Zoho CRM vs Insightly Comparison Chart

Zoho CRM Reviews

Zoho CRM

Flexible, Customer-Centric CRM for Small & Medium Business
87 reviews
Visit Website

Overview

Platforms supported

Web based
Windows
Mac OS X
Linux

Mobile support

Mobile web app
iPhone app
Android app
Windows Phone app

Typical Customers

Freelancers
Small Businesses
Mid-size Business
Enterprise

Screenshots

View 5 more

Pricing

Starting from

12.00/month

Free trial available
No credit card required
Freemium account
Subscription based
View pricing plans

Reviews

Overall rating

87 user reviews

Ease of use

Value for money

Customer support

View all reviews

Features

API
Accounting Integration
Activity Tracking
Application Integration
Application Sharing
Applications Management
CRM Integration
Calendar Sync with Google
Custom Fields
Customer History
Email Integration
Email Templates
File Transfer
Forecasting
IT / Software Projects
Lead Capture
Lead Generation
List Printing
Macros
Microsoft Office Integration
Multi-Currency
Online Activation
Order Management
Pipeline Management
Pipeline Reports
Project Development
Projections
Prospecting Tools
Receiving
Sales Reporting
Sales Tracking
Single Sign On
Social Media Integration
Software Management
Third Party Integration
To-Do List
Workflow Management
Learn more

Integrations

Avaza
Callinize
Campaign Monitor
Driftrock Flow
Evernote
Freshdesk
Gmail
Google Apps for Work
Google Drive
HappyFox
Mad Mimi
MailChimp
Microsoft Office 365
Microsoft Outlook
PandaDoc
QuickBooks Online
SimplyCast
Zapier
Learn more

Security

Certifications

SOC 2

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
Learn more

Alternatives

Insightly Reviews

Insightly

Online CRM and Project for Small & Medium Businesses
54 reviews
Salesforce Reviews

Salesforce

Cloud-based CRM & Sales Automation
148 reviews
SalesforceIQ Reviews

SalesforceIQ

The Smarter, Simpler CRM
67 reviews

Social media following

   38,966

  25,189 


Zoho CRM Reviews

Zoho CRM

Flexible, Customer-Centric CRM for Small & Medium Business
87 reviews Visit Website
Insightly Reviews

Insightly

Online CRM and Project for Small & Medium Businesses
54 reviews
Visit Website

Overview

Platforms supported

Web based
Windows
Mac OS X
Linux

Mobile support

Mobile web app
iPhone app
Android app
Windows Phone app

Typical Customers

Freelancers
Small Businesses
Mid-size Business
Enterprise

Screenshots

View 6 more

Pricing

Starting from

12.00/month

Free trial available
No credit card required
Freemium account
Subscription based
View pricing plans

Reviews

Overall rating

54 user reviews

Ease of use

Value for money

Customer support

View all reviews

Features

API
Accounting Integration
Activity Tracking
Application Integration
Application Sharing
Applications Management
CRM Integration
Calendar Sync with Google
Custom Fields
Customer History
Email Integration
Email Templates
File Transfer
Forecasting
IT / Software Projects
Lead Capture
Lead Generation
List Printing
Macros
Microsoft Office Integration
Multi-Currency
Online Activation
Order Management
Pipeline Management
Pipeline Reports
Project Development
Projections
Prospecting Tools
Receiving
Sales Reporting
Sales Tracking
Single Sign On
Social Media Integration
Software Management
Third Party Integration
To-Do List
Workflow Management
Learn more

Integrations

Avaza
Callinize
Campaign Monitor
Driftrock Flow
Evernote
Freshdesk
Gmail
Google Apps for Work
Google Drive
HappyFox
Mad Mimi
MailChimp
Microsoft Office 365
Microsoft Outlook
PandaDoc
QuickBooks Online
SimplyCast
Zapier
Learn more

Security

Certifications

SOC 2

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
Learn more

Alternatives

Salesforce Reviews

Salesforce

Cloud-based CRM & Sales Automation
148 reviews
Zoho CRM Reviews

Zoho CRM

Flexible, Customer-Centric CRM for Small & Medium Business
87 reviews
SalesforceIQ Reviews

SalesforceIQ

The Smarter, Simpler CRM
67 reviews

Social media following

   31,690

  4,158 


Insightly Reviews

Insightly

Online CRM and Project for Small & Medium Businesses
54 reviews Visit Website

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. A CRM is a system that allows companies to track their relationships, project management, and inventory management with current and future customers. Both Insightly CRM and Zoho CRM are available in web-based and iPad, iPhone and Android app versions.


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