Introduction
Managing customer relationships is critical to the success of any business. A good CRM software can help you keep track of customer interactions, manage sales leads, and analyze customer data, among other benefits. In this blog post, we compare two popular CRM software solutions, Insightly and SugarCRM, to determine which has better project management tools.
Overview of Insightly and SugarCRM
Insightly is a web-based CRM software that was designed with small businesses in mind. It has several features such as contact management, project management, and email tracking. Insightly integrates with popular apps such as Google Apps, Office 365, and Mailchimp. SugarCRM, on the other hand, is an open-source CRM that is highly customizable. It has several modules such as sales automation, marketing automation, and customer support.
Project Management Tools Comparison
Both Insightly and SugarCRM have project management tools that allow you to manage tasks, deadlines, and team collaboration. However, there are differences in the level of functionality and ease of use.
Insightly
Insightly has a project management tool that allows you to create new projects and tasks, assign team members, and track progress. It also has a pipeline management tool that allows you to manage sales leads and track the status of deals. However, Insightly's project management tool does not have features such as Gantt charts or a calendar view, which could be useful for more complex projects.
SugarCRM
SugarCRM's project management module also allows you to create new projects and tasks, manage deadlines, and track progress. However, SugarCRM has added features such as Gantt charts and a calendar view, which provide a better overview of project timelines. Furthermore, SugarCRM's project management tools are highly customizable, allowing you to create your project workflows and automate processes.
Pricing Comparison
The cost of CRM software is an important consideration as it can significantly impact your business's bottom line. Here's a breakdown of the pricing for Insightly and SugarCRM:
Insightly
Insightly has a free plan that allows two users to manage up to 2,500 records. Its paid plans start at $29/user/month and go up to $99/user/month. The higher-tiered plans provide additional features such as custom branding, phone support, and advanced project management.
SugarCRM
SugarCRM has a free open-source version called Sugar Community Edition. Its paid versions start at $40/user/month and go up to $150/user/month. The higher-tier plans provide additional features such as advanced reporting and premium support.
Conclusion
Both Insightly and SugarCRM have project management tools that can help you manage tasks and collaborate with your team. However, SugarCRM provides a more comprehensive set of project management tools, including features such as Gantt charts and a calendar view, which provide a better overview of project timelines. Additionally, SugarCRM's customizable workflows and automation capabilities make it ideal for businesses with complex projects.
Ultimately, the choice between Insightly and SugarCRM comes down to your business's specific needs and budget. Consider the level of functionality and pricing to decide which CRM software is the best fit for your business.
References
- Insightly: https://www.insightly.com/
- SugarCRM: https://www.sugarcrm.com/
- GetApp and Capterra reviews of Insightly
- GetApp and Capterra reviews of SugarCRM