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MarTech Audit

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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

Sponsored by Helios AI Services — Custom AI tools for small businesses.

Tools/Insightly vs Zoho CRM

Insightly vs Zoho CRM

Side-by-side comparison to help you choose the right crm tool for your stack.

Quick Verdict

Rating

Zoho CRM

Reviews

Zoho CRM

Price

Tie
Insightlyfreemium
Zoho CRMfreemium
Rating
4.1 / 5
4.2 / 5
Reviews
1,589
9,684
Best For
Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes
Budget-conscious small businesses that need enterprise-grade customization without enterprise pricing
Pricing
From $29/mo
From $20/mo
Free Plan
Yes
Yes
Setup Time
hours
hours
Learning Curve
moderate
moderate
Zapier
Yes
Yes
Integrations
5 tools
18 tools

Insightly

4.1 / 51,589 reviews

G2 Satisfaction Scores

Ease of Use
8.0
Ease of Setup
8.2
Quality of Support
7.6
Meets Requirements
7.8
Ease of Admin
8.0
Likely to Recommend
7.6

Rating Distribution

5 star
46%
4 star
38%
3 star
10%
2 star
4%
1 star
3%

+ Built-in project management — convert won deals into projects without switching tools

+ Relationship linking maps connections between contacts, organizations, and projects

- Free plan limited to 2 users and 2,500 records

“Insightly is the only CRM where we can close a deal and immediately convert it into a project with tasks and milestones — all in the same system. Our consultants don't need a separate project management tool.”

Zoho CRM

4.2 / 59,684 reviews

G2 Satisfaction Scores

Ease of Use
8.3
Ease of Setup
7.8
Quality of Support
8.0
Meets Requirements
8.5
Ease of Admin
8.1

Rating Distribution

5 star
54%
4 star
34%
3 star
8%
2 star
2%
1 star
2%

+ Exceptional value with deep feature set even on lower tiers

+ Tight integration with the entire Zoho ecosystem (50+ apps)

- UI feels dated and cluttered compared to newer competitors

“If you are willing to spend the time configuring it, Zoho CRM punches way above its price point. We replaced three separate tools with it.”
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