Software Alternatives, Accelerators & Startups
Register | Login

Insightly VS Zoho One

Compare Insightly VS Zoho One and see what are their differences

Setuply
Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence. featured
Note: These products don't have any matching categories. If you think this is a mistake, please edit the details of one of the products and suggest appropriate categories.
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

Zoho One logo Zoho One

Zoho is an all-in-one online office suite.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Zoho One Landing page
    Landing page //
    2025-04-16

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Zoho One features and specs

  • Integrated Suite
    Zoho One offers a comprehensive suite of over 45 integrated applications, which allows businesses to manage various functions like CRM, marketing, finance, HR, and more from a single platform.
  • Cost-Effective
    For the range of features it offers, Zoho One is relatively affordable compared to purchasing multiple standalone applications. It provides good value for businesses looking for an all-in-one solution.
  • Flexible Pricing
    Zoho One provides flexible pricing structures including per user per month options, which can be advantageous for small to mid-sized businesses looking for scalable solutions.
  • Ease of Use
    The platform is designed to be user-friendly with a clean, intuitive interface, making it easier for users to navigate and manage different business processes.
  • Customization
    Zoho One allows for significant customization according to business needs, including custom workflows, dashboards, and modules, providing businesses with tailored solutions.
  • Security
    Zoho One includes robust security features, such as two-factor authentication, role-based access controls, and data encryption, ensuring that company data is secure.
  • 24/7 Customer Support
    Zoho offers around-the-clock customer support through various channels including chat, email, and phone, ensuring that users can get timely help whenever they need it.

Possible disadvantages of Zoho One

  • Learning Curve
    Despite its user-friendly design, the extensive suite of applications can be overwhelming for new users, requiring a considerable amount of time to learn and integrate fully.
  • Integration Issues
    Some users have reported occasional integration issues between Zoho applications and third-party software, which can disrupt business workflows.
  • Performance
    Certain applications within the suite may experience slow performance, especially when handling large volumes of data or complex queries, which can impact productivity.
  • Limited Advanced Features
    While Zoho One offers a wide range of basic and intermediary features, some advanced functionalities available in specialized standalone software may be lacking.
  • Customer Support Quality
    Although customer support is available 24/7, the quality and responsiveness can be inconsistent, with some users noting that resolutions can take time.
  • Mobile App Limitations
    While Zoho offers mobile apps for various functionalities, these apps sometimes lack features available on the desktop versions, which can limit productivity on the go.
  • Data Migration
    Migrating existing data to Zoho One from other platforms can be complex and time-consuming, often requiring technical assistance to avoid data loss or errors.

Analysis of Zoho One

Overall verdict

  • Yes, Zoho One is considered a good solution for businesses looking for an all-in-one integrated software suite. It provides a wide range of tools and features that cater to different business needs while remaining affordable compared to similar offerings.

Why this product is good

  • Zoho One is a comprehensive suite of business applications designed to streamline operations across various departments such as sales, marketing, customer support, finance, and HR. It offers over 45 integrated applications, which makes it a cost-effective and efficient solution for businesses looking to consolidate their software needs. Its scalability, extensive customization options, and robust integration capabilities are some of the reasons it is favored by many users.

Recommended for

    Zoho One is best suited for small to medium-sized businesses that require a flexible and customizable software solution to manage various enterprise functions. It's ideal for organizations seeking to improve efficiency, reduce software costs, and enjoy seamless integration between various business applications.

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Zoho One videos

+ Add

ZOHO ONE Products In Your Day To Day Business Operations - Zoho One Review

More videos:

  • Review - What is Zoho One? Why Should I Care?
  • Review - Zoho One - Application Overview

Category Popularity

0-100% (relative to Insightly and Zoho One)

Insightly

Zoho One

CRM
100 100%
CRM
0% 0
Project Management
0 0%
Project Management
100% 100
Sales
100 100%
Sales
0% 0
Business Management
0 0%
Business Management
100% 100

User comments

Share your experience with using Insightly and Zoho One. For example, how are they different and which one is better?
Log in or Post with

Reviews

These are some of the external sources and on-site user reviews we've used to compare Insightly and Zoho One

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

Zoho One Reviews

21 Best Lead Generation Software for 2024
Zoho One offers an all-in-one marketing and sales automation platform to manage sales, marketing, and customer engagement efforts.
Source: www.sender.net

What are some alternatives?

When comparing Insightly and Zoho One, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

dapulse - Lead by showing your team the Big Picture. Get everyone working together on what's important.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Kestrelpro.ai - Kestrelpro is a Top Business Management tool integrated system that brings all your departments to one interface. It has different segments for top management, sales, finance, project management, HR and Admin

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Nintex - Cloud-based digital workflow management automation platform

Loading...