Insightly vs Zoho CRM: CRM Comparison (2026)
Insightly offers project management, AI Copilot, workflow automation, custom scoring models, and unlimited role-based permissions, while Zoho CRM offers sales automation and customization options. Insightly has a free tier; Zoho CRM does not.
AI Citation Scorecard
How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.
Probes run hourly; each (engine × query) combo retests every ~3 days.
Pricing
Key Features
- ✓Lead and contact management
- ✓Project management
- ✓Advanced reports
- ✓Pre-built business dashboards
- ✓AI Copilot
- ✓Workflow automation
- ✓Custom scoring models
- ✓Unlimited role-based permissions
- ✓Lead management
- ✓Sales automation
- ✓Workflow automation
- ✓Reports and analytics
- ✓Email marketing
- ✓Mobile access
- ✓Custom dashboards
- ✓Sales forecasting
When to choose Insightly
You require project management, AI Copilot, workflow automation, custom scoring models, or unlimited role-based permissions. Additionally, if a free tier is a priority.
When to choose Zoho CRM
You require sales automation or robust customization options. Analytics and reports and email integration are key features of both products. Integrations should also be considered based on your existing tech stack: Insightly integrates with Google, MS 365, Slack, QuickBooks, Xero, PandaDoc, Asana, and Jira. Zoho CRM integrates with Gmail, Slack, Mailchimp, and QuickBooks.