Sage Sales Management vs Insightly
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Sage Sales Management offers more features (52 vs 42) and fewer integrations (15 vs 27). Starting price: Sage Sales Management at Contact Sales vs Insightly at $29/mo. Sage Sales Management has 49 unique features while Insightly has 39 unique features, with 3 features in common.
| Sage Sales Management | Insightly | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 52 | 42 |
| AI-Powered Features | 7 | 5 |
| Starting Price | Contact Sales | $29/mo |
| Pricing Tiers | 4 | 4 |
| Integrations | 15 | 27 |
| Shared Features | 3 | |
| Shared Integrations | 7 | |
| Data Quality | 95% | 71% |
Feature Comparison by Category
AI (6 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Advanced Email Assistant | ||
| Custom Assistant | ||
| Email Summary | ||
| Sage Copilot | ||
| Smart Customer Summary | ||
| Smart Voice Report |
Activity Management (2 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Activity Tracking | ||
| Team Activity Tracking |
Administration (3 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Flat Hierarchy | ||
| Professional Administration | ||
| Team Hierarchy |
Analytics (0 vs 5)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Custom Reports Builder | ||
| Dashboard & Reports | ||
| Forecasting | ||
| Predictive Analytics | ||
| Relationship Maps |
Automation (0 vs 2)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Recurrence Rules | ||
| Workflow Automation |
Billing (0 vs 2)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Support |
Collaboration (0 vs 1)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Team Collaboration |
Communication (2 vs 3)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Email Integration | ||
| Email Sync History | ||
| Email Templates | ||
| NewsManager | ||
| Video Calls |
Content (0 vs 1)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Document Management |
Core CRM (2 vs 4)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Activity Timeline | ||
| Activity Tracking | ||
| Cloud CRM | ||
| Contact Management | ||
| Organization Hierarchy | ||
| Relationship Management |
Customization (4 vs 1)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Brand Personalization | ||
| Custom Fields | ||
| Custom Multi-Step Forms | ||
| Custom Widgets |
Data Entry (1 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Business Card Scanner |
Data Management (4 vs 4)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Advanced Bulk Updates | ||
| Advanced Filtering | ||
| Automated Backup | ||
| Bulk Import/Export | ||
| CSV Import/Export | ||
| Data Storage | ||
| Duplicate Management | ||
| File Storage |
Integration (8 vs 1)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| API & Webhooks | ||
| API Access | ||
| Active Directory Integration | ||
| Custom Integrations | ||
| ERP Integration | ||
| Email and Calendar Sync | ||
| Microsoft Teams App | ||
| Microsoft Teams Integration | ||
| Zapier/Make Integration |
Localization (1 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Multi-Currency Support |
Marketing (2 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Marketing Impact | ||
| Sales Campaigns |
Mobile (5 vs 1)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Geolocalized Visits | ||
| Geolocated Opportunities | ||
| Geolocation Bulk Upload | ||
| Mobile App | ||
| Mobile CRM | ||
| Offline Availability |
Multi-tenancy (1 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Business Units |
Productivity (1 vs 1)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Calendar & Scheduling | ||
| Calendar and Tasks |
Projects (0 vs 4)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Kanban Board | ||
| Project Management | ||
| Task Management | ||
| Time Tracking |
Reporting & Analytics (1 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Sales and Activity Analysis |
Sales (0 vs 6)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Lead Routing | ||
| Lead Scoring | ||
| Opportunity Management | ||
| Quote Generation | ||
| Sales Pipeline Management | ||
| Territory Management |
Sales Management (7 vs 0)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| GoalManager | ||
| Multiple Opportunity Pipelines | ||
| Opportunity Pipeline | ||
| Product Catalog | ||
| Quotes & Orders | ||
| Sales Accelerator | ||
| SignatureManager |
Security (1 vs 5)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Audit Trail | ||
| Data Encryption | ||
| Permission Management | ||
| SSO (Single Sign-On) | ||
| SSO Integration | ||
| Two-Factor Authentication |
Support (1 vs 1)
| Feature | Sage Sales Management | Insightly |
|---|---|---|
| Knowledge Base | ||
| Premium Support |
Unique Features
Only in Sage Sales Management (49)
Team Activity Tracking
Flat Hierarchy
Professional Administration
Team Hierarchy
Advanced Email Assistant
Custom Assistant
Email Summary
Sage Copilot
Smart Customer Summary
Smart Voice Report
NewsManager
Video Calls
Cloud CRM
Relationship Management
Brand Personalization
Custom Multi-Step Forms
Custom Widgets
Business Card Scanner
Advanced Bulk Updates
CSV Import/Export
+ 29 more unique features
Only in Insightly (39)
Custom Reports Builder
Dashboard & Reports
Forecasting
Predictive Analytics
Relationship Maps
Recurrence Rules
Workflow Automation
Invoice Management
Team Collaboration
Email Integration
Email Sync History
Email Templates
Document Management
Activity Timeline
Contact Management
Organization Hierarchy
Advanced Filtering
Automated Backup
Bulk Import/Export
Duplicate Management
+ 19 more unique features
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