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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

95.1/ 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

55.1/ 100

Price
From $348/user/yr (yearly only)
Free plan
No free plan

Add more tools to this comparisonCompare a different set

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 2026-10-18

Insightly

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 2026-10-18

The four facts that decide it

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.

Free trial
Not verified
Vendor page · checked 2026-10-18
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

Zoho CRM

https://www.zoho.com/crm/zohocrm-pricing.html · checked 2026-10-14

Insightly

https://www.insightly.com/pricing/ · checked 2026-10-14

What to do next

You can leave now. Nothing here expires.

Data last verified: 2026-10-14