努力挑选合适的 客户关系管理? 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 客户关系管理 truly fits your business. Let’s make this decision easy.
概述
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.
需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered.
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理
- 工作流程自动化
- Relationship Linking
SugarCRM’s tools like Sugar Sell, Sugar Serve, and Sugar Market can help! Automate marketing today!
定价： 预订演示计划。高级计划起价为 $19/月。
主要特点：
- 销售队伍自动化
- 客户支持
- 报告和分析
什么是 Insightly？
Insightly 是一个 客户关系管理 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.
此外，探索我们最喜欢的 Insightly 替代品…
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
什么是 SugarCRM？
SugarCRM is a flexible CRM platform.
It’s built for businesses that need customization.
It lets you tailor the system to your needs.
此外，探索我们最喜欢的 SugarCRM 替代品…
我们的观点
想在 2025 年将销售额提高 20%？SugarCRM 的 Sugar Sell、Sugar Serve 和 Sugar Market 等工具可以提供帮助！自动化营销、管理客户并达成更多交易。
主要优点
- 开源平台： 为您提供更大的灵活性和控制力。
- 强大的销售自动化： 简化销售流程，提高生产率。
- 出色的报告工具： 深入了解您的销售业绩。
- 移动应用程序包括 访问您的 客户关系管理 数据随身携带
- 大型社区： 利用丰富的资源和支持。
定价
SugarCRM 提供免费试用测试。他们的付费计划起价为每个用户每月 $49。以下是细目：
- 要点:$19/用户/月，最少三个用户。
- 标准:$59/用户/月，至少十个用户。
- 先进的:$85/用户/月，至少十个用户。
- 总理:$135/用户/月，至少十个用户。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
This analysis evaluates two powerful crm platforms: Insightly CRM, known for its unique blend of integrated project management tools and sales.
SugarCRM, the leading crm known for its enterprise customization and modular components like sugar sell and sugar market.
This comparison will clarify which crm software offers the superior solution for optimizing your sales process and maximizing sales opportunities.
1. Core Focus and Modularity
- Insightly CRM: A versatile crm system and affordable crm solution that targets small and medium businesses (SMBs) by integrating sales, marketing (insightly marketing), and task management. Its core strength is its unified approach.
- SugarCRM: Designed for enterprise and large organizations, offering a modular suite composed of separate clouds like sugar sell (sales), sugar market (marketing), and sugar serve (service). It is the leading crm for robust, componentized functionality.
2.项目和任务管理
- Insightly CRM: Excels with built-in integrated project management tools, allowing users to assign tasks and manage projects directly from a customer record. This is a core crm feature that boosts sales team efficiency.
- SugarCRM: Focuses on the core sales cycle. While it has some task management features within the sales/service modules, it generally requires third party integrations for full-scale project management.
3. Sales Automation and Efficiency
- Insightly CRM: Provides effective sales 自动化 and workflow automation to streamline the sales process. Its features help sales teams track sales opportunities and deals from start to finish using rich customer Das bedeutet, dass Ihr.
- SugarCRM: Offers powerful, enterprise-grade sales automation through sugar sell, including advanced forecasting and analytics to drive higher sales performance. It supports complex drag and drop workflows better than other crms.
4. Marketing Capabilities
- Insightly CRM: Offers insightly marketing as a separate, fully featured module. This allows marketing teams to run campaigns and nurture leads, integrating closely with the core insightly crm for centralized customer data.
- SugarCRM: Provides sophisticated marketing automation through its sugar market cloud. This module is aimed at high-volume, complex marketing campaigns for large organizations.
5. Service and Support
- Insightly CRM: Offers insightly service, a dedicated tool for managing customer support operations, handling customer queries, and providing support services.
- SugarCRM: Features service automation through the sugar serve module, providing enhanced support and robust tools suitable for large, specialized service teams.
6. Pricing and Target Market
- Insightly CRM: Positioned as an affordable crm solution, with pricing that insightly starts at competitive rates. It targets growing small and medium businesses (SMBs) who need a cost-effective, yet integrated crm solution.
- SugarCRM: The sugarcrm pricing is significantly higher and generally structured per user with tiered access for sugar sell or sugar enterprise features. It targets mid-to-large enterprises and is considered a leading crm.
7. Data and Contact Management
- Insightly CRM: Offers comprehensive contact management features, allowing sales teams and marketing teams to track all customer interactions and data, enhancing customer relationship management.
- SugarCRM: Provides deep contact management and robust data management capabilities essential for sugar enterprise operations, handling large volumes of customer data and ensuring data integrity across the crm platform.
8. Analytics and Forecasting
- Insightly CRM: Features strong 报告 and analytics tools, including an opportunities dashboard and the ability to track sales forecasting metrics for the sales process.
- SugarCRM: Excels in this area, offering specialized sales performance and sales forecasting tools within sugar sell. These features provide executives with deep, actionable insights across the entire enterprise.
9. Protocols and Ecosystem
- Insightly CRM: Offers native integration with Google Workspace and Microsoft apps. Its API allows integration with many other insightly products and external services for enhanced productivity.
- SugarCRM: Operates on a strong, open architecture. Its components (sugar market, sugar sell, sugar serve) integrate seamlessly but users may seek crm alternatives if the sugarcrm cost for multiple modules is too high.
What to Look For in a CRM Software?
- Se você precisa gerenciar diversas plataformas de mídia social além das principais, o Buffer pode ser uma escolha melhor. Will the CRM grow with your business? Can it handle increasing data and users?
- 易于使用： 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?
- 整合能力： 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?
- 数据安全： How secure is your data? Does it meet compliance standards?
- 报告和分析： Does it provide actionable insights? Can you create custom reports?
最终裁决
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.
关于 Insightly 的更多信息
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
- Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
- 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 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
- Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
- Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
- 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 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
- 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 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
- Insightly vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。
SugarCRM 的更多信息
以下是 SugarCRM 与这些软件解决方案的简要比较：
- SugarCRM vs Pipedrive: SugarCRM 提供广泛的定制和灵活的部署，可满足各种业务需求；Pipedrive 是一款以销售为重点的 CRM，具有可视化管道，优先考虑中小型企业的易用性。
- SugarCRM vs GoHighLevel:GoHighLevel vs SugarCRM：2025年哪个CRM平台最好？GoHighLevel 是满足营销机构需求的一体化平台。它可以帮助他们管理多个客户。SugarCRM 是为大型公司定制的 CRM。它可以帮助企业分析数据，定制销售流程。
- SugarCRM vs Keap: SugarCRM 为销售和营销自动化提供了强大的、高度可定制的 CRM 功能，可扩展至更大的团队；Keap（前身为 Infusionsoft）是一款主要为小型企业设计的营销自动化和销售 CRM。
- SugarCRM vs ActiveCampaign: SugarCRM 专注于广泛的销售管理和复杂管道的定制；ActiveCampaign 擅长用户友好型营销自动化、电子邮件营销活动和潜在客户细分。
- SugarCRM vs HubSpot: SugarCRM 提供深度定制和灵活部署的定制解决方案；HubSpot 提供直观、集成的营销、销售和服务工具套件，以易用性著称。
- SugarCRM vs Clickfunnels: SugarCRM 是一个强大的客户关系管理平台；ClickFunnels 是一个专业工具，用于构建销售漏斗、登陆页面和自动销售流程。
- SugarCRM 与 Folk: SugarCRM 是一款功能强大、可定制的 CRM，可满足全面的业务需求；Folk 是一款现代化的协作式联系人管理工具，强调简单易用。
- SugarCRM 与 Instantly: SugarCRM 为销售人员自动化和客户管理提供了广泛的 CRM 解决方案；Instantly 则专门从事自动化冷门电子邮件推广和潜在客户生成活动。
- SugarCRM 与 ClickUp: SugarCRM 是一款专门用于销售、营销和服务自动化的 CRM；ClickUp 是一款多功能工作管理平台，除项目和任务管理外，还包括 CRM 功能。
- SugarCRM 与 Monday: SugarCRM 可为销售和营销提供广泛的自定义功能和强大的自动化功能；Monday CRM 可为包括 CRM 在内的各种业务流程提供高度可视化的自定义工作流。
- SugarCRM 与 Capsule CRM: SugarCRM 是高度可定制和可扩展的 CRM，具有高级功能；Capsule CRM 则是面向中小型企业的更简单、更经济的联系人管理解决方案。
- SugarCRM 与 Insightly: SugarCRM 可为复杂的销售流程和报告提供广泛的定制功能；Insightly 则将 CRM 与项目管理相结合，注重中小型企业的易用性。
- SugarCRM vs Freshsales: SugarCRM 为销售和营销提供深度定制和先进的自动化功能；Freshsales CRM 提供直观的界面、人工智能驱动的销售线索评分和集成的销售自动化功能。
- SugarCRM 与 Salesforce: SugarCRM 提供了一个开源选项，具有很大的定制潜力；Salesforce 是基于云的 CRM 领导者，具有丰富的功能、广泛的集成和庞大的生态系统，但复杂度较高。
常见问题
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.
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