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SugarCRM vs Insightly Comparison

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Good recommendations?

Overview

SugarCRM is a Social CRM tool that includes full sales, marketing and support automation, email integration, reporting, team...

Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities and...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

29

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.8

383

5

4

3

2

1

106

135

103

32

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
would recommend this app

4.0

575

5

4

3

2

1

208

236

86

17

28

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
would recommend this app

Pros

This software is a mostly great well-rounded CRM, and their support team is fantastic with any questions.
SugarCRM is the best CRM, easy to use, solid and robust, easy of integration with ERP, VoIP and Jaspersoft and Revolution.
It really allow the small business companies to track sales, invoices, bills and market to our customers in a better way. This CRM is so easy to use just because of its great users interface.

Pros

Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.

Cons

Which is ridiculous, any permission system should be deny by default. The email module which we use heavily is unreliable.
Difficult to navigate and figure out how it worked. There was no customer service to call on and google searches for fixes proved fruitless.
A CRM without an automatically tracked last activity is useless. There are somework arounds that don't work for email rendering this product useless.

Cons

API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
  • Vendor responds to reviews
  • Last review14 days ago
  • Vendor responds to reviews
  • Last review8 days ago

Key features

  • Total features142
  • AB Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Audience Targeting
  • Batch Processing
  • Brand Tracking
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Enrichment
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Demographic / Firmographic Data
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Dynamic Modeling
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • File Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Channel Social Integration
  • Multi-Currency
  • Multiple Scoring Models
  • Multivariate Testing
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Visitor Tracking
  • Workflow Management
  • XML / RSS
  • Total features126
  • AB Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Audience Targeting
  • Batch Processing
  • Brand Tracking
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Enrichment
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Demographic / Firmographic Data
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Dynamic Modeling
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • File Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Channel Social Integration
  • Multi-Currency
  • Multiple Scoring Models
  • Multivariate Testing
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Visitor Tracking
  • Workflow Management
  • XML / RSS

Integrations

  • Total integrations314
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations259
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite