# 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.



---
## Frequently Asked Questions

### What is the difference between Sugar Sell vs Insightly CRM?

Insightly CRM stands out for higher reviewer satisfaction, especially in ease of use and setup, while Sugar Sell is noted for its advanced customization and automation features.

| [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) | [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) |
| --- | --- |
| 3.8/5 (776 reviews) | 4.2/5 (945 reviews) |
| Mid-Market | Small-Business |
| 7.2 | 8.3 |
| 7.7 | 8.0 |
| Advanced customization and automation | Ease of use and intuitive interface |



### How do the pricing models of Sugar Sell and Insightly CRM compare?

Insightly CRM is rated as the stronger value by reviewers, with higher satisfaction on price and cost-related dimensions.

- **Sugar Sell:** Reviewers note that while Sugar Sell offers robust features and customization, some advanced capabilities require higher-tier plans, and the cost can be a concern for smaller organizations.
- **Insightly CRM:** Reviewers highlight Insightly CRM as cost-effective, with easy setup and a good balance of features for the price, especially for small businesses.
- **Switching reasons:** Recent reviewers mention switching from Insightly CRM due to stagnation in product updates and from Sugar Sell for more affordable or simpler alternatives like Zoho or Pipedrive.



### What are the best alternatives to Sugar Sell and Insightly CRM?

The top three alternatives to Sugar Sell and Insightly CRM are Agentforce Sales, HubSpot Sales Hub, and Pipedrive.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) | 3.8/5 (776 reviews) | Mid-Market | Reviewers note robust features but mention higher costs for advanced capabilities. | Advanced customization and automation |
| [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | 4.2/5 (945 reviews) | Small-Business | Reviewers highlight cost-effectiveness and easy setup. | Ease of use and intuitive interface |
| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,876 reviews) | Mid-Market | — | Comprehensive CRM capabilities and scalability |
| [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,909 reviews) | Small-Business | — | User-friendly interface and strong marketing integration |
| [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5 (3,109 reviews) | Small-Business | — | Pipeline management and ease of use |



### Which CRM features should I prioritize when comparing Sugar Sell and Insightly CRM?

Buyers should prioritize ease of use, customization, automation, integration capabilities, and reporting when comparing Sugar Sell and Insightly CRM.

- **Ease of Use:** Sugar Sell 7.6 (15 all-time mentions); Insightly CRM 8.4 (28 all-time mentions).
- **Customization:** Sugar Sell 12 all-time mentions for easy customization; Insightly CRM 11 all-time mentions for easy customization.
- **Automation:** Sugar Sell 7 all-time mentions for automation features; Insightly CRM reviewers note automation but cite some limitations in advanced automation on lower tiers.
- **Integration Capabilities:** Sugar Sell 4 all-time mentions for integration; Insightly CRM 9 all-time mentions for integrations, with reviewers highlighting integration with Google Workspace, Outlook, and third-party apps.
- **Reporting:** Sugar Sell 7 all-time mentions for reporting; Insightly CRM 6 all-time mentions for reporting, with reviewers noting both strengths and some limitations in advanced reporting.



### What are the pros and cons of Sugar Sell vs Insightly CRM?

Sugar Sell's headline strength is advanced customization and automation, while Insightly CRM excels in ease of use and intuitive interface.

- **Sugar Sell strengths:** Advanced customization (12 all-time mentions), automation features (7), flexibility (8), robust reporting (7), and user-friendly design (12).
- **Sugar Sell trade-offs:** Integration issues (9), learning curve (6), occasional bugs (6), and some limitations in advanced analytics and integrations.
- **Insightly CRM strengths:** Ease of use (28 all-time mentions), easy customization (11), strong integrations (9), intuitive user interface (7), and effective project management.
- **Insightly CRM trade-offs:** Learning curve for advanced features (9), limited customization on lower tiers (7), some reporting and automation limitations, and time-consuming setup for complex workflows.



### Is Sugar Sell or Insightly CRM better for small businesses?

Insightly CRM is the better fit for small businesses, with a larger small-business segment and higher satisfaction among small-business reviewers.

- **Sugar Sell:** Largest segment is Mid-Market; reviewers note robust features but mention a steeper learning curve and higher costs for advanced capabilities, which may be less ideal for small businesses.
- **Insightly CRM:** Largest segment is Small-Business; reviewers consistently highlight ease of use, cost-effectiveness, and quick setup as key benefits for small organizations.



### Which CRM platform has better integrations?

Insightly CRM is favored by reviewers for integrations, with more frequent and positive mentions of integration capabilities.

- **Sugar Sell:** Integration is mentioned in 4 all-time reviews, with recent reviewers noting flexibility but also citing integration issues and a need for more connectors.
- **Insightly CRM:** Integrations are mentioned in 9 all-time reviews, with reviewers highlighting integration with Google Workspace, Outlook, and third-party apps as key strengths.



### How do Sugar Sell and Insightly CRM compare on customer support?

Quality of Support scores are within 0.3 points, with Insightly CRM slightly ahead, but both products are rated highly by reviewers.

- **Sugar Sell:** Reviewers frequently praise responsive and helpful support, with 9 all-time mentions for customer support and several recent reviews citing prompt issue resolution and knowledgeable assistance.
- **Insightly CRM:** Reviewers highlight dedicated customer success managers, quick response times, and helpful onboarding support, with 8 all-time mentions for customer support and positive feedback on support experiences.



### Which is easier to implement, Sugar Sell or Insightly CRM?

Insightly CRM is rated higher for Ease of Setup, with a 1.1-point advantage over Sugar Sell, and reviewers describe a faster, more straightforward implementation experience.

- **Sugar Sell:** Reviewers note that initial setup is straightforward, but full implementation can require careful planning and technical support, especially for advanced features and integrations.
- **Insightly CRM:** Reviewers consistently describe easy and quick setup, with many stating they were able to get started with minimal training and onboarding, making it accessible for small teams and new users.



### Which product has better Reporting?

Reporting is the most frequently mentioned feature across both Sugar Sell and Insightly CRM, with both products receiving positive but differentiated feedback.

- **Sugar Sell:** Reporting is cited in 7 all-time reviews, with reviewers highlighting flexible dashboard and report creation tools, though some note a learning curve for advanced analytics.
- **Insightly CRM:** Reporting is mentioned in 6 all-time reviews, with reviewers praising dashboard customization and pipeline visibility, but also noting some limitations in advanced reporting and the need to export data for deeper analysis.



| | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 946 | 776 | 
| **Largest Market Segment** | Small-Business (73.1% 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 (10 reviews)
- User-Friendly (7 reviews)

Cons:
- Integration Issues (5 reviews)
- Learning Curve (3 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Sugar Sell | 
|---|---|---|
  | **Meets Requirements** | 8.2 (804 reviews) | 8.0 (613 reviews) | 
  | **Ease of Use** | 8.4 (809 reviews) | 7.6 (649 reviews) | 
  | **Ease of Setup** | 8.3 (365 reviews) | 7.2 (346 reviews) | 
  | **Ease of Admin** | 8.5 (339 reviews) | 7.6 (319 reviews) | 
  | **Quality of Support** | 8.0 (687 reviews) | 7.7 (556 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (323 reviews) | 7.8 (303 reviews) | 
  | **Product Direction (% positive)** | 8.0 (776 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 | 736 |
| **Sugar Sell** | 7.6/10 | 598 |

#### Sales Force Automation

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Contact & Account Management** | 8.5 (631 reviews) ✓ Verified | 8.2 (502 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 7.6 (322 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (602 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 (349 reviews) ✓ Verified | 7.2 (358 reviews) ✓ Verified | 
| **Desktop Integration** | 8.0 (452 reviews) ✓ Verified | 7.4 (412 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.5 (338 reviews) ✓ Verified | 7.3 (346 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (348 reviews) ✓ Verified | 7.4 (348 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 7.7 (376 reviews) ✓ Verified | 
| **Contract/License Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Email Marketing** | 7.6 (406 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 | 
| **Email Management** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 

#### 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 (461 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 | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Channel Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Field Sales Management** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Reporting** | 7.9 (531 reviews) ✓ Verified | 7.7 (470 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (554 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 (416 reviews) ✓ Verified | 7.4 (331 reviews) ✓ Verified | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Customer Support** | Not enough data | Not enough data | 
| **Multi-Channel Social Integration** | Not enough data | Not enough data | 

#### 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 (323 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 (322 reviews) ✓ Verified | 7.6 (257 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.2 (199 reviews) ✓ Verified | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Integration

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (289 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 | 
| **Third-Party Integration** | Not enough data | Not enough data | 
| **Internal Chat Integration** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 6.3 (28 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 

#### 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** | 7.9 (7 reviews) | Not enough data | 
| **Adaptive Learning** | 8.1 (7 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.8 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 7.4 (7 reviews) | Not enough data | 
| **Decision Making** | 7.6 (7 reviews) | Not enough data | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **For Startups** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **For iPad Devices** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **For Mac Devices** | Not enough data | Not enough data | 
| **Landing Pages/Web Forms** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Web-based Deployment** | Not enough data | Not enough data | 
| **Softphone** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Email Sequences** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Lead Assignment** | Not enough data | Not enough data | 
| **For Small Businesses** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Business Card/Badge Scanning** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Social Profiles** | Not enough data | Not enough data | 
| **Social Promotion** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Brand Tracking** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | 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 | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **CRM Integration** | 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 | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 
| **Correlation Analysis** | Not enough data | Not enough data | 
| **Competitive Analysis** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Statistical Analysis** | Not enough data | 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 | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Insightly CRM | Sugar Sell | 
|---|---|---|
| **Dynamic Modeling** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Modeling & Simulation** | Not enough data | Not enough data | 
| **Exception Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **"What If" Scenarios** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Graphical Data Presentation** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Business Process Control** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | 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** | 73.1% | 35.1% | 
| **Mid-Market** | 20.3% | 48.4% | 
| **Enterprise** | 6.6% | 16.4% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 9.9%
- **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:** 56.9%

#### 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 (25903 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13942 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3145 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2949 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1623 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1456 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 (25903 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13942 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3145 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2949 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1623 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1456 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 (1113 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1000 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)