CRM Software
Top Companies in 2024
Insightly vs SugarCRM
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- 14-day free trial
- All-in-one solution available
- Mobile app availability
- Extensive integration capabilities
- Customizable reports
- Highly customizable software
- Advanced AI integration
- Real-time scoring and sentiment analysis
- Multi-team alignment
- Marketing and customer service as separate tools
- Complete workflow automation unavailable in basic plan
- Higher cost
- No free trial
- Steep learning curve
- Complex integration process
Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!
Founded in 2004, SugarCRM is one of the oldest and most prominent CRM software providers. They are headquartered in Cupertino, California, and are dedicated to helping businesses across various industries manage customer relationships and boost sales, marketing, and service efficiency. Renowned for their flexibility, the platform is highly customizable and equipped with advanced AI capabilities and an extensive suite of tools designed to cater to the specific needs of different businesses. The software's robust features include sophisticated relationship management solutions, automation tools, and deep integration options, making it a preferred choice for medium to large businesses. Furthermore, the company adheres to stringent data security standards, fully complying with major regulations such as GDPR and CCPA. This commitment to data privacy, coupled with the platform's adaptability, positions them as a secure and recommended solution for companies. To explore all that SugarCRM has to offer, dive into our full review for an in-depth look at their features, benefits, and team-specific applications.
- Cloud-Based Software : True
- Cost : $29 per user per month, billed annually, for their Plus plan
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Small to midsize businesses
- Cloud-Based Software : True
- Cost : Starting at $19 per user per month
- Free Trial : Unavailable
- Mobile App : True
- Business Size Supported : Any size
- Price quote generation
- Business card scanning
- Real-time data synchronization
- Supports over 30 languages
- Team-specific CRM solutions and pricing
- AI and ML-powered insights and automation tools
- Intelligent reports and predictive analytics
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription—Undisclosed
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Activity Logging
- AI-Powered Tools
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)—Undisclosed
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
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