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Insightly CRM vs Sage CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Insightly CRM medium Failure Risk for Sage CRM medium
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Comparison Summary

This comparison report of Insightly CRM vs. Sage CRM is based on a specific set of business needs and context. The comparison uses 14597 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Sage CRM

Insightly CRM, Sage 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.

Sage CRM focuses on Sales Document Management with Mobile, Business Development, Workflow Management, Engagement 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

"We've had Sage CRM for nearly a year now and we have actually seen a 50% increase in efficiency and productivity " - Katie Edmonds

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 Sage CRM for

Software Failure Risk

  • medium

logo Sage CRM

Focus area

Sage CRM is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Top-rated cloud financial management

Age

2009

2002

Financials

SERIES C

M&A

Business Need

Total Processes
(we found evidences for)

108

67

Total Goals
(we found evidences for)

13

13

Top Processes

Evidences indicate better relative satisfaction

contact list management

Read Reviews (592)

Read Reviews (15)

tracking contacts

Read Reviews (87)

Read Reviews (0)

creating contact list

Read Reviews (75)

Read Reviews (1)

contacts history

Read Reviews (51)

Read Reviews (5)

engagement management

Read Reviews (324)

Read Reviews (48)

engaging and following up

Read Reviews (281)

Read Reviews (33)

workflow management

Read Reviews (240)

Read Reviews (57)

lead tracking

Read Reviews (236)

Read Reviews (31)

communication management

Read Reviews (222)

Read Reviews (18)

sending & publishing communications

Read Reviews (108)

Read Reviews (12)

tracking & monitoring communications

Read Reviews (102)

Read Reviews (4)

sales document management

Read Reviews (198)

Read Reviews (113)

proposal & quote management

Read Reviews (130)

Read Reviews (29)

contract management

Read Reviews (61)

Read Reviews (24)

digital signature

Read Reviews (2)

Read Reviews (54)

document sharing

Read Reviews (1)

Read Reviews (3)

opportunity management

Read Reviews (126)

Read Reviews (5)

generation of new leads

Read Reviews (116)

Read Reviews (17)

conversion management

Read Reviews (89)

Read Reviews (4)

relationship management

Read Reviews (88)

Read Reviews (11)

pipeline management

Read Reviews (79)

Read Reviews (12)

campaign management

Read Reviews (69)

Read Reviews (30)

campaign monitoring

Read Reviews (14)

Read Reviews (1)

business development

Read Reviews (56)

Read Reviews (58)

helpdesk management

Read Reviews (48)

Read Reviews (26)

social media management

Read Reviews (45)

Read Reviews (10)

social media analytics

Read Reviews (38)

Read Reviews (9)

training & onboarding

Read Reviews (43)

Read Reviews (1)

sales call management

Read Reviews (21)

Read Reviews (2)

meeting management

Read Reviews (5)

Read Reviews (2)

products & pricelist management

Read Reviews (20)

Read Reviews (6)

knowledge management

Read Reviews (16)

Read Reviews (0)

customer feedback management

Read Reviews (16)

Read Reviews (6)

measuring customer satisfaction

Read Reviews (5)

Read Reviews (2)

measuring net promoter score

Read Reviews (2)

Read Reviews (0)

account management

Read Reviews (15)

Read Reviews (3)

competitive intelligence

Read Reviews (15)

Read Reviews (7)

follower management

Read Reviews (9)

Read Reviews (1)

rating and review management

Read Reviews (8)

Read Reviews (8)

customer case management

Read Reviews (6)

Read Reviews (11)

sales review & feedback

Read Reviews (5)

Read Reviews (2)

lifetime value management

Read Reviews (4)

Read Reviews (0)

revenue cycle management

Read Reviews (3)

Read Reviews (0)

loyalty management

Read Reviews (3)

Read Reviews (2)

identify target customers

Read Reviews (3)

Read Reviews (1)

trade show marketing

Read Reviews (3)

Read Reviews (3)

calendar management

Read Reviews (3)

Read Reviews (0)

advocacy management

Read Reviews (2)

Read Reviews (0)

sales commission management

Read Reviews (2)

Read Reviews (0)

discount management

Read Reviews (2)

Read Reviews (1)

promotion management

Read Reviews (2)

Read Reviews (1)

motivation management

Read Reviews (2)

Read Reviews (0)

renewal management

Read Reviews (2)

Read Reviews (0)

personalized marketing

Read Reviews (2)

Read Reviews (0)

content management

Read Reviews (2)

Read Reviews (3)

content sharing

Read Reviews (1)

Read Reviews (3)

lead qualification

Read Reviews (2)

Read Reviews (1)

membership management

Read Reviews (2)

Read Reviews (0)

courses & assessment

Read Reviews (2)

Read Reviews (0)

track learning progress

Read Reviews (2)

Read Reviews (0)

international marketing

Read Reviews (2)

Read Reviews (0)

merger and acquisition

Read Reviews (2)

Read Reviews (0)

billing and invoice management

Read Reviews (0)

Read Reviews (3)

SeealllessActivities

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

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • social media

  • offline

  • on premises

  • phone calls

  • trade shows

  • website

  • promotions

  • blogs

  • user generated content

  • point of sale

  • causes and charity

  • chat

  • Whatsapp

  • games

  • video

  • out of home

  • brochure

  • newsletter

  • See 17 more

  • mobile

  • e-mail

  • social media

  • offline

  • on premises

  • phone calls

  • trade shows

  • website

  • promotions

  • blogs

  • user generated content

  • point of sale

  • causes and charity

  • chat

  • Whatsapp

  • games

  • video

  • out of home

  • brochure

  • newsletter

  • See 17 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

{{{rsh_C_1}}}

medium

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Integration Risk

medium

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medium

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Migration Risk

medium

{{{rsh_C_1}}}

low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting