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Insightly vs YetiForce CRM vs Bigin by Zoho CRM vs Creatio CRM Comparison

Last updated:

Insightly

4.3(717 reviews)

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…

YetiForce CRM

4.5(57 reviews)

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

YetiForce CRM is an open-source CRM for IT-aware operations teams and mid-sized businesses that want to self-host a full-featured system without licensing fees. It handles leads, sales pipelines, project monitoring, tick…

Bigin by Zoho CRM

4.6(243 reviews)

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…

Creatio CRM

Starting at $40 /user/month

  • Large Enterprises
  • Medium Business

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, c…

YetiForce CRM leads on user satisfaction with a 4.5-star rating across 57 reviews.

Insightly vs YetiForce CRM vs Bigin by Zoho CRM vs Creatio CRM — at a glance

FeatureInsightlyYetiForce CRMBigin by Zoho CRMCreatio CRM
Rating4.3 / 54.5 / 54.6 / 5
Reviews71757243
Starting price$29 /User/MonthContact for pricing$7 /User/Month$40 /user/month
Free trial Yes No Yes No
Free version No No No No
Best forFreelancers / Consultants, Large Enterprises, Medium BusinessLarge Enterprises, Medium Business, Small BusinessSmall BusinessLarge Enterprises, Medium Business
CategoryCRM SoftwareCRM SoftwareCRM SoftwareCRM Software
Integrations5+ apps
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Installed - Windows, Installed - MacSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac, Browser Based (Cloud), Mobile - Windows
APIAvailableAvailableAvailableAvailable
Support modesBusiness Hours, OnlineBusiness Hours, OnlineBusiness Hours, OnlineOnline
CertificationsSOC 2, HIPAA, GDPRSOC 2SOC 2, HIPAA, GDPR, ISO 27001
Data residencyUSGlobalGlobalUnited States, United Kingdom, Australia, European Union

Key differences between Insightly and YetiForce CRM

  • Pricing: Insightly starts at $29 /User/Month. YetiForce CRM pricing is not publicly listed.
  • Free trial: Insightly offers a free trial; YetiForce CRM does not.
  • Target audience: Insightly is built for Freelancers / Consultants and Large Enterprises, while YetiForce CRM targets Large Enterprises and Medium Business.
  • User satisfaction: YetiForce CRM scores higher with a 4.5-star average.
  • Deployment: Insightly supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; YetiForce CRM supports SaaS/Web/Cloud, Installed - Windows, Installed - Mac.

Compare Insightly vs YetiForce CRM vs Bigin by Zoho CRM vs Creatio 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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YetiForce CRM - CRM Software
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Insightly, YetiForce CRM, Bigin by Zoho CRM vs Creatio CRM: 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.

YetiForce CRM

Best for

Large Enterprises, Medium Business, Small Business

Bigin by Zoho CRM

Best for

Small Business

Creatio CRM

Best for

Large Enterprises, Medium Business

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

Description

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

YetiForce CRM is an open-source CRM for IT-aware operations teams and mid-sized businesses that want to self-host a full-featured system without licensing fees. It handles leads, sales ... Read More about YetiForce CRM

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

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It ... Read More about Creatio CRM

Entry Level Pricing

  • Starts from $29
  • Not Available
  • Starts from $7 , Billed Yearly
  • Starts from $40 , Billed Yearly

Free Trial Availability

  • Free Trial available
  • No free trial
  • No free trial

SpotScore

What's this? ↗

9.3/10

8.8/10

9.0/10

Not Available

User Ratings

Based on verified Spotsaas reviews

4.26

(717)

4.49

(57)

Best Company Size

1-50 employees51-500 employees
50–10,000+ 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

  • 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.

Creatio CRM

  • Advanced Workflow Automation: Creatio supports end-to-end workflow automation through triggers, rules, approvals, and task orchestration. Repetitive actions such as follow-ups, lead routing, and status updates can run automatically. This reduces manual effort, minimizes errors, and keeps processes following defined standards, improving efficiency across departments.
  • AI-Driven Insights and Analytics: Creatio uses AI-driven analytics to surface trends, predict outcomes, and recommend next actions. Teams can monitor performance, forecast revenue, and identify bottlenecks using real-time dashboards. These insights help decision-makers prioritize tasks, improve planning accuracy, and adjust strategies based on actual operational data rather than assumptions.
  • Scalable for Growing Organizations: Creatio is designed to support growing teams, complex workflows, and increasing data volumes. Organizations can expand usage across departments, regions, and business units without changing platforms. Its modular structure allows teams to add features, integrations, and automation gradually as operational needs become more advanced.
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

Creatio CRM

  • 50–10,000+ employees
  • Banking & Financial Services, Insurance, Telecommunications, Healthcare, Manufacturing, Real Estate, Professional Services, IT Services, Public Sector, Education
  • Sales Manager, CRM Manager, Revenue Operations Manager, Marketing Operations Manager, Customer Service Manager, Business Process Manager, Digital Transformation Lead, CIO
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.

Creatio CRM

  • While Creatio has integrations and a marketplace, users who require deep connectivity with certain niche tools or large ecosystems (e.g., extensive third-party apps) may choose alternatives with broader out-of-the-box integrations.
  • Creatio’s pricing and feature tiers are structured for mid-sized to larger businesses. Smaller teams or budget-constrained startups may opt for alternatives offering essential CRM capabilities at lower costs without advanced automation overhead.
  • Though no-code, Creatio’s workflow builder and extensive features can feel overwhelming without training. Teams with limited CRM experience might gravitate toward platforms with more intuitive interfaces or guided onboarding to reduce ramp-up time.

Software Demo

Demo

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

Total Features

30 Features

9 Features

10 Features

78 Features

Unique Features

No unique features

No unique features

No unique features

No unique features

Get Quote
Get Quote

Compare Insightly, YetiForce CRM, Bigin by Zoho CRM and Creatio 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
          • $40 , 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 +

          • Growth

            $40

            /user/month

            • Provide automation to SMB clients

            • No-code user interface designer

            • No-code workflow designers

            Show more +

          • Enterprise

            $75

            /user/month

            • Enable full-scale automation for corporate and enterprise needs

            • No-code user interface designer

            • No-code workflow designers

            Show more +

          • Unlimited

            Custom

            /user/month

            • Access the full platform, all CRM products, and AI with no per-user limits

          Pricing Page

          Insightly pricing

          Pricing information not available

          Bigin by Zoho CRM pricingCreatio CRM pricing

          Insightly, YetiForce CRM, Bigin by Zoho CRM vs Creatio CRM: 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
          • 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)
          • 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
          • 24/7 (Live rep)
          • Business Hours
          • Online

          API Support

          • Available
          • Available
          • Available
          • Available
          Get help choosing
          Get help choosing

          Insightly, YetiForce CRM, Bigin by Zoho CRM vs Creatio CRM Security & Compliance

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

          SOC 2

          ✓ Yes
          ✓ Yes

          HIPAA

          ✓ Yes
          ✗ No

          GDPR

          ✓ Yes

          ISO 27001

          Single Sign-On (SSO)

          ✓ Yes

          Multi-Factor Auth (MFA)

          ✓ Yes

          Data Encryption

          ✓ Yes

          Audit Logs

          ✓ Yes

          Data Residency

          🇺🇸 US
          🌐 Global

          Insightly vs YetiForce CRM vs Bigin by Zoho CRM User Reviews & Rating Comparison

          User Ratings

          No reviews available for the product

          Rating Distribution

          502

          253

          72

          40

          10

          40

          15

          2

          0

          0

          204

          66

          7

          1

          1

          No reviews available for this product

          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 57 reviews, with strong overall satisfaction.

          What buyers like

          • Highly customizable — businesses can adapt the CRM without extensive coding expertise.
          • Includes project management, Gantt chart generation, and advanced permission models that rival paid CRM tools.
          • Free and open-source with invoice management, email integration, and built-in project and ticketing systems.

          Common complaints

          • Steep learning curve due to sparse, outdated documentation and few tutorial videos.
          • Interface is overwhelming at first — too many options for new users to navigate.
          • Reports module discontinued in certain versions, limiting reporting.

          Buyer sentiment

          Buyer sentiment is very strong across 279 reviews, with consistently positive feedback.

          What buyers like

          • Simple design with a short learning curve — accessible for non-technical users.
          • Pricing targets startups and small businesses with core CRM features at low cost.
          • Pipeline management and workflow automation reduce manual steps in sales processes.

          Common complaints

          • Limited integrations with social media apps and LinkedIn or Facebook ad platforms.
          • Lacks advanced features needed by larger enterprises or complex workflows.
          • Customer support availability is inconsistent, affecting issue resolution during critical moments.

          What buyers like

          • Handles large datasets, complex hierarchies, and multi-department workflows as organizations grow.
          • Supports complex process automation, triggers, and AI-driven insights for more controlled and efficient operations.
          • Combines sales, marketing, service, and operations in one system, reducing tool fragmentation across teams.

          Common complaints

          • Initial implementation often needs careful planning to fully align processes with business requirements.
          • Advanced workflow design and configuration may require time and training for new users.

          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

          • Comprehensive features support project and client management.

          • Lead tracking capabilities enhance sales processes.

          • Client dashboards provide valuable insights.

          • Customization options may be limited.

          • Beginners might find the interface complex.

          • 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.

          • Handles large datasets, complex hierarchies, and multi-department workflows as organizations grow.

          • Supports complex process automation, triggers, and AI-driven insights for more controlled and efficient operations.

          • Combines sales, marketing, service, and operations in one system, reducing tool fragmentation across teams.

          • Initial implementation often needs careful planning to fully align processes with business requirements.

          • Advanced workflow design and configuration may require time and training for new users.

          Positive Reviews

          No reviews available for the product

          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

          No reviews available for the product

          Used Insightly, YetiForce CRM, Bigin by Zoho CRM, or Creatio CRM? Tell buyers what actually differs.

          Integrations

          Integration with other apps

          No Integration information available.

          No Integration information available.

          No Integration information available.

          Insightly, YetiForce CRM, Bigin by Zoho CRM and Creatio CRM 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

          Nasdaq

          Nasdaq

          Colgate-Palmolive

          Colgate-Palmolive

          ENT Credit Union

          ENT Credit Union

          Media and Screenshots

          Screenshots

          Marketing

          9 Screenshots

          Two factor authentication

          24 Screenshots

          Videos

          video-0

          5 Videos

          video-0

          2 Videos

          Alternatives to Insightly, YetiForce CRM, Bigin by Zoho CRM, Creatio CRM

          Expand your comparison

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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 YetiForce CRM?
          YetiForce CRM edges out the other on user ratings (4.5 vs 4.3). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
          Do Insightly and YetiForce CRM offer a free trial?
          Insightly offers a free trial. YetiForce CRM does not.
          What is the starting price of Insightly vs YetiForce CRM?
          Insightly starts at $29 /User/Month. YetiForce CRM starts at Contact for pricing.
          What are the top alternatives to Insightly?
          Top alternatives to Insightly include Bigin by Zoho CRM, Creatio CRM, SalezShark, Workbooks CRM, Revamp CRM.
          What are the top alternatives to YetiForce CRM?
          Top alternatives to YetiForce CRM include Bigin by Zoho CRM, Creatio CRM, Sugar Sell, Daylite, Upsales CRM.