Insightly vs Zoho CRM
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Zoho CRM
Zoho CRM is a feature-rich customer relationship management platform that offers exceptional value for small and mid-size businesses. It includes sales automation, marketing tools, analytics, and AI capabilities at a fraction of the cost of competitors. Zoho CRM is part of the broader Zoho ecosystem of 45+ business apps.
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Pros
- ✓Exceptional value with a strong free plan for up to 3 users
- ✓Deep integration with the Zoho ecosystem of business apps
- ✓Strong automation and AI features at affordable price points
- ✓Highly customizable
Cons
- ✗Interface can feel overwhelming with too many features
- ✗Customer support response times can be slow
- ✗Less intuitive than HubSpot or Pipedrive for new users
Insightly vs Zoho CRM: Side by Side
| Factor | Insightly | Zoho CRM |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | CRM Software |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| Best For | Growing businesses that need CRM and project management in one platform | Budget-conscious SMBs wanting a feature-rich CRM with a broad app ecosystem |
| Our Pick | — | — |
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Zoho CRM Features
- ✓Lead and contact management
- ✓sales automation
- ✓email marketing
- ✓workflow rules
- ✓analytics
- ✓AI assistant Zia
- ✓mobile app
- ✓social media integration
Pricing Comparison
Our Take
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Zoho CRM if budget-conscious smbs wanting a feature-rich crm with a broad app ecosystem.
Best For
Growing businesses that need CRM and project management in one platform
Best For
Budget-conscious SMBs wanting a feature-rich CRM with a broad app ecosystem
How Insightly and Zoho CRM Are Similar
- •Both are CRM Software platforms designed for business teams
- •Both offer web-based access with no software installation required
- •Both provide customer support and onboarding resources
- •Both integrate with popular third-party business tools
- •Both offer a free plan to get started
Also Consider
If neither Insightly nor Zoho CRM is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Insightly and Zoho CRM?
Insightly is best for growing businesses that need crm and project management in one platform. Zoho CRM is best for budget-conscious smbs wanting a feature-rich crm with a broad app ecosystem.
Which is better, Insightly or Zoho CRM?
Choose Insightly if growing businesses that need crm and project management in one platform. Choose Zoho CRM if budget-conscious smbs wanting a feature-rich crm with a broad app ecosystem.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
How much does Zoho CRM cost?
Zoho CRM starts at Free. Pricing model: Freemium.
Who should use Insightly?
Growing businesses that need CRM and project management in one platform
Who should use Zoho CRM?
Budget-conscious SMBs wanting a feature-rich CRM with a broad app ecosystem