Insightly vs Zoho CRM: CRM Platform Comparison
Compare Insightly and Zoho CRM side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Zoho CRM starts free and offers five pricing tiers up to $52/mo, while Insightly starts at $29/mo across three tiers. Zoho CRM includes the Zia AI assistant, multichannel communication, and 8 listed integrations. Insightly includes AI Copilot, project management, and 10 listed integrations, including Jira, Asana, and DocuSign. The right pick depends on budget and integration needs.
Key takeaways
- Zoho CRM's entry plan is free while Insightly's entry plan, called Plus, costs $29/mo.
- Zoho CRM offers 5 pricing tiers, Free through Ultimate at $52/mo, compared to Insightly's 3 tiers topping out at $99/mo for Enterprise.
- Insightly lists 10 integrations including Gmail, QuickBooks Online, Xero, Jira, Asana, Calendly, DocuSign, and ZoomInfo.
- Zoho CRM lists 8 integrations including Google Workspace, Microsoft 365, Zapier, and Mailchimp, alongside its own Zoho Suite.
- Insightly and Zoho CRM share only two named integrations: Slack and Shopify.
Reviewed and updated September 2, 2026
Insightly vs Zoho CRM: CRM Platform Comparison
Sales teams evaluating customer relationship management and sales pipeline tracking tools often narrow their shortlist to Insightly and Zoho CRM. Both target the same job, but they cater to different workflows and budgets. This comparison covers pricing, features, and integrations so you can pick the right fit.
The Quick Answer
By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, while Zoho CRM lists lead, contact, and deal management and sales automation and workflow rules. A capability both offer can appear under different names, so read both feature lists below.
Zoho CRM offers a lower entry point at $0/mo compared to Insightly at $29/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most.
Understanding the Core Difference
Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.
Zoho CRM is A feature-rich and affordable CRM from the Zoho ecosystem, offering sales automation, multichannel communication, analytics, and AI-powered predictions via Zia. Known for competitive pricing and deep integration with 45+ other Zoho products.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Free
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Zoho CRM Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Free | Free |
| Standard | $14/mo |
| Professional | $23/mo |
| Enterprise | $40/mo |
| Ultimate | $52/mo |
Source: Zoho CRM Pricing
Pricing Analysis
Zoho CRM offers the lower entry point ($0/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Zoho CRM offers 5 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Zoho CRM includes a free tier, which is helpful for evaluating the platform without upfront cost.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Lead, contact, and deal management
- Sales automation and workflow rules
- Zia AI assistant with predictions and suggestions
- Multichannel communication (email, phone, social, live chat)
- Advanced analytics and custom dashboards
- Territory and inventory management
- and 2 more listed below
Insightly Key Features
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Zoho CRM Key Features
- Lead, contact, and deal management
- Sales automation and workflow rules
- Zia AI assistant with predictions and suggestions
- Multichannel communication (email, phone, social, live chat)
- Advanced analytics and custom dashboards
- Territory and inventory management
- Blueprint process management
- Canvas design studio for custom views
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Insightly
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Listed only by Zoho CRM
- Lead, contact, and deal management
- Sales automation and workflow rules
- Zia AI assistant with predictions and suggestions
- Multichannel communication (email, phone, social, live chat)
- Advanced analytics and custom dashboards
- Territory and inventory management
- Blueprint process management
- Canvas design studio for custom views
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Zoho CRM Integrations
Zoho CRM connects with: Zoho Suite integration, Google Workspace, Microsoft 365, Slack, Zapier, Mailchimp, Shopify, QuickBooks.
Shared Integrations
Both tools integrate with: Slack, Shopify.
Integrations listed only by Insightly: Gmail, QuickBooks Online, Xero, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Integrations listed only by Zoho CRM: Zoho Suite integration, Google Workspace, Microsoft 365, Zapier, Mailchimp, QuickBooks.
Use Case Recommendations
Best Fit for Insightly
- Budget-conscious teams looking for an affordable CRM platform
- Organizations with complex tech stacks needing broad integration support (10 integrations)
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
Best Fit for Zoho CRM
- Budget-conscious teams looking for an affordable CRM platform
- Teams that want to start free and scale up as needs grow
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
Feature Comparison Summary
| Feature | Insightly | Zoho CRM |
|---|---|---|
| Starting Price | $29/mo | Free |
| Top Tier Price | $99/mo | $52/mo |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 8 |
| Founded | N/A | 2005 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking requirements and monthly budget
- Estimate your expected contacts and deals to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Insightly and Zoho CRM both serve the customer relationship management and sales pipeline tracking market. Zoho CRM offers a more accessible entry point, while Insightly starts at $29/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Insightly and Zoho CRM for current information.
Frequently asked questions.
Frequently asked questions- Which CRM is cheaper, Insightly or Zoho CRM?
- Zoho CRM is cheaper at the entry level since it offers a free plan, while Insightly's lowest plan, Plus, costs $29/mo. Zoho CRM's paid tiers range from $14/mo to $52/mo, whereas Insightly's paid tiers range from $29/mo to $99/mo.
- How many pricing tiers do Insightly and Zoho CRM each offer?
- Zoho CRM offers 5 pricing tiers: Free, Standard, Professional, Enterprise, and Ultimate. Insightly offers 3 pricing tiers: Plus, Professional, and Enterprise. Zoho CRM's greater number of tiers gives buyers more granularity as they scale.
- What integrations does Insightly support that Zoho CRM doesn't list?
- Insightly lists Gmail, QuickBooks Online, Xero, Jira, Asana, Calendly, DocuSign, and ZoomInfo as integrations that Zoho CRM does not list on its own page. Both platforms still share Slack and Shopify as common integrations.
- Does Zoho CRM have an AI assistant?
- Yes, Zoho CRM includes Zia, an AI assistant that provides predictions and suggestions. Insightly's comparable feature is called AI Copilot, and the two tools list this capability under different names on their own feature pages.
- Which integrations do Insightly and Zoho CRM have in common?
- According to their own integration lists, Insightly and Zoho CRM both integrate with Slack and Shopify. Beyond those two, each platform lists a distinct set of integrations not shared with the other.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
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