Sage CRM vs Insightly CRM
Take a look at how
Sage CRM
and
Insightly CRM
stack up against each other across pricing, features, and support
using feedback from real users like yourself.
Sage CRM
scores
3.8
out of 5 from
123
reviews, while
Insightly CRM
has been rated
4.2
out of 5 from
886
reviews.
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Insightly CRM
4.2
( 886 )
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At a Glance
Overview
Sage CRM is a cloud-based customer relationship management software designed to empower businesses to manage their sales, marketing, and customer service operations more efficiently. With its intuitive interface, Sage CRM enables organizations to streamline their customer interactions, track sale... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
No images available
Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The ... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
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Pricing
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Sage CRM (cloud)
$45.00
per seat / month
Sage CRM (on premise)
Contact Us
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Plus
$29.00
per seat / month
Professional
$49.00
per seat / month
Enterprise
$99.00
per seat / month
Pros and Cons
- Has a long list of tools for a small business accounting software
- Includes an automatic bank reconciliation feature
- Supports multiple currencies
- Multiple product offerings and plans might confuse some users
- Some features require additional fees
- Receipt capture software is only free for 3 months
- Compatible with Android and iOS devices
- Visual dashboards for tracking important metrics
- Data integrity, security, and regulatory compliance
- Highly flexible appointments, calendaring, and events
- Automated tracking and updates
- No live chat support
- Only available in one language
Reviewer's Segments
Small Business
40.65%
Mid Market
47.15%
Enterprise
12.2%
Small Business
73.36%
Mid Market
19.64%
Enterprise
7.0%
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
Training
- Documentation
- Documentation
Integrations
Total integrations:
1
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GoToMeeting
- Google Analytics
- Google Drive
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Pinecone
- Proposify
- QuickBooks Online
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Total integrations:
38
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GoToMeeting
- Google Analytics
- Google Drive
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Pinecone
- Proposify
- QuickBooks Online
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Top Alternatives
Categories
Common categories include: CRM Software.
Company Details
- By Sage Group plc
- Located in Newcastle upon Tyne, United Kingdom
- Founded in 1981
- By Insightly, Inc.
- Located in San Francisco, California, United States
- Founded in 2009
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