Insightly vs Zoho
Written by Marcus Taylor - CEO
Updated 12/02/2026
5 minute read
Who is this software for?
Insightly is ideal for freelancers, small businesses and nonprofits
Pros
- Free tier for up to two users
- Discounts for nonprofit organizations
Screenshots
Pricing
Ratings
Features
Lead scoring Lead segmentation Web activity tracking SMS marketing Personalize web content Predictive analytics Bi-directional CRM syncing Event management Create invoices Create quotes Split testing Create membership sites Bulk social media posting Sales reports Real-time sales alerts Mobile app Social CRM Integrations
Outlook integration Gmail integration Salesforce integration SugarCRM integration Microsoft Dynamics integration Zapier integration Alternatives
About Insightly
Insightly was developed specifically to fit the needs of small businesses, which the company defines as those having between one and 200 employees. Although Insightly may be used by organizations in any industry, the platform is especially useful for service businesses. The company's current roster of clients includes organizations in the business services, consulting, education, entertainment, media, financial services, food services, grocery, insurance, manufacturing, nonprofit, retail, real estate, security, technology, and travel industries. While Insightly is designed to be used by every member on an organization's team, it is especially useful for those working in sales and marketing departments.
Who is this software for?
Zoho is ideal for both small businesses and enterprises sales organizations
Pros
- Free edition for up to 10 users
- Easy to use platform
- Only pay for applications and features you want to use
Cons
- Lots of features but depth of features can be limited
- Requires lots of customization to set up
Screenshots
Pricing
Ratings
Features
Lead scoring Lead segmentation Web activity tracking SMS marketing Personalize web content Predictive analytics Bi-directional CRM syncing Event management Create invoices Create quotes Split testing Create membership sites Bulk social media posting Sales reports Real-time sales alerts Mobile app Social CRM Integrations
Outlook integration Gmail integration Salesforce integration SugarCRM integration Microsoft Dynamics integration Zapier integration Alternatives
About Zoho
Zoho CRM has a version for both enterprises and small businesses. Each has its own pricing model, with several options available for SMBs.
If you have found this guide useful, please share it with your colleagues
