{"id":17471,"date":"2022-09-27T14:46:47","date_gmt":"2022-09-27T18:46:47","guid":{"rendered":"https:\/\/www.method.me\/?post_type=guide&#038;p=17471"},"modified":"2025-12-12T17:52:22","modified_gmt":"2025-12-12T22:52:22","slug":"insightly-vs-zoho-vs-method-crm","status":"publish","type":"guide","link":"https:\/\/www.method.me\/resources\/compare\/insightly-vs-zoho-vs-method-crm\/","title":{"rendered":"Compare Insightly vs. Zoho vs. Method CRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A CRM is a valuable tool for business growth, but you have to find the right one to see results.<\/p>\n\n\n\n<div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\">A CRM (customer relationship management) software is a valuable tool for business growth, but you have to find the right one to see results.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re not sure which CRM is best for your business, you\u2019ve come to the right place. To help you make a decision, this guide compares the following three top CRMs on the market:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Insightly.<\/li>\n\n\n\n<li class=\"\">Zoho.<\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/\">Method CRM<\/a>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">After a comprehensive evaluation, we\u2019ve narrowed down all the information worth learning about these CRM products, namely:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Key features.<\/li>\n\n\n\n<li class=\"\">User experience.<\/li>\n\n\n\n<li class=\"\">Pricing plans.<\/li>\n\n\n\n<li class=\"\">Customer support.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">By the end of this article, you\u2019ll know which CRM is the best option for your business needs and budget.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-power-your-business-with-automation\">Power your business with automation.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading\" id=\"header2\">Insightly vs. Zoho vs. Method CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The main difference between Insightly, Zoho, and <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM is the way each solution improves your processes. Ask yourself: what do you want out of your CRM?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each of these CRM platforms offers various app modules, and workflow automation features for different business needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want a cluster of features that touch every workflow, you should consider Zoho. When it comes to an intuitive CRM to get started right away, Insightly is a top choice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking for a solution with process automation at its core, then Method CRM is your answer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s take a closer look at each CRM option.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header3\">Insightly overview<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"593\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/12\/insightly-product-dashboard.png\" alt=\"Insightly dashboard\" class=\"wp-image-19124 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/12\/insightly-product-dashboard.png 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/12\/insightly-product-dashboard-300x178.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/12\/insightly-product-dashboard-768x455.png 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/593;\" \/><figcaption class=\"wp-element-caption\"><em>Image credit:&nbsp;<\/em><a href=\"https:\/\/images.g2crowd.com\/uploads\/attachment\/file\/100041\/Insightly-dashboard-2020.png\" target=\"_blank\" rel=\"noreferrer noopener\"><em>G2<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly\u2019s intuitive design makes this software easy to use, so it\u2019s a good choice for busy business owners who want their software working for them right away with little to no training.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our analysis has shown that Insightly offers a number of basic CRM features, including contacts and leads management, and sales opportunities tracking.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, the trade-off is a lack of advanced features, such as a deeper view of your company and advanced support.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header4\">How Insightly works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly allows Google Drive and Office 365 users to manage their customers, sales process, and data all from one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly takes over your lead tracking and routes sales prospects to the right rep. This way, you can follow-up while your lead\u2019s still hot. You can use the criteria of your choice to trigger this, such as marketing campaign source or specific actions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When your lead becomes a customer, your opportunity automatically converts to a project, allowing you to use Insightly\u2019s integrated project management tools to track milestones.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Beyond that, Insightly\u2019s email integrations let you manage your emails in your CRM software. You can even use the built-in phone app, Telephony, to make calls directly from your CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header5\">Zoho overview<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"643\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/ZohoScreenshot-1024x643.png\" alt=\"Screenshot of Zoho CRM dashboard.\" class=\"wp-image-17440 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/ZohoScreenshot-1024x643.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/ZohoScreenshot-300x189.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/ZohoScreenshot-768x483.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/ZohoScreenshot.png 1200w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/643;\" \/><figcaption class=\"wp-element-caption\"><em>Image credit:&nbsp;<\/em><a href=\"https:\/\/images.g2crowd.com\/uploads\/attachment\/file\/53686\/expirable-direct-uploads_2F0a3e56be-160d-407d-abad-295d18ed7e19_2FDashboards__281_29.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><em>G2<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho has tools to improve each of your workflows to drive a lot more efficiency and grow revenue. From analytics to journey mapping, Zoho can transform every aspect of your business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This software is known for its robust set of features, which include a help desk, administration task management, and email marketing automation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But beware \u2014 having more features doesn\u2019t mean better results.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header6\">How Zoho works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho\u2019s many features include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Lead, deal, and contact management.<\/li>\n\n\n\n<li class=\"\">Customer journey orchestration.<\/li>\n\n\n\n<li class=\"\">Online portal for your clients.<\/li>\n\n\n\n<li class=\"\">Web templates and email campaigns.<\/li>\n\n\n\n<li class=\"\">User-friendly mobile app optimized for your iOS or Android device.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho has made a few changes recently to keep up with other CRMs on the market. This includes the addition of some new features.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The first addition is ZIA, an AI-powered analytics engine. ZIA gives you a better understanding of your sales trends and highlights opportunities for improvement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, Zoho\u2019s newest feature is Canvas, a drag-and-drop interface editor. Canvas allows for simple customization without a developer. Personalize the layout of templates to make them your own with this feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Beyond that, Zoho makes communicating with your customers easy. Connect with them in whatever way works best, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Phone (Telephony).<\/li>\n\n\n\n<li class=\"\">Live chat.<\/li>\n\n\n\n<li class=\"\">Email.<\/li>\n\n\n\n<li class=\"\">Social.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header7\">Method CRM overview<\/h2>\n<\/div><\/div>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913433287?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Win more business with a QuickBooks CRM\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\">Method CRM is the #1 QuickBooks CRM, whether you use the Online version or Desktop edition. Made for small businesses, Method has an abundance of features to automate your processes and drive business growth.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With it, sales management becomes a breeze. Method equips your sales teams with everything they need to close deals, from centralized contact information details to communication history throughout the entire sales funnel.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-power-your-business-with-automation\">Power your business with automation.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading\" id=\"header8\">How Method CRM works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">What sets Method CRM apart from Insightly and Zoho is the solution\u2019s two-way QuickBooks and Xero sync.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you update information in your accounting software, it automatically updates in Method and vice versa, providing your team with the most up-to-date information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether your team is in the office or a remote location, they can access customer records, project files, and report charts, depending on the permissions you set.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method\u2019s other strength is automation. Method CRM allows you to automate tasks such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Lead collection.<\/li>\n\n\n\n<li class=\"\">Customer service.<\/li>\n\n\n\n<li class=\"\">Payment processing.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">What\u2019s more, you can convert documents in a few clicks, and use native integrations to create a streamlined all-in-one system that connects your existing applications.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Better yet, take advantage of Method\u2019s no-code platform to create your perfect solution that encompasses a range of software categories \u2014 that grows with your business as you crush your goals.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-power-your-business-with-automation\">Power your business with automation.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading\" id=\"header9\">Comparing Insightly, Zoho, and Method CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now that you\u2019re caught up on what Insightly, Zoho, and <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM have to offer, let\u2019s dive deeper and compare these three CRM systems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These comparisons provide recommendations based on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">The quality of services provided by these companies.<\/li>\n\n\n\n<li class=\"\">How intuitive the user interface is.<\/li>\n\n\n\n<li class=\"\">The system\u2019s overall performance.<\/li>\n\n\n\n<li class=\"\">The value for your&nbsp; money spent.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">We compiled these comparison lists through our hands-on experience and by looking at user reviews and ratings for these CRM vendors.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Have another CRM in mind? Check out these other guides:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><a href=\"https:\/\/www.method.me\/resources\/compare\/insightly-vs-pipedrive-vs-method-crm\">Compare Insightly vs. Pipedrive vs. Method CRM.<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/resources\/compare\/insightly-vs-salesforce-vs-method-crm\">Compare Insightly vs. Salesforce vs. Method CRM.<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/resources\/compare\/insightly-vs-hubspot-crm-vs-method-crm\">Compare Insightly vs. HubSpot vs. Method CRM.<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/resources\/compare\/insightly-vs-keap-vs-method-crm\">Compare Insightly vs. Keap vs. Method CRM<\/a>.<\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/resources\/compare\/insightly-vs-jobber-vs-method-crm\">Compare Insightly vs. Jobber vs. Method CRM.<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header10\"><a href=\"https:\/\/www.insightly.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Insightly<\/a><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header11\">Key features<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Lead routing to allow sales reps to follow up promptly.<\/li>\n\n\n\n<li class=\"\">Built-in project management tools.<\/li>\n\n\n\n<li class=\"\">Build custom apps without a developer.<\/li>\n\n\n\n<li class=\"\">Over 250 app integrations.<\/li>\n\n\n\n<li class=\"\">Telephony system to make calls within Insightly.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header12\">Primary benefits<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Convert your won opportunities to projects.<\/li>\n\n\n\n<li class=\"\">Instant notifications when your emails are opened.<\/li>\n\n\n\n<li class=\"\">Advanced lead management tools.<\/li>\n\n\n\n<li class=\"\">Custom fields to store unique data.<\/li>\n\n\n\n<li class=\"\">Schedule recurring reports.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header13\">Limitations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Unfortunately, Insightly\u2019s simple design means that custom reporting and dashboards only provide a basic overview of your business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Beyond that, for live support, you have to pay extra. This isn\u2019t the case with Method CRM, where phone, chat, and email support is free.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header14\"><a href=\"https:\/\/www.zoho.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho<\/a><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header15\">Key features<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Get real-time notifications from customer interactions.<\/li>\n\n\n\n<li class=\"\">ZIA \u2014 an AI-powered virtual assistant.<\/li>\n\n\n\n<li class=\"\">Canvas \u2014 a DIY customization tool.<\/li>\n\n\n\n<li class=\"\">User-friendly mobile app.<\/li>\n\n\n\n<li class=\"\">Third-party integrations with Slack, Shopify, and more.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header16\">Primary benefits<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Connect with customers across every communication channel.<\/li>\n\n\n\n<li class=\"\">The ability to create personalized customer journeys.<\/li>\n\n\n\n<li class=\"\">Tools to measure the effectiveness of your customer communication.<\/li>\n\n\n\n<li class=\"\">Near-unlimited customization.<\/li>\n\n\n\n<li class=\"\">Free online video guides to help you get started.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header17\">Limitations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Although Zoho has recently upped their customization game, it\u2019s a steep learning curve and they don\u2019t offer support specifically for customization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In contrast, Method has a team of dedicated customization experts to simplify the process and custom-tailor your perfect solution.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header18\"><a href=\"https:\/\/method.me\/\">Method CRM<\/a><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header19\">Key features<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">QuickBooks and Xero two-way sync.<\/li>\n\n\n\n<li class=\"\">Lead gen forms to embed on your website.<\/li>\n\n\n\n<li class=\"\">Online portals for a simplified customer experience.<\/li>\n\n\n\n<li class=\"\">Unlimited customization to create your perfect solution.<\/li>\n\n\n\n<li class=\"\">Native integrations with Gmail, Outlook, Mailchimp, Zapier, and more.<\/li>\n\n\n\n<li class=\"\">Mobile app for real-time updates on your iPhone or Android phone.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header20\">Primary benefits<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Automatically sync your data between Method CRM and your QuickBooks or Xero account for up-to-date information.<\/li>\n\n\n\n<li class=\"\">Personalized templates to reuse for emails, reports, and transaction documents.<\/li>\n\n\n\n<li class=\"\">Automate every aspect of your workflow.<\/li>\n\n\n\n<li class=\"\">Convert estimates into invoices to save time on manual data entry.<\/li>\n\n\n\n<li class=\"\">Payment gateways and a self-service portal to give your customers added flexibility.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"header21\">Limitations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For now, you must be a QuickBooks or Xero user to use Method CRM, and the solution is only available in English.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header22\">Insightly pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly also offers three subscription plans:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Plus: $29 per user per month.<\/li>\n\n\n\n<li class=\"\">Professional: $49 per user per month.<\/li>\n\n\n\n<li class=\"\">Enterprise: $99 per user per month.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly also offers a free plan, but it only allows two users and has limited features.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header23\">Zoho pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho has four pricing options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Standard: $14 per user per month.<\/li>\n\n\n\n<li class=\"\">Professional: $23 per user per month.<\/li>\n\n\n\n<li class=\"\">Enterprise: $40 per user per month.<\/li>\n\n\n\n<li class=\"\">Ultimate: $52 per user per month.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho also offers a 15-day free trial.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header24\">Method CRM pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM offers three subscription options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Contact Management: $27 per user per month.<\/li>\n\n\n\n<li class=\"\">CRM Pro: $45 per user per month.<\/li>\n\n\n\n<li class=\"\">CRM Enterprise: $73 per user per month.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM also offers a&nbsp;<a href=\"https:\/\/signup.method.me\/methodcrm\">free trial<\/a>, and no credit card is required to get started.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header25\">Who should use Insightly?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you want a CRM with strong project management capabilities, Insightly has the tools you need.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But if you\u2019re looking for advanced customization beyond adding your logo and contact information to documents, you may quickly outgrow Insightly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header26\">Who should use Zoho?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking for a CRM with a long list of features, Zoho should be your top choice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, it\u2019s important to make sure that Zoho has the right features for your business. An extensive list of features is useless if you don\u2019t use them.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header27\">Who should use Method CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM works for a variety of businesses and industries, from construction to manufacturing, making it an ideal choice for any small business looking to scale up or work more efficiently.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you use QuickBooks or Xero and want to automate your processes your way, then Method CRM is the best choice for you.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"header28\">Bottom line<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Choosing a CRM is a great first step toward strengthening your business processes and empowering your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But choosing the right CRM is what drives results and allows you to reach your full potential.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lastly, as well as researching CRM comparison guides on a regular basis, the best way to ensure your right fit is to conduct trials and look at resources such as blogs or FAQs.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Start your&nbsp;<a href=\"https:\/\/signup.method.me\/methodcrm\">free trial<\/a>&nbsp;of Method CRM today!<\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>A CRM is a valuable tool for business growth, but you have to find the right one to see results. A CRM (customer relationship management) software is a valuable tool for business growth, but you have to find the right one to see results. If you\u2019re not sure which CRM is best for your business, [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":17472,"parent":17431,"menu_order":0,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6735],"tags":[33],"class_list":["post-17471","guide","type-guide","status-publish","has-post-thumbnail","hentry","category-resources","tag-crm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Compare Insightly vs Zoho vs Method CRM | Method<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/resources\/compare\/insightly-vs-zoho-vs-method-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Compare Insightly vs. Zoho vs. Method CRM\" \/>\n<meta property=\"og:description\" content=\"A CRM is a valuable tool for business growth, but you have to find the right one to see results. 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