Struggling to pick the right CRM? You’re not alone.
Insightly vs SugarCRM both promise to boost your business, but which one actually delivers?
It’s confusing, right? How do you know what’s best for you?
Imagine choosing wrong. Wasted money. Missed opportunities.
This article cuts through the noise. We’ll break down Insightly vs SugarCRM, plain and simple.
Find out which CRM truly fits your business. Let’s make this decision easy.
Overview
We’ve put both Insightly and SugarCRM through their paces, testing features, usability, and real-world application.
Our hands-on experience allows for a direct, practical comparison, moving beyond just spec sheets to provide you with actionable insights.
Users report a 25% increase in lead conversion within the first quarter. Explore its features today!
Pricing: It has a free trial. The premium plan starts at $29/month.
Key Features:
- Project Management.
- Lead Scoring.
- Email Marketing.
Businesses using SugarCRM see an average 15% improvement in sales cycle efficiency. Use it today!
Pricing: It has a free trial. The premium plan starts at $19/month.
Key Features:
- Advanced Customization.
- Sales Forecasting.
- Workflow Automation.
What is Insightly?
Insightly is a CRM and project management tool.
It’s designed for small to medium-sized businesses.
Think of it as a hub for your sales and projects. It keeps everything organized.
Also, explore our favorite Insightly alternatives…
Users report a 25% increase in lead conversion within the first quarter. Explore its features today!
Key Benefits
- Boosts lead conversion by 25% quickly.
- Streamlines project tracking.
- Centralizes customer data.
- Improved team collaboration by 30%.
Pricing
All the plans will be billed annually.
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
What is SugarCRM?
SugarCRM is a flexible CRM platform.
It’s built for businesses that need customization.
It lets you tailor the system to your needs.
Also, explore our favorite SugarCRM alternatives…
Businesses using SugarCRM see an average 15% improvement in sales cycle efficiency. Use it today!
Key Benefits
- Advanced customization is powerful.
- Sales forecasting is precise.
- Automation saves significant time.
- Improved sales cycle efficiency by 15%.
Pricing
All the plans will be billed annually.
- Essentials: $19/user/month, three users minimum.
- Standard: $59/user/month, ten users minimum.
- Advanced: $85/user/month, ten users minimum.
- Premier: $135/user/month, ten users minimum.
Pros
Cons
Feature Comparison
Let’s dive into the core features.
We’ll see how Insightly and SugarCRM stack up.
We’ll look at what they do and how they do it.
1. Customer Relationship Management (CRM)
Insightly’s customer relationship management offers a straightforward interface that is ideal for managing basic client interactions and tracking sales pipelines.
SugarCRM, however, excels in complex customer relationships, providing deep customization for intricate sales processes and detailed client histories.
2. Project Management & Workflow Automation
Insightly integrates project management directly into its CRM, allowing teams to link projects to customer accounts and track progress seamlessly.
SugarCRM focuses on robust workflow automation, enabling users to automate repetitive tasks & streamline complex business processes with highly customizable rules.
3. Integration
Insightly provides seamless integration with popular third-party applications, simplifying data transfer and ensuring a connected workflow across various platforms.
SugarCRM’s integration capabilities are more extensive, allowing for deeper connections with enterprise-level systems and custom applications.
4. Customization
Insightly offers a decent level of customization, allowing users to tailor fields and layouts to fit their needs, particularly for smaller businesses.
SugarCRM shines with its advanced customization, providing unparalleled flexibility to adapt the system to highly specific business requirements and workflows.
5. Analytics & Dashboard
Insightly’s dashboard provides an intuitive overview of key metrics, making it easy to track sales performance and project progress at a glance.
SugarCRM’s analytics offer deeper insights, allowing users to generate complex reports and gain granular visibility into sales and customer data.
6. Marketing Automation & Contact Management
Insightly provides basic marketing automation features, aiding in lead nurturing, email campaigns, and efficient contact management.
SugarCRM provides some marketing functionality but really focuses on sales automation and detailed contact organization.
7. CRM Software
Insightly’s CRM software is built for ease of use and quick implementation, making it accessible for smaller teams and less complex sales processes.
SugarCRM is a powerful CRM software platform designed for businesses with complex sales processes and extensive customization needs.
What to Look For When Choosing The Right CRM Software?
- Scalability: Will the CRM grow with your business? Can it handle increasing data and users?
- Ease of Use: Is the interface easy for your team? How much training is required?
- Specific Industry Needs: Does the CRM cater to your industry’s unique demands? Are there industry-specific templates?
- Integration Capabilities: Does it connect with your existing tools? Can it connect to custom software?
- Customer Support and Training: What level of support is offered? Are there training resources available?
- Data Security: How secure is your data? Does it meet compliance standards?
- Reporting and Analytics: Does it provide actionable insights? Can you create custom reports?
Final Verdict
Choosing between Insightly and SugarCRM isn’t easy.
But, Insightly wins for most businesses.
It’s user-friendly, and it helps you manage customer data well.
Plus, it can integrate with many tools.
Insightly helps businesses streamline tasks.
Its workflow automation is good for everyday use.
We’ve used both. Insightly is easier to tailor for most needs.
If you need a solid CRM, Insightly is a good choice.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
More of SugarCRM
Here’s a brief comparison of SugarCRM with these software solutions:
- SugarCRM vs Gohighlevel: SugarCRM is a comprehensive CRM focused on sales, marketing, and service, offering extensive customization; GoHighLevel is an all-in-one platform for agencies, emphasizing marketing automation, lead generation, and sales tools.
- SugarCRM vs Pipedrive: SugarCRM provides broad customization and flexible deployment for various business needs; Pipedrive is a sales-focused CRM with a visual pipeline, prioritizing ease of use for small to medium businesses.
- SugarCRM vs Keap: SugarCRM offers robust, highly customizable CRM features for sales and marketing automation, scaling for larger teams; Keap (formerly Infusionsoft) is a marketing automation and sales CRM designed primarily for small businesses.
- SugarCRM vs ActiveCampaign: SugarCRM focuses on extensive sales management and customization for complex pipelines; ActiveCampaign excels in user-friendly marketing automation, email campaigns, and lead segmentation.
- SugarCRM vs HubSpot: SugarCRM provides deep customization and flexible deployment for tailored solutions; HubSpot offers an intuitive, integrated suite of marketing, sales, and service tools known for its ease of use.
- SugarCRM vs Clickfunnels: SugarCRM is a robust customer relationship management platform; ClickFunnels is a specialized tool for building sales funnels, landing pages, and automating sales processes.
- SugarCRM vs Folk: SugarCRM is a powerful, customizable CRM for comprehensive business needs; Folk is a modern, collaborative contact management tool that emphasizes simplicity and ease of use.
- SugarCRM vs Instantly: SugarCRM offers a broad CRM solution for sales force automation and customer management; Instantly specializes in automated cold email outreach and lead generation campaigns.
- SugarCRM vs ClickUp: SugarCRM is a dedicated CRM for sales, marketing, and service automation; ClickUp is a versatile work management platform that includes CRM functionalities alongside project and task management.
- SugarCRM vs Monday: SugarCRM offers extensive customization and robust automation for sales and marketing; Monday CRM provides highly visual, customizable workflows for various business processes, including CRM.
- SugarCRM vs Capsule CRM: SugarCRM delivers a highly customizable and scalable CRM with advanced features; Capsule CRM is a simpler, more affordable contact management solution for small to medium-sized businesses.
- SugarCRM vs Insightly: SugarCRM offers extensive customization for complex sales processes and reporting; Insightly combines CRM with project management, focusing on ease of use for small to medium businesses.
- SugarCRM vs Freshsales: SugarCRM provides deep customization and advanced automation for sales and marketing; Freshsales CRM offers an intuitive interface with AI-powered lead scoring and integrated sales automation.
- SugarCRM vs Salesforce: SugarCRM offers an open-source option with significant customization potential; Salesforce is a leading cloud-based CRM with extensive features, broad integrations, and a vast ecosystem, albeit at a higher complexity.
Frequently Asked Questions
What’s the main difference between Insightly and SugarCRM?
Insightly is known for its ease of use and integrated project management. It’s great for smaller to medium-sized businesses. SugarCRM is more robust, offering extensive customization for larger, enterprise-level operations.
Which CRM is more affordable, Insightly or SugarCRM?
Insightly generally has a lower starting price point, making it more accessible to smaller businesses. However, the total cost depends on your needs. For the most accurate information, check the current 2025 pricing for both Insightly and SugarCRM.
Is Insightly CRM suitable for large enterprises?
While Insightly is powerful, it’s best suited for small to medium-sized businesses. For larger enterprise needs, SugarCRM’s advanced features and customization options are generally preferred. However, unsightly CRM has enterprise solutions.
How does SugarCRM compare to Insightly in terms of customization?
SugarCRM offers far more extensive customization options than Insightly. You can tailor almost every aspect of SugarCRM to fit your specific business needs.
Which CRM offers better customer support?
Both Insightly and SugarCRM offer customer support, but the level and type of support can vary depending on your subscription. Insightly is known for its responsive support, but SugarCRM has more resources for advanced users.
