Zoho CRM vs. Insightly: A Comprehensive Comparison
Whether you're a small business owner or part of a larger enterprise, finding the right marketing automation software can be a daunting task. Two of the most popular options in the market are Zoho CRM and Insightly. In this post, we'll compare the two platforms to help you make an informed decision.
Overview
Zoho CRM is a cloud-based platform that offers a range of features such as lead generation, contact management, and sales force automation. It is known for its user-friendly interface and affordable pricing plans.
Insightly, on the other hand, is a web-based CRM and project management platform. It offers features such as contact management, lead routing, and workflow automation. Insightly is loved by users for its ease of use and customizable interface.
Pricing
When it comes to pricing, both tools offer a range of plans to suit different business needs.
Zoho CRM offers a free plan and paid plans starting at $12 per user per month. The paid plans offer additional features such as sales forecasting and territory management.
Insightly also offers a free plan and paid plans starting at $29 per user per month. The paid plans come with features such as custom branding and project management.
Features
Both platforms offer a range of features, but there are a few key differences to note.
Zoho CRM has a strong focus on sales force automation and workflow management. It also comes with a range of tools for lead generation, email marketing, and analytics.
Insightly, on the other hand, is primarily focused on contact management and project management. It offers features such as lead routing, workflow automation, and custom branding.
Integrations
When it comes to integrations, both platforms offer a range of options to connect with other tools.
Zoho CRM integrates with a broad range of third-party tools, including G Suite, Mailchimp, and Dropbox.
Insightly also integrates with a range of tools, including Microsoft Power BI, Xero, and Google Drive.
User reviews
Here's a quick look at what users are saying about each platform:
Zoho CRM
- "Zoho has helped us become more organized and efficient in our sales process." - Source: Capterra
- "The pricing is very competitive." - Source: TrustRadius
Insightly
- "Insightly is great for managing sales leads and keeping track of deals." - Source: G2
- "The automation features are fantastic." - Source: Capterra
Conclusion
Overall, both Zoho CRM and Insightly are great options for businesses looking for marketing automation software. Your choice will largely depend on your business needs and budget.
If you're looking for a platform with a strong focus on sales force automation and workflow management, Zoho CRM might be the best fit. On the other hand, if your business is focused on contact management and project management, Insightly might be the better option.
No matter which platform you choose, both Zoho CRM and Insightly offer a range of features and integrations to help you streamline your sales and marketing processes.