# Insightly CRM vs Sugar Sell Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Sugar Sell excels in automation features, allowing users to streamline repetitive tasks like follow-ups and data entry. This capability helps sales teams focus more on selling rather than administrative duties, which is a significant advantage for those looking to enhance productivity.
- **Users say** that Insightly CRM stands out for its user-friendly interface and intuitive design. Many find it easy to navigate, which is particularly beneficial for small businesses that may not have extensive training resources available for their teams.
- **According to verified reviews** , Sugar Sell offers impressive customization options, enabling businesses to tailor the CRM to their specific needs. Users appreciate the unlimited, no-code customization feature, which is crucial for aligning the software with unique sales processes.
- **Reviewers mention** that Insightly CRM's bulk editing and reporting features save significant time, allowing users to manage customer details and track sales leads efficiently. This functionality is especially valuable for small businesses that need to maximize their operational efficiency.
- **Users highlight** that while Sugar Sell has a solid performance in contact and account management, it faces challenges in ease of setup compared to Insightly. Many users find Insightly's onboarding process more straightforward, which can be a deciding factor for teams looking for quick implementation.
- **G2 reviewers note** that both products have their strengths in customer support, but Insightly CRM receives slightly higher ratings for quality of support. Users appreciate the responsive assistance they receive, which is essential for businesses that rely heavily on their CRM for daily operations.



| | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 944 | 776 | 
| **Largest Market Segment** | Small-Business (73.2% of reviews) | Mid-Market (48.4% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | $19.00 Per Month | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

### Sugar Sell

Pros:
- Ease of Use (15 reviews)
- Easy Customization (12 reviews)

Cons:
- Integration Issues (9 reviews)
- Bugs (6 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Sugar Sell | 
|---|---|---|
  | **Meets Requirements** | 8.3 (802 reviews) | 8.0 (613 reviews) | 
  | **Ease of Use** | 8.4 (807 reviews) | 7.6 (649 reviews) | 
  | **Ease of Setup** | 8.3 (363 reviews) | 7.2 (346 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 7.6 (319 reviews) | 
  | **Quality of Support** | 8.0 (686 reviews) | 7.7 (556 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 7.8 (303 reviews) | 
  | **Product Direction (% positive)** | 8.0 (775 reviews) | 7.0 (600 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### Sugar Sell

#### Entry-Level Pricing

Plan: Sell Essentials

Price: $19.00 Per Month

Description: 3 Users Minimum. Sales force automation for growing teams needing 3-5 seats with basic support and ease of upgrade.

Key Features:
- Account Management 
- Contact Management
- Lead Management

[Browse all 6 editions](https://www.g2.com/products/sugar-sell/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 735 |
| **Sugar Sell** | 7.6/10 | 598 |

#### Sales Force Automation

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Contact & Account Management** | 8.5 (630 reviews) ✓ Verified | 8.2 (502 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 7.6 (322 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (600 reviews) ✓ Verified | 7.8 (469 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (629 reviews) ✓ Verified | 7.7 (487 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 7.2 (358 reviews) ✓ Verified | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 7.4 (412 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 7.3 (346 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 7.4 (348 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (424 reviews) ✓ Verified | 7.7 (376 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 7.1 (354 reviews) ✓ Verified | 
| **Campaign Management** | Feature Not Available | 7.2 (361 reviews) ✓ Verified | 
| **Lead Management** | 8.1 (524 reviews) ✓ Verified | 7.9 (427 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 7.0 (312 reviews) ✓ Verified | 

#### Customer Support

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 7.9 (386 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (400 reviews) | 7.6 (348 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (460 reviews) | 7.7 (358 reviews) ✓ Verified | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 7.4 (292 reviews) | 
| **Support Analytics** | 7.8 (361 reviews) | 7.7 (313 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Reporting** | 7.9 (532 reviews) ✓ Verified | 7.7 (470 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (555 reviews) ✓ Verified | 8.0 (476 reviews) ✓ Verified | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 7.4 (367 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.2 (269 reviews) ✓ Verified | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.2 (267 reviews) ✓ Verified | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 7.4 (331 reviews) ✓ Verified | 

#### Platform

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.2 (260 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (311 reviews) ✓ Verified | 7.8 (255 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.1 (268 reviews) ✓ Verified | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 7.9 (168 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 8.2 (214 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 7.5 (216 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.3 (320 reviews) ✓ Verified | 7.6 (257 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.2 (199 reviews) ✓ Verified | 

#### Integration

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 7.6 (260 reviews) ✓ Verified | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.7 (202 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 7.3 (198 reviews) ✓ Verified | 

#### Generative AI

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 6.3 (28 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | Not enough data | 
| **Multi-step Planning** | 8.3 (7 reviews) | Not enough data | 
| **Cross-system Integration** | 8.1 (8 reviews) | Not enough data | 
| **Adaptive Learning** | 8.3 (8 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.1 (7 reviews) | Not enough data | 
| **Proactive Assistance** | 7.4 (7 reviews) | Not enough data | 
| **Decision Making** | 7.6 (7 reviews) | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **Sugar Sell** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (36 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | 
| **Sales Gamification** | 8.1 (30 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | 
| **Activity Tracking** | 8.8 (39 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)



---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Small-Business** | 73.2% | 35.1% | 
| **Mid-Market** | 20.2% | 48.4% | 
| **Enterprise** | 6.6% | 16.4% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

#### Sugar Sell

- **Information Technology and Services:** 13.2%
- **Computer Software:** 10.5%
- **Marketing and Advertising:** 5.8%
- **Financial Services:** 5.6%
- **Construction:** 2.7%
- **Telecommunications:** 2.5%
- **Internet:** 2.3%
- **Retail:** 2.1%
- **Manufacturing:** 2.1%
- **Real Estate:** 2.0%
- **Other:** 51.2%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25853 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13867 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3090 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2940 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1442 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.3/5 stars (574 reviews)

### Alternatives to Sugar Sell

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25853 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13867 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3090 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2940 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1442 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1001 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### Sugar Sell

- Title: [Why did you choose Sugar over something like Salesforce? what benefits do you see?](https://www.g2.com/discussions/why-did-you-choose-sugar-over-something-like-salesforce-what-benefits-do-you-see) — 2 comments, 1 upvote
  > **Top comment:** "I feel that it's easier to use than SalesForce and still offers a lot of power."
- Title: [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) — 1 comment
  > **Top comment:** "Because it's a specialized software that allows an organization to manage communication and other matters with their clients"
- Title: [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) — 1 comment
  > **Top comment:** "Sugar Sell is a customer relationship management (CRM) system of software."
- Title: [What is the best way to integrate Sugar into other CRM Softwares?](https://www.g2.com/discussions/what-is-the-best-way-to-integrate-sugar-into-other-crm-softwares) — 1 comment, 1 upvote
  > **Top comment:** "Dennis, 

Are you asking how to integrate or whats the best method for integrating?

Or are you asking how to solve your Sugar to MAS integration?"
- Title: [What makes Sugar different from other CRM solutions?](https://www.g2.com/discussions/crm-differentiators) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Sugar is a far more cost effective platform for creating more engaging and extraordinary customer relationships. Sugar offers unparalleled flexibility in..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-sugar-sell)