Insightly vs Zoho CRM
Compare Insightly and Zoho CRM on features, pricing, and buyer fit using the same researched criteria.
Insightly
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
VS
Our verdict
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
Zoho CRM
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
Pros & cons
A balanced look at where each product shines — and where it falls short.
Insightly
Strengths in greenCons
- Trails on ease of use
- Trails on pipeline management
- Trails on sales automation
Best for
Insightly fits many small-business CRM evaluations
Zoho CRM
Trade-offs in redPros
- Stronger on ease of use
- Stronger on pipeline management
- Stronger on sales automation
- Stronger on email capabilities
Best for
Free/Standard pricing and feature set fit SMB sales motions
Choose if…
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
Still unsure which fits?
Answer a few buyer questions and get a shortlist matched to your priorities.
Find My CRMSome visit links may be affiliate links — we may earn a commission at no extra cost to you. Comparison outcomes are never based on commission.