Compare Sage CRM vs Insightly vs Contactually

Sage CRM

CRM
 (0)

Insightly

CRM
 (527)
More Information More Information More Information

Crozscore:

74%
what is this?
40%
no significant changes

Crozscore:

92%
what is this?
92%
49%
interest falling

Crozscore:

83%
what is this?
75%
46%
no significant changes
Sage CRM screenshot view 5 more Insightly screenshot Contactually screenshot view 5 more

Software Description:

Sage CRM offers its CRM software solutions primarily to small and medium-sized enterprises, who want to improve their customer relations and drive sales results. It helps reach most effective, most profitable transactions, as well as make the most of the cross-selling possibilities.

This platform offers pipelines, calendars, sales analytics, contact management, and other features that are essential to sales teams and business managers. The software is easily deployed, straightforward, and quite robust.

SMEs are now equipped with a powerful tool to create marketing campaigns, target the audience, and reach potential customers. Sage CRM also offers mobile applications, for both Android and iOS users.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.

It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.

The benefits of using Contactually are made evident in the time saved and through more efficient communication.

Features:

  • Scheduling
  • Calendar Management
  • Customer Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Gantt Charts
  • Notifications
  • Email Integration
  • 2-Factor Authentication
  • Data Import
  • Data Export
  • External Integrations
  • API
  • Dashboard
  • Lead Management
  • Contact Management
  • Marketing Automation
  • Forecasting
  • Project Management

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Features:

  • API
  • Contact Management
  • Contact Sharing
  • Data Export
  • Data Import
  • History/Version Control
  • Lead Management
  • Task Scheduling/Tracking

Summary:

  • Sales Force Automation

  • Marketing Automation

  • Customer Service Automation

  • Flexible, Affordable, and Scalable Solution

  • Project Management

  • Budgeting, Planning, & Forecasting

Summary:

    No key features associated with this application.

Summary:

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

Pricing:

  • Credit card required: N/A
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

FAQs:

    Who are the main user groups of this service?
  • Main users of this service are small and medium-sized businesses.

  • What are some applications this service is commonly used in tandem with?
  • It is most frequently used in tandem with marketing and sales automation software.

  • What platforms does this service support?
  • Sage CRM is a web-based software, with Android and iOS mobile apps.

  • What is this service generally used for?
  • It is used as a customer relationship management service.

  • Does this service offer an API?
  • Yes, there is Sage CRM JS API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Email, Phone, Training, Tickets.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations available: MailChimp, Procore, Campaign Monitor, FileHold DMS, Handshake, Evolve IP Phone System, Salesfusion, ForceManager, Maxemail, Odyssee Sales, GoCardless, Gem Accounts, Esker, CloudCall, Click, Praxedo, i-snapshot, eBridge Connections Accounting.

FAQs:

    No FAQs associated with this application.

FAQs:

    What platforms does this service support?
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Publisher:

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
Followers:

Other:

Who uses Sage CRM
  • Freelance
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, French, German
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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