Zoho CRM vs Insightly: Which Should You Choose in 2026?

Choosing between Zoho CRM and Insightly comes down to understanding what each tool does best. This comparison breaks down the key differences so you can make an informed decision based on your specific needs, not marketing claims.

Short on time? Here's the quick answer

We've tested both tools. Here's who should pick what:

Zoho CRM

CRM for sales and marketing teams

Best for you if:

  • • You want the higher-rated option (8.6/10 vs 8.5/10)
  • Zoho CRM is a sales CRM platform for managing customer relationships
  • It provides lead management, automation, and analytics

Insightly

Modern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses.

Best for you if:

  • Unified CRM, marketing automation, and customer service platform.
  • AI-powered features like Copilot automate tasks and enhance sales efficiency.
At a Glance
Zoho CRMZoho CRM
InsightlyInsightly
Price
Free + PaidFree + Paid
Best For
CRMCRM
Rating
86/10085/100
FeatureZoho CRMInsightly
Pricing ModelFreemiumFreemium
Editorial Score
86
85
Community RatingNo ratings yetNo ratings yet
Total Reviews00
Community Upvotes
0
0
Categories
CRMSales Engagement
CRMSales Engagement

Understanding the Differences

Both Zoho CRM and Insightly solve similar problems, but they approach them differently.Zoho CRM positions itself as "crm for sales and marketing teams" while Insightlyfocuses on "modern, scalable crm platform with ai, marketing automation, and customer service for growing businesses.". These differences matter depending on what you're trying to accomplish.

When to Choose Zoho CRM

Zoho CRM makes sense if you're looking for a budget-friendly option with a free tier solution. With a score of 86/100, it's our top pick in this comparison.

When to Choose Insightly

Insightly is worth considering if you need a flexible option with both free and paid tiers tool.

Who Should Use What?

Bootstrapped or small team?

When every dollar counts, Zoho CRM lets you get started without pulling out your credit card.

We'd pick: Zoho CRM

Growing fast?

Your team doubled last quarter and you need tools that won't break when you add 50 more people. Zoho CRM handles scale better in our testing.

We'd pick: Zoho CRM

Enterprise with complex needs?

You need SSO, compliance certifications, and a support team that picks up the phone. Both have enterprise tiers—compare their security features.

We'd pick: Zoho CRM

Still not sure? Answer these 3 questions

1

How much can you spend?

Tight budget? Start free with Zoho CRM, upgrade when you're ready.

2

Do you care what other users think?

Both have similar review counts. Read a few before you commit.

3

Expert opinion or crowd wisdom?

Our team rated Zoho CRM higher (86/100). But the community has upvoted Insightly more (0 votes). Pick your source of truth.

Key Takeaways

What Zoho CRM Does Better

  • Higher overall score (86/100)
  • Our recommendation for most use cases

Consider Insightly If

  • You want to start free and scale later
  • Its specific features better match your workflow
  • You prefer its interface or design approach

The Bottom Line

If we had to pick one, we'd go with Zoho CRM (86/100). But the honest answer is that "better" depends on your situation. Zoho CRM scores higher in our analysis, but Insightly might be the right choice if its specific strengths align with what you need most. Take advantage of free trials to test both before committing.

Frequently Asked Questions

Is Zoho CRM or Insightly better?

Based on our analysis, Zoho CRM scores higher with 86/100. Zoho CRM isfreemium while Insightly is freemium. The best choice depends on your specific needs and budget. We recommend testing both with free trials if available.

Can I switch from Zoho CRM to Insightly easily?

Migration difficulty varies. Check if both tools support data export/import in compatible formats. Some tools offer migration assistance or have integration partners who can help with the transition.

Do Zoho CRM and Insightly offer free trials?

Most software in this category offers free trials or free tiers. Zoho CRM is freemium with a free tier.Insightly is freemium with a free tier. Visit their websites for current trial offers.

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