Overview

Comprehensive customization options give Zoho an edge over other CRM systems. Zoho subscribers get the freedom to set up the system the way they want. The platform also integrates with thousands of third-party apps and software. In addition to being a flexible solution, Zoho CRM is affordable and includes a free version for up to three users.
Insightly is a powerful, visually appealing system that combines CRM with project management. The extensive functionality includes marketing automation, lead management, and custom dashboards that are a pleasure to view. Considering the best-in-class design and extensive functionality, the subscription fee of US$ 29 per month seems well-justified.

Ease of use

Zoho CRM's interface looks a little dated, but in terms of functionality, the system has everything you need to manage your sales, marketing, and service departments. A horizontal dashboard contains tabs for sales, leads, accounts, contacts, reports, and more. These settings can be customized to your preferences. You also have a homepage displaying open tasks, today's leads, and meetings. This can also be personalized, so the information you use most is front-and-center. And unlike many CRM systems, you don't have to worry about storage capacity. You get up to 100,000 contacts, so you can be sure every customer is served.
Insightly has a beautiful, contemporary look and feel. All the best design principles come together to create a CRM that people enjoy using. The layout is intuitive, as are the tools--you won't need extensive training to get the software up and running. Insightly is also packed with highly visual dashboards and reporting features. Navigation can be carried out via a vertical ribbon in the left corner. You can shift between projects, emails, deals, reports, and your current tasks. You'll see a plus icon in the right-hand corner where you can easily add new tasks, contacts, leads, organizations, and opportunities. Insightly also includes a search bar.

Support

Zoho provides standard support tools, including an online knowledge base, community forums, customer portal, and email support. Depending on your subscription package, you may receive remote assistance, live chat, and phone support five days per week. The more advanced your subscription, the faster the response time. Those customers with a yearly subscription for 25+ users may subscribe for enterprise support, which will cost 25% of the annual fee. It includes comprehensive technical assistance and a one-hour response time. You will also have early access to new features and advice on improving your Zoho experience.
Insightly is renowned for its customer support. All subscriptions (including free users) get access to email support, informative articles, FAQs, video tutorials, and a community forum. Paid users have access to phone support from 8 am-4 pm, weekdays. You can subscribe to a customer success plan for an extra fee, which offers 1-on-1 coaching and onboarding.

Who is it for?

Zoho is a flexible CRM solution, making it a good match for businesses with a unique business model. It provides an API, allowing subscribers to integrate with virtually any third-party tool. As for the other functionality, Zoho offers every feature the average B2B, B2C, or small to medium-sized business may need. The free plan for up to three users makes it a good choice for solo entrepreneurs too.
Insightly is excellent for small to medium-sized businesses, especially those that want a smooth handover between sales and project delivery. Solo entrepreneurs can also benefit from the free (for two) plan. Insightly offers a flexible platform that can benefit users across sales, operations, and support. The attractive, interactive design also makes it a good match for businesses that have had trouble with CRM adoption in the past. People actually like using Insightly, giving it a leg up on many CRM systems. A 2-week trial is available to test drive the software.

Ease of Use

4.1
3.9

Support

4
3.7

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
yes

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison