Insightly vs SugarCRM: CRM Comparison (2026)
Insightly offers a free tier, project management, AI Copilot, workflow automation, custom scoring models, and unlimited role-based permissions. SugarCRM includes opportunity tracking, pipeline management, business process management, mobility, enhanced support, predictive lead scoring, and requires a 15-user minimum.
AI Citation Scorecard
How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.
Probes run hourly; each (engine × query) combo retests every ~3 days.
Pricing
Key Features
- ✓Lead and contact management
- ✓Project management
- ✓Advanced reports
- ✓Pre-built business dashboards
- ✓AI Copilot
- ✓Workflow automation
- ✓Custom scoring models
- ✓Unlimited role-based permissions
- ✓Accounts & contact management
- ✓Opportunity tracking
- ✓Pipeline management
- ✓Business process management
- ✓Reporting & analytics
- ✓Mobility
- ✓Enhanced support
- ✓Predictive lead scoring
When to choose Insightly
Insightly is suitable for users who require a free tier, project management, AI Copilot, workflow automation, custom scoring models, and unlimited role-based permissions, and integrates with services like Asana and Jira. Teams looking for a more affordable option with a user-friendly interface might also prefer Insightly.
When to choose SugarCRM
SugarCRM is suitable for users who require opportunity tracking, pipeline management, business process management, mobility, enhanced support, and predictive lead scoring. Organizations that prioritize extensive customization and have a minimum of 15 users might find SugarCRM a better fit.