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Insightly VS SugarCRM

Compare Insightly VS SugarCRM and see what are their differences

Zoho CRM
Omnichannel CRM for Businesses of all sizes featured
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Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

SugarCRM logo SugarCRM

SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • SugarCRM Homepage
    Homepage //
    2024-10-05

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

SugarCRM features and specs

  • Customization
    SugarCRM is highly customizable, allowing businesses to modify the software to meet their specific needs. Users can tailor workflows, modules, and fields to better align with their business processes.
  • Open Source
    SugarCRM offers an open-source version, providing the flexibility to modify the source code. This is beneficial for developers who want to create bespoke CRM solutions.
  • User-Friendly Interface
    The platform features a user-friendly and intuitive interface, making it easier for users of all technical levels to navigate and use the system effectively.
  • Integration Capabilities
    SugarCRM integrates well with a variety of third-party applications and services, such as email platforms, marketing tools, and customer support systems. This enhances its functionality and usability.
  • Customer Support
    SugarCRM offers robust customer support, including resources like documentation, forums, and direct support channels to help resolve any issues users may encounter.

Possible disadvantages of SugarCRM

  • Cost
    While the open-source version is free, the professional versions of SugarCRM can be costly, particularly for small businesses or startups with limited budgets.
  • Complexity
    Due to its high level of customizability, SugarCRM can be complex to set up and configure. This may require substantial time and expertise, which could be a drawback for smaller teams.
  • Performance
    Some users have reported that SugarCRM can be slow, especially when handling large datasets or complex workflows. This can impact efficiency and user satisfaction.
  • Limited Mobile App
    The mobile application for SugarCRM has limited features compared to the desktop version, which can be a constraint for users who need full functionality on the go.
  • Maintenance
    The open-source version requires regular maintenance and updates to ensure it runs smoothly, which can be resource-intensive for businesses without dedicated IT staff.

Analysis of SugarCRM

Overall verdict

  • Yes, SugarCRM is considered a good choice for businesses seeking a flexible and customizable CRM solution. It is particularly appreciated for its user-friendly interface and scalability. However, suitability can vary based on specific business requirements, so it's advisable to assess its features compared to organizational needs.

Why this product is good

  • SugarCRM is a well-known customer relationship management (CRM) platform that offers a comprehensive suite of tools aimed at improving customer interactions, automating sales processes, and enhancing marketing efforts. It is customizable, supports integrations with other systems, and has a dedicated focus on usability, which makes it appealing to many businesses. Its open-source foundation allows for flexibility and expansion to adapt to specific business needs.

Recommended for

    SugarCRM is recommended for medium to large-sized enterprises that require robust customization options and flexible integrations. It is ideal for organizations that want a CRM solution that can scale with their growth and accommodate complex business processes. Companies that value having an open-source base for potential customization and have the resources to implement and maintain such a system would benefit greatly.

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

SugarCRM videos

+ Add

SugarCRM Review - CRM software review

More videos:

  • Demo - SugarCRM Demo

Category Popularity

0-100% (relative to Insightly and SugarCRM)

Insightly

SugarCRM

CRM
53 53%
CRM
47% 47
Sales
50 50%
Sales
50% 50
CRM Platforms
45 45%
CRM Platforms
55% 55
Sales Workflow
54 54%
Sales Workflow
46% 46

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Insightly and SugarCRM

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

SugarCRM Reviews

Top 9 Best Copper CRM Alternatives for Businesses in 2023
SugarCRM integrates sales, marketing, and customer support. It avoids busy work and adds to increased productivity by automating important procedures. Because the solution is easily customizable, you can change workflows and modules to meet your specific business requirements.
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
SugarCRM is a software company that offers a CRM divided into Sugar Market, Sugar Sell, Sugar Serve, and Sugar Discover. SugarCRM Sell is a SaaS sales automation software and competes against Salesforce in this sector. This solution provides adequate data to help users reach out to customers.
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
SugarCRM brings sales, marketing, and customer service together. By automating key processes, it eliminates busywork and contributes to improved productivity. Since the tool is easy to customize, you can modify workflows and modules according to your business needs. This sales and marketing automation platform allows you to capture the attention of prospects and convert them...
Source: www.bigcontacts.com

What are some alternatives?

When comparing Insightly and SugarCRM, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

WORKetc CRM - All-in-one business management system. CRM + Social + Projects + Billing

Alore CRM - The AI-powered CRM that works 24x7 behind the scenes to do all your trivial work, so you can focus on what really matters: closing deals

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