Zoho CRM vs Insightly

Salesforce Sales Cloud

Basecamp

HubSpot Marketing Hub

HubSpot CRM

Pipedrive

Bitrix24

Compare Zoho CRM and Insightly based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Bigin by Zoho CRM

Bigin is a pipeline-centric customer relationship management solution designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records. It enables employees to capture and store prospect and customer details including deals, emails, activities, tweets, and more in a centralized repository.

Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

A/B Testing

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

AI Copilot

AI/Machine Learning

Alerts/Escalation

Alerts/Notifications

Appointment Management

Appointment Scheduling

Asset Lifecycle Management

Automated Routing

Budgeting/Forecasting

Business Card/Badge Scanning

Business Process Automation

Business Process Control

Buyer Management

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Management

Campaign Analytics

Campaign Management

Campaign Planning

Campaign Segmentation

Channel Management

Chatbot

Chat/Messaging

Churn Management

Client Management

Client Portal

Client/Property Matching

Client Tracking

Collaboration Tools

Commenting/Notes

Communication Management

Configurable Workflow

Contact Database

Contact Management

Content Library

Content Management

Contract/License Management

Conversion Tracking

Correlation Analysis

Customer Activity Tracking

Customer Database

Customer Engagement

Customer Experience Management

Customer History

Customer Journey Mapping

Customer Segmentation

Customer Social Profiles

Customer Support

Customer Surveys

Customizable Branding

Customizable CTAs

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Entry

Data Import/Export

Data Security

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

eCommerce Management

Email Management

Email Marketing

Email Response Control

Email Templates

Email Tracking

Engagement Tracking

Estimating

Event Triggered Actions

Exception Reporting

Expense Tracking

Feedback Management

Field Sales Management

File Sharing

For AEC Industry

Forecasting

For Financial Institutions

For Healthcare

For Insurance Industry

For iPad Devices

For Mac Devices

For Nonprofits

For Real Estate

Reviews for Zoho CRM come from a wide variety of industries, including information technology and services (11% of reviewers), marketing and advertising (9%), and computer software (8%). The most frequent use case for Zoho CRM cited by reviewers is CRM (54% of reviewers).

Users and use cases

Most reviewers indicate Zoho CRM offers strong value for money, citing affordable pricing and feature-rich lower-tier plans. Some reviewers feel advanced features require costly upgrades, and they report confusing pricing with essential add-ons.

Value for money

The Zoho CRM integrations most frequently cited by reviewers are: Gmail (an email management product rated 4.8 out of 5 for its integration with Zoho CRM), Zoho Social (a social media marketing product, 4.7), and Zoho Mail (an email management product, 4.9).

Integrations

Zoho CRM is a CRM solution with key features that include customer database, contact management, sales pipeline management, lead management, and more.

Zoho CRM

Web-based

iPad

iPhone

Android

Free 

Standard

Professional

Enterprise

Ultimate

Zoho CRM offers a high-performance experience centered on affordability and deep customization, making it a favorite for businesses that want enterprise-level power without the Salesforce price tags.

Technical Support Engineer

The CRM of Zoho allows me to view all machines, issues, and discussions of a customer at a single location, which makes the collaboration between the support and sales smoother.

Business owner

It's a strong and affordable tool for small and medium businesses. Once you learn how to use it, it really helps with organizing leads, tracking sales, and boosting productivity.

Business Development Executive

Having routine tasks automated and the ability to obtain high level reports on statistics makes for a seamless work day!

Project Analyst

Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.

CIO - Chief Information Officer

it's out of the box for a very small spectrum of businesses if you're moving from Tally to Zoho Books, you are looking at a one year development cycle - not counting the hours you'll spend trying to convince the Accounts Team to use the system.

Sales Associate

Our biggest highlight with Zoho CRM has been the customer engagement features that has streamlined our interactions and communications with customers allowing us to close deals quickly.

CEO and Founder

It's more than worth the money when you look at the amount of features you get such as Sales funnels, leads, marketing, emails and email management and the call feature is my favorite!

This overall user experience is from an Indian business perspective where the business requires A LOT of in-CRM customisation in order to derive value from the CRM.

VP, Business Development

I love that there is a free version for us to use while we are at a stage of growth where we are evolving from spreadsheets (free, but messy) and to a real platform that can support us!

One more good thing about zoho is that yoy can modules and fields as per your internal business process which is really cool

Public Relations Specialist

Zoho CRM has helped us to realize an upward trajectory in interacting with our customers and has made it easily possible for us to build lasting relationships with them.

The product may be viable, but Zoho’s billing controls, escalation process, and customer accountability are deeply flawed.

IT Project Manager

Its ecosystem is solid and integrates well with Zoho tools like Zoho Books, Zoho Desk, Zoho Campaigns and more.

AI and Automate Engineer

I can send follow-up emails through automation and can automate other repetitive work as well.

I think it is a strong and effective CRM and can help to makes your sales process organised and systematic if structured properly.

Sales Manager

I like the easy access to a database with specific notes for client prospecting, as well as the ability to track activities, both for progress in closing sales and for existing customers

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows.

Salesforce Developer

The best thing about Zoho CRM is it comes with powerful automation tools that streamline repetitive tasks such as lead generation, follow-ups, and email marketing campaigns.

IT Recruiter

It simplifies repetitive tasks, enhance candidate tracking, and improve communication, allowing me to focus more on building relationships and making quality hires.

Informatics Engineer

Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully.

President, Exit Planning Advisor, Broker

Various pricing tiers, including a free version with basic features; user interface of Zoho CRM is fairly user-friendly; Great Customization options!; integrates seamlessly with other Zoho applications as well as third-party apps, such as Google Workspace, Microsoft Office 365, Zapier, and social media platforms.

Clinical Operations Manager

I also like the customization to help our company organize our client's important details better.

Zoho CRM also offers top-end analytics that provide us with accurate insights on how to improve our sales.

Marketing and Digital Communication Specialist

To the best of my knowledge, Zoho CRM has a unique feature, which is an artificial intelligence known as Zia that can analyze future sales trends and trends in general.

Digital designer

Zoho CRM impresses with its deep customization options, seamless integrations with numerous applications, and user-friendly interface, making it an effective tool for enhancing business efficiency and customer management at a competitive cost.

The platform shines with its deep customization options, allowing it to adapt seamlessly to various business models and workflows.

I really enjoy how Zoho CRM brings together all customer engagements, enabling easy handling of leads, opportunity tracking and automated workflows.

Head of Commercial Growth and Partnerships

Known for offering a comprehensive set of features at competitive prices, this CRM delivers enterprise-level capabilities while maintaining accessibility for businesses with smaller budgets.

Product manager

More than 2 years using it as main CRM, for managing accounts in Spain, Portugal and Italy.

Customer Service Manager

Its customization, seamless integrations, and AI insights streamline our sales and customer support. Though setup takes time, the benefits to our workflow and client engagement are well worth it.

It provide us with very advanced analytics which makes it easy to analyze how we are doing in customer support and engagements.

Operational Director

Zoho CRM offers automation features that enable users to streamline their workflows, save time, and increase productivity.

I am a retailer

It offers features for sales automation, contact management, lead and pipeline tracking, and analytics.

Spinning Instructor

The instant chatting and online meeting communication functions in Zoho CRM which offers us a quick way to interact with our clients.

Founder Owner

It’s a tool that Keeps all my leads in one place and helps me run a campaign.

STRUCTURE DESIGN

Zoho CRM protects data with encryption, audit logs, IP restrictions, and two-factor authentication,mobile edition allows sales teams to access customer data and stay connected with client,offers 24/7 support from team skilled person,integrates with over 500 online tools, including Google Workspace, Microsoft 365, Slack, and Shopify.

Marketing Coordinator

The automated assignment of funnels and responsible user saves time and prevents us from committing recurring human errors.

Zoho help me streamline repetitive tasks like lead assignments and follow-ups, which not only saves me time but also ensures that no customer inquiries fall through the cracks.

Manager

What I liked most about Zoho CRM is its intuitive interface, customizable features, and excellent customer support, which streamline customer relationship management effectively.

I liked its lead management, automation workflows and detail reporting options.

Data Analyst

Zoho offers a lot of customization options ,this ability to customize it to your needs makes it much easier to slot into your existing processes.

The customization and AI insights make it perfect for our needs, streamlining sales and support with seamless integration.

Zoho CRM vs Insightly Comparison (2026)

Zoho CRM

Insightly

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives