Overview: Insightly CRM and Sugar CRM as CRM Category solutions.

Insightly CRM excels in contact and engagement management with a focus on integration and migration, primarily serving large enterprises. Sugar CRM, while offering similar capabilities, highlights proposal management and a broader AI feature set, benefiting mid-sized businesses and manufacturing sectors.

Insightly CRM and Sugar CRM: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM supports a robust set of capabilities like contact list and engagement management, ensuring efficient workflow and communication for enterprises. read more →

Sugar CRM facilitates processes like sales document and proposal management, emphasizing engagement and workflow efficiency suited for mid-market businesses. read more →

Business Goals

Insightly CRM enhances customer relationships and helps in acquiring new clients, with a strong bias towards increasing sales and entering new markets. read more →

Sugar CRM also aims to enhance customer relationships and customer acquisition, with a focus on improving ROI and scaling best practices. read more →

Core Features

Core features include comprehensive data import and custom reports, making integration into existing systems seamless for large enterprises. read more →

Sugar CRM offers strong AI capabilities and analytics, enhancing data-driven decision-making, essential for industries like manufacturing. read more →

Vendor Support

Insightly CRM provides extensive 24/7 support and multiple contact channels, appealing to large enterprises needing constant vendor assistance. read more →

Sugar CRM offers 24/7 support but favors more streamlined options like email and phone for quick resolution, suitable for midsize enterprises. read more →

Segments and Industries

Insightly CRM is predominantly used by large enterprises across IT and financial services sectors, fitting well in complex operational environments. read more →

Sugar CRM is popular among mid-market businesses within IT and manufacturing, aligning with industries needing focused CRM capabilities. read more →

Operational Alignment

Insightly CRM integrates well with enterprise-scale operations, providing a comprehensive platform for large-scale contact management needs. read more →

Sugar CRM fits well into mid-sized operational workflows, with tools designed for scaled management and flexible engagement processes. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

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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IT and Other Capabilities

Low
Medium
High

Ease of migration

Read peer / expert warnings.

Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Sugar CRM

Why is Insightly CRM and Sugar CRM the best choice for Contact List Management?

Both Insightly and SugarCRM effectively manage contact lists. Insightly excels at linking contacts to organizations, projects, and opportunities, while SugarCRM focuses on creating multiple "productions" for each contact, reflecting different channels. Insightly allows for easy importing of contact lists, while SugarCRM offers customization for industry needs. Both systems have limitations, including high costs and occasional bugs.

"...It is my daily "to do" for follow-up on customer contact and historical conversations or information recording...." Peer review by Sean Brennan, District General Agent, Colonial Life

"...I was first introduced to SugarCRM through our internal sales and contact management system...." Peer review by Tom Kreiner, Senior Consultant / Application Architect, Sentz Consulting, LLC

What benefits does Insightly CRM and Sugar CRM offer for Engagement Management?

Insightly CRM and Sugar CRM both focus on engagement management by tracking customer interactions and follow-ups. Insightly emphasizes lead and opportunity tracking, and integrates well with email platforms. Sugar CRM offers greater visibility into lead journeys and customer interactions, and provides features for social media engagement management. Insightly requires extensive initial setup, while Sugar CRM has a higher learning curve and requires technical expertise for installation.

"...It also integrates into MS Outlook, to allow you to capture email messages and schedule followups. . ...." Peer review by Tim P., Principal, Retail

"...SUGAR is helping us manage our volunteers and HCP's plus linking everything together through engagements Customization, adaptability, multiple user roles..." Peer review by Khushnum K., Hospital & Health Care

What makes Insightly CRM and Sugar CRM ideal for Workflow Management?

Insightly CRM offers customizable workflow features and tools for sales pipeline management and automation. Insightly allows for easy workflow adaptation and provides training resources. Sugar CRM also provides workflow management capabilities with customizability and flexibility. Sugar CRM, however, requires a more manual approach, often demanding custom programming and development tools to optimize workflow. Both tools have limitations, such as requiring user learning for efficient use, and lack of advanced features in some versions.

"...Low cost model very important and no expert support really needed to custom configure workflow and such. ...." Peer review by Bryan W., Owner, Manufacturing

"...Excellent on supporting customized processesWorkflows can be easily created and existing workflows can be easily modifiedNotifications and approval processes are easily created..." Peer review by Verified User, Consultant in Information Technology