Compare Sage CRM vs Copper (formerly ProsperWorks) vs Insightly

Sage CRM

CRM
 (0)

Insightly

CRM
 (580)
More Information More Information More Information

Crozscore:

76%
what is this?
40%
interest rising

Crozscore:

81%
what is this?
36%
interest falling

Crozscore:

89%
what is this?
87%
49%
interest falling
Sage CRM screenshot view 5 more Copper (formerly ProsperWorks) screenshot view 2 more Insightly screenshot

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:

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 & analytics, visual pipeline management, multiple device usability, integration with most existing systems across accounting, HR, marketing etc.

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.

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:

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

Features:

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

Summary:

  • Sales Force Automation

  • Marketing Automation

  • Customer Service Automation

  • Flexible, Affordable, and Scalable Solution

  • Project Management

  • Budgeting, Planning, & Forecasting

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.

Summary:

    No key features associated with this application.

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:
780k
Followers:
45.4k

Publisher:

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

Publisher:

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

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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