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Insightly CRM vs Zoho CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Zoho CRM is based on a specific set of business needs and context. The comparison uses 34276 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Zoho CRM

Insightly CRM, Zoho CRM, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Zoho CRM focuses on Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, etc.

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton

"CommandCenter is my favorite feature so far. I’m still learning a lot and figuring out the best way to structure everything, but it allows us to broaden the lifecycle of what starts as a person, transforms to a deal with many people, and ends with a...n invoice to multiple parties. It’s something we have to play with a bit more before rolling it out completely, but looks very promising. " - Nick Valletta

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Zoho CRM for

Software Failure Risk

  • medium

logo Zoho CRM

Focus area

Zoho CRM is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Age

2009

1996

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

130

Total Goals
(we found evidences for)

13

19

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign monitoring




business development



social media management

social media analytics

managing social media account


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score




competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition



relationship marketing


payment management


touchpoint management



performance management





social media marketing


subscription management


billing and invoice management


conference call management


channel management


segmentation and targeting



database marketing


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • Launch new products

  • Improve stakeholder relations

  • Improve digital and social presence

  • Improve consistency

  • Build brand awareness

  • Improve brand engagement

  • Shorten ramp up time

  • Improve visibility

  • Establish thought leadership

  • Increase customer life time value

  • See 16 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more
  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting