Comparing Insightly and Zoho Books
When it comes to managing your small business, choosing the right software can make all the difference. Insightly and Zoho Books are two popular options for businesses looking for an effective way to manage contacts, finances, and more. But which one is the right choice for your business? Let's compare Insightly vs. Zoho Books to see how they stack up.
The Basics
Insightly is a CRM software that focuses on helping businesses manage their customer relationships. Zoho Books, on the other hand, is a cloud-based accounting software that helps businesses manage their finances. Both software options offer features that benefit small businesses, but which one is the better option for you?
Features
When it comes to features, Insightly is known for its robust CRM tools. It allows users to manage contacts, track leads and sales, and monitor customer interactions. Insightly can also help automate workflow processes, making it easier to manage tasks and projects.
Zoho Books, on the other hand, offers a range of accounting and financial features. It allows users to manage finances, invoices, and expenses. It also allows users to create reports and track inventory. Additionally, Zoho Books integrates with other Zoho products, providing users with a suite of tools to help manage their business.
Pricing
When it comes to pricing, Insightly offers a free plan for up to two users. From there, pricing starts at $29 per user per month. Insightly also offers paid plans with more advanced features starting at $49 per user per month.
Zoho Books offers a free plan for up to one user. From there, pricing starts at $9 per month for a basic plan. The company offers paid plans with more advanced features starting at $19 per month.
Integrations
Both Insightly and Zoho Books offer integrations with a variety of other software options. Insightly integrates with popular options such as Mailchimp, Quickbooks, and Dropbox. Zoho Books, meanwhile, integrates with a long list of other Zoho products, as well as popular options such as PayPal, Square, and Shopify.
Customer Support
Both Insightly and Zoho Books offer customer support, including phone and email support. Insightly also offers a help center with articles and resources to help users.
Conclusion
When it comes down to it, the choice between Insightly and Zoho Books really depends on your business's needs. Insightly is a great option for businesses looking to manage their customer relationships, while Zoho Books is a great option for businesses looking to manage their finances. Price-wise, Zoho Books is the more affordable of the two options, but Insightly offers a more robust feature set.
Whatever option you choose, both Insightly and Zoho Books are solid choices for small businesses looking for software to help streamline their business processes.