Insightly CRM vs SugarCRM Platform comparison

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Insightly Logo
235 views|73 comparisons
100% willing to recommend
SugarCRM Logo
439 views|241 comparisons
46% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Insightly CRM and SugarCRM Platform based on real PeerSpot user reviews.

Find out what your peers are saying about monday.com, Microsoft, Salesforce and others in CRM.
To learn more, read our detailed CRM Report (Updated: March 2024).
767,995 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use."

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"The most valuable feature is relation capability, which allows us to relay customers with invoice orders.""The most valuable features of the SugarCRM platform include its flexibility in customizing fields, layouts, and dashboards.""The most valuable features of Sugar Enterprise are the exports of graphics, statuses, complaints, and tasks.""It works well with Jira. You can customize it to fit your needs.""The most valuable aspect of this solution is its low cost."

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Cons
"Project management in Insightly could use some improvement. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want."

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"I would like to see more integration on a mobile platform in the next release.""While it is already user-friendly, a slight enhancement in UI design, especially in terms of color combinations, could make the platform more visually appealing and comfortable to use.""It lacks customization, and this is the main reason that we are switching to a different solution.""In the next release, I would like to see personalization of information about customers or specific businesses or opportunities.""Sugar Enterprise could improve by removing bugs and glitches. For example, a comment was made but in the comment section, it was never displayed. However, the problems we faced might not be the fault of the solution.""You cannot include all your entities under one instance at the moment."

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Pricing and Cost Advice
Information Not Available
  • "Licensing fees are paid on a yearly basis."
  • More SugarCRM Platform Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use.
    Top Answer:The pricing of Insightly is great. If you buy annually on enterprise, it's $100 per user monthly, so the limit is $1200 for enterprise per user. That is how high it goes and it's fair. It is… more »
    Top Answer:In terms of areas for improvement in Insightly, it would be the project management functionality. It can be integrated with other applications to make it more flexible, but it requires a lot of work… more »
    Top Answer:The most valuable features of the SugarCRM platform include its flexibility in customizing fields, layouts, and dashboards.
    Top Answer:I would rate the costliness of SugarCRM a two out of ten. It is very affordable. When compared to competitors like Zoho and Salesforce, it is considered quite budget-friendly. The additional costs for… more »
    Top Answer:One area where SugarCRM could improve is its UI. While it is already user-friendly, a slight enhancement in UI design, especially in terms of color combinations, could make the platform more visually… more »
    Ranking
    24th
    out of 169 in CRM
    Views
    235
    Comparisons
    73
    Reviews
    1
    Average Words per Review
    1,791
    Rating
    9.0
    29th
    out of 169 in CRM
    Views
    439
    Comparisons
    241
    Reviews
    4
    Average Words per Review
    465
    Rating
    8.0
    Comparisons
    Learn More
    Overview

    Insightly CRM is a comprehensive customer relationship management software designed to streamline and optimize sales, marketing, and project management processes. Its primary use case is to help businesses effectively manage their customer interactions and improve overall productivity.

    The most valuable functionality of Insightly CRM includes contact management, pipeline management, task and project management, email integration, and reporting. With contact management, organizations can easily store and access customer information, track interactions, and maintain a centralized database. Pipeline management allows businesses to track sales opportunities, forecast revenue, and prioritize leads, resulting in improved sales performance.

    Insightly CRM's task and project management feature enables teams to collaborate, assign tasks, set deadlines, and monitor progress, ensuring efficient project execution. The software's seamless email integration allows users to sync emails, schedule follow-ups, and track communication history, enhancing customer engagement and relationship building.

    Insightly CRM also offers robust reporting capabilities, providing valuable insights into sales performance, customer behavior, and team productivity. These insights enable organizations to make data-driven decisions, identify areas for improvement, and optimize their sales and marketing strategies.

    SugarCRM is a versatile CRM solution that facilitates communication and organization within a company. Its primary use case includes call and comment logging, account relation, customer detail storage, verification handling, transaction tracking, marketing material management, and payment transaction handling. The most valuable functionalities include customizable exports of graphics, statuses, complaints, and tasks, as well as its scalability, stability, and low cost. It integrates well with Jira and can be easily configured. The platform improves efficiency, productivity, collaboration, communication, and coordination within organizations, while also providing valuable insights and data analytics for informed decision-making.

    Sample Customers
    Kings, Savanta, Nimble, 4over, Annexus Health, Atlanta Eats, Book Fuel
    Redglaze Group, TengoInternet, Hilco, Bancvue, Vet Adivsor
    Top Industries
    No Data Available
    VISITORS READING REVIEWS
    Educational Organization40%
    Computer Software Company18%
    Financial Services Firm7%
    Real Estate/Law Firm7%
    Company Size
    No Data Available
    REVIEWERS
    Small Business69%
    Midsize Enterprise15%
    Large Enterprise15%
    VISITORS READING REVIEWS
    Small Business19%
    Midsize Enterprise51%
    Large Enterprise30%
    Buyer's Guide
    CRM
    March 2024
    Find out what your peers are saying about monday.com, Microsoft, Salesforce and others in CRM. Updated: March 2024.
    767,995 professionals have used our research since 2012.

    Insightly CRM is ranked 24th in CRM with 1 review while SugarCRM Platform is ranked 29th in CRM with 11 reviews. Insightly CRM is rated 9.0, while SugarCRM Platform is rated 7.0. The top reviewer of Insightly CRM writes "Highly scalable, easy to use, flexible, and affordable". On the other hand, the top reviewer of SugarCRM Platform writes "User-friendly and allows for creating your own modules". Insightly CRM is most compared with , whereas SugarCRM Platform is most compared with Salesforce Sales Cloud.

    See our list of best CRM vendors.

    We monitor all CRM reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.