Comparison of Sales Force Automation features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Customer data management / contact management | 8.6383 Ratings | 5.032 Ratings |
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| Workflow management | 6.6351 Ratings | 6.028 Ratings |
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| Territory management | 6.874 Ratings | 6.026 Ratings |
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| Opportunity management | 8.7349 Ratings | 7.026 Ratings |
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| Integration with email client (e.g., Outlook or Gmail) | 6.7357 Ratings | 7.029 Ratings |
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| Contract management | 6.521 Ratings | 3.026 Ratings |
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| Quote & order management | 8.364 Ratings | 4.024 Ratings |
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| Interaction tracking | 5.8312 Ratings | 3.030 Ratings |
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| Channel / partner relationship management | 7.724 Ratings | 2.025 Ratings |
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Comparison of Customer Service & Support features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Case management | 7.011 Ratings | 3.024 Ratings |
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| Call center management | 7.28 Ratings | 2.019 Ratings |
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| Help desk management | 7.19 Ratings | 2.017 Ratings |
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Comparison of Marketing Automation features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Lead management | 5.3298 Ratings | 6.022 Ratings |
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| Email marketing | 4.4245 Ratings | 5.023 Ratings |
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Comparison of CRM Project Management features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Task management | 6.3374 Ratings | 4.026 Ratings |
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| Billing and invoicing management | 6.039 Ratings | 3.018 Ratings |
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| Reporting | 6.4321 Ratings | 2.024 Ratings |
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Comparison of CRM Reporting & Analytics features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Forecasting | 7.092 Ratings | 3.024 Ratings |
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| Pipeline visualization | 8.0321 Ratings | 2.025 Ratings |
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| Customizable reports | 7.5307 Ratings | 5.027 Ratings |
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Comparison of Customization features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Custom fields | 6.5344 Ratings | 6.029 Ratings |
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| Custom objects | 6.0105 Ratings | 5.026 Ratings |
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| Scripting environment | 6.86 Ratings | 6.019 Ratings |
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| API for custom integration | 5.5178 Ratings | 5.025 Ratings |
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Comparison of Security features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Single sign-on capability | 7.8262 Ratings | 5.021 Ratings |
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| Role-based user permissions | 8.2197 Ratings | 6.026 Ratings |
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Comparison of Social CRM features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Social data | 6.825 Ratings | 3.019 Ratings |
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| Social engagement | 8.078 Ratings | 3.016 Ratings |
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Comparison of Integrations with 3rd-party Software features of Insightly and Sugar Sell (SugarCRM)| Feature | | |
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| Marketing automation | 6.9146 Ratings | 5.019 Ratings |
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| Compensation management | 5.14 Ratings | 4.013 Ratings |
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