Choosing a customer relationship management (CRM) platform isn’t easy. You have to consider many different factors, from price to sales automation, and there are lots of options to choose from. It can be hard to figure out how all those different options compare to one another.
Two examples of widely used CRMs are Insightly and Zoho. Both of these tools may be among those your company is considering using, but you might not be sure how they stack up against one another.
The good news is we’re here to help. On this page, we’ll go over some pros and cons of each tool and see how Insightly and Zoho compare on several key CRM elements. Keep reading to learn more!
Insightly has several benefits that make it a good CRM for many companies. Those benefits include:
Insightly has its advantages, but there are also some downsides to using it. Those downsides include:
Just like Insightly, Zoho has its own set of advantages. Those advantages include:
For all its advantages, Zoho also has quite a few downsides. Here are a few of the biggest ones:
Now that we know the pros and cons of both Zoho and Insightly, let’s see how they compare to one another on some of the most important aspects of a good CRM. That comparison is summarized in the chart below:
Insightly offers a few different pricing plans. Of these, the cheapest is $29 per user per month, and the most expensive is $99 per user per month. That means the best Insightly plans err more on the expensive side.
Zoho, on the other hand, is much cheaper overall. It costs $35 per user per month if you pay annually or $45 per user per month if you pay monthly. Zoho also offers a free plan.
It goes without saying that when you get a new CRM, you want it to be easy to use. Thankfully, Insightly does well in this category, with customers reporting that the platform is very straightforward and intuitive.
Zoho, on the other hand, doesn’t do as well here. It’s not too bad once you get the hang of it, but it does have a steep learning curve, which means it can take time to drive results.
Reporting is another key feature of any CRM, and both Zoho and Insightly use it very effectively. Both tools feature reporting capabilities that can delve deep into your sales data to reveal key insights about your customers and your pipeline.
Between the two tools, Zoho’s reporting is slightly better, but Insightly’s reports aren’t anything to turn your nose up at.
Insightly does a great job with integrations. It offers more than 2000 options, some of which are native integrations.
Unfortunately, Zoho doesn’t score so well in this category. Customers report that it doesn’t offer many integrations, and the ones it does offer are difficult to set up. In fact, the free plan doesn’t come with any at all. So, Insightly definitely wins in this category.
Finally, we come to sales automation. Both Zoho and Insightly do well in this category—Zoho probably stands out a bit more since it comes equipped with an AI tool called Zia that can recommend specific automated workflows to you based on your activity. However, Insightly’s sales automation is perfectly adequate as well.
Now we come back to the main question of this page—should your business use Insightly or Zoho? Which tool is better?
The answer depends entirely upon your particular needs. If your priority is ease of use or integrations, go with Insightly. But if you’re looking for a cheaper option or prioritizing sales automation and reporting, Zoho could be the best choice.
However, keep in mind that both of these tools share some weaknesses. For instance, neither of them offers particularly good customer service. For that reason, you may decide the best option for your business is to choose a different CRM entirely.
Looking for a third CRM option for your company other than Insightly or Zoho? Try Nutshell. Our top-of-the-line CRM not only comes with all the best features of Insightly and Zoho—like sales automation and advanced reporting—but also has one of the best customer support teams you could ask for.
Interested in trying out Nutshell for yourself? Start a 14-day free trial today!
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