Insightly vs Zoho CRM
We give Insightly a 3.0 GPA and Zoho CRM a 3.8, out of 4.0. Zoho CRM grades higher on value for money and the free plan. They get the same grade on features, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Insightly
CRM with built-in project management for after the sale
Zoho CRM
Sales CRM with a free edition, process automation and Zia AI
How we grade them
| 3.0GPAInsightlyVery good | 3.8GPAZoho CRMExcellent | |
|---|---|---|
| Value for money | CPlus is $29 a user a month, over the $23 or so that's typical, and the pricing page only shows annual billing. Workflow automation, lead routing and the AI Copilot need Professional at $49. Quotes and price books need Enterprise at $99. | AStandard is $14 a person a month on yearly billing, when paid CRMs here start at about $23 in the middle. And it's not a stripped plan: workflows, cadences, forecasting and AI agents are in. Pay monthly and it's $20, mind. |
| Free plan and trial | CThe pricing page lists no free plan. There's a 14-day trial with no card needed. After that the only prices shown are for a year at a time. | AFree for up to 3 users with 5,000 records, 1 GB of files, lead, contact and deal management and the phone apps. No card needed. A tiny team could sit here for years. You only get 5 workflow automations and the standard reports, though. |
| Features | ALead and opportunity pipelines, projects made from won deals, workflow automation, advanced reports and dashboards, an AI Copilot, and sidebars for Gmail and Outlook. That's sales and delivery in one. Marketing automation and support ticketing are sold as separate products. | ALeads, contacts and deals, workflows, follow-up cadences, forecasting, dashboards, the Zia AI assistant and record pages you can redesign without code. Quoting and inventory arrive on Professional, territories and customer portals on Enterprise. |
| Ease of use | BThere's no App Store rating on record for it, so a B is our ceiling. The Gmail and Outlook sidebars let you add leads from your inbox, and the phone apps scan business cards and take voice notes. | B4.4 from about 2,700 App Store ratings, which is a B on our ladder. The phone apps add and edit records offline and sync when you're back online, and they'll scan a business card for you. |
| Platforms and integrations | AWeb, iPhone and Android, with sidebars for Gmail and Outlook. It connects to Slack, QuickBooks Online, Xero, Shopify, Jira and Calendly, and there's an API. | AWeb, iPhone, iPad and Android. It connects to Google Workspace, Microsoft 365, Slack, Teams, Zoom, Mailchimp, QuickBooks and Zapier, and there's an API. No desktop app, but a CRM is happy enough in a browser tab. |
| Best for | teams that deliver projects after the sale | a lot of CRM for not much money |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Insightly and Zoho CRM. How we grade
Where they differ
- Insightly starts at $29 per user / month, billed annually. Zoho CRM starts at $14 per user / month, billed annually ($20 billed monthly).
- Zoho CRM has a free plan. Insightly does not, though it has a free trial.
- Insightly also covers tasks and reports.
At a glance
| Insightly | Zoho CRM | |
|---|---|---|
| Pricing | Free trial | Free plan |
| Starts at | $29 per user / month, billed annually | $14 per user / month, billed annually ($20 billed monthly) |
| Free plan | None | Free edition for up to 3 users: lead, contact and deal management, tasks and events, 5,000 records, 1 GB of file storage, up to 5 workflow automations and the mobile apps. No credit card required. |
| Free trial | 14-day free trial, no credit card required | 15-day free trial |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Insightly Inc. (an Unbounce company) | Zoho Corporation |
| Price read from | insightly.com | zoho.com |
| Checked | Oct 5, 2026 | Oct 9, 2026 |
Who each one suits
Insightly
- Businesses that deliver projects after the sale and want one system for both
- Teams that expect to need custom fields and role-based permissions
- Companies that also want marketing and support tools from the same vendor
Zoho CRM
- Small teams that want a free CRM for up to 3 users
- Businesses that want detailed customization and process automation
- Companies already using other Zoho apps
Worth knowing
Insightly
- The pricing page lists no free plan, only a 14-day trial.
- Prices are shown for annual billing only; the pricing page gives no monthly rates.
- Lead routing, workflow automation and AI Copilot start at Professional; products, price books and quotes need Enterprise.
- Plans cap total records: 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
Zoho CRM
- The Free edition is limited to 3 users, 5,000 records and 5 workflow automations.
- Monthly billing costs more: Standard is $20 instead of $14 per user, and Professional $35 instead of $23.
- CPQ and inventory management start at Professional; territory management, custom functions and customer portals need Enterprise.
- Prices exclude local taxes, and the CRM Plus and Zoho One bundles are priced separately from Zoho CRM.
Key features
Insightly
- Pipelines and lead management
- Leads are captured, prioritized and distributed by criteria, and opportunities move through customizable pipelines. Lead assignment and routing start at Professional.
- Projects from won deals
- A won opportunity can be converted into a project and delivered with pipelines, milestones and tasks, so work after the sale stays in the same system.
- Workflow automation
- Automation takes over repetitive steps such as emails, reminders and onboarding tasks. Workflow automation is listed as a Professional plan feature.
- Dashboards and reports
- Advanced reports and pre-built business dashboards are included from the Plus plan, with customizable KPIs and dashboards that can be shared with the team.
- AI Copilot
- Copilot automates tasks, summarizes records and surfaces information from plain-language prompts. It is included from the Professional plan.
- Email sidebars and mobile apps
- Sidebars for Gmail and Outlook show and create leads and contacts from the inbox. The iOS and Android apps add business card scanning and voice notes.
Zoho CRM
- Lead, contact and deal management
- Leads, accounts, contacts and deals are tracked through the sales cycle. Paid editions add multiple pipelines and sales forecasting, and Enterprise adds territory management.
- Workflow and process automation
- Workflow and assignment rules handle routine updates, cadences run sequences of follow-ups, and Blueprint holds a team to a structured sales process.
- Zia AI
- Zia gives predictions and recommendations, rewrites emails and flags anomalies. The pricing page lists AI agents from Standard and an AI sales assistant from Enterprise.
- Analytics and forecasting
- Reports, dashboards and forecasts track sales performance, with anomaly detection on top. The Free edition is limited to standard reports.
- Canvas and customization
- Layouts and fields can be customized, and Canvas redesigns record pages without code. Enterprise adds custom functions, wizards and customer portals.
- Mobile apps with offline mode
- iPhone, iPad and Android apps can add, edit and delete records offline and sync when back online. They also include a business card scanner.
Plans
Insightly
Plus$29
per user / month, billed annually
Lead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.
Professional$49
per user / month, billed annually
Adds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.
Enterprise$99
per user / month, billed annually
Adds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.
Zoho CRM
Free$0
Up to 3 users and 5,000 records, with lead, contact and deal management, standard reports and the mobile apps.
Standard$14
per user / month, billed annually ($20 billed monthly)
Workflows and assignment rules, cadences, reports and dashboards, sales forecasting, AI agents and self-service kiosks.
Professional$23
per user / month, billed annually ($35 billed monthly)
Adds CPQ, email intelligence, process automation, widgets, inventory management and Google Ads integration.
Enterprise$40
per user / month, billed annually ($50 billed monthly)
Adds the AI sales assistant, journey orchestration, territory management, custom functions, wizards and customer portals.
Ultimate$52
per user / month, billed annually ($65 billed monthly)
Higher feature limits, custom AI and ML models, data preparation, and consulting and migration assistance.
Ways to pay less
Insightly
No public discounts listed.
Zoho CRM
- Annual discount
Save up to 34% with yearly billing
Zoho's pricing page says yearly plans save up to 34%. Standard is $14 per user a month billed annually versus $20 monthly, and Professional is $23 versus $35.
- By country
Lower price shown to buyers in India
On October 9, 2026 Zoho's pricing page showed Standard at ₹800 per user / month to a visitor in India, where the US dollar price is $14 billed annually. A Starter edition priced in rupees is listed too.
