As a small business owner, managing your customer relationships is crucial to your success. With so many cloud-based CRM tools available in the market, choosing the right one can be overwhelming. In this blog post, we'll compare three popular CRM tools - Insightly, Zoho CRM, and Salesforce Essentials - to help you make an informed decision that fits your needs and budget.
Features Comparison
| Features | Insightly | Zoho CRM | Salesforce Essentials |
|---|---|---|---|
| Contact Management | ✔️ | ✔️ | ✔️ |
| Sales Pipeline | ✔️ | ✔️ | ✔️ |
| Email Marketing | ✔️ | ✔️ | ✔️ |
| Workflow Automation | ✔️ | ✔️ | ✔️ |
| Team Collaboration | ✔️ | ✔️ | ✔️ |
| Reporting & Analytics | ✔️ | ✔️ | ✔️ |
| Mobile App | ✔️ | ✔️ | ✔️ |
All three CRMs offer similar features in terms of contact and pipeline management, email marketing, workflow automation, and reporting. The main difference lies in their team collaboration and mobile app capabilities. Insightly's mobile app is more intuitive with excellent offline access. Zoho CRM offers a more wholesome team collaboration with features like task assignment and customized roles. Salesforce Essentials also offers marketing automation like drip campaigns and web behavior tracking.
Pricing Comparison
| Plan | Insightly | Zoho CRM | Salesforce Essentials |
|---|---|---|---|
| Free | ✔️ | ✔️ | ❌ |
| Basic | $29/user/month | $14/user/month | $25/user/month |
| Standard | $49/user/month | $23/user/month | $75/user/month |
| Professional | $99/user/month | $40/user/month | $150/user/month |
Insightly and Zoho CRM offer a free plan that includes basic features for up to 2 users. Salesforce Essentials does not have a free version but offers a 14-day free trial. All three CRMs offer various paid plans, each with increasing features suitable for your business.
Verdict
After considering both features and pricing, it's clear that each of the CRMs has a unique advantage over the other. If mobile access and workflow automation is crucial for you, then Insightly might be the best pick for your business. For more extensive team collaboration features, Zoho CRM will suit you better. If marketing automation and web behavior tracking are at the top of your priority list, Salesforce Essentials is worth considering.
There is good news, though! All three CRMs offer free trials, which lets you experience everything beforehand.
In conclusion, choosing the best CRM for your small business can be intimidating. Still, with insights into the features, cost, and advantages of every tool, hopefully, we have made it easier for you.