Compare SugarCRM vs Contactually vs Insightly

SugarCRM

CRM
 (31)

Insightly

CRM
 (577)
More Information More Information More Information

Crozscore:

83%
what is this?
72%
53%
interest rising

Crozscore:

83%
what is this?
73%
46%
interest rising

Crozscore:

90%
what is this?
90%
49%
interest rising
SugarCRM screenshot view 4 more Contactually screenshot view 5 more Insightly screenshot

Software Description:

SugarCRM is convenient tool for sales automation, marketing automation, account management and other customer relationship management (CRM) needs.
Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.
A strong contender in the CRM market, the software is a viable option for organizations that require flexibility, ease of use, affordability, and choice in cloud providers.

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.

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:

  • Contact Management
  • Contact Sharing
  • Customer Management
  • Email Integration
  • Forecasting
  • Lead Management
  • Marketing Automation
  • Data Export
  • Data Import
  • History/Version Control
  • Task Scheduling/Tracking

Features:

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

Features:

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

Summary:

  • Email Integration

  • Marketing Automation

  • Sales Force Automation

  • Customer Support

  • Social CRM

  • Reporting

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.

Summary:

    No key features associated with this application.

Pricing:

  • Credit card required: N/A
  • Professional: $40 user/month.
    Enterprise: $65 user/month.
    Ultimate: $150 user/month.
    All pricing plans allow free trial.

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 SugarCRM are small- and medium-sized businesses in any particular industry.

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

  • What platforms does this service support?
  • SugarCRM is a web-based application, with native mobile app for Android and iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with: LiveChat; ActiveCampaign; Synchroteam; eXo Platform; Vision Helpdesk; Freshdesk.

  • Does this service integrate with any other apps?
  • SugarCRM integrates with any third party systems people use, and can accommodate the new modules.

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

  • Does this service offer guides, tutorials and or customer support?
  • They offer documentation, training & help, and customer center.

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.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
2004
Based in:
Cupertino
Employees:
501-1000
Likes:
8.48k
Followers:
18.2k

Publisher:

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

Publisher:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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