Insightly CRM vs Zoho CRM comparison

Insightly and Zoho are both solutions in the CRM category. Insightly is ranked #61, while Zoho is ranked #3 with an average rating of 8.4. Insightly holds a 0.4% mindshare in CRM, compared to Zoho’s 1.8% mindshare. Additionally, 100% of Insightly users are willing to recommend the solution, compared to 90% of Zoho users who would recommend it.

Insightly CRM

Read 1 Insightly CRM review

603 Views
603 Comparison Views

100% willing to recommend

Zoho CRM

Read 59 Zoho CRM reviews

3,366 Views
2,996 Comparison Views

90% willing to recommend

Insightly CRM

Zoho CRM

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Executive Summary

We performed a comparison between Insightly CRM and Zoho CRM based on real PeerSpot user reviews.

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To learn more, read our detailed CRM Report (Updated: March 2026).

Buyer's Guide

CRM

March 2026

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Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

Insightly CRM

Ranking in CRM

61st

Average Rating

9.0

Reviews Sentiment

7.7

Number of Reviews

Ranking in other categories

No ranking in other categories

Zoho CRM

Ranking in CRM

3rd

Average Rating

8.0

Reviews Sentiment

6.9

Number of Reviews

Ranking in other categories

Opportunity Management (3rd), Sales Force Automation (3rd)

Mindshare comparison

As of April 2026, in the CRM category, the mindshare of Insightly CRM is 0.4%, up from 0.3% compared to the previous year. The mindshare of Zoho CRM is 1.8%, down from 3.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.

CRM Mindshare Distribution
Product	Mindshare (%)
Zoho CRM	1.8%
Insightly CRM	0.4%
Other	97.8%

CRM

Featured Reviews

Micah Oren Feldkamp

Lead Consultant for Cloud Implementations at ZeroClick.ai

Highly scalable, easy to use, flexible, and affordable

In terms of areas for improvement in Insightly, it would be the project management functionality. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want. For example, in the software developer world, we use the Agile or Scrum methodology, which has a completely different project management system than Insightly. Sadly, Insightly doesn't support that well. You would need to create some custom objects in order for that to work correctly. Also, even without the Scrub methodology or other types of project management styles, Insightly needs support with how it manages its pipelines and activity sets. The access to making templated tasks is very limited. If Insightly could expand access to activity sets and create more flexible project management features, that would be a big win for the CRM. The things I would like to see as a developer and as a consultant for my clients would be more integration and more updates with the project management. When it comes to additional features, I would like to see the ability to connect other data sources inside the dashboard reporting. For example, if you would like to see your sales organization and how many activities you made on a contact, how many phone calls, emails, text messages, etc., Insightly should be able to show that information in the opportunity or the sales report. That would be very valuable, to get data from the contact, not from the opportunity, and see those data points together. Right now, they are silent. There is just a data opportunity report and a contact report. Insightly should put some type of API connection or integration to update the activity into the opportunity record to link it so you would be able to see it. Right now it is siloed but it would be useful to create API connections to automate that so that salespeople don't have to link it to the contact and the opportunity. The AI connection of automation should do that for you like in other software systems.

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NaveenKumar S

Software Engineer at Maximus

Zoho CRM improves lead conversion with AI assistance but could have better technical support

Zoho Zia has helped our lead conversion process by serving as a private AI of Zoho CRM that assists in boosting lead conversation by analyzing customer data, predicting outcomes, and automating workflow follow-ups. Regarding how Zia helps with lead conversion, there's lead scoring and conversion predictions, sentiment analysis, and workflow suggestions. For lead scoring, Zia analyzes past lead conversation patterns and assigns scores to new leads, and high score leads get prioritized for faster follow-up. In terms of conversation predictions, Zia predicts the probability of lead conversion based on demographics and engagements, helping the sales team focus on the most promising leads. Another point is sentiment analysis, where Zia scans customer emails, chats, and notes to detect tones such as positive, negative, or neutral, guiding us on how to approach the leads better. For workflow suggestions, it recommends automated workflows such as sending emails and assigning tasks to agents, improving our engagements. Additionally, the conversational AI feature through Zia chatbot can interact with leads via website chat or capture details and push them into Zoho CRM automatically. The analytics and reporting features in Zoho CRM helped me understand sales patterns and customer behavior through standard reports that include pre-built reports for leads, deals, sales activities, and campaigns. We can customize reports as well, creating reports based on any module fields, and we can integrate with Zoho Analytics for direct capture of reports from our modules. We can merge leads reports to contact reports using SQL, allowing for effective sales funnel tracking to identify drop-offs and optimize conversation strategies. Auto-generated reports are also available for daily scheduling, ensuring that admin receives daily basis reports through automation. With advanced BI features such as drag-and-drop dashboards and predictive analysis using pivot tables, we can create insightful dashboards while pulling CRM and external data from sources such as Google Ads and Facebook Ads for unified analytics. The automation capabilities in Zoho CRM have helped streamline our organization's sales and marketing tasks by handling repetitive tasks such as sending follow-up emails, assigning leads, and updating fields. For example, if a lead score is greater than 80, it automatically assigns that record to the senior sales representative. There are also blueprint options to define the step-by-step sales process, ensuring every sales representative follows the same process. Automation includes assignment rules, lead scoring, priority load options, sales signals, macros, and territory management, which automatically routes leads based on geography, revenue, and industries. Additionally, deal stage automations trigger actions when a deal moves stages, such as sending a contract when it moves to negotiation. For marketing, there are tools for email campaign automation, behavior-based triggers, campaign to lead sync, and social media automations. The overall benefits I have seen from using Zoho CRM include centralized customer data, where all customer interactions are visible in one place, providing a 360-degree view. Improved lead conversations through AI-powered scoring and automation helps us focus on the right leads, with end-to-end sales automation managing tasks from lead capture to deal closure, thereby saving time on repetitive tasks. This leads to better marketing ROI, as we can track campaigns, ad spend, and lead sources, connecting marketing efforts to revenue. Enhanced collaboration through shared notes, tasks, and role-based access enables teamwork within our internal users and sales teams, contributing to customer satisfaction. Moreover, Zoho CRM is scalable and customizable, adapting to startups, SMBs, and enterprises with its flexible modules and fields. Lastly, it is cost-efficient compared to Salesforce and HubSpot while including a wide range of features.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use."

"I did not have to manually update the CRM, since Zoho provide a cool API able to retrieve and update CRM data."

"The most valuable feature I have found in Zoho CRM is custom functions—you can achieve anything with it, from integrations with other applications to automating complex tasks that the inbuilt features may not handle."

"I like that it is easy to get data in and out of it. We can export and import CSV files. I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children."

"The most valuable feature of Zoho CRM is emailing, as you can send emails to customers directly from Zoho CRM and the marketing team in my company uses this feature effectively."

"Zoho CRM has a location-based feature where if I'm visiting certain customers in a day, it can indicate to me the most efficient route. However, this is if the location of all the offices or places is updated, it saves my time. The calendar in Zoho CRM is synchronized with Google Calander which is very useful for me."

"Zoho works straight out of the box, easy to start with, easy to customize to our own sales process and workflow, with simple and effective functionality when it comes to creating reports."

"Zoho CRM helped me to manage leads and opportunities and to use the dashboard and reporting features for better sales and growth."

"The most valuable feature of Zoho CRM is its ease of use."

More Zoho CRM pros

Cons

"Project management in Insightly could use some improvement. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want."

"Sometimes, they don't understand what my actual needs are."

"Custom development is often necessary to make such extensive changes, and it does come with associated costs."

"The product's scalability and stability need improvement."

"We would like to always email users as soon as any new features are launched."

"The chatbot feature is not very intelligent and lacks AI capabilities."

"The mobile application is a little complicated and could be simplified."

"However, as we continued to grow, Zoho did not have all the features we needed to successfully track our sales cycle, so we ended up switching to Salesforce."

"There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment."

More Zoho CRM cons

Pricing and Cost Advice

Information not available

"It is around $1000 a month."

"Compared to other solutions, I would say Zoho CRM is very, very affordable because we can use different applications with one license."

"Compared to other CRMs, it is very cheap."

"The licensing is the subscription, where we pay $50 per month per user."

"The solution has standard pricing plans."

"The product costs $35 per user per year."

"The basic plan has changed from $15 to $25 or $30."

"The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range."

More Zoho CRM pricing and cost advice

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Top Industries

By visitors reading reviews

No data available

Manufacturing Company

13%

Construction Company

10%

Marketing Services Firm

Outsourcing Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

No data available

By reviewers
Company Size	Count
Small Business	45
Midsize Enterprise	6
Large Enterprise	10

Questions from the Community

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What do you like most about Zoho CRM?

Zoho CRM integrates easily with customer service workflows.

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What is your experience regarding pricing and costs for Zoho CRM?

Zoho CRM and all of Zoho's software are quite affordable because they are specifically designed for small and medium businesses.

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What needs improvement with Zoho CRM?

I think areas of Zoho CRM that need to be improved or enhanced include the permission structure, which can be easy to set up custom permissions within Zoho Creator using different filters and runni...

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Product Reports

Buyer's Guide

CRM

March 2026

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Buyer's Guide

Zoho CRM

March 2026

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Overview

Insightly CRM is a comprehensive customer relationship management software designed to streamline and optimize sales, marketing, and project management processes. Its primary use case is to help businesses effectively manage their customer interactions and improve overall productivity.

The most valuable functionality of Insightly CRM includes contact management, pipeline management, task and project management, email integration, and reporting. With contact management, organizations can easily store and access customer information, track interactions, and maintain a centralized database. Pipeline management allows businesses to track sales opportunities, forecast revenue, and prioritize leads, resulting in improved sales performance.

Insightly CRM's task and project management feature enables teams to collaborate, assign tasks, set deadlines, and monitor progress, ensuring efficient project execution. The software's seamless email integration allows users to sync emails, schedule follow-ups, and track communication history, enhancing customer engagement and relationship building.

Insightly CRM also offers robust reporting capabilities, providing valuable insights into sales performance, customer behavior, and team productivity. These insights enable organizations to make data-driven decisions, identify areas for improvement, and optimize their sales and marketing strategies.

Insightly

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management.

Zoho

Sample Customers

Kings, Savanta, Nimble, 4over, Annexus Health, Atlanta Eats, Book Fuel

JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult

Find out what your peers are saying about Microsoft, Salesforce, Zoho and others in CRM. Updated: March 2026.

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