Insightly vs Zoho CRM — Wer gewinnt?

Kurzfassung

Wähle Insightly, wenn: Kleine Unternehmen, die CRM und Projektabwicklung in einem Tool wollen, ohne zwei Abos zu kaufen

Wähle Zoho CRM, wenn: Budgetbewusste Teams im Zoho-Ökosystem, die ein vollausgestattetes CRM zum halben Salesforce-Preis wollen

Unsere Einschätzung: Insightly for simplicity, Zoho CRM for power users.

 InsightlyZoho CRM
PreiseFree for up to 2 users | Plus $29/user/moFree for up to 3 users | Standard $14/user/mo
FunktionenProject management post-sale, Relationship linking, Custom dashboards, Workflow automation, AppConnect integrationsMultichannel communication, Zia AI assistant, Blueprint workflow builder, Canvas design studio, Zoho ecosystem integration
Am besten fürSmall businesses that want CRM and project delivery in one tool without buying two subscriptionsBudget-conscious teams already in the Zoho ecosystem who want a full-featured CRM at half the Salesforce price
LernkurveMittelMittel

Der wahre Unterschied

Both offer free tiers, so the real question is what you get when you start paying.

Insightly stands out with Project management post-sale and Relationship linking. Zoho CRM counters with Multichannel communication and Zia AI assistant.

Insightly's Achilles heel: the ui feels like 2015 — functional but clunky, and reporting takes too many clicks. Zoho CRM's: ui feels cluttered and dated — third-party integrations outside zoho are hit or miss. Pick whichever weakness you can live with.

Fazit

If you value project management post-sale and kleine unternehmen, die crm, go with Insightly. If budgetbewusste teams im zoho-ökosystem, matters more, Zoho CRM is your pick. Neither is a bad choice — but one will fit your workflow better.

Häufig gestellte Fragen

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