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Insightly vs InStream vs Bigin by Zoho CRM Comparison

Last updated:

Insightly

4.2(1,241 reviews)

Starting at $29 /User/Month

  • Free Trial
  • Freelancers / Consultants
  • Large Enterprises

Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates via real time messaging, sync con…

InStream

4.3(131 reviews)

Starting at Contact for pricing

  • Freelancers / Consultants
  • Large Enterprises

The InStream CRM software is your trusted advisor. It is the one-stop shop for organizing, prioritizing, and streamlining important customer interactions. It helps you close more sales and strengthens customer relationsh…

Bigin by Zoho CRM

4.3(119 reviews)

Starting at $7 /User/Month

  • Free Trial
  • Small Business

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed…

InStream leads on user satisfaction with a 4.3-star rating across 131 reviews.

SpotSaaS Analysis

InsightlyInStreamBigin by Zoho CRM

The core difference between Insightly and InStream is that Insightly is tailored for mid-sized teams seeking a comprehensive CRM solution with strong email integration, while InStream lacks detailed information on its target audience and features. Ideal buyers for Insightly include sales and marketing professionals in organizations of 1 to 500 employees, while InStream's ideal buyer remains unspecified.

- Best for mid-sized teams needing flexible CRM solutions - Strong email integration capabilities - Unified platform for managing contacts, leads, and deals - Built-in real-time messaging for collaboration - Suitable for roles like Sales Managers and CRM Administrators - Priced at $29 per user

- Detailed features and target audience not provided - Pricing information not available - Company size suitability not listed - Ideal buyer profile remains unspecified - Lacks specific use cases or roles - Further details needed for comparison

Insightly vs InStream vs Bigin by Zoho CRM — at a glance

FeatureInsightlyInStreamBigin by Zoho CRM
Rating4.2 / 54.3 / 54.3 / 5
Reviews1,241131119
Starting price$29 /User/MonthContact for pricing$7 /User/Month
Free trial Yes No Yes
Free version No No No
Best forFreelancers / Consultants, Large Enterprises, Medium BusinessFreelancers / Consultants, Large Enterprises, Medium BusinessSmall Business
CategoryCRM SoftwareCRM SoftwareCRM Software
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - AndroidSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
APIAvailableAvailable
Support modesBusiness Hours, OnlineBusiness Hours, OnlineBusiness Hours, Online
CertificationsSOC 2, HIPAA, GDPRSOC 2
Data residencyUSUSGlobal

Key differences between Insightly and InStream

  • Pricing: Insightly starts at $29 /User/Month. InStream pricing is not publicly listed.
  • Free trial: Insightly offers a free trial; InStream does not.
  • User satisfaction: InStream scores higher with a 4.3-star average.
  • Deployment: Insightly supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; InStream supports SaaS/Web/Cloud, Mobile - Android.

Compare Insightly vs InStream vs Bigin by Zoho CRM — and walk away knowing which one fits.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most CRM 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.

Insightly - CRM Software
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Talk to an expert
InStream - CRM Software
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Talk to an expert

Biggest differences

Start here before you go deeper into features.

Insightly

Best for mid-sized teams needing flexible CRM with strong email integration.

Choose if
  • 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.
Consider alternatives if
  • You need advanced reporting and analytics beyond basic CRM capabilities.
  • You rely heavily on mobile app features with full desktop parity.

InStream

Best for

Freelancers / Consultants, Large Enterprises, Medium Business

Bigin by Zoho CRM

Best for

Small Business

Insightly typically suits Freelancers / Consultants and Large Enterprises. InStream tends to fit Freelancers / Consultants and Large Enterprises better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates ... Read More about Insightly

The InStream CRM software is your trusted advisor. It is the one-stop shop for organizing, prioritizing, and streamlining important customer interactions. It helps you close more sales and ... Read More about InStream

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, ... Read More about Bigin by Zoho CRM

Entry Level Pricing

  • Starts from $29
  • Not Available
  • Starts from $7 , Billed Yearly

Free Trial Availability

  • Free Trial available
  • No free trial

Spotsaas Score

What's this? ↗

9.3/10

8.3/10

9.0/10

User Ratings

Based on verified Spotsaas reviews

Best Company Size

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.

Strengths

Key strengths

Insightly

  • Streamlined Project Management: With Insightly, teams can effortlessly manage projects from initiation to completion. You’ll appreciate how tasks, deadlines, and milestones are organized in one intuitive platform, ensuring everyone is aligned and focused.
  • Robust 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 ultimately foster stronger relationships that drive sales.
  • Customizable Workflows: Tailor your workflows to fit your unique business needs. Administrators will love the flexibility Insightly provides, allowing for automation of repetitive tasks and ensuring that processes are efficient and consistent across teams.
Best fit

Best fit

Insightly

  • 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

InStream

No best-fit guidance available yet.

Watchouts

Reasons buyers look elsewhere

Insightly

  • 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.

InStream

No alternatives guidance available yet.

Software Demo

Demo

Need a second opinion?

Get shortlist help from a software advisor

Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.

How do Insightly, InStream and Bigin by Zoho CRM Compare on Features?

Total Features

30 Features

8 Features

10 Features

Unique Features

No unique features

No unique features

No unique features

Get Quote
Get Quote

Compare Insightly, InStream 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.

Pricing Option

        Starting From

        • $29
        • Not Available
        • $7 , Billed Yearly

        Pricing Plans

        • Not Available
        • Not Available
        • Free

          • Single Pipeline

          • 500 Records

          • Instant Workflows (3)

          Show more +

        • Express

          • Includes features of Free plan, plus

          • Team Pipelines (3)

          • 50,000 Records

          Show more +

        • Premier

          • Includes features of Express Edition plan. plus

          • Team Pipelines (5)

          • 100,000 Records

          Show more +

        Pricing Page

        Insightly pricing

        Pricing information not available

        Bigin by Zoho CRM pricing

        Other Details

        Organization Types supported

        • Large Enterprises
        • Medium Business
        • Small Business
        • Freelancers
        • Individuals
        • Large Enterprises
        • Medium Business
        • Small Business
        • Freelancers
        • Individuals
        • Large Enterprises
        • Medium Business
        • Small Business
        • Freelancers
        • Individuals

        Platforms Supported

        • Browser Based (Cloud)
        • Mobile - Android
        • Mobile - iOS
        • Installed - Windows
        • Installed - Mac
        • Browser Based (Cloud)
        • Browser Based (Cloud)
        • Mobile - Android
        • Mobile - iOS
        • Installed - Windows
        • Installed - Mac
        • Browser Based (Cloud)
        • Browser Based (Cloud)
        • Mobile - Android
        • Mobile - iOS
        • Installed - Windows
        • Installed - Mac
        • Browser Based (Cloud)

        Modes of support

        • 24/7 (Live rep)
        • Business Hours
        • Online
        • 24/7 (Live rep)
        • Business Hours
        • Online
        • 24/7 (Live rep)
        • Business Hours
        • Online

        API Support

        • Available
        • Not Available
        • Available
        Get help choosing
        Get help choosing

        Security & Compliance

        Certifications, data handling, and security controls for IT and compliance evaluators.

        SOC 2

        ✓ Yes
        ✓ Yes

        HIPAA

        ✓ Yes
        ✗ No

        GDPR

        ✓ Yes

        Single Sign-On (SSO)

        ✓ Yes

        Multi-Factor Auth (MFA)

        ✓ Yes

        Data Encryption

        ✓ Yes

        Audit Logs

        ✓ Yes

        Data Residency

        🇺🇸 US
        🇺🇸 US

        Insightly vs InStream User Reviews & Rating Comparison

        User Ratings

        Rating Distribution

        501

        253

        72

        40

        10

        69

        59

        7

        0

        1

        204

        66

        7

        1

        1

        Spotsaas Editor’s POV generated by AI

        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

        • Ease of use
        • Collaboration features
        • Integration with email platforms

        Common complaints

        • Limited mobile app functionality
        • Insufficient advanced reporting

        Buyer sentiment

        Buyer sentiment is positive across 136 reviews, with strong overall satisfaction.

        What buyers like

        • Collects and organizes client data in one place, enabling better tracking and management of client relationships.
        • Intuitive email and communication tracking, making it easier to monitor interactions and build stronger customer connections.
        • Customizable platform with features like personalized lists tailored to business-specific needs.

        Common complaints

        • Initial learning curve due to the non-intuitive interface for beginners, requiring time and effort to master all functions.
        • Limited features in the free version, restricting the ability to test advanced capabilities before committing to paid plans.
        • Customer service responsiveness needs improvement, with delays in resolving queries or issues.

        Buyer sentiment

        Buyer sentiment is positive across 279 reviews, with strong overall satisfaction.

        What buyers like

        • Simple, intuitive design with a short learning curve, making it easy to use and implement, even for non-technical users.
        • Affordable pricing tailored for startups and small businesses, offering great value for core CRM functionalities.
        • Effective pipeline management and workflow automation, enabling businesses to streamline sales processes.

        Common complaints

        • Limited integrations with third-party tools (e.g., social media apps, direct LinkedIn or Facebook ad imports), making data syncing challenging.
        • Lack of advanced features and scalability, restricting use for larger enterprises or complex workflows.
        • Inconsistent customer support with restricted availability, affecting issue resolution during critical times.

        Pros and Cons

        • Unified platform for managing contacts, leads, deals, and opportunities

        • Built-in real-time messaging for team collaboration

        • Seamless syncing with Outlook and Gmail

        • Reporting tools lack robustness for advanced analytics

        • Mobile app has limited features compared to desktop

        • Focuses on enhancing customer interactions effectively.

        • Modular tools allow for tailored user experiences.

        • Helps prioritize tasks for better workflow.

        • May not meet the needs of larger enterprises.

        • Basic reporting may not suffice for data-driven decisions.

        • Real-time updates keep teams informed.

        • Integration with email and calendar enhances productivity.

        • User-friendly interface simplifies navigation.

        • Customization options may not meet all needs.

        • New users may find the interface complex.

        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

        4over LLC

        4over LLC

        Savanta

        Savanta

        Atlanta Eats

        Atlanta Eats

        No Customers information available.

        Antech Microsystem Pvt.Ltd

        Antech Microsystem Pvt.Ltd

        Investacc

        Investacc

        Hire

        Hire

        Media and Screenshots

        Screenshots

        Marketing

        9 Screenshots

        No screenshots available.

        Videos

        video-0

        5 Videos

        video-0

        1 Videos

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        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, Insightly or InStream?
        InStream edges out the other on user ratings (4.3 vs 4.2). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
        Do Insightly and InStream offer a free trial?
        Insightly offers a free trial. InStream does not.
        What is the starting price of Insightly vs InStream?
        Insightly starts at $29 /User/Month. InStream starts at Contact for pricing.
        What are the top alternatives to Insightly?
        Top alternatives to Insightly include Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM, Salesforce.
        What are the top alternatives to InStream?
        Top alternatives to InStream include Bigin by Zoho CRM, SalesCRM, SimpleCRM, OutreachCRM, OnContact CRM.

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