Zoho vs. Insightly vs. Pipedrive

It’s coming down to the wire. You’ve compared various CRM systems and narrowed your choice down to Zoho vs. Insightly. To aid your decision-making process, we’ve drawn out some key comparison points in a nifty Zoho vs. Insightly comparison table — including factors such as ease of use, cost and customization. Read on to learn which CRM software is right for your business.

Which CRM to choose?

Since there isn’t a “right” tool that fits everyone’s needs, you need to take a look at your specific business requirements to find the matching tool. So, when you’re evaluating Zoho vs Insightly, we recommend to include Pipedrive in your list of candidates.

Pipedrive’s visual and intuitive sales pipeline view drives your team’s sales by making sure no one ever forgets to follow up on an important deal. Complemented with native mobile apps and activity reminder notifications, Pipedrive makes sure you focus on the right deals wherever you are.

5 things to consider before choosing a CRM
5

Quality of support

If a software error can cost you a big deal then you can’t afford to wait five working days for an email response. Look for a tool that offers live chat or phone support during your business’ operating hours with a solid reputation to boot.

4

Your budget

Free is not always free, but there are some great low cost solutions available on the market. Expensive solutions aren’t necessarily the best ones, but if you do find a great tool that’s outside your price range, evaluate if spending more would benefit you in the long term.

3

Customizability

Being able to customize your CRM software while expanding your customer base is the key staying agile. Changing with your environment is the key to success, which means your tools need to be equally adaptable.

2

Your industry

A project management system will not benefit your sales team as much as a specialized sales CRM. If you’re trying to sell, you need software that takes sales budgets, targets, sales stages, and deadlines into account.

1

Your team’s size

CRM software is not a “one-size-fits-all” solution, and you don’t need an enterprise tool for a team of five salespeople. It’s critical that you pick a CRM that suits your team’s size and plans for scaling in the future.

Why choose Pipedrive over Zoho or Insightly?

  • Brings control to complex sales processes
  • Is built specifically for sales
  • Is based on an activity-based sales methodology that ensures follow-up
  • Is packed with features and extremely customizable
  • Offers real-time support
  • Is easy to scale as your team grows
  • Has more than 60 integrations with other leading software

What our customers have to say

It brings a lot of organization to our workflow, it’s customizable and connects with all the other apps and programs we use.
Jenni Kight,
Executive Producer, Stouthouse Media
Having a powerful CRM tool such as Pipedrive in our arsenal has been essential to the success of our sales team. With its easy-to-use and well-designed interface, it definitely keeps us organized and on track!
Kristel Kruustük,
Founder & CEO, Testlio
The ability to completely customize the data fields and workflow gives me a tailor made CRM. Much different than my past experiences with these types of programs! The mobile app is just as functional as the desktop version, and even has a few little extras.
Chris Wolpert,
Managing Member, Group Benefit Solutions
Pipedrive supports our sales strategy perfectly. The visual and easy to use deal page makes it simple to glance at open deals, and I can easily pull a report and see conversions in seconds. So glad I made the switch to Pipedrive. It's easy to set up, beautifully made, and inexpensive.
Christopher Mann,
Director of Sales and Marketing, BizHaus
Easy to use, reasonably priced, and ensures I don't drop the ball on following up with my leads!
Christine Luken,
Author & Speaker, Financial Lifeguard
I love the visual presentation of deals in Pipedrive. The platform clearly shows where all active deals are in the sales process and when they need attention - and does so in a visually compelling way. The "Deal Rotting" feature is especially motivating to make sure you drive deals through your sales process.
Justin Angelson,
Managing Partner, Angelson Group

Or sign up with Google

Immediate access. No credit card required.

By signing up, you accept our Terms of Service and Privacy Policy

Zoho vs. Insightly | CRM software comparison | Pipedrive
Zoho vs. Insightly | CRM software comparison | Pipedrive