InsightlyvsZoho CRM

Saas55

Saas58

Score Comparison

Overall

Pricing

Usability

Performance

Support

Reliability

Onboarding

Mobile

Security

Integrations

InsightlyZoho CRM

Signals Comparison

Support

Insightly

Customer support is slow and often unhelpful(9/10)

Zoho CRM

Slow and inconsistent customer support(8/10)
Aggressive sales outreach after demo request(5/10)

Pricing

Insightly

Contact limits force constant upgrades or data deletion(8/10)
Annual billing only - no monthly option available(8/10)
Hidden setup fees up to $3,000 for technical configuration(8/10)

Zoho CRM

Hidden costs for storage, API, and add-ons(6/10)
Paying for unused advanced features(5/10)

Onboarding

Insightly

Steep learning curve takes months to master(7/10)

Zoho CRM

No signals

Usability

Insightly

Clunky interface with workflows that don't flow well(6/10)
Project management features lack visual views(5/10)

Zoho CRM

Steep learning curve and complex interface(7/10)
Difficult report generation and manipulation(5/10)
Outdated interface compared to competitors(4/10)

Customization

Insightly

Reporting and analytics far less advanced than competitors(7/10)
Advanced features locked behind expensive tiers(6/10)

Zoho CRM

No signals

Performance

Insightly

Bugs and glitches persist especially in bulk editing(7/10)

Zoho CRM

Slow loading times and lag issues(7/10)

Integrations

Insightly

API changes break integrations without warning(7/10)

Zoho CRM

Integration difficulties with third-party apps(7/10)

Reliability

Insightly

Calendar integration bugs make scheduling unusable(7/10)

Zoho CRM

Software bugs and glitches disrupt workflow(6/10)
Limited offline functionality(5/10)

Mobile

Insightly

No signals

Zoho CRM

Mobile app is clunky and lacks desktop features(6/10)

Pricing Comparison

Insightly

Plus

$29/yr

Users: Unlimited users

Storage: 100,000 records, 10GB files

Limits: 100K record limit, limited storage (10GB), basic reporting only, limited bulk email

Annual billing only - no monthly option. Record limits force upgrade. Additional tasks cost $249/25K per month.

Professional

Popular

$49/yr

Users: Unlimited users

Storage: 250,000 records, 100GB files

Limits: 250K record limit, advanced automation limited, still missing enterprise security features

Still requires annual commitment. Technical setup can cost $3,000 extra. Advanced features still limited.

Enterprise

$99/yr

Users: Unlimited users

Storage: 500,000 records, unlimited files

Limits: Even Enterprise has 500K record limit. Some features still require add-on purchases.

More than 3x Plus pricing. Professional services often required for setup. $3,000 technical setup fee may apply.

Zoho CRM

Free

Users: 3 users

Storage: 1GB per org

Limits: Basic features only, No email integration, No sales forecasting, No multiple currencies

No workflow automation, No custom modules, No API access, Limited integrations

Standard

$14/yr

Users: Unlimited users

Storage: 1GB per org

Limits: No inventory management, No Canvas design studio, No territory management

Additional storage $4/GB/month, $20/user if billed monthly, Limited API calls

Professional

Popular

$23/yr

Users: Unlimited users

Storage: 1GB per org + allowances

Limits: No Zia AI, No custom signals, No multi-user portals, No advanced customization

$30/user if billed monthly, Google Ads integration extra, Some integrations need higher tier

Enterprise

$40/yr

Users: Unlimited users

Storage: 1GB per org + allowances

Limits: No enhanced feature limits, No dedicated support without additional purchase

$50/user if billed monthly, API overage charges, Advanced analytics may need separate subscription

Ultimate

$52/yr

Users: Unlimited users

Storage: 5GB per org

Limits: Still no unlimited API calls, Complex features require training investment

Implementation costs often extra ($600+ reported), Premium support sold separately

Feature Comparison

Feature	Insightly	Zoho CRM
CRM
Contact management Subject to record limits
Unlimited contacts All plans have limits
Sales
Lead management All tiers
Deal/Pipeline tracking All tiers
Territory management Enterprise and above
PM
Project management Basic, lacks visual views
Integrations
Google Workspace integration Full integration
Microsoft 365 integration Full integration
API access With daily limits
QuickBooks native integration Requires third-party
Automation
Workflow automation All plans
AI
AI assistant (Zia) Enterprise and above
Mobile
Mobile apps iOS and Android
Mobile app Clunky compared to desktop
Offline mode Limited functionality
Communication
Email integration Paid tiers
Analytics
Custom reporting Limited compared to competitors
Marketing
Marketing automation Separate product, extra cost
Pricing
Monthly billing option Annual only
Free plan 14-day trial only
Customization
Custom modules Enterprise and above
Reporting
Advanced analytics Ultimate tier or Zoho Analytics add-on

Signals Comparison

Support

Insightly

Customer support is slow and often unhelpful(9/10)

Zoho CRM

Slow and inconsistent customer support(8/10)
Aggressive sales outreach after demo request(5/10)

Pricing

Insightly

Contact limits force constant upgrades or data deletion(8/10)
Annual billing only - no monthly option available(8/10)
Hidden setup fees up to $3,000 for technical configuration(8/10)

Zoho CRM

Hidden costs for storage, API, and add-ons(6/10)
Paying for unused advanced features(5/10)

Onboarding

Insightly

Steep learning curve takes months to master(7/10)

Zoho CRM

No signals

Usability

Insightly

Clunky interface with workflows that don't flow well(6/10)
Project management features lack visual views(5/10)

Zoho CRM

Steep learning curve and complex interface(7/10)
Difficult report generation and manipulation(5/10)
Outdated interface compared to competitors(4/10)

Customization

Insightly

Reporting and analytics far less advanced than competitors(7/10)
Advanced features locked behind expensive tiers(6/10)

Zoho CRM

No signals

Performance

Insightly

Bugs and glitches persist especially in bulk editing(7/10)

Zoho CRM

Slow loading times and lag issues(7/10)

Integrations

Insightly

API changes break integrations without warning(7/10)

Zoho CRM

Integration difficulties with third-party apps(7/10)

Reliability

Insightly

Calendar integration bugs make scheduling unusable(7/10)

Zoho CRM

Software bugs and glitches disrupt workflow(6/10)
Limited offline functionality(5/10)

Mobile

Insightly

No signals

Zoho CRM

Mobile app is clunky and lacks desktop features(6/10)

Pricing Comparison

Insightly

Plus

$29/yr

Users: Unlimited users

Storage: 100,000 records, 10GB files

Limits: 100K record limit, limited storage (10GB), basic reporting only, limited bulk email

Annual billing only - no monthly option. Record limits force upgrade. Additional tasks cost $249/25K per month.

Professional

Popular

$49/yr

Users: Unlimited users

Storage: 250,000 records, 100GB files

Limits: 250K record limit, advanced automation limited, still missing enterprise security features

Still requires annual commitment. Technical setup can cost $3,000 extra. Advanced features still limited.

Enterprise

$99/yr

Users: Unlimited users

Storage: 500,000 records, unlimited files

Limits: Even Enterprise has 500K record limit. Some features still require add-on purchases.

More than 3x Plus pricing. Professional services often required for setup. $3,000 technical setup fee may apply.

Zoho CRM

Free

Users: 3 users

Storage: 1GB per org

Limits: Basic features only, No email integration, No sales forecasting, No multiple currencies

No workflow automation, No custom modules, No API access, Limited integrations

Standard

$14/yr

Users: Unlimited users

Storage: 1GB per org

Limits: No inventory management, No Canvas design studio, No territory management

Additional storage $4/GB/month, $20/user if billed monthly, Limited API calls

Professional

Popular

$23/yr

Users: Unlimited users

Storage: 1GB per org + allowances

Limits: No Zia AI, No custom signals, No multi-user portals, No advanced customization

$30/user if billed monthly, Google Ads integration extra, Some integrations need higher tier

Enterprise

$40/yr

Users: Unlimited users

Storage: 1GB per org + allowances

Limits: No enhanced feature limits, No dedicated support without additional purchase

$50/user if billed monthly, API overage charges, Advanced analytics may need separate subscription

Ultimate

$52/yr

Users: Unlimited users

Storage: 5GB per org

Limits: Still no unlimited API calls, Complex features require training investment

Implementation costs often extra ($600+ reported), Premium support sold separately

Feature Comparison

Feature	Insightly	Zoho CRM
CRM
Contact management Subject to record limits
Unlimited contacts All plans have limits
Sales
Lead management All tiers
Deal/Pipeline tracking All tiers
Territory management Enterprise and above
PM
Project management Basic, lacks visual views
Integrations
Google Workspace integration Full integration
Microsoft 365 integration Full integration
API access With daily limits
QuickBooks native integration Requires third-party
Automation
Workflow automation All plans
AI
AI assistant (Zia) Enterprise and above
Mobile
Mobile apps iOS and Android
Mobile app Clunky compared to desktop
Offline mode Limited functionality
Communication
Email integration Paid tiers
Analytics
Custom reporting Limited compared to competitors
Marketing
Marketing automation Separate product, extra cost
Pricing
Monthly billing option Annual only
Free plan 14-day trial only
Customization
Custom modules Enterprise and above
Reporting
Advanced analytics Ultimate tier or Zoho Analytics add-on