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
"The system sends the franchisees an email detailing the date and amount of the payment to be collected. It is very efficient; we don’t have to print and mail invoices or process checks " - Robert Masson
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.
About
CRM Software for Gmail, G Suite and Outlook.
Top-rated cloud financial management
Age
2009
2002
Financials
PRIVATE
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
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- See 10 more
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Scale best practices
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Improve ROI
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Improve navigation
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Improve digital and social presence
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Improve efficiency
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Launch new products
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Shorten ramp up time
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Enter new markets internationally or locally
- See 10 more
Top Channels
Channels Used
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mobile
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e-mail
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social media
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offline
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on premises
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phone calls
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trade shows
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website
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promotions
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blogs
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user generated content
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point of sale
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causes and charity
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chat
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Whatsapp
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games
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video
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out of home
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brochure
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newsletter
- See 17 more
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mobile
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e-mail
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social media
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offline
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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?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
