Compare Sage CRM vs Insightly vs Copper

Sage CRM

CRM
 (0)

Insightly

CRM
 (527)

Copper

CRM
 (718)
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:

87%
what is this?
85%
38%
interest rising
Sage CRM screenshot view 5 more Insightly screenshot Copper screenshot view 2 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:

Copper's customer relationship management system gives you everything you need from sales lead to close.

Copper helps users to create a repeatable sales process with a wide range of features including sales reports and analytics, visual pipeline management, multiple device usability, integration with most existing systems across accounting, HR, marketing, etc.

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:

  • Contact Management
  • Contact Sharing
  • Lead Management
  • Project Management
  • Social-Media Integration
  • Email Integration
  • Forecasting

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:

  • Detailed sales reports and analytics.

  • Stay on top of leads across multiple devices.

  • Visualize your pipeline to predict what’s going to close and when.

  • Works across entire Google Apps portfolio.

  • Integrates with all your existing systems.

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:

    No FAQs associated with this application.

Publisher:

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

Publisher:

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

Publisher:

Founded:
2014
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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