SoftwareGlimpse

Insightly vs Zoho CRM

Compare Insightly and Zoho CRM on features, pricing, and buyer fit using the same researched criteria.

Independently recommendedLast updated Aug 20, 20265 evidence sources20 screenshotsHow we compare

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Insightly

6.9/10

CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.

Best for

• Insightly fits many small-business CRM evaluations
• Insightly is evaluated here as a CRM/sales tool
• Insightly combines CRM and project management for service-oriented SMB teams.

Starting from $29.00/user/mo

No free plan

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Our verdict

No universal winner

There is no universal winner between Insightly and Zoho CRM. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Zoho CRM is better for

✓ Ease of use
✓ Pipeline management
✓ Sales automation
✓ Email capabilities

Tie

• Administration

Choose Insightly if: Insightly fits many small-business CRM evaluations

Choose Zoho CRM if: Free/Standard pricing and feature set fit SMB sales motions

See detailed comparison ↓

Zoho CRM

7.4/10

Affordable multi-edition sales CRM with free tier, automation, and Zia AI across Standard through Ultimate.

Best for

• Free/Standard pricing and feature set fit SMB sales motions
• Professional/Enterprise cover automation and reporting for growing teams
• Sales CRM pipelines and automation are the core product story

Starting from $0.00/user/mo

Free plan available

Insightly vs Zoho CRM at a glance

Criterion-level leaders from verified research.

Full scorecard →

Scorecard preview

Criterion leaders based on verified research — open the Scorecard tab for evidence detail.

Ease of useZoho CRM
Insightly
Zoho CRM
Pipeline managementZoho CRM
Insightly
Zoho CRM
Sales automationZoho CRM
Insightly
Zoho CRM
Email capabilitiesZoho CRM
Insightly
Zoho CRM
ReportingZoho CRM
Insightly
Zoho CRM

Which CRM is better for you?

Quick picks based on fit — not a universal ranking.

→ Zoho CRM
Best for ease of use
Zoho CRM leads on ease of use (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Zoho CRM
Best for pipeline management
Zoho CRM leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Zoho CRM
Best for sales automation
Zoho CRM leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

The biggest differences

Where the products diverge most clearly on verified criteria.

Pipeline management
Zoho CRM wins
Insightly
Trails Zoho CRM on this criterion
Zoho CRM
Zoho CRM leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilities
Zoho CRM wins
Insightly
Trails Zoho CRM on this criterion
Zoho CRM
Zoho CRM leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Sales automation
Zoho CRM wins
Insightly
Trails Zoho CRM on this criterion
Zoho CRM
Zoho CRM leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Reporting
Zoho CRM wins
Insightly
Trails Zoho CRM on this criterion
Zoho CRM
Zoho CRM leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Value for money
Zoho CRM wins
Insightly
Trails Zoho CRM on this criterion
Zoho CRM
Better for value for money

Which should you choose?

Choose Insightly if

Insightly fits many small-business CRM evaluations
Insightly is evaluated here as a CRM/sales tool
Insightly combines CRM and project management for service-oriented SMB teams.

Choose Zoho CRM if

Free/Standard pricing and feature set fit SMB sales motions
Professional/Enterprise cover automation and reporting for growing teams
Sales CRM pipelines and automation are the core product story

Related comparisons

Alternatives to consider

How we compare

A short look at the comparison process. Full methodology

1
Collect
Collect official product information, pricing, and product evidence.
2
Normalize
Map evidence to the same category evaluation criteria for both products.
3
Compare
Evaluate both products against identical criteria — ties and depends are allowed.
4
Explain
Show why each product wins, loses, or ties, with evidence behind the outcome.

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Independent criterion outcomes
No invented scores or prices
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