• Skip to primary navigation
  • Skip to main content
Switch On Business

Switch On Business

  • Secretary of State Search
  • Registered Agent Services
  • CRM
  • Payroll Software
  • Accounting Software
  • Show Search
Hide Search

Zoho CRM vs Insightly CRM Reviews & Pricing In 2025


Disclosure: We may earn commissions if you shop through the links below.

Last Updated: May 22, 2025

Want to know if Zoho CRM or Insightly CRM is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

 

Zoho CRM vs Insightly CRM Reviews

Zoho CRMInsightly CRM
Trustpilot Rating4.33.2
Number of Trustpilot Reviews4,6746
iPhone App Rating4.44.4
Number of iPhone App Reviews2,300276
Android App Rating3.54
Number of Android App Reviews5,0801,490

Sources

  • https://www.trustpilot.com/review/www.zoho.com
  • https://www.trustpilot.com/review/insightly.com
  • https://apps.apple.com/us/app/zoho-crm-sales-marketing/id444908810
  • https://apps.apple.com/us/app/insightly-crm/id563017797
  • https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_US&gl=US
  • https://play.google.com/store/apps/details?id=com.insightly.droid&hl=en_US&gl=US

Zoho CRM vs Insightly CRM Pricing

Zoho CRMInsightly CRM
Free PlanNoNo
Free Plan LimitsNANA
Free TrialYesYes
Free Trial Length15 day14 day
Cheapest Plan NameStandardPlus
Cheapest Plan Cost Per Month$50$49
Mid Priced Plan NameEnterpriseProfessional
Mid Priced Plan Cost Per Month$50$49
Top Plan NameUltimateEnterprise
Top Plan Cost Per Month$65$99

Zoho CRM vs Insightly CRM Features

Zoho CRM Standard vs Insightly CRM Plus

Zoho CRM StandardInsightly CRM Plus
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Workflow rules
  • Email notifications
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards (Limited)
  • Basic dashboard components
  • Analytics mobile app
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Functions
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR compliance
  • CRM audit logs
  • IP address restriction
  • Automated, customized emails
  • 100s of emails & pages templates
  • Marketing & Service integration
  • Pre-built business dashboards

Zoho CRM Enterprise vs Insightly CRM Professional

Zoho CRM EnterpriseInsightly CRM Professional
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Macros
  • SalesSignals
  • Assignment rules
  • Multiple scoring rules
  • Custom SalesSignals
  • Email parsers
  • Data entry wizards
  • Portals
  • Workflow rules
  • Email notifications
  • Blueprint
  • Webhooks
  • Record approval process
  • Data review process
  • Custom functions
  • CommandCenter
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Validation rules
  • Custom modules
  • Custom buttons
  • Page layouts
  • Translations
  • Developer sandbox
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards (Limited)
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards (Unlimited)
  • Advanced dashboard components
  • Anomaly detectors
  • Webform analytics
  • Data enrichment
  • Prediction
  • AI sales forecasting
  • Anomaly detection
  • Recommendation
  • AI analytics
  • Communication
  • Image validation
  • Conversational AI
  • Email intelligence
  • Conversation intelligence
  • Voice of the Customer
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Email relay
  • CRM for Google Ads
  • Attribution
  • Segmentation
  • Auto-responders
  • Functions
  • Client Script
  • Widgets
  • Circuits
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR compliance
  • CRM audit logs
  • IP address restriction
  • Field-level security
  • Reporting hierarchy
  • Record-level sharing
  • Territory management
  • Data encryption
  • Automated, customized emails
  • 100s of emails & pages templates
  • Marketing & Service integration
  • Pre-built business dashboards
  • Lead assignment and routing
  • Schedule outbound emails
  • Custom page layouts

Zoho CRM Ultimate vs Insightly CRM Enterprise

Zoho CRM UltimateInsightly CRM Enterprise
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Macros
  • SalesSignals
  • Assignment rules
  • Multiple scoring rules
  • Custom SalesSignals
  • Email parsers
  • Data entry wizards
  • Portals
  • Workflow rules
  • Email notifications
  • Blueprint
  • Webhooks
  • Record approval process
  • Data review process
  • Custom functions
  • CommandCenter
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Validation rules
  • Custom modules
  • Custom buttons
  • Page layouts
  • Translations
  • Developer sandbox
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards (Limited)
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards (Unlimited)
  • Advanced dashboard components
  • Anomaly detectors
  • Webform analytics
  • Zoho Analytics
  • Data enrichment
  • Prediction
  • AI sales forecasting
  • Anomaly detection
  • Recommendation
  • AI analytics
  • Communication
  • Image validation
  • Conversational AI
  • Email intelligence
  • Conversation intelligence
  • Voice of the Customer
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Email relay
  • CRM for Google Ads
  • Attribution
  • Segmentation
  • Auto-responders
  • Functions
  • Client Script
  • Widgets
  • Circuits
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR compliance
  • CRM audit logs
  • IP address restriction
  • Field-level security
  • Reporting hierarchy
  • Record-level sharing
  • Territory management
  • Data encryption
  • Automated, customized emails
  • 100s of emails & pages templates
  • Marketing & Service integration
  • Pre-built business dashboards
  • Lead assignment and routing
  • Schedule outbound emails
  • Custom page layouts
  • Custom apps
  • Products, pricebooks, and quotes
  • Comprehensive audit logging

Zoho CRM vs Insightly CRM Integrations

Zoho CRMInsightly CRM
  • Google Workspace
  • Microsoft 365
  • Twilio
  • Klenty
  • Xero
  • Slack
  • Zapier
  • PandaDoc
  • Dropbox
  • ActiveCampaign
  • ADP Workforce Now
  • Asana
  • BambooHR
  • Calendly
  • DocuSign
  • Jira
  • Magento
  • Shopify
  • Slack
  • WooCommerce

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

Zoho CRMInsightly CRM
APIYesYes
Outlook IntegrationYesYes
Gmail IntegrationYesYes
QuickBooks IntegrationYesYes
Shopify IntegrationYesYes
WordPress IntegrationYesYes
Mailchimp IntegrationYesYes
WhatsApp integrationYesNo
Facebook IntegrationYesYes
LinkedIn IntegrationYesYes
Twitter/X IntegrationYesYes
Google Calendar IntegrationYesYes
Excel IntegrationYesYes
Office 365 IntegrationYesYes
Google Sheets IntegrationYesYes
Xero IntegrationYesYes
Notion IntegrationYesNo
Asana IntegrationYesYes
Trello IntegrationYesYes
Zapier IntegrationYesYes
InvoicingYesNo
Marketing AutomationYesYes
Email MarketingYesYes
SMS & Text MessagingNoNo
Project ManagementYesYes
AIYesNo
Voip & Telephony IntegrationYesNo
DialerNoNo
Contract ManagementYesYes
Inventory ManagementYesNo
QuotingYesYes
Drip MarketingYesNo
Customer PortalYesNo
Appointment SchedulingYesYes
Workflow Automation & ManagementYesYes
ERPNoNo
Order ManagementNoNo
Ticketing SystemNoNo
Call RecordingNoNo
Call TrackingNoNo
Task ManagementYesYes
Paypal & Payment ProcessingYesYes
Document ManagementYesYes
Shared InboxNoNo
Create Landing PagesYesNo
Chat FunctionYesYes
Website BuilderYesNo
Help DeskYesYes
GPS TrackingNoNo
Loyalty ProgramYesNo
Cloud StorageYesYes
Document StorageYesYes
MappingYesNo

Zoho CRM vs Insightly CRM Industry Specific CRM Solutions

The following comparison looks at whether or not Zoho CRM or Insightly CRM have dedicated landing pages explaining how their CRM software could be used for each industry.

Zoho CRMInsightly CRM
Accountants & Accounting FirmsYesNo
Architects & Architecture FirmsNoNo
Automotive IndustryYesNo
Banks & BankingYesNo
Call CentersNoNo
Car & Auto DealershipsYesNo
Charity & Non-profitYesNo
ChurchesNoNo
Cleaners & Cleaning BusinessesNoNo
CoachesYesNo
Consultants & Consulting FirmsYesYes
ConstructionNoYes
ContractorsNoYes
Co-workingNoNo
Credit UnionsYesNo
Customer ServiceYesNo
DentistsYesNo
DoctorsYesYes
EcommerceYesYes
Email MarketingYesYes
Electricians & Electrical ContractorsNoNo
Engineers & Engineering FirmsNoYes
Event ManagementYesNo
Field ServiceYesNo
Financial Advisors & ServicesYesYes
Freight Brokers & ForwardersNoNo
Government & Public SectorNoNo
Graphic Designers & CreativesYesNo
GymsYesNo
Healthcare ProvidersYesYes
Hotels & HospitalityYesNo
HVACNoNo
Insurance AgentsYesYes
Investment BankingYesNo
LandscapersNoNo
Lawyers & Law FirmsYesYes
LogisticsYesNo
ManufacturingNoYes
MarketingYesYes
Mortgage Brokers & Loan OfficesNoNo
Movers & Moving CompaniesNoNo
MuseumsNoNo
Personal TrainersNoNo
PhotographersNoNo
PlumbersNoNo
Political CampaignsNoNo
Private EquityYesNo
Professional ServicesYesYes
Property ManagementYesNo
Real EstateYesYes
Recruiting & Recruitment AgenciesYesNo
RestaurantsNoNo
RetailYesNo
Roofers & RoofingYesNo
SaaSYesYes
SchoolsYesNo
Senior LivingNoNo
Solar BusinessesNoYes
Sports TeamsNoNo
Staffing AgenciesYesNo
TelemarketingNoNo
TherapistsNoNo
Tour OperatorsYesNo
Travel AgentsYesYes
Universities, College & Higher EducationYesNo
Web DesignersYesNo
Wholesalers & DistributorsNoNo

Zoho CRM vs Insightly CRM Pros & Cons

Zoho CRM Pros

  • Friendly UI and UX
  • 30- to 45-day money-back guarantee
  • Flexible setup for customization
Insightly CRM Pros

  • Automate workflows, emails, tasks and reports
  • Appropriate for All CRM Proficiency Levels
  • Excellent integration
Zoho CRM Cons

  • AI features only on top tiers
  • Not good for Agile management
  • No-Code Integrations
Insightly CRM Cons

  • Customization Complexity
  • Learning Curve
  • Search feature needs improvement

Other CRM Software Comparisons


Creatio vs Streak

Close vs Orgzit

Freshsales vs Pipedrive

Copper vs Apptivo

HubSpot CRM vs Orgzit

HubSpot CRM vs LeadSquared

Quickbase vs EngageBay

Nutshell vs Insightly CRM

Close vs CrmOne

Floww.ai vs Orgzit

Switch On Business

Copyright © 2025 SwitchOnBusiness.com

Mailing Address:
Switch On Business
1178 Broadway, 3rd Floor #3166
New York, NY
10001
United States

Content is for informational purposes and is not legal or financial advice. All information was accurate at the time of publication but may have since changed.

Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. Our team is committed to delivering honest, objective, and independent reviews all business products and services.

Please check our Privacy Policy page for more


Project Management Software

  • Home
  • About
  • Privacy Policy
  • Contact Us
  • Business Stats
Change Location
Find awesome listings near you!