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  1. Stackups
  2. Business Tools
  3. CRM
  4. CRM
  5. Insightly vs Zoho

Insightly vs Zoho

OverviewComparisonAlternatives

Overview

Insightly
Insightly
Stacks31
Followers32
Votes0
Zoho
Zoho
Stacks215
Followers184
Votes0

Insightly vs Zoho: What are the differences?

The following are the key differences between Insightly and Zoho.

  1. Customization Options: Insightly offers a high level of customization with its drag-and-drop interface, allowing users to tailor the CRM to their specific needs. On the other hand, Zoho provides a wide range of customization options but may require more technical expertise to implement compared to Insightly.

  2. Workflow Automation: Zoho has robust workflow automation capabilities that enable users to automate repetitive tasks and streamline processes more efficiently. While Insightly also offers workflow automation features, they may not be as extensive or user-friendly as Zoho's.

  3. Integration Ecosystem: Zoho boasts an extensive integration ecosystem, with the ability to connect to numerous third-party apps seamlessly. In comparison, Insightly's integration options are somewhat limited, which can be a factor to consider for businesses looking to integrate their CRM with other tools.

  4. User Interface: Insightly has a modern and intuitive user interface that is easy to navigate, making it ideal for users who value simplicity. Conversely, Zoho's interface may appear more cluttered and complex, requiring a learning curve for new users to familiarize themselves with the platform.

  5. Pricing Structure: Insightly offers straightforward pricing plans with clear features and pricing tiers, making it easier for businesses to choose a plan that aligns with their needs and budget. Meanwhile, Zoho's pricing structure can be more complex, as it offers a wide range of applications and bundled packages that may require more careful consideration.

In Summary, Insightly excels in customization and simplicity, while Zoho stands out with its extensive workflow automation and integration capabilities, catering to users with different preferences and needs.

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Detailed Comparison

Insightly
Insightly
Zoho
Zoho

With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

Unique and powerful suite of software to run your entire business. It contains word processing, spreadsheets, presentations, databases, note-taking, wikis, web conferencing, customer relationship management, project management, invoicing, and other applications.

Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports; Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private
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Statistics
Stacks
31
Stacks
215
Followers
32
Followers
184
Votes
0
Votes
0
Integrations
Mailchimp
Mailchimp
G Suite
G Suite
WordPress
WordPress
Magento
Magento
Xero
Xero

What are some alternatives to Insightly, Zoho?

G Suite

G Suite

An integrated suite of secure, cloud-native collaboration and productivity apps. It includes Gmail, Docs, Drive, Calendar, Meet and more.

Salesforce Sales Cloud

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Pipedrive

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

Streak

Streak

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

OnePageCRM

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Microsoft 365

Microsoft 365

Office is becoming Microsoft 365. Boost productivity with Microsoft Teams, Word, Excel, PowerPoint, and more—all in one place.

Highrise

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Close.io

Close.io

Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.

Odoo

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

Zoho CRM

Zoho CRM

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

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