Insightly vs SugarCRM
Overview
🔥 Trending in CRM on StackShare
Detailed Comparison
Manage your sales, marketing, and customer support better with SugarCRM's online CRM software. | With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. |
360-Degree Customer Activity History- Know your accounts inside and out with 360-degree customer activity history across the extended selling enterprise.;Social Selling- Leverage LinkedIn to network and augment your contact discovery. Scan for relevant tweets of all the people you follow in your activity streams and interact with your contacts directly;Mobile- Sell anywhere and stay on top of your leads and opportunities, tasks and calendar, meetings and calls -- across any mobile device.;Real Time Pipeline Management- Track early indicators and changes impacting your pipeline so you can stay ahead of your forecast, spend time where it counts, and meet your sales targets on time, every time.;Workflow and Approvals- Automatically drive deal change alerts and discount approvals, route leads and opportunities, and monitor account activity updates and changes based on your business.;Email, Calendar, and File Management- Sell with your favorite applications with Sugar’s built-in email integration Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers.;Sales Analytics- Sugar reporting and dashboards provide you with real-time information about the sales pipeline, progress to quota, key opportunity and account activity, and rep performance.;Sales Intelligence- Get account and contact data from Hoovers and other business data providers using the Sugar Cloud Connectors. | Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports;
Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private |
Statistics | |
Stacks 60 | Stacks 31 |
Followers 56 | Followers 32 |
Votes 0 | Votes 0 |
Integrations | |
What are some alternatives to SugarCRM, Insightly?
Salesforce Sales Cloud
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.
Pipedrive
Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
Streak
Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.
Highrise
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
Close.io
Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.
Odoo
It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.
Zoho CRM
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.
Lemprep
Lemprep gives sales reps a competitive edge by transforming minimal inputs into deep, actionable intelligence. Discover buyer pain points, organizational priorities, and market opportunities so you can run impactful, high-confidence sales calls that drive predictable results.
Capsule CRM
Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
