration
• Macros
• Bulk Updating
• Labels and Custom Fields
• Customer Profiles
• Case History, Escalation and Case Tracking
• Mobile Support
• Multilingual Support
• Business Insights
• Integration with GetSatisfaction, Salesforce, Google Apps
• Olark, Do, Snapengage Integration
• Create Cases from Facebook Messages.
• Multi-channel case management

• Contact Management
• Sales lead management
• Email marketing
• Task sharing
• Diary management
• Automated Emails
• Full Campaign reporting
• Integrated service ticket management
• Surveys
• Web Forms

• Sales Force Automation
• Customer Support & Service
• Marketing Automation
• Quote to Order Automation
• Order Processing / Inventory / Fulfillment
• Renewals / Upsell / Cross-sell Management
• Commission Management
• Quoting
• Customer Self-Service
• Mobile/Wireless
• Partner Relationship Management
• Ecommerce
• Multi-Language, Multi-Currency, Multiple Company & Locations
• Dashboards, Analytics and Reporting
• Integration with Microsoft Office & Outlook
• Sales Forecasting
• Billing and Invoicing
• PSA: Resource Mgt, Time & Expense, Projects
• Marketing Lead Source, ROI, Revenue by Lead Source Reporting
• Email Marketing, Target List Segmentation and Creation
• Web Forms
• Customization Platform
• Workflow Management
• Accounting Integration

• CRM
• Marketing Automation
• E-Commerce
• Built-in metadata and keyword fields
• Drag and drop to craft and publish landing pages
• Web Forms
• Social Sharing
• Easy Publishing, Landing Pages
• Email marketing, Automated Campaigns
• Multimedia marketing management
• Marketing reports
• Scoring tool.
• Referral Program Management
• Track orders, sales totals, accounts receivables, etc
• Payment Processing
• Lead Scoring & Distribution
• Quotes & Orders
• Opportunity Management
• Sales Reports
• Multimedia Marketing

• Contact Management
• QuickBooks Sync
• Customization
• Gmail, Outlook and More

• Push and Pull Lead Routing
• Call Center Solution
• Phone Call Routing
• Power Dialing
• Click-to-Dial
• Lead Optimization
• Lead Recycling
• Lead Scoring
• Sales Workflow
• Multi-channel Lead Management
• KPI Reports and BI
• Lead Aggregation Database
• Email Marketing
• Lead Nurturing
• Integrated VoIP solutions
• Best Practices Built In