Get Zoho CRM vs Insightly Comparison

Looking to find the best CRM Software for your business? Check out our guide below to see how Insightly compares with Zoho CRM. You can compare the apps in terms of their features, price, target market, and supported languages. You can also access user reviews of the software, or find out more about each of those apps.

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Average Rating

Review overview for each app

Based on 35 reviews

Based on 12 reviews

Based on 8 reviews

Most favourable review

From the past 12 months
Founder and C.E.O. ( company, 11-50 employees)
1st of March 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. My conclusion is * Good for small businesses with little to no dev capacities * Good to start functionalities or a business but if you can plan on a combination Zoho/homemade * Pros: Fast, easy, flexible, cost efficient at small scale * Cons: 1) Not open enough at the data level. They want you to "zoho everything" and some of their tools are not very good. You are better off dong the standard things with Zoho and the custom things with your own application but data sync is not always good and gets expensive 2) Their customer service chat is full of nice people who have no real problem solving training. IF you have no developper: It might simply be your best option because you will go pretty far for a very reasonable cost If you have developpers, then starting with Zoho is a good option because you will figure out exactly what you want before you actually program it. I would recommend you build your own platform in parallel and very soon after you start. It's goal should be to make you the owner of your data and to "make up" for what zoho lacks. Making your platform and zoho work together will soon require that you get more users (because of the limit in data transactions imposed by zoho) that you get a zoho report accounts etc

Most critical review

From the past 12 months
Steven Rosenberg
6 days ago 23:06
Has anybody at Insightly actually ever sold anything?. I just put this up on their support desk website: I am still in my free trial stage and becoming very frustrated. I have a very simple sales cycle and want to keep my data in one place. I was trying to figure out contact to leads and how to integrate tasks with organizations. It's way too complicated. I have asked for 1-1 training at $250 for an hour, but response has been slow. I searched and Insightly was rated highly for small business. I have been a small business for over 30 years and venturing into a new project where CRM could be helpful. However, I don't think anybody at Insightly has actually sold anything to anybody or knows the steps in a sales cycle. The inability to easily convert a prospect/contact into a lead with a simple click is mind boggling in what is supposed to be a top-notch CRM system. That is the essence of what I am trying to do -- track an unqualified contact to a prospect to a sale.....why else would I use a CRM. Maybe it's time to look at different options. I don't have the time or patience to make this happen. I work a lot with databases (I have a mailing business). I am used to figuring out software and making it work. I am just becoming very frustrated that the videos don't match what I am seeing and the e-mail response is slow to non-existent. I have outlined my sales process and sent it up because I want to know if I what I want to do can be done simply. I am turning some of the functions over to people who know how to do simple tasks. It's my job to figure out how to do it and explain it to them.

Average rating (Android)

From the Google Play store

Based on 964 reviews

Based on 1,212 reviews

Based on 4,579 reviews

Average rating (iOS)

From the Apple iTunes store

Based on 5 reviews

Based on 10 reviews

Based on 192 reviews

API

API

API

Email Integration

Email Integration

Email Integration

Forecasting

Forecasting

Forecasting

Lead Capture

Lead Capture

Lead Capture

Multi-Currency

Multi-Currency

Multi-Currency

Order Management

Order Management

Order Management

Sales Reporting

Sales Reporting

Sales Reporting

Comparison Rank

Comparison popularity of app in the past 30 days

Popular Comparisons

Comparisons with other apps in the past 30 days

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