industry-leaders-trust
4-2-star

4.2 (707 reviews)

See how Insightly helps you beat your sales quota

Compare CRM pricing and features at a glance

Why choose Insightly over Sugar?

  • Modern, intuitive user interface

    Sugar Sell (formerly Sugar CRM) is a legacy CRM with a dated look and feel that is slow to load. Insightly is a modern platform that was born in the cloud and built for speed.

  • Clear, easy reporting

    Reporting within Sugar Sell is limited and the dashboards are simplistic. Insightly offers robust reporting and a dashboard widget feature to elevate the important data for different users.

  • Ease of use

    Sugar is powerful but complex. An Insightly trial starts you with dummy data to play around with and get a feel for how simple the interface is.

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Choose Insightly to sell smarter & grow faster

300% Improvement

In revenue growth

50% Reduction

In time to project completion

10X Increase

In sales pipeline

Comparison Chart

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Compare features and pricing
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RATINGS

G2 Rating
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TrustRadius Rating
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General Rating (Per G2 in use, set-up, admin, etc.)
8.22
8.5
Best Feature (per G2)
Contact & Account Management
Task Management

LEAD & ACCOUNT MANAGEMENT

Project Management
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Advanced
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Service Management
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Additional Fee
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Additional fee
Task and Event Management
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Advanced
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Contact & Account Management
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Advanced
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Opportunity & Pipeline Management
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Advanced
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AUTOMATIONS & TOOLS

Marketing Automation
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Additional fee
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Additional fee
Workflow Automations
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Available for all levels
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Additional fee
Dynamic Page Layout Rules
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Available for Enterprise
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Dashboard Views
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Customizable
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Limited
Configurable Profiles & Page Layouts
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Available
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Role-based Permissions
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Integrations
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1-click, no code
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Limited

MOBILE FUNCTIONALITY

Mobile App
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Business Card Scanner
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Available for all levels
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ONBOARDING & START-UP COSTS

Pricing
$29-$99 Per user, per month?
$49-$135 Per User, per month
Free Trial
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Why Sales Leaders Choose Insightly

Successful Sales Leaders Choose Insightly

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Get complete visibility of your entire sales pipeline as soon as you start

1. Fastest & easiest set-up

Get complete visibility of your entire sales pipeline as soon as you start

  • Onboard instantly. Seamless out-of-the-box set-up and syncing. Get up and running immediately. No hassle or hidden costs.

2. Grow high quality pipeline

Automation that convert leads into deals with ease

  • Automatically create tasks and events to pipeline stages. Include automated “Probability of Winning.” Track changes with reporting and deliver Smart Alerts.

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Automation that convert leads into deals with ease

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See, manage, and optimize on the metrics that matter most

3. Dashboards & analytics

See, manage, and optimize on the metrics that matter most

  • Accurate and insightful metrics. Analyze, visualize, and share insights about prospects to focus on what’s working best. Includes 40 different chart types and drag-and-drop configurable layouts.

  • Schedule reports to run at any time and have the results emailed to the right people.

Switching from Sugar Sell to Insightly is easy

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Afraid to switch CRMs? It’s easier than you think.

The Insightly team will guide you through 5 simple steps.

You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!

More than 25,000 companies rely on Insightly to sell smarter and
grow faster.

See why sales leaders choose Insightly

industry-leaders-trust
4-2-star

4.2 (707 reviews)

See how Insightly can align your teams and deliver better customer experiences.

Industry leaders trust Insightly