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About SugarCRM

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.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).

About EngageBay

EngageBay is a simple, affordable, integrated, all-in-one marketing, sales & service automation platform with free CRM, built to grow small businesses and startups.

EngageBay's Email Marketing platform helps you grow your business with intelligent, powerful email marketing. The Marketing Automation suite helps you save time, nurture your audience and automate routine, manual tasks.

With free CRM and Sales Automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life.

And finally, with the Live Chat & Helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize and solve customer support tickets in minutes.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Email Integration

  • Marketing Automation

  • Sales Force Automation

  • Customer Support

  • Social CRM

  • Reporting

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Summary

    No key features associated with this application.

Pricing

  • Credit card required: No
  • Professional: $40 user/month.
    Enterprise: $65 user/month.
    Ultimate: $150 user/month.
    All pricing plans allow 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 are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

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

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

FAQs

    What is this service generally used for?
  • EngageBay offers a full 360 degree feature set including email marketing campaigns, customizable web forms, a powerful landing page builder, marketing automation, email sequences, social media monitoring, a powerful content management system, helpdesk ticketing, macros, and more.

  • What are some applications this service is commonly used in tandem with?
  • NA

  • Who are the main user groups of this service?
  • B2B, SMB, Solopreneurs

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • What platforms does this service support?
  • Windows and iOS.

  • Does this service integrate with any other apps?
  • Integrates with many apps

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

  • Does this service offer an API?
  • Yes

Vendor Information

Founded:
2004
Based in:
Cupertino
Employees:
501-1000
Likes:
Followers:
21.9k

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
7.04k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
17.8k

Other

Regional Restrictions:
No restrictions.

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a

Other

Who uses EngageBay
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.
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