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Insightly vs Zoho CRM: Price per User, Limits and Project Handoff

Zoho CRM is cheaper per user ($14 to $52 on annual billing against Insightly's $29 to $99) and has a free edition for 3 users. Insightly's draw is converting a closed opportunity into a project that keeps its records and tasks.

Key takeaways

  • On annual billing Zoho CRM is $14, $23, $40 and $52 per user per month for Standard, Professional, Enterprise and Ultimate; Insightly is $29, $49 and $99 for Plus, Professional and Enterprise (vendor pages, checked Oct 22, 2026).
  • For 10 users, the lowest paid tier costs $140 a month on Zoho against $290 on Insightly at list price, before add-ons.
  • Zoho lists a free edition for up to 3 users with 5,000 API calls a day; Insightly lists no free plan, only a 14-day trial.
  • Insightly states record limits of 100,000, 250,000 and 500,000 and custom fields of 50, 100 and 200 by plan; Zoho's pricing page we could read states 200 custom modules only for Enterprise.
  • Insightly's distinguishing claim is converting opportunities to projects after the deal closes, keeping the opportunity's details, records and tasks.

Zoho CRM is cheaper and has a free edition; Insightly costs more and is built around turning a won deal into a project. On annual billing Zoho’s paid editions run $14, $23, $40 and $52 per user per month; Insightly’s three run $29, $49 and $99. For 10 users the entry tiers are $140 and $290 a month. Prices are from each vendor’s pages, checked Oct 22, 2026, and exclude taxes.

Insightly vs Zoho CRM: what do the plans include?

Insightly PlusInsightly ProfessionalInsightly EnterpriseZoho CRM
Per user per month, annual billing$29$49$99Standard $14, Professional $23, Enterprise $40, Ultimate $52
Free planNone listed; 14-day trialFree edition for 3 users; 15-day trial of paid editions
Record limit100,000250,000500,000Not stated on the page we could read
Custom fields50100200Not quantified; 200 custom modules on Enterprise
File storage10 GB100 GB250 GBNot stated
Mass email per day2,5005,00010,000Not stated
Workflow automationNot listedIncludedIncludedWorkflows on the Free edition; counts not stated
APIREST API listed on all plansFree edition: 5,000 calls a day

Source: insightly.com/pricing and zoho.com/crm (pricing and HubSpot comparison pages, the latter dated September 25, 2026 by its own disclaimer), checked Oct 22, 2026. Zoho's monthly-billing figures were garbled on the page we could read, so they are left out. Insightly lists "included CRM users" of 2, 5 and 10 by plan and additional users at the same per-user price; we did not model that wording.

Insightly also lists extra costs: AppConnect (its integration task product) at $249 for 25,000 tasks, a $3,000 AppConnect technical setup fee, $1,500 for guided onboarding, and premier support at 20% of license with a $3,000 annual minimum. Zoho’s pages we read mention no equivalent mandatory fees, but we did not see its full add-on price list.

How much do 10 users cost on each?

At list price, 10 users on Insightly’s lowest tier cost $290 a month, more than twice Zoho Standard’s $140.

Monthly cost for 10 users, annual billing, list price (USD)

Insightly Enterprise
$990
Insightly Professional
$490
Zoho Ultimate
$520
Zoho Enterprise
$400
Insightly Plus
$290
Zoho Professional
$230
Zoho Standard
$140

10 users multiplied by each vendor's annual per-user price, checked Oct 22, 2026. Taxes, add-ons and onboarding fees excluded. This is arithmetic from list prices, not a quote.

Zoho’s second-tier edition (Professional, $230) costs less than Insightly’s cheapest ($290) for the same 10 users. Since the plans differ in features, the tier names should not be paired one for one; the point is the starting cost.

When does Insightly win?

Insightly wins when the sale starts a delivery job. Its CRM page says you can “convert opportunities to projects after the deal is closed,” that the project keeps the opportunity’s details, records and tasks, and that projects take custom fields and page layouts (Insightly CRM page, checked Oct 22, 2026). Agencies, consultancies and installers that track the job after the sale in the same system are the fit. The cost is a higher per-user price and, for the Enterprise tier, higher fixed fees.

Zoho’s pages we could read do not describe an equivalent built-in conversion, and we did not verify whether another Zoho product covers it. Check that before you decide, since the answer changes the comparison for a delivery-led business.

When does Zoho CRM win?

Zoho wins on price, on its free edition (3 users, workflows, standard reports and a mobile app, with 5,000 API calls a day), and on breadth at higher tiers: Enterprise lists 200 custom modules, 5 sandboxes and unlimited custom reports and dashboards. A team of 3 or fewer can run on the free edition. A team of 10 to 30 with sales-only work gets more for less. See HubSpot vs Zoho CRM for how Zoho fares against the usual alternative, and how to choose a CRM for the broader test.

Zoho’s depth has a cost in setup. The Enterprise sandbox and custom module counts help only if someone designs them, which is where an implementation partner shortens the first month.

What does switching between them cost?

Software cost is the smaller part. Moving Insightly to Zoho means exporting contacts, organizations, opportunities and projects, de-duplicating on email and organization name, and mapping custom fields (Insightly allows 50 to 200). Projects need a new home because a CRM-only setup has no direct equivalent. Moving the other way means rebuilding Zoho workflows and checking that your record counts fit Insightly’s limits (100,000 on Plus). Run the data cleaning checklist first and follow the CRM migration guide for cutover. The CRM implementation cost benchmark shows what published partner prices look like for a build.

When to get help

If you are comparing these two for a team that sells and then delivers, the open question is where delivery work will live. A short call can settle that before you buy seats. aibrevo implements Zoho CRM and seven other platforms; Insightly is quoted per project, and a move from Insightly into Zoho is a common request. Book a short call or send a message, and see the Zoho service page.

Sources

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FAQs

Is Insightly or Zoho CRM cheaper?

Zoho CRM is cheaper at list price. On annual billing its paid editions are $14, $23, $40 and $52 per user per month; Insightly's are $29, $49 and $99. For 10 users, Zoho's lowest tier is $140 a month and Insightly's is $290. Insightly also lists extra fees for onboarding and its AppConnect integration tool (checked Oct 22, 2026).

Does Insightly have a free plan?

No free plan appears on Insightly's pricing page we read. It offers a free 14-day trial with no credit card. Zoho CRM lists a Free edition for up to 3 users with 10 custom email templates, up to 10 data exports and 5,000 API calls a day, and a 15-day trial of paid editions (checked Oct 22, 2026).

What are Insightly's record and field limits?

Insightly lists record limits of 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise. Custom fields are 50, 100 and 200 respectively, file storage 10 GB, 100 GB and 250 GB, and mass email 2,500, 5,000 and 10,000 a day. Workflow automation is listed on Professional and Enterprise (checked Oct 22, 2026).

What does Insightly do better than Zoho CRM?

Insightly says you can convert opportunities to projects after a deal closes, with the project keeping the opportunity's details, records and tasks, and projects can have custom fields and layouts. That suits service businesses that deliver work after a sale. Zoho's CRM pages we read do not describe an equivalent built-in project conversion.

Can I migrate from Insightly to Zoho CRM?

Yes, by export and mapping. Export contacts, organizations, opportunities and projects, de-duplicate on email and organization name, and map Insightly custom fields to Zoho fields. Projects have no direct equivalent in a CRM-only setup, so decide where delivery work will live before you move. Insightly migration is quoted per project at aibrevo.

Which is better for a small business, Insightly or Zoho CRM?

For a team with no delivery projects and a tight budget, Zoho CRM wins on price and its free edition for 3 users. For a services firm that wants the sold deal to become a tracked project in the same system, Insightly's opportunity-to-project path is the reason to pay more.

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