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.
Users report a 25% increase in lead conversion within the first quarter. Explore its features today!
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理。
- Lead Scoring.
- 电子邮件营销。
Businesses using SugarCRM see an average 15% improvement in sales cycle efficiency. Use it today!
定价： It has a free trial. The premium plan starts at $19/month.
主要特点：
- Advanced Customization.
- Sales Forecasting.
- 工作流自动化。
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…
Users report a 25% increase in lead conversion within the first quarter. Explore its features today!
主要优点
- Boosts lead conversion by 25% quickly.
- Streamlines project tracking.
- Centralizes customer data.
- Improved team collaboration by 30%.
定价
所有计划都将 每年计费.
- 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…
Businesses using SugarCRM see an average 15% improvement in sales cycle efficiency. Use it today!
主要优点
- Advanced customization is powerful.
- Sales forecasting is precise.
- Automation saves significant time.
- Improved sales cycle efficiency by 15%.
定价
所有计划都将 每年计费.
- 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
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. 一体化
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. 定制
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软件
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?
- 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 Gohighlevel: Insightly 将客户关系管理与项目管理相结合，而 GoHighLevel 则是销售、营销和代理自动化的综合平台，提供更广泛的潜在客户生成工具。
- 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 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 提供了强大的客户关系管理和项目管理功能，而 HubSpot 则为营销、销售和客户服务提供了一个庞大的一体化平台。
- 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 与 Capsule CRM: Insightly 是一款功能更丰富的 CRM，具有项目管理功能，而 Capsule CRM 则是一款更简单、直接的联系人和销售机会跟踪器。
- 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 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 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 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 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 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 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 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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