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Insightly CRM vs Zoho CRM Plus: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Zoho CRM Plus is based on a specific set of business needs and context. The comparison uses 12127 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Zoho CRM Plus

Insightly CRM, Zoho CRM Plus, 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 Plus focuses on Engagement Management with Social Media, Social Media Management with Social Media, Social Media Marketing with Social Media, Helpdesk Management with E-Mail, etc.

"Insightly does everything in the most intuitive way possible. " - Seth Rodden

"We've Been Using The Zoho Customer Experience Platform For Over 2 Years Now And We Couldn't Have Asked For Anything Better. Zoho Has Constantly Improved Its User Experiences And Functionalities That Is Helping Businesses Like Ours Deliver Better Exp...eriences To Our Customers. Zia's Conversational Abilities And Intelligence To Assist Our Customer-Facing Teams All Along The Customer Journey Is What We Love The Most. " - Hanh Nguyen

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 Plus for

Software Failure Risk

  • medium

logo Zoho CRM Plus

Focus area

Zoho CRM Plus is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Zoho CRM Plus | The customer experience platform across every channel

Age

2009

1996

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

50

Total Goals
(we found evidences for)

13

6

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up


workflow management



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


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



account management


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


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


social media 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 digital and social presence

  • Improve stakeholder relations

  • Grow market share

  • See 3 more

Top Channels

Channels Used

  • social media

  • chat

  • e-mail

  • omnichannel

  • phone calls

  • website

  • Facebook

  • Twitter

  • Instagram

  • LinkedIn

  • offline

  • on premises

  • mobile

  • point of sale

  • mobile app

  • See 12 more
  • social media

  • chat

  • e-mail

  • omnichannel

  • phone calls

  • website

  • Facebook

  • Twitter

  • Instagram

  • LinkedIn

  • offline

  • on premises

  • mobile

  • point of sale

  • mobile app

  • See 12 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting