Documentation-based comparison
Insightly versus Zoho CRM
Compare documented scope and conditions. Unknowns remain unknown; different billing units do not establish a cost winner.
| Requirement | Insightly | Zoho CRM |
|---|---|---|
| Pricing | From $348/yr per user | From €20/mo per user |
| Who it is for | CRM that moves won opportunities into post-sale project delivery while keeping the record data. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect | Sales CRM covering leads, deals, workflows and reports, with a free edition for up to three users. Verified Oct 11, 2026 · Zoho CRM pricing page, rendered in euros |
| Coverage limits | Records are capped at 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect | Free stores up to 5,000 records (10 MB) and Standard up to 100,000 records (200 MB). Verified Oct 11, 2026 · Zoho CRM edition comparison (euros): prices, storage and feature limits |
| Seats | CRM plans are priced per user and billed annually. Verified Oct 11, 2026 · Insightly CRM pricing cards, rendered (USD, billed annually) | Free edition: up to 3 users. Verified Oct 11, 2026 · Zoho CRM: official product and plan documentation |
| Minimum seats | Not verified | Not verified |
| Record limits | Plus: 50 custom fields, Professional: 100, Enterprise: 200 Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect
| Extra file storage: €4.60 a month per 5 GB on paid editions, Extra data storage: €4 per 100 MB on Professional and above The billing period for extra data storage is not stated; accounts above 200 users pay €2 per 100 MB. Standard to Enterprise include 1 GB of file storage per organization and Ultimate 5 GB, plus storage per user licence. Verified Oct 11, 2026 · Zoho CRM edition comparison (euros): prices, storage and feature limits
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| Pipelines | Custom pipelines can be set up per line of business and product attributes. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect | Multiple pipelines start at Standard; Free does not include them. Verified Oct 11, 2026 · Zoho CRM edition comparison (euros): prices, storage and feature limits |
| Roles and permissions | Plus: 2 configurable profiles/page layouts, Professional and Enterprise: unlimited Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect
| Profiles and roles in every edition, Field-level security from Professional, Data sharing rules: 15 per module on Enterprise and 100 on Ultimate Team-user licences give non-sales staff only partial access to CRM data outside their own team modules. Verified Oct 11, 2026 · Zoho CRM edition comparison (euros): prices, storage and feature limits |
| Automation limits | Plus: no AI Copilot, Professional: 75 AI Copilot queries, Enterprise: 100 queries The period for the query allowance is not stated. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect
| Workflow rules in every edition, including Free; Automation email notifications a day: Free 50 per user licence (at most 150); Standard: 100 per licence (at most 5,000); Professional: 200 per licence (at most 10,000); Enterprise: 500 per licence (at most 25,000); Ultimate: 1,000 per licence (at most 50,000) For email notifications the per-licence or daily figure applies, whichever is lower. Verified Oct 11, 2026 · Zoho CRM edition comparison (euros): prices, storage and feature limits
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| Calling, SMS and email charges | Plus: 2,500 mass emails a day; Professional: 5,000; Enterprise: 10,000 Sending limit; no per-email charge is stated. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect |
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| Required add-ons | AppConnect integration starts at USD 249 a month, billed annually, for 25,000 tasks a month, plus a required USD 3,000 technical setup. Additional 25,000-task blocks cost USD 249 a month. Marketing automation and support and ticketing are also priced as separate products, or together with CRM and AppConnect as Insightly All-in-One. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect | Team-user licences have limited permissions and separate purchase terms. Verified Oct 11, 2026 · Zoho CRM: official product and plan documentation |
| Integrations | Google and Microsoft 365 calendar and contact sync, and PandaDoc, QuickBooks and Xero integrations are listed in the CRM plan comparison. The comparison also lists REST API access. Verified Oct 11, 2026 · Insightly pricing page, static text with plan comparison and AppConnect | Telephony and PBX integrations include Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others; the Free column lists none. Verified Oct 11, 2026 · Zoho CRM edition comparison (euros): prices, storage and feature limits
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| Coverage note | For accounts with 1 to 200 users. Month-to-month billing per user. Local taxes such as VAT or GST are added. Zoho says there is no binding contract; plans can be changed at any time. |
