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.

Target market
Small - mid size businesses Small - mid size businesses Small - mid size businesses
Free trial
15 days 14 days 14 days
Monthly price per user
$12 - $100 Free - $99 $12.5 - $49.17
Monthly price per 6 users
$72 - $600 $174 - $594 $75 - $295.02
Platforms
Web/ iOS/ Android Web/ iOS/ Android Web/ iOS/ Android
Google Apps rating
4/5 3.8/5 4.4/5
iOS app rating
3/5 3/5 4.5/5
Customization
(free)
Reporting & analytics
(limited)
Customer support
(phone and online) (email only)
API
(price limits) (open) (open)
Knowledge base
Capterra rating for ease of use
3.5/5 4/5 4.5/5
Zoho
Small - mid size businesses
15 days
$12 - $100
$72 - $600
Web/ iOS/ Android
4/5
3/5
(limited)
(phone and online)
(price limits)
3.5/5
Insightly
Small - mid size businesses
14 days
Free - $99
$174 - $594
Web/ iOS/ Android
3.8/5
3/5
(email only)
(open)
4/5
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Immediate access. No credit card required.

Five key things to consider when choosing a CRM:
5
Support

If a large sales deal is in the balance because of a software error, you can’t afford to wait five working days for an email response. Look for a system with live chat or phone support during your business’ operating hours, and a good-to-stellar reputation for customer service.

4
Budget

Free is not always free, but there are some excellent inexpensive solutions on the market. If your choice of solution suits your business’ size, focus, and customization needs and is inexpensive, celebrate the price and get on with selling. If not, consider the benefits and value of spending more.

3
Customization

Small companies need the ability to customize CRM software quickly, while growing their customer base. Large companies look to CRM software as a system of record to ensure greater continuity with customers, and generally need outside help to customize their CRM.

2
Field of focus

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 into account sales budgets, targets and reporting, on top of stages and deadlines.

1
Business size

CRM software is not a “one-size-fits-all” solution. You don’t need an enterprise tool for a team of five salespeople. It’s critical to ensure you pick a CRM that suits your team’s size and ambitions.

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.

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
Why choose Pipedrive?

Why our customers love Pipedrive:

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
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
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
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
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
Working with Pipedrive has been a breeze! The clean visuals give me a great look into my pipeline and I can easily update deals and opportunities as they progress. As our sales team grows, so does our pipe. And Pipedrive makes sharing and giving updates to one another so simple.
Mollie Horan
Midwest Sales Director, Gimlet Media
Zoho vs. Insightly | CRM software comparison | Pipedrive
Zoho vs. Insightly | CRM software comparison