Zoho also has an intuitive, user-friendly design that is particularly good for social media integration, something that most CRM software solutions out there don’t do very well, if at all. There's a handy menu that allows you to quickly navigate to your contacts, leads, projects, tasks, emails, calendar, and more. The dashboard shows a visual layout of your total sales, sales pipeline funnel, lost opportunities, and other metrics that you can adjust according to your preferences. Simplicity appears to be the name of the game for this platform.Īs soon as you login to Insightly, you are taken to the dashboard's home page. When it comes to ease of use, we’re looking for software options that take you right to an intuitive dashboard and allow you to quickly and easily navigate to the most vital information a salesperson needs to access. Resultsīoth options charge for customer support, but Insightly appears to offer a more holistic support option, and their Help Center and community offers a lot of help for those unwilling to pony up. Zoho has a thriving community of users who are ready and willing to help with just about any question you might have, which is certainly a big plus. Zoho also has an article database for customers to help themselves, and they have a customer support number that is limited to business hours and to customers of Enterprise and Plus.
This gives you access to email support, phone support, quarterly webinars, training, workshops, and more. You’ll find a robust community where users can help others find answers to technical issues and other questions.īeyond that, Insightly offers "success programs" where you can get personal training and support from the company for fees starting at $1,500. This is helpful for salespeople new to CRMs who are trying to make the transition to their software. Insightly offers a Help Center where you can find answers to common questions and even a special section just for CRM beginners. They also provide some online and community support that your team may find helpful. Resultsīoth Insightly and Zoho are packed with powerful features, but Insightly in our view has a slightly better selection.īoth of these options offer solid support, and both require that you pay for that privilege. Zoho offers a range of tools ranging from integration of sales and marketing to advanced analytics. It displays all this information on highly visual and customizable dashboards that keep all the information in one place. Reports in Insightly can help you dive into data to improve your team’s efficiency, along with Insightly workflow automation. The software itself has lead routing, which automatically sends leads to members of the sales team so that they can contact that prospect at just the right time and more efficiently close a sale.
What Insightly offersīecause it is cloud-based, Insightly can be accessed from anywhere with an internet connection, with no software to install. Its design is not as flashy as some other CRM solutions out there and you’ll have a learning curve, but it’s a good, straightforward option for sales teams.Ĭhoosing between Zoho and Insightly when it comes to features is a bit tricky since they both offer a similar menu, but they function quite differently. Zoho is straightforward, but has a large array of options such as workflow builder. Insightly is a cloud-based CRM that is good for companies both big and small who seek an option with built-in marketing tools and automation.
Insightly offers advantages to both small and large businesses, while Zoho is geared more to smaller and mid-sized companies, although both software options offer Enterprise versions. This is an interesting matchup between two cloud-based CRMs, each with its own unique benefits. And if you run a small team - or are a one-man band - there are two great CRM options you should consider to improve your sales process: Zoho CRM or Insightly. Smaller companies have been slower to adopt CRM software, perhaps not realizing the tremendous benefits it can provide even to a small team doing B2B sales. A recent study by SuperOffice found that 74% of businesses are using some type of CRM platform.īut diving into that statistic reveals an interesting reality: 91% of businesses with over 11 employees use CRM, but just 50% of those with 10 employees or less do. If your sales team is not using CRM software, you're in the minority.