4.2 (707 reviews)

See how Insightly helps you beat your sales quota

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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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Compare Insightly to other CRMs

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

Compare features and pricing

RATINGS

G2 Rating
TrustRadius Rating
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
Advanced
Service Management
Additional Fee
Additional fee
Task and Event Management
Advanced
Contact & Account Management
Advanced
Opportunity & Pipeline Management
Advanced

AUTOMATIONS & TOOLS

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

MOBILE FUNCTIONALITY

Mobile App
Business Card Scanner
Available for all levels

ONBOARDING & START-UP COSTS

Pricing
$29-$99 Per user, per month?
$49-$135 Per User, per month
Free Trial
TAKE PRODUCT TOUR

Why Sales Leaders Choose Insightly

Successful Sales Leaders Choose Insightly

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.

Automation that convert leads into deals with ease

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.

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Switching from Sugar Sell to Insightly is easy

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

4.2 (707 reviews)

We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs.

Robert N

IT (50 or fewer emp.)

I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it.

James B

Vice President of Economic
Development (50 or fewer emp.)

It helps in building a strong relationship between customer as it has a variety of functions and integrated tools. It keeps the customer’s potential data for maintaining and increasing the productivity of the business.

Bruno C

Head Of Marketing-CRM
(> 1000 emp.)

The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.

Shahzad A

Director (51-1000 emp.)

I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day.

Bernard N

Chief Operating Officer (50 or
fewer emp.)

Insightly is easy to use, understand, and navigate. I never need to wonder where things stand as it's all updated in one spot.

Catherine F

Owner (50 or fewer emp.)

Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations.

Owen M

Web designer (50 or fewer emp.)

When I was searching for a CRM I tried about 5 or 10 platforms. All of them looked heavy or lacked some essential features. When I opened Insightly I knew it was what I looking for.

Administrator in Management

Consulting (50 or fewer emp.)

Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.

Brittiny P

Implementation Specialist
(51-1000 emp.)

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

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Industry leaders trust Insightly