Board vs Insightly vs Bigin by Zoho CRM Comparison
Board
Starting at Contact for pricing
- Large Enterprises
- Medium Business
Board is a lightweight, easy to use BI Analytics tool that offers real-time reporting capabilities and is designed specifically for the business user. Now Businesses using the Web Analytics service can use the Board view…
Insightly
Starting at $29 /User/Month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Insightly is CRM software for growing B2B sales and marketing teams that need pipeline tracking, contact management, and task automation without enterprise-level complexity. It integrates with Gmail and Outlook so reps c…
Bigin by Zoho CRM
Starting at $7 /User/Month
- Free Trial
- Small Business
Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day wi…
Board leads on user satisfaction with a 4.4-star rating across 667 reviews.
Board vs Insightly vs Bigin by Zoho CRM — at a glance
| Feature | Board | Insightly | Bigin by Zoho CRM |
|---|---|---|---|
| Rating | 4.4 / 5 | 4.2 / 5 | 4.6 / 5 |
| Reviews | 667 | 879 | 294 |
| Starting price | Contact for pricing | $29 /User/Month | $7 /User/Month |
| Free trial | No | Yes | Yes |
| Free version | No | No | No |
| Best for | Large Enterprises, Medium Business, Small Business | Freelancers / Consultants, Large Enterprises, Medium Business | Small Business |
| Category | Business Intelligence Software | CRM Software | CRM Software |
| Platforms | SaaS/Web/Cloud, Mobile - iOS, Installed - Windows | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | — | Available | Available |
| Support modes | 24/7 (Live rep), Business Hours, Online | Business Hours, Online | Business Hours, Online |
| Certifications | SOC 2, GDPR | SOC 2, HIPAA, GDPR | — |
| Data residency | US | US | Global |
Key differences between Board and Insightly
- Pricing: Insightly starts at $29 /User/Month. Board pricing is not publicly listed.
- Free trial: Insightly offers a free trial; Board does not.
- Target audience: Board is built for Large Enterprises and Medium Business, while Insightly targets Freelancers / Consultants and Large Enterprises.
- User satisfaction: Board scores higher with a 4.4-star average.
- Deployment: Board supports SaaS/Web/Cloud, Mobile - iOS, Installed - Windows; Insightly supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.
Compare Board vs Insightly vs Bigin by Zoho CRM — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most Business Intelligence Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
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Biggest differences
Start here before you go deeper into features.
Best for business users needing easy, real-time BI with legacy system connectivity.
- You want a low/no-code BI tool for quick adoption by non-technical users.
- You need real-time reporting and dynamic visualizations tailored to business needs.
- Your organization requires flexible integration with legacy systems and collaborative data entry.
- Your team requires advanced ETL process optimization and data processing capabilities.
- You depend on a large marketplace of apps and connectors for extended functionality.
Best for mid-sized teams needing flexible CRM with strong email integration.
- You want a unified platform managing contacts, leads, deals, and opportunities.
- Your team values built-in real-time messaging for seamless collaboration.
- You require syncing capabilities with Outlook and Gmail for streamlined workflows.
- You need advanced reporting and analytics beyond basic CRM capabilities.
- You rely heavily on mobile app features with full desktop parity.
Small Business
Board: Best for business users needing easy, real-time BI with legacy system connectivity. Insightly: Best for mid-sized teams needing flexible CRM with strong email integration.
Description | Board is a lightweight, easy to use BI Analytics tool that offers real-time reporting capabilities and is designed specifically for the business user. Now Businesses using the Web Analytics ... Read More about Board | Insightly is CRM software for growing B2B sales and marketing teams that need pipeline tracking, contact management, and task automation without enterprise-level complexity. It integrates ... Read More about Insightly | Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to ... Read More about Bigin by Zoho CRM |
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Entry Level Pricing |
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Free Trial Availability |
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SpotScoreWhat's this? ↗ | 9.3/10 | 9.3/10 | 9.0/10 |
User RatingsBased on verified Spotsaas reviews | |||
Best Company Size | Small BusinessLarge Enterprises | 1-50 employees51-500 employees | — |
Get pricing help | Get pricing help |
Where each option fits best
See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.
Based on buyer reviews and verified product data collected by Spotsaas.
Key strengths
No key benefits available yet.
- Project Management: With Insightly, teams can easily manage projects from initiation to completion. Tasks, deadlines, and milestones are organized in one intuitive platform, keeping everyone aligned and focused.
- Reliable CRM Capabilities: Insightly offers a powerful customer relationship management system that helps you maintain meaningful connections with clients. You'll find it easy to track interactions, manage leads, and build stronger relationships that drive sales.
- Customizable Workflows: Design workflows that fit your unique business needs. Administrators can automate repetitive tasks and maintain consistent processes across teams.
No key benefits available yet.
Best fit
No best-fit guidance available yet.
- 1 to 500 employees
- SaaS, Consulting, Marketing Technology (Martech), and Sales Automation
- roles such as Sales Managers, Account Executives, Business Development Representatives, and CRM Administrators
No best-fit guidance available yet.
Reasons buyers look elsewhere
No alternatives guidance available yet.
- Users may seek alternatives if they require more advanced customization options for workflows and dashboards, as Insightly's flexibility might not meet specific business needs or unique processes.
- Businesses looking for enhanced reporting capabilities may explore other CRM solutions that offer more robust analytics tools, which can provide deeper insights into customer interactions and sales performance.
- Companies with larger teams might consider alternatives that support more extensive user management features, as Insightly's user limits and pricing tiers could be restrictive for growing organizations.
No alternatives guidance available yet.
Software Demo
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How do Board, Insightly and Bigin by Zoho CRM Compare on Features?
Total Features | 10 Features | 30 Features | 10 Features |
|---|---|---|---|
Unique Features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Board, Insightly and Bigin by Zoho CRM on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
Other Details
Organization Types supported |
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API Support |
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | ✓ Yes |
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HIPAA | ✗ No | ✓ Yes |
GDPR | ✓ Yes | ✓ Yes |
Single Sign-On (SSO) | ✓ Yes | ✓ Yes |
Multi-Factor Auth (MFA) | ✓ Yes | ✓ Yes |
Data Encryption | ✓ Yes | ✓ Yes |
Audit Logs | ✓ Yes | ✓ Yes |
Data Residency | 🇺🇸 US | 🇺🇸 US |
Board vs Insightly User Reviews & Rating Comparison
User Ratings | |||
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Rating Distribution | |||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Overall positive sentiment highlighting ease of use, flexibility, and quick report generation, tempered by concerns about complexity for new users and limited marketplace options. What buyers like
Common complaints
| Buyer sentiment Overall positive sentiment highlights ease of use, collaboration features, and integration capabilities, with some concerns about mobile functionality and pricing. What buyers like
Common complaints
| Buyer sentiment Buyer sentiment is very strong across 279 reviews, with consistently positive feedback. What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product |
| Negative Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product |
List of Customers
Customers | ![]() Volkswagen ![]() BASF ![]() Toyota | ![]() 4over LLC ![]() Savanta ![]() Atlanta Eats | ![]() Antech Microsystem Pvt.Ltd ![]() Investacc ![]() Hire |
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Media and Screenshots
Screenshots | No screenshots available. | ![]() 9 Screenshots |
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Videos | ![]() 5 Videos | ![]() 5 Videos |
Alternatives
Alternatives |
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Related Blogs and Articles for Crm Software
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Board or Insightly?
- Board edges out the other on user ratings (4.4 vs 4.2). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Board and Insightly offer a free trial?
- Insightly offers a free trial. Board does not.
- What is the starting price of Board vs Insightly?
- Board starts at Contact for pricing. Insightly starts at $29 /User/Month.
- What are the top alternatives to Board?
- Top alternatives to Board include IntraManager Board, Corporater Business Management Platform, Microsoft Power BI, Dundas BI, SAS Business Intelligence.
- What are the top alternatives to Insightly?
- Top alternatives to Insightly include Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM, Salesforce.


























