Insightly vs Zoho CRM: Zoho CRM fits most teams of 5
Start here: Zoho CRM
Small businesses and small-to-mid-sized sales teams
Our pick for most teams
/ 100
- Price
- From $20/user/mo · $168/user/yr
- Free plan
- Free forever for up to 3 users: up to 10 custom email templates, data export up to 10 times, 5,000 API calls/day
vs/ 100
- Price
- From $348/user/yr (yearly only)
- Free plan
- No free plan
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Which one fits your team
- Checked 2026-10-14
- 2 sources
The score is worked out from the facts below. How we score tools. What we earn is not part of it.
Zoho CRM: who it fits and who it does not
- Good for
- Small businesses and small-to-mid-sized sales teams
- Companies already using the Zoho suite
- Teams valuing sales forecasting and pipeline management
- Not for
- Organizations wanting AI (Zia) without higher-tier pricing
- Teams needing consistent customer support
- Users who need more than basic features on the free plan
- The catch
- Feature-rich and affordable, but AI is limited to costlier tiers, reporting is cumbersome and support quality is inconsistent.
Data last verified: 2026-10-14
How we make money · How we score tools
Insightly: who it fits and who it does not
- Good for
- Small to mid-sized businesses wanting a user-friendly CRM
- Service and project-driven firms (agencies, consultancies, manufacturers)
- Teams wanting sales and project delivery in one tool
- Not for
- Teams that only track leads and need a lighter, cheaper tool
- Large enterprises with very complex workflows
- Users needing 24/7 live support or advanced social tools
- The catch
- Combines CRM and project delivery, but workflow automation and AI are gated to higher-priced plans and premium support is expensive.
Data last verified: 2026-10-14
How we make money · How we score tools
What each one costs over five years
Same team size, cheapest plan of each, paid monthly or yearly.
Zoho CRM
Five years for a team of 5, paid yearly: $4,200
On the Standard plan, at today's price. We do not assume a rise.
- Paid monthly, one year
- $1,200
- Paid yearly, one year
- $840
Paying yearly saves $360 a year (30%).
Change the number to see your own total. Nothing is sent anywhere.
Vendor pricing page · checked 2026-10-18Insightly
Five years for a team of 5, paid yearly: $8,700
On the Plus plan, at today's price. We do not assume a rise.
- Paid monthly, one year
- Not verified
- Paid yearly, one year
- $1,740
- "Plus" has no verified monthly price
Change the number to see your own total. Nothing is sent anywhere.
Vendor pricing page · checked 2026-10-18The four facts that decide it
Every figure comes from the vendor's own pages, listed under Sources. | Zoho CRM | Insightly |
|---|
| Score out of 100 | 95.1 | 55.1 |
|---|
| Cheapest plan | Standard | Plus |
|---|
| Free plan | Free forever for up to 3 users: up to 10 custom email templates, data export up to 10 times, 5,000 API calls/day | No free plan |
|---|
| Works with (apps) | 10 | 10 |
|---|
Every figure comes from the vendor's own pages, listed under Sources.
Zoho CRM
- Score out of 100
- 95.1
- Cheapest plan
- Standard
- Free plan
- Free forever for up to 3 users: up to 10 custom email templates, data export up to 10 times, 5,000 API calls/day
- Works with (apps)
- 10
Insightly
- Score out of 100
- 55.1
- Cheapest plan
- Plus
- Free plan
- No free plan
- Works with (apps)
- 10
Feature by feature, on the same list
Open a row for the vendor's own wording and the page we read it on.
Contact managementZoho CRM: YesInsightly: Yes▾
- Zoho CRM
- Contact and organization management on all CRM plans
Vendor page · checked 2026-10-14- Insightly
- Contact management on Free
Vendor page · checked 2026-10-14
Track deals in stagesZoho CRM: YesInsightly: Yes▾
- Zoho CRM
- Customizable sales processes on all CRM plans
Vendor page · checked 2026-10-14- Insightly
- Multiple sales pipelines on Standard
Vendor page · checked 2026-10-14
Works with your emailZoho CRM: YesInsightly: Yes▾
- Zoho CRM
- Bidirectional email sync on all CRM plans
Vendor page · checked 2026-10-14- Insightly
- Email integration on Standard
Vendor page · checked 2026-10-14
Automatic follow-up emailsZoho CRM: Not verifiedInsightly: Yes▾
- Zoho CRM
- Not verified: the vendor gives no detail.
Not verified- Insightly
- Cadences on Standard
Vendor page · checked 2026-10-14
Does routine steps for youZoho CRM: YesInsightly: Yes▾
- Zoho CRM
- Complete workflow automation on Professional and Enterprise; not Plus
Vendor page · checked 2026-10-14- Insightly
- Workflow automation on Free
Vendor page · checked 2026-10-14
Reports and dashboardsZoho CRM: YesInsightly: Yes▾
- Zoho CRM
- Built-in dashboards on all plans; custom insight cards limited on Professional, unlimited on Enterprise
Vendor page · checked 2026-10-14- Insightly
- Standard reports on Free; unlimited reports on Professional
Vendor page · checked 2026-10-14
Forms that capture leadsZoho CRM: YesInsightly: Yes▾
- Zoho CRM
- Web-to-lead capture on all CRM plans
Vendor page · checked 2026-10-14- Insightly
- Data capture via forms on Standard
Vendor page · checked 2026-10-14
Your own fieldsZoho CRM: YesInsightly: Not verified▾
- Zoho CRM
- 50 on Plus, 100 on Professional, 200 on Enterprise
Vendor page · checked 2026-10-14- Insightly
- Not verified: the vendor gives no detail.
Not verified
Mobile appZoho CRM: YesInsightly: Yes▾
- Zoho CRM
- Insightly mobile app on all CRM plans
Vendor page · checked 2026-10-14- Insightly
- Mobile app on Free
Vendor page · checked 2026-10-14
Connects to your other apps (API)Zoho CRM: YesInsightly: Yes▾
- Zoho CRM
- REST public API on all CRM plans; webhooks not on Plus
Vendor page · checked 2026-10-14- Insightly
- 5,000 API calls/day on Free
Vendor page · checked 2026-10-14
What you risk by starting
Zoho CRM
Trial, refunds and getting your data out of Zoho CRM.
- Card required to start
- Not verified
- Vendor page · checked 2026-10-18
- Refund policy
- Not verified
- Vendor page · checked 2026-10-18
- Getting your data out
- Free edition allows data export up to 10 times
- Vendor page · checked 2026-10-18
- Effort to switch away
- Not verified
- Vendor page · checked 2026-10-18
Insightly
Trial, refunds and getting your data out of Insightly.
- Free trial
- 14-day free trial
- Vendor page · checked 2026-10-18
- Card required to start
- No
- Vendor page · checked 2026-10-18
- Refund policy
- Not verified
- Vendor page · checked 2026-10-18
- Getting your data out
- Not verified
- Vendor page · checked 2026-10-18
- Effort to switch away
- Not verified
- Vendor page · checked 2026-10-18
Where these facts come from
What to do next
You can leave now. Nothing here expires.
Data last verified: 2026-10-14