Insightly vs Zoho CRM — Qual vence?
Escolha Insightly se: Pequenos negócios que querem CRM e entrega de projetos numa ferramenta só sem pagar duas assinaturas
Escolha Zoho CRM se: Times conscientes do orçamento que já estão no ecossistema Zoho e querem um CRM completo pela metade do preço do Salesforce
Nossa opinião: Insightly for simplicity, Zoho CRM for power users.
| Insightly | Zoho CRM | |
|---|---|---|
| Preços | Free for up to 2 users | Plus $29/user/mo | Free for up to 3 users | Standard $14/user/mo |
| Funcionalidades | Project management post-sale, Relationship linking, Custom dashboards, Workflow automation, AppConnect integrations | Multichannel communication, Zia AI assistant, Blueprint workflow builder, Canvas design studio, Zoho ecosystem integration |
| Melhor para | Small businesses that want CRM and project delivery in one tool without buying two subscriptions | Budget-conscious teams already in the Zoho ecosystem who want a full-featured CRM at half the Salesforce price |
| Curva de aprendizado | Médio | Médio |
A diferença real
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.
Conclusão
If you value project management post-sale and pequenos negócios que querem, go with Insightly. If times conscientes do orçamento matters more, Zoho CRM is your pick. Neither is a bad choice — but one will fit your workflow better.