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 11 reviews)
InsightlyCustomer Management
(based on 33 reviews)
InfusionsoftSPONSORED AD
(based on 9 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

InfusionsoftCustomer Management
  • Automates sales and marketing processes to ensure brand consistency and your ideal customer journey

  • Helps small businesses grow sales, get organized, and save time

  • Handles the sales and marketing tasks that entrepreneurs dread

  • Used by more than 20,000 small businesses

  • Includes features for marketing automation, online sales, lead scoring, custom quoting, contact management, and list segmentation

  • Saves businesses time by housing all sales processes within one system

Read the full GetApp Analysis

The Most Favorable Review

Zoho CRMCustomer Management
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.

Read all 11 reviews

InsightlyCustomer Management
Jamie Lin, Cloud Strategist | CRM Specialist | Making business run more efficiently. www.gizmoglobal.com9th of April 21:57

Love your CRM

Looking for a SIMPLE CRM to implement for your business - check out Insightly.

Read all 33 reviews

InfusionsoftCustomer Management
Tom Evans, Author, Mindfulness Trainer, Host of The Zone Show15th of May, 2014 01:49

An Online Business in a Box

I've played with many other cheaper systems and wasted both time and money. Once you get your head around tagging and campaign sequences, Infusionsoft is really quite simple.

Read all 9 reviews

The Most Critical 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 11 reviews

InsightlyCustomer Management
Amit Dunsky ☁, Owner at high-T, Experienced Cloud Computing Expert and an enthusiastic PPG pilot3 days ago 16:49

Great software design, poor software performance, horrible support

I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email.

Read all 33 reviews

InfusionsoftCustomer Management
Business Manager ( company, 2-10 employees)20th of November, 2014 16:19

Not suited for a small business with existing CRM

Do not subscribe to this solution if you have an existing CRM and/or don’t have about 20 hours per week over four weeks to attend training and setup campaigns. They push their products to small businesses but I don’t see how a business owner can set up the product, take care of sales, and do the actual work.

Read all 9 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 2 users
  • Fast Search of Everything You've Stored
  • Automatic Address Book
  • Track Opportunities/Pipelines
  • Customer Relationship Management

Read more about Insightly

InfusionsoftCustomer Management
  • CRM
  • Marketing Automation
  • E-Commerce
  • Built-in metadata and keyword fields
  • Drag and drop to craft and publish landing pages
  • Web Forms

Read more about Infusionsoft

Screenshots

Zoho CRMCustomer Management

5 screenshots available

InsightlyCustomer Management

6 screenshots available

InfusionsoftCustomer Management

6 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

InfusionsoftCustomer Management

Pricing model: Subscription

Learn more about Infusionsoft 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

InfusionsoftCustomer Management
  • Freelancers
  • Small Business

Read more about Infusionsoft

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

InfusionsoftCustomer Management

No information available

Read more about Infusionsoft

Supported Devices

Zoho CRMCustomer Management
  • Android
  • 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

InfusionsoftCustomer Management
  • Android
  • Mac
  • Web-based
  • Windows
  • iPhone-iPad

Read more about Infusionsoft

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