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Insightly CRM vs Sugar CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Sugar CRM is based on a specific set of business needs and context. The comparison uses 16423 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Sugar CRM

Insightly CRM, Sugar CRM, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Sugar CRM focuses on Engagement Management, Sales Document Management with Mobile, Contact List Management with E-Mail, Workflow Management, etc.

"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. " - Keith Gardner

"The number one item on our list was user experience. CRM is one of those business processes that you want people to adopt but they don’t have to; they can still get their job done without it. We felt like that was one of the major differentiators be...tween Sugar and other platforms. " - CHRISTOPHER POLAND

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Sugar CRM for

Software Failure Risk

  • medium

logo Sugar CRM

Focus area

Sugar CRM is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

SugarCRM: #1 Rated Customer Relationship Management Software

Age

2009

2004

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

104

Total Goals
(we found evidences for)

13

18

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics

managing social media account


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score




competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


community building


touchpoint management





social media marketing


channel management


billing and invoice management


referral management


sales incentive management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Manage risk

  • Shorten ramp up time

  • Improve digital and social presence

  • Improve visibility

  • Increase customer life time value

  • Improve brand engagement

  • See 15 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • social media

  • mobile app

  • website

  • channel partners

  • promotions

  • point of sale

  • text SMS

  • chat

  • user generated content

  • trade shows

  • Slack

  • blogs

  • on premises

  • newsletter

  • display advertisement

  • support groups

  • print media

  • magazine

  • LinkedIn

  • video

  • omnichannel

  • Instagram

  • events

  • games

  • See 25 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • social media

  • mobile app

  • website

  • channel partners

  • promotions

  • point of sale

  • text SMS

  • chat

  • user generated content

  • trade shows

  • Slack

  • blogs

  • on premises

  • newsletter

  • display advertisement

  • support groups

  • print media

  • magazine

  • LinkedIn

  • video

  • omnichannel

  • Instagram

  • events

  • games

  • See 25 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting