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SugarCRM vs Insightly Comparison

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Overview

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

Category Leaders

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
$

40

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

29

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

100

125

94

26

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
83%
would recommend this app

5

4

3

2

1

169

205

78

17

27

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

Pros

This software is a mostly great well-rounded CRM, and their support team is fantastic with any questions.

JT

Joe T.

SugarCRM is the best CRM, easy to use, solid and robust, easy of integration with ERP, VoIP and Jaspersoft and Revolution.

PG

Patricio G.

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.

Mark S.

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.

NA

Nawar A.

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.

MP

Melinda P.

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.

AR

Anonymous Reviewer

Cons

Which is ridiculous, any permission system should be deny by default. The email module which we use heavily is unreliable.

CM

Chris M.

Difficult to navigate and figure out how it worked. There was no customer service to call on and google searches for fixes proved fruitless.

DR

Diane R.

A CRM without an automatically tracked last activity is useless. There are somework arounds that don't work for email rendering this product useless.

SB

Shelly B.

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.

AR

Anonymous Reviewer

If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.

Iain M.

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.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review11 days ago
  • Vendor responds to reviews
  • Last review8 days ago

Key features

  • Total features55
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Demographic / Firmographic Data
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Mac Devices
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Modeling & Simulation
  • Multi-Currency
  • Multiple Scoring Models
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • 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
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features124
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Demographic / Firmographic Data
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Mac Devices
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Modeling & Simulation
  • Multi-Currency
  • Multiple Scoring Models
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • 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
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations291
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations261
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

SugarCRM logo

SugarCRM

Swiss army knife of CRM's

Reviewed 2 years ago
Pros

Automation & Efficiency, Data Insight and Collaboration it has it all. And it works well too. Also there was a fix to add the company emails too . It was a charm.

Cons

Its too damn complicated to set up if you are going the self-hosted route. Always go for hosted.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

SugarCRM logo

SugarCRM

Complete CRM Tool with Analytics Integration

Reviewed a year ago

I have been able to solve the business problem of tracking new prospects who eventually became customers, which channels drove that new customer acquisition and how much revenue those new customers generated. As well as, providing insights to my marketing team around which customers are planning to quit so they can try running some nurture campaigns to avoid losing those on-the-fence customers. In short, SugarSell helped improve both quantity and quality of customer leads at low cost.

Pros

As an analyst, I use SugarSell to track new prospects who submit become a customer form to become customers of my food service company. The feature I find most productive is the ability of SugarSell software to assign a source of website, social, email, sales representative, campaign, etc. and track customer journey from acquisition to conversion. As well as, integrate with Salesforce Marketing Cloud...

Cons

I struggled with adding a new source of voice assistant, chatbot and mobile app to SugarSell CRM reporting tool. Because it needed additional development resources who could modify implementation code. The second source of challenge was not easily able to connect Google Analytics UTM campaigns tracking with SugarSell CRM leads tracking. So, it was difficult to correlate the two data sources to each other in a single table using a common key and build a marketing data lake. Similar concerns existed when trying to bring CRM data, campaigns data and invoice sales data from MicroStrategy into one warehouse. So, it will be nice if SugarSell added some big data enhancement capabilities to their tool.