The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard.

If you have a problem with Insightly, it will likely not be fixed.

I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

The software graphics were somewhat childish initially, but they have updated the graphics over time.

We are still in the trial process, I couldn't find much things to dislike. Maybe pricing should be more flexible in terms of the needed features.

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

The lack of customer service is what lost them the sale.

Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate.

In short I would say all these features are good enough to maintain my workflow in a very stunning way.

How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy.

You need to watch it first their tutorial if beginner because you might confuse while using it.

With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business.

The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau.

It was functional after frustration because of lack of support.

It is quite pricey for the intended market and the lack of office integration is a no no.

I like how easy it is to integrate Insightly with other software that I use, like Google Apps. This makes messaging easy.

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion.

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team.

To make it worse, Insightly has very weak customer service. You don't hear back from them for 24 hours and even then they use a help service that is full of noise and hard to follow.

In general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing.

It has allowed us to successfully  engage  our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software.

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary).

Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment.

The SugarCRM team was incredibly helpful and supportive during our decision between various CRMs we were testing out, namely Salesforce and SugarCRM.

The report functionality and the inability to export complex reports in any other format than PDFs is disappointing.

The data does not link well together and the relationships you can build are very limited, which really limits the power of the software overall.

The best thing about this software is that it always provide the best customer relationships marketing software.

Is a really good tool for small companies, really like the approach form the customer service team when I had some issues.

As well as, integrate with Salesforce Marketing Cloud platform, so my marketing team can run both customer acquisition and customer retention or nurturing campaigns.

It's a great and reliable CRM for startups or small businesses.

Super easy to set up program. Does a great job at keeping up with client information and tracking history of interactions.

I love the simplicity of the system. It's very easy to set up and start operating from day one.

Some of the time, I can't login to different devices PCs which are downside for me.

Their customer care team was incredibly helpful and knowledgeable, and I really enjoyed working with them.

The CRM of choice used by many upstart aggressive disruptive companies of all sizes.

Once you start thinking about scaling many integrations and reporting tools are missing.

Our current integration to Sage100 accounting is broken. One of the others broke the functionality and took a week to figure out.

Is not very well developed yet, frequently have software errors and the tool crash. User experience is not enough intuitive.

It helps to track customers and is very user friendly. It helps our business development and growth team work on leads for business.

After trying to set this tool up several times, we abandoned it as too complicated and time consuming.

All the Enterprise features are available at a cost a basic CRM. Cons: Calendar sync is an issue and Email Client inbuilt in Sugar has a sad UI.

I also really find the dashboard visuals to be superior to Salesforce. Overall, the price point was better than Salesforce, too.

It is a great tool  for keeping my clients data and tracking.

CE is eternally stuck on version 6.5. And then in April 2018, they've removed it entirely so now you're stuck with the Pro or Enterprise editions which are paid-for.

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

This software in not made for my business line and therefore is not working for us. Also we have had a very poor experience with the reporting capabilities.

Adding information or attaching files to the oportunities can sometimes be a bit annoying.

Unfortunately we had some issues with the initial set up of the system and the customer support was really poor.

Easy to implement and deploy. Reporting is good and allows fro complex reports to be built.

Good integration with SQL. Customer service has been very helpful and reactive when we had requests for them.

Slow, cumbersome, difficult reporting, poor customer service.

The second source of challenge was not easily able to connect Google Analytics UTM campaigns tracking with SugarSell CRM leads tracking.

US Dollar

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.  

LongDescription

File Management

Commenting/Notes

Third-Party Integration

Real-Time Analytics

Cataloging/Categorization

Project Workflow

Forecasting

Business Card/Badge Scanning

Status Tracking

Internal Chat Integration

Project Templates

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Progress Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Calendar/Reminder System

Project Planning/Scheduling

Task Planning

Gantt/Timeline View

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Customer Support

Graphical Data Presentation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Real Time Data

Performance Metrics

Routing

Territory Management

Dynamic Modeling

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Source Tracking

Project Tracking

Percent-Complete Tracking

Event Triggered Actions

Visual Analytics

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Reminders

Modeling & Simulation

Reporting/Project Tracking

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Commission Management

Goal Setting/Tracking

Web browser (OS agnostic)

Free: 
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Insightly

Live Online

Webinars

Documentation

Videos

SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enables users to reduce the total cost of ownership by up to 32% according to Nucleus Research*, all the while providing contemporary features that align with evolving needs.

The platform offers intuitive dashboards, comprehensive reports, self-guided selling best practices, AI-powered insights, and an easy-to-use mobile CRM app, among others. It also boasts a high level of customisation and integration capabilities, thanks to its bidirectional API, which allows for seamless data synchronisation between SugarCRM and other business-critical systems.

With its user-friendly interface coupled with its renowned superior customer support, SugarCRM aids in improving user adoption and increasing win rates, customer satisfaction, and engagement.

SugarCRM is an optimal choice for all customer-facing roles, from marketing, sales, and customer success teams of medium and large enterprises. It's not just a standalone CRM solution; it's a CRM platform that can be fully integrated into your business ecosystem, providing a highly customised and efficient solution for managing customer relationships, optimising every interaction across the customer journey.

Differentiators: SugarCRM investment includes:

- Core Support - EU, NA, APAC
- Dedicated Customer Success Manager
- Unlimited modules / fields
- Unlimited API calls
- Unlimited workflows
- Product enhancements / upgrades x 4 per year
- Product support 12/5
- Embedded AI
- Database Backups
- Mobile Access
- 2 x Sandboxes
- 60GB data storage + 1GB per user
- NO HIDDEN COSTS = PREDICTABLE TOTAL COST OF OWNERSHIP (TCO)
- SugarCloud leverages the power of AWS in different parts of the world. Customers have the liberty to select their preferred region for data storage, ensuring that the data remains confined to that specific region. The options include:
Australia - Sydney
Canada - Montreal
Germany - Frankfurt
Singapore
United Kingdom - London
United States - Portland, Oregon

For additional information, visit: https://www.sugarcrm.com/why-sugar/trust/security/





*Nucleus Report: In examining the experiences of Sugar users, Nucleus Research found that compared to other CRM solutions, Sugar users can lower total cost of ownership by up to 32% whilst delivering similar functionality. https://www.sugarcrm.com/resources/nucleus-research-anatomy-of-a-decision-sugarcrm-vs-salesforce/

Customizable Scoring

Knowledge Management

Multiple Scoring Models

Process/Workflow Automation

Predictive Analytics

Demographic/Firmographic Data

Reporting/Analytics

Contact Database

Lead Qualification

Quotes/Estimates

Task Management

Campaign Management

Sales Forecasting

Prospecting Tools

Email Response Control

Search/Filter

For iPad Devices

For Startups

Support Ticket Management

Sales Activity Management

Multi-Channel Communication

Knowledge Base Management

Customer Engagement

Batch Processing

Drag & Drop

Pipeline Reports

Tagging

Sugar Sell: $49 per user per month
Sugar Serve: $80 per user per month
Sugar Market: $1,000 for 10K users per month (billed annually)
Sugar Enterprise: $85 per user per month

Insightly vs SugarCRM

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons