Overview: Insightly CRM and Zoho CRM as CRM Category solutions.

Insightly CRM focuses on contact and lead management with strong data integration capabilities, catering primarily to large enterprises in IT and financial services. It offers robust email and phone support, emphasizing customer relationship enhancement. In contrast, Zoho CRM excels in engagement management and communication across various channels, with a wide array of integrations and data management features. It provides extensive 24/7 support and serves diverse industries, including computer software and marketing, appealing to a broad range of business scales.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Zoho CRM: Zoho CRM is an online software that manages sales, marketing, and support in one platform. Trusted by over 100 million users worldwide, a free trial is available.

Insightly CRM and Zoho CRM: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM excels in contact list management, workflow management, and lead tracking, offering tools essential for engaging and following up with clients. read more →

Zoho CRM specializes in engagement management and communication management, with robust workflow management and lead tracking features. read more →

Business Goals

Insightly CRM aims to enhance customer relationships and acquire customers, supporting businesses in increasing sales and revenue. read more →

Zoho CRM helps enhance customer relationships and improve ROI while also focusing on increasing sales and acquiring new customers. read more →

Core Features

Insightly CRM offers comprehensive integration capabilities, analytics, and custom reports, making data import and export seamless. read more →

Zoho CRM provides extensive custom report creation and analytics capabilities, with strong data import-export functions and AI-powered tools. read more →

Vendor Support

Insightly CRM offers extensive 24/7 support via email and phone, catering to various customer support preferences. read more →

Zoho CRM provides extensive 24/7 support with email, phone, and chat options, accommodating diverse customer needs. read more →

Segments and Industries

Insightly CRM serves large enterprises and mid-sized markets, predominantly in IT and financial services. read more →

Zoho CRM is widely used by large enterprises, with a strong presence in computer software and marketing sectors. read more →

Operational Alignment

Insightly CRM fits well into enterprise operational workflows, accommodating complex environments with its integration strengths. read more →

Zoho CRM is adaptable across various business environments, supporting diverse communication channels effectively. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

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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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Zoho CRM

How does Insightly CRM and Zoho CRM facilitate Contact List Management?

Insightly and Zoho CRM both manage contact information and allow for easy importing of contact lists. Insightly offers strong organization features, linking contacts to organizations, opportunities, and projects. Zoho CRM excels in communication, with integrations for social media, email, and live chat, allowing for real-time interaction with customers. Both tools have limitations, with Insightly facing user interface challenges and Zoho CRM lacking custom view options for contact lists.

"...I use Insightly as my primary database for client contacts and more importantly, project management...." Peer review by Scott Curty, Director+DP, Curty Pictures, LLC

"...We are able to track emails, Zoho Tasks, and anything that is incorporated with our accounts - Contacts, Calls, etc. ...." Peer review by Verified Reviewer, Automotive

How does Insightly CRM and Zoho CRM address your Engagement Management Challenges?

Both Insightly CRM and Zoho CRM allow users to track and follow up with leads and customers. Insightly CRM emphasizes email tracking and integration with Outlook and Gmail, while Zoho CRM provides broader capabilities, including social media integration, project management, and accounting. Zoho CRM is a more comprehensive solution but can be challenging for users with limited technical skills.

"...You will never forget to call someone on the date they asked you to call for a follow up...." Peer review by Ricardo Fabre, Socio Director, Gourmétrica

"...It provides sophisticated tools and features to engage with customers like event tracking, promotion tracking, and sales analytics...." Peer review by Damnik J, Employee

How efficiently Does Insightly CRM and Zoho CRM manage your Workflow Management?

Insightly Crm and Zoho Crm both allow businesses to automate workflows and customize features. Insightly Crm is known for its easy-to-use interface, while Zoho Crm offers a wider range of customization options. Insightly Crm excels at streamlining sales processes, while Zoho Crm is better suited for managing complex workflows. However, both systems can have limitations in handling very complex workflow scenarios.

"...It allows us to maintain an easy workflow without being too process heavy...." Peer review by Kevin G., President, Internet

"...This product helped me create workflows for team members, as well as the ability to send subsequent emails...." Peer review by Mirana W, Co-Owner

How can Insightly CRM and Zoho CRM optimize your Communication Management Workflow?

Insightly CRM and Zoho CRM both offer email tracking and templates for communication management. Insightly CRM focuses on sales opportunities and pipelines, while Zoho CRM is used for both sales and marketing. Insightly CRM has limitations in email tracking and template customization, while Zoho CRM lacks features for tracking business expenses and managing online communities.

"...Integrated email facility is very easy to configure and allows the user to monitor if emails have been read and attachments opened...." Peer review by Employee in Marketing