Compare Sage CRM vs Insightly vs Velocify

Sage CRM

CRM
 (0)

Insightly

CRM
 (580)

Velocify

CRM
 (294)
More Information More Information More Information

Crozscore:

76%
what is this?
40%
interest rising

Crozscore:

89%
what is this?
87%
49%
interest falling

Crozscore:

92%
what is this?
93%
44%
interest falling
Sage CRM screenshot view 5 more Insightly screenshot Velocify 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:

Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. It enables them to reach prospects, generate leads, accelerate sales, and keep pace with customer needs. Velocify incorporates online marketing, sales, customer care, and communication features. It is all combined in one online and user-friendly platform.

Users are able to control all operations and check reports from management’s user dashboard, along with calendar and scheduling function, for organizing essential activities.

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:

  • Multi-User
  • CRM Integration
  • Call Disposition
  • Data Export
  • Data Import
  • Contact Management
  • Click-to-Dial
  • Email Integration
  • Marketing Automation
  • Notifications
  • Calendar Management
  • Customer Management
  • Lead Management
  • Lead Scoring
  • External Integrations
  • API
  • Scheduling
  • Dashboard
  • Call 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:

  • Rapid Sales Automation

  • Integrates With Salesforce

  • Instant Sales Notification

  • Captures Forms Leads

  • Multiple Distribution Programs

  • Automated SMS and Email

  • Appointment Scheduling

  • Interactive Voice Response

  • Call Transfers and Conferencing

  • Call Recording

Standard

$60.00
1 user(s) / month
Included in plan:
  • Designed for smaller teams.
  • 2-10 Users.

Plus

$60.00
1 user(s) / month
Included in plan:
  • Designed for small teams with additional configuration needs.
  • 3-15 Users.

Advanced

$95.00
1 user(s) / month
Included in plan:
  • Designed for Mid-sized Businesses.
  • 16-100+ Users.

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:

    Does this service offer an API?
  • Yes, Velocify provides API.

  • Does this service integrate with any other apps?
  • It integrates with SalesForce, Infusionsoft, iContact, HubSpot, GoToWebinar, Eventbrite, Constant Contact, MailChimp, Marketo, Recurly ®, SlideShare, Magento, Asana, truDigital Signage, Five9, X5 Cloud Contact Center, SlideShare.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • This service is most frequently used in tandem with SalesForce.

  • What is this service generally used for?
  • This service is used for CRM and sales automation.

  • What platforms does this service support?
  • This is a web-based platform, with iOS mobile app.

  • Who are the main user groups of this service?
  • Main users of Velocify are sales and customer management departments in SMEs and large enterprises.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Phone Support, Email Support, Video Tutorials, Knowledge Base.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
780k
Followers:
45.4k

Publisher:

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

Publisher:

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

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Velocify
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.
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