# Insightly vs Zoho CRM: Features and Cost Comparison 2026 | Capterra > Insightly vs Zoho CRM: Which crm tool is right for you? Dive into our detailed comparison of their features, costs, and user experience to make your decision. Source: https://www.capterra.com/compare/130671-155928/Insightly-vs-Zoho-CRM --- # Insightly vs Zoho CRM Features and Cost Comparison Last updated May 6th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Zoho CRMInsightly2/4 selected [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) [## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) [## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $29.00/month Starting Price $29.00/month Value-for-Money 4 Functionality 3.9 Ease of Use 4 Customer Service 3.8 Starting Price $14.00/month Starting Price $14.00/month Value-for-Money 4.3 Functionality 4.3 Ease of Use 4.2 Customer Service 4.1 Reviews Sentiment Based on [654 reviews](https://www.capterra.com/p/130671/Insightly/reviews/) Positive 518 Neutral 86 Negative 50 Positive 518 Neutral 86 Negative 50 Reviews Sentiment Based on [6,972 reviews](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Positive 5,937 Neutral 782 Negative 253 Positive 5,937 Neutral 782 Negative 253 Best for (according to reviews) - **Business size**: Small businesses account for 425 reviews, representing 64% of feedback, demonstrating broad uptake among this segment. - **Industry**: Marketing and advertising, management consulting, and computer software together contribute 24% of reviews, indicating diverse industry adoption. - **Use cases**: CRM (60%), task management (35%), and account management (32%) are the primary use cases, reflecting a focus on customer and workflow management. Best for (according to reviews) - **Business size**: Small businesses account for 5,254 reviews, representing 75% of feedback, demonstrating broad uptake among smaller organizations. - **Industry**: Information technology, marketing, and computer software industries together contribute 28% of reviews, indicating notable adoption across these sectors. - **Use cases**: CRM, account management, and sales tracking make up 100% of use cases, highlighting a focus on customer and sales operations. ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Reviewer verdict Insightly Insightly users find it best for startups and small businesses seeking an easy-to-use CRM with strong customization and workflow management features. Reviewers value its cost-effective entry-level plans and appreciate integrations with Gmail and Mailchimp for basic communication and marketing needs, though they note some limitations with integration depth and advanced features. Zoho CRM Zoho CRM users consider it well-suited for businesses needing a comprehensive, flexible CRM with advanced automation, robust contact and lead management, and extensive integration options, including Gmail, Microsoft Outlook, Mailchimp, and Zapier. Reviewers highlight its affordability and rich feature set, though they mention that pricing can become complex as needs grow. ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Features comparison In the crm market, Insightly and Zoho CRM both offer a range of features, and comparing them goes beyond just looking at price. Understanding which functionalities align with your specific requirements can help maximize value and eliminate unnecessary spending. Below is a breakdown of the most critical aspects to consider. \[[1](#source-item-1)\] Key features rated by users Features selected based on 44,336 reviews from CRM users. about the Fit Score methodology. Fit Score methodology To calculate the Fit Score, our proprietary methodology factors in the following: - The importance level for each feature. By default, this is determined by user reviews. They can rate a feature Critical, High, Low, or Not Used. - Feedback from real users on how the product performs for each key feature, derived from verified user reviews and ratings. Please note: - To calculate the Fit Score, the number of reviews for those features and the actual rating carry the same weight. You might see that, in some cases, even though the ratings are the same, we still determine a winner because it had more reviews. - If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Insightly 78%Fit Feature ratings Contact Database 4.3 Contact Management 4.4 Lead Management 4.2 Sales Pipeline Management 4.1 Zoho CRM 86%Fit High performer Feature ratings Contact Database 4.4 Contact Management 4.4 Lead Management 4.4 Sales Pipeline Management 4.3 Contact Database 4.3 (80) 4.4 (521) Insightly users appreciate the ease of managing and organizing large numbers of contacts, which they say offers features like custom fields, tags, and the ability to link records. They find it useful for keeping client information centralized and updated, although some users mention the need for better search functionalities. Meanwhile, Zoho CRM users value its comprehensive and organized contact database, which they say centralizes customer information and integrates well with other modules. They highlight its advanced search and filtering capabilities, as well as its ability to segment and categorize contacts for targeted marketing. Overall, users find Insightly effective for basic contact management, while they appreciate Zoho CRM for its robust and flexible contact database features. Contact Management 4.4 (82) 4.4 (1218) Insightly users find the contact management feature user-friendly and efficient for organizing and updating contact information. They appreciate the ability to link contacts to various projects and tasks, although some users mention occasional lag and the need for better search capabilities. On the other hand, Zoho CRM users value its integration with other applications and the ability to automate tasks such as follow-up emails and scheduling appointments. They find the advanced search and filtering capabilities helpful for managing customer interactions and sales activities. In summary, users find Insightly easy to use for basic contact management, while they value Zoho CRM for its advanced automation and integration features. Lead Management 4.2 (88) 4.4 (1183) Insightly users find the lead management feature essential for tracking sales stages and progress, although some users mention it can be glitchy and basic. They appreciate the ability to set reminders and follow-up tasks, but note that additional subscriptions may be required for more advanced features. Zoho CRM users, meanwhile, highlight its organized workflow and automation capabilities for capturing and tracking leads. They value the lead qualification and assignment features, which they say help prioritize and manage leads effectively. Overall, users find Insightly useful for basic lead tracking, while they appreciate Zoho CRM for its comprehensive and automated lead management capabilities. Sales Pipeline Management 4.1 (82) 4.3 (848) Insightly users appreciate the ability to customize pipelines and track sales stages, although some users find it basic and occasionally glitchy. They value the visual representation of the sales process and the ease of converting opportunities to projects. Zoho CRM users, on the other hand, praise its visual clarity and customizable features for tracking deals through each stage of the sales process. They find the drag-and-drop functionality and integration with other modules helpful for managing sales activities and forecasting revenue. In general, users find Insightly suitable for basic pipeline management, while they value Zoho CRM for its advanced and visually appealing sales pipeline management features. ## Pricing comparison ### Starting prices Insightly $29.00 Per User (Per Month) Free Trial Free Version [View pricing plans](https://www.capterra.com/p/130671/Insightly/pricing/) Zoho CRM $14.00 Per User (Per Month) Free Trial Free Version [View pricing plans](https://www.capterra.com/p/155928/Zoho-CRM/pricing/) ### Value-for-money analysis 4.0 (654) 4.3 (6972) A comparison of how reviewers evaluate the value for money provided by both Insightly and Zoho CRM indicates that Insightly reviewers find it offers a cost-effective solution for startups and small businesses, while Zoho CRM reviewers appreciate its affordability and extensive feature set. Reviewers find that Insightly's free version is highly beneficial for startups and small businesses, offering essential CRM functionalities without upfront costs. They appreciate the tiered pricing plans, which allow businesses to scale as needed. However, some users mention that the cost of premium plans can be high, and certain advanced features require additional payments, which may not be ideal for all businesses. As for Zoho CRM, reviewers highlight its affordability and comprehensive features, noting that it provides good value for money. They appreciate the various pricing tiers, including a free version, and the extensive integration capabilities. However, some users mention that the cost can increase significantly with advanced features and larger teams, and the pricing structure can be complex, which may be a drawback for smaller businesses. ## Integrations Popular Integrations Compare available integrations between Insightly and Zoho CRM. ### HubSpot CRM Insightly Zoho CRM ### Mailchimp Insightly Zoho CRM ### Zapier Insightly Zoho CRM ### GetResponse Insightly Zoho CRM ### Microsoft 365 Insightly Zoho CRM ### Operations Hub Insightly Zoho CRM ### Trello Insightly Zoho CRM ### Zoho Books Insightly Zoho CRM Total Integrations 118 Gmail Reviewers mention that Insightly integrates seamlessly with Gmail, allowing users to log emails, manage contacts, and synchronize data, which they say enhances communication and workflow efficiency. Mailchimp Users report that Insightly integrates with Mailchimp for email marketing, noting that it facilitates sending email blasts and automating mail campaigns, which they indicate improves customer engagement. Insightly Integrations (118) - [123FormBuilder](https://www.capterra.com/p/122770/123ContactForm/) - [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) - [ActiveDEMAND](https://www.capterra.com/p/142305/ActiveDEMAND/) - [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/) - [Aircall](https://www.capterra.com/p/184709/Aircall/) - [AnyMeeting](https://www.capterra.com/p/118310/AnyMeeting/) - [Asana](https://www.capterra.com/p/184581/Asana-PM/) - [Benchmark Email](https://www.capterra.com/p/71152/Benchmark-Email/) - [Bidsketch](https://www.capterra.com/p/127734/Bidsketch/) - [BookingSync](https://www.capterra.com/p/114051/BookingSync/) - [Box](https://www.capterra.com/p/148766/Box/) - [Brevo](https://www.capterra.com/p/132996/brevo/) - [CallRail](https://www.capterra.com/p/141829/CallRail/) - [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/) - [Chargebee](https://www.capterra.com/p/131433/Chargebee/) - [Clio](https://www.capterra.com/p/105428/Clio/) - [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) - [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) - [Contactually](https://www.capterra.com/p/158259/Contactually/) - [Cyclr](https://www.capterra.com/p/158623/Cyclr/) - [Dasheroo](https://www.capterra.com/p/139939/Dasheroo/) - [Direct Mail](https://www.capterra.com/p/128355/Direct-Mail/) - [DirectIQ Email Marketing](https://www.capterra.com/p/135395/DirectIQ/) - [Docusign](https://www.capterra.com/p/121506/Docusign/) - [Dotdigital](https://www.capterra.com/p/151213/dotmailer/) - [dotloop](https://www.capterra.com/p/136372/dotloop/) - [Drip](https://www.capterra.com/p/164933/Drip/) - [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) - [Emma by Marigold](https://www.capterra.com/p/75428/Emma/) - [Everhour](https://www.capterra.com/p/133409/Everhour/) - [Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/) - [EZ Texting](https://www.capterra.com/p/145848/Ez-Texting/) - [Formstack Forms](https://www.capterra.com/p/118892/Formstack/) - [FreeAgent](https://www.capterra.com/p/122008/FreeAgent/) - [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) - [Front](https://www.capterra.com/p/132901/Front/) - [FullContact](https://www.capterra.com/p/161228/FullContact-Data-Solutions/) - [GetResponse](https://www.capterra.com/p/153948/GetResponse/) - [Gmail](https://www.capterra.com/p/202338/Gmail/) - [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) - [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/) - [Google Drive](https://www.capterra.com/p/161425/Drive/) - [Google Forms](https://www.capterra.com/p/176571/Google-Forms/) - [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) - [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/) - [Groove](https://www.capterra.com/p/143005/Groove/) - [Help Scout](https://www.capterra.com/p/136909/Help-Scout/) - [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) - [Hubstaff](https://www.capterra.com/p/132376/Hubstaff/) - [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) - [Intercom](https://www.capterra.com/p/134347/Intercom/) - [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) - [Kanban Tool](https://www.capterra.com/p/132750/Kanban-Tool/) - [Kantata](https://www.capterra.com/p/110832/kantata/) - [Keap](https://www.capterra.com/p/76390/Infusionsoft/) - [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/) - [Kustomer](https://www.capterra.com/p/158128/Kustomer/) - [Lead Liaison](https://www.capterra.com/p/124417/Lead-Liaison/) - [Mad Mimi](https://www.capterra.com/p/140718/Mad-Mimi/) - [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) - [MailerLite](https://www.capterra.com/p/136603/MailerLite/) - [MailUp](https://www.capterra.com/p/127970/MailUp/) - [Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/) - [Membrain](https://www.capterra.com/p/143859/Membrain/) - [Meta for Business](https://www.capterra.com/p/213257/Facebook/) - [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) - [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) - [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) - [Mojo Helpdesk](https://www.capterra.com/p/128650/Mojo-Helpdesk/) - [Myphoner](https://www.capterra.com/p/225488/Myphoner/) - [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) - [OmniFocus](https://www.capterra.com/p/177722/OmniFocus/) - [OnceHub](https://www.capterra.com/p/122968/ScheduleOnce/) - [OneDrive](https://www.capterra.com/p/161304/OneDrive/) - [Operations Hub](https://www.capterra.com/p/226298/PieSync/) - [Outreach](https://www.capterra.com/p/159318/Outreach/) - [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) - [PersistIQ](https://www.capterra.com/p/143625/PersistIQ/) - [Podio](https://www.capterra.com/p/128631/Podio/) - [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/) - [Process Street](https://www.capterra.com/p/135004/Process-Street/) - [Proposable](https://www.capterra.com/p/122529/Proposable/) - [Proposify](https://www.capterra.com/p/133332/Proposify/) - [Pure Chat](https://www.capterra.com/p/141708/Pure-Chat/) - [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) - [Quotient](https://www.capterra.com/p/131897/Quotient/) - [Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/) - [Reply](https://www.capterra.com/p/143629/Reply/) - [Robly](https://www.capterra.com/p/149327/Robly/) - [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/) - [SendGrid](https://www.capterra.com/p/204113/SendGrid/) - [ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) - [Setmore](https://www.capterra.com/p/122035/SetMore/) - [Shopify](https://www.capterra.com/p/83891/Shopify/) - [Slack](https://www.capterra.com/p/135003/Slack/) - [Slemma](https://www.capterra.com/p/153269/Slemma/) - [Stripe](https://www.capterra.com/p/123889/Stripe/) - [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) - [SupportBee](https://www.capterra.com/p/132028/SupportBee/) - [Teamwork Desk](https://www.capterra.com/p/143754/Teamwork-Desk/) - [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) - [TimeCamp](https://www.capterra.com/p/129847/TimeCamp/) - [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/) - [Toky](https://www.capterra.com/p/156115/Toky/) - [Toodledo](https://www.capterra.com/p/180631/Toodledo/) - [Trello](https://www.capterra.com/p/211559/Trello/) - [Typeform](https://www.capterra.com/p/137289/Typeform/) - [Wave](https://www.capterra.com/p/178021/Wave-Apps/) - [Wishpond](https://www.capterra.com/p/145745/Wishpond/) - [Wufoo](https://www.capterra.com/p/224990/Wufoo/) - [Xero](https://www.capterra.com/p/120109/Xero/) - [YouCanBook.me](https://www.capterra.com/p/163194/YouCanBookMe/) - [Zapier](https://www.capterra.com/p/130182/Zapier/) - [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) - [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) - [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) - [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) - [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) Total Integrations 70 Gmail Users say that integrating Gmail with Zoho CRM helps track email responses and manage leads, noting that it simplifies communication and syncs calendars and events. Microsoft Outlook Reviewers mention that integrating Microsoft Outlook with Zoho CRM captures emails associated with contacts and syncs details, which they say improves communication and follow-ups. Mailchimp Users report that integrating Mailchimp with Zoho CRM keeps campaigns updated and manages mailing lists, citing that it simplifies marketing efforts and lead tracking. Zapier Reviewers state that integrating Zapier with Zoho CRM automates workflows and connects various apps, which they indicate saves time and enhances lead management. Zoho CRM Integrations (70) - [2iNova Practice Management Software](https://www.capterra.com/p/142255/V-Tech-Platinum-Veterinary-Software/) - [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) - [Avaya Experience Platform](https://www.capterra.com/p/212871/Aura-Call-Center-Elite/) - [Bedrock Data](https://www.capterra.com/p/156578/BedrockData/) - [Box](https://www.capterra.com/p/148766/Box/) - [Dealfront](https://www.capterra.com/p/154835/Leadfeeder/) - [Docusign](https://www.capterra.com/p/121506/Docusign/) - [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) - [Eventbrite](https://www.capterra.com/p/114949/Eventbrite/) - [GetResponse](https://www.capterra.com/p/153948/GetResponse/) - [Gmail](https://www.capterra.com/p/202338/Gmail/) - [Google Ads](https://www.capterra.com/p/213339/Google-Ads/) - [Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) - [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) - [Google Drive](https://www.capterra.com/p/161425/Drive/) - [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) - [GoTo Meeting](https://www.capterra.com/p/163332/GoToMeeting/) - [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) - [iQuoteXpress](https://www.capterra.com/p/119222/iQuote-Xpress/) - [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) - [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/) - [Klenty](https://www.capterra.com/p/147408/Klenty/) - [Knowlarity](https://www.capterra.com/p/240811/Knowlarity/) - [Kudosity](https://www.capterra.com/p/214344/BurstSMS/) - [LinkedIn for Business](https://www.capterra.com/p/213505/LinkedIn-for-Business/) - [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) - [mailparser.io](https://www.capterra.com/p/153243/mailparser-io/) - [Meta for Business](https://www.capterra.com/p/213257/Facebook/) - [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) - [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) - [Operations Hub](https://www.capterra.com/p/226298/PieSync/) - [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) - [PayPal](https://www.capterra.com/p/207944/PayPal/) - [Proposify](https://www.capterra.com/p/133332/Proposify/) - [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) - [Quoter](https://www.capterra.com/p/117768/Socket/) - [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) - [RingCX](https://www.capterra.com/p/242186/RingCentral-Contact-Center/) - [Saasu](https://www.capterra.com/p/128919/Saasu/) - [Shopify](https://www.capterra.com/p/83891/Shopify/) - [SimplyCast](https://www.capterra.com/p/111290/SimplyCast/) - [Skyvia](https://www.capterra.com/p/146167/Skyvia/) - [Slack](https://www.capterra.com/p/135003/Slack/) - [SMS-Magic](https://www.capterra.com/p/210549/SMS-Magic-Interact/) - [SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/) - [Trello](https://www.capterra.com/p/211559/Trello/) - [Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/) - [Twitter/X](https://www.capterra.com/p/214056/Twitter/) - [Xero](https://www.capterra.com/p/120109/Xero/) - [Zapier](https://www.capterra.com/p/130182/Zapier/) - [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) - [Zoho Analytics](https://www.capterra.com/p/129749/Zoho-Analytics/) - [Zoho Assist](https://www.capterra.com/p/112011/Zoho-Assist/) - [Zoho Billing](https://www.capterra.com/p/231293/Zoho-Subscriptions/) - [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) - [Zoho Campaigns](https://www.capterra.com/p/253223/Zoho-Campaigns/) - [Zoho Cliq](https://www.capterra.com/p/167639/Zoho-Cliq/) - [Zoho Creator](https://www.capterra.com/p/211755/Zoho-Creator/) - [Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) - [Zoho Expense](https://www.capterra.com/p/142384/Zoho-Expense/) - [Zoho Forms](https://www.capterra.com/p/227463/Zoho-Forms/) - [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) - [Zoho Mail](https://www.capterra.com/p/174694/Zoho-Mail/) - [Zoho Meeting](https://www.capterra.com/p/202121/Zoho-Meeting/) - [Zoho Projects](https://www.capterra.com/p/169455/Zoho-Projects/) - [Zoho SalesIQ](https://www.capterra.com/p/168135/Zoho-SalesIQ/) - [Zoho Sign](https://www.capterra.com/p/215876/Zoho-Sign/) - [Zoho Social](https://www.capterra.com/p/159351/Zoho-Social/) - [Zoho Survey](https://www.capterra.com/p/131426/Zoho-Survey/) - [Zoho Writer](https://www.capterra.com/p/152720/Zoho-Writer/) For each product, we show you the most common integrations according to our user reviews and analyze themes in what reviewers say to highlight what you need to know. ## How does the user experience compare on Insightly vs Zoho CRM? ### Overall rating 4.0 (654) 4.3 (6972) ### User interface Insightly Zoho CRM ### Customer service and support Insightly Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 (Live rep) Chat Zoho CRM Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 (Live rep) Chat ## What users say about the pros and cons of Insightly vs Zoho CRM Insightly and Zoho CRM are two software tools that have been evaluated and reviewed on Capterra by verified reviewers. Read genuine feedback from users to see how Insightly compares to Zoho CRM and decide which one is the best fit for your needs. Users appreciate Insightly for its CRM usage, noting its wide array of tools, customization options, and ease of use. They find it valuable for managing customer relationships and integrating with various applications. Reviewers also highlight Insightly's strong customization capabilities, allowing businesses to tailor the software to their needs. Additionally, users value its workflow management features, which they say improve efficiency and organization. Meanwhile, Zoho CRM users praise its comprehensive feature set, competitive pricing, and extensive integration capabilities. They find it adaptable and effective for managing customer relationships and sales processes, appreciating its affordability and flexibility. As a downside, Insightly users mention issues with integration capabilities, email management, and pricing. At the same time, Zoho CRM users report problems with email management, customer support, and user issues. \[[2](#source-item-2)\] Pros Insightly John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.“ December 16, 2025 WA Wilcox A Managing SolicitorLegal Services, 51 - 200 employeesUsed the software for: 6-12 months. “We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.“ September 20, 2024 Zoho CRM Ben W Project AnalystLogistics and Supply Chain, 51 - 200 employeesUsed the software for: 1-2 years. “Zoho CRM made it easy to manage our Sales pipeline by providing a structured view of leads/deals, plentiful integration options, out of the box analytics and a helpful support team.“ March 4, 2026 RS Radha S Legal AssistantLegal Services, 51 - 200 employeesUsed the software for: I used a free trial. “It’s a robust, feature‑rich platform that excels at centralizing customer data, automating workflows, and supporting end‑to‑end CRM processes.“ April 27, 2026 Cons Insightly John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The integrations with other applications wasn't as strong as I was looking for at the time.“ December 16, 2025 JK Jamie K Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields.“ May 6, 2024 Zoho CRM Joseph T CEOProfessional Training & Coaching, 11 - 50 employeesUsed the software for: 6-12 months. “During that time, Zoho repeatedly threatened service suspension despite being unable to provide a functioning invoice or payment method. When a usable invoice and payment link were finally provided late on a Friday afternoon, Zoho suspended our services less than 48 hours later for “non-payment,” without prior notice that immediate payment was required and without allowing any reasonable payment window (e.g., net 7).“ February 11, 2026 Kritik K CeoComputer & Network Security, 51 - 200 employeesUsed the software for: 1-2 years. “Zoho CRM's biggest drawbacks are its steep learning curve due to a cluttered interface and inconsistent customer support response times for non-premium users.“ February 23, 2026 * * * Sources 1. Our research team identified features from vendor websites based on their analysis of what users find valuable or expect from crm software. This list is not exhaustive. For additional features, refer to the vendor’s website. 2. Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. They represent user opinion and do not represent the views of, nor constitute, an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar. * * * Need Help Deciding Between Insightly and Zoho CRM? Talk to a Capterra advisor for free and get results within 15 minutes. 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