Insightly vs SuiteCRM

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Our analysts compared Insightly vs SuiteCRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Insightly Software Tool
SuiteCRM Software Tool

Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
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SuiteCRM is a customer relationship management (CRM) software that helps businesses of all sizes manage customer interactions and data throughout the customer lifecycle. It's a great choice for businesses wanting to improve customer relationships and integrate their CRM with other business applications. SuiteCRM is known for being easy to use, flexible, and affordable, making it a popular choice for businesses with varying levels of CRM experience.

Some of the popular features of SuiteCRM include contact management, lead management, opportunity management, and sales forecasting. SuiteCRM also offers integrations with other business applications such as email, marketing automation, and accounting. Users appreciate the flexibility and dependability of SuiteCRM, often using it as a central hub for customer care and sales automation. While SuiteCRM offers many useful features out-of-the-box, it's highly customizable to meet specific business needs.

SuiteCRM is open-source and free to use, with no limitations on users. This makes it a cost-effective alternative to other CRM solutions on the market. However, businesses should consider the potential costs of implementation, customization, and ongoing support when evaluating the total cost of ownership.

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$29/User, Monthly
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Tailored to your specific needs
$100 Monthly
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Tailored to your specific needs
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Product Assistance

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24/7 Live Support
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Product Insights

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
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  • Reduced Costs:  Add-ons are available for extra charges. The premium plan can cut costs by over 80% when compared to other CRM software available in the market. 
  • 360-Degree View:  Get complete visibility business operations, important customer information and insightful data to improve selling, marketing and service. 
  • Customer Self-Service:  SuiteCRM offers a premium customer service package. The free version offers a community-based customer support forum and documentation for troubleshooting. 
  • Flexible Modeling of Business Processes:  Businesses can create flexible and customizable process models to help employees adhere to tested execution and decision-making methods. 
  • Integrations:  RESTful API allows third-party integrations as required. 
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  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
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  • Contact and Account Database:  Store details of all contacts, including leads, opportunities and customers centrally. Contacts can be grouped, segmented and searched using tags, custom fields and filters. Contacts belonging to a single organization can be organized as Accounts. 
  • Document Management:  Store, review, revise and share documents for internal references and client-facing usage. 
  • Call Management:  Schedule, log and record inbound and outbound calls associated with any contact. Call records can be used to review and improve customer communications. 
  • Email Management:  Teams can leverage shared inboxes and integrate individual email accounts to compose, send, receive, view and store emails. 
  • Campaign Management:  Manage, track and evaluate marketing campaigns at each stage of the pipeline. Get a detailed view of all marketing campaigns related to a contact, along with engagement rates. 
  • Catalog and Quote Management:  Create catalogs with product prices and availability of all products and services. Catalogs can be used to create, share and track professional quotes, including product specifications and estimated delivery times. 
  • Invoice Management:  Create, issue, share and track invoices using quotes as a baseline. 
  • Workflow Automation:  Set up flexible and customizable rule-based workflows that automate activities and tasks. Reminders and notifications can be set wherever required. 
  • Activity Management:  Managers can assign tasks to team members and track their execution. Users can also maintain to-do lists to ensure tasks are completed. 
  • Contract Management:  Create, share and manage contracts related to an account or a case, with details about SLAs, warranties, and renewals. 
  • Case Management:  Record and manage customer interactions regarding product or service issues, bugs and other concerns to improve customer experiences. 
  • Knowledge Base Management:  Create, store and share support documents, guides and template responses for use with the Case Management module. 
  • Reports:  Standard reports for all modules help keep users on top of business activities. With data-based insights, users can evaluate their strategies, goals, and execution in an informed manner. 
  • User Access Control:  Admins can define organizational hierarchies and configure role-based access. 
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Product Ranking

#12

among all
CRM Software

#59

among all
CRM Software

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Analyst Rating Summary

70
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74
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
SuiteCRM
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 1732 reviews
Great User Sentiment 93 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

84%
of users recommend this product

SuiteCRM has a 'great' User Satisfaction Rating of 84% when considering 93 user reviews from 3 recognized software review sites.

4.6 (14)
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4.1 (550)
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4.0 (481)
4.2 (44)
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4.2 (44)
4.6 (73)
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4.0 (614)
4.2 (5)

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Open-Source Flexibility: SuiteCRM's open-source nature empowers users to tailor the platform to their specific workflows and preferences, fostering greater control and customization compared to proprietary solutions.
Cost-Effectiveness: As a free and open-source CRM, SuiteCRM eliminates licensing fees, making it an attractive option for budget-conscious businesses and startups seeking a robust CRM solution without significant upfront costs.
Community Support: SuiteCRM boasts a vibrant and active community of users and developers who contribute to its ongoing development, provide support, and share knowledge, fostering a collaborative environment for troubleshooting and optimization.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Usability Challenges: The user interface can feel outdated and clunky, leading to a steeper learning curve compared to more modern CRM solutions. Navigating through the various modules and features may require additional training or support, especially for users who are accustomed to intuitive interfaces.
Customization Complexities: While SuiteCRM offers extensive customization options, implementing these changes often requires technical expertise or the involvement of developers. This can be a barrier for small businesses or teams with limited technical resources who need to adapt the CRM to their specific workflows.
Mobile App Limitations: The mobile app's functionality is not as comprehensive as the web-based version, which can hinder productivity for users who rely on mobile access to manage customer relationships and access data on the go.
Reporting Limitations: Generating complex or customized reports may require additional plugins or integrations, as the built-in reporting tools might not offer the level of flexibility and depth needed for advanced data analysis and visualization.
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Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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SuiteCRM has garnered a reputation as a robust and adaptable CRM solution, particularly among small and medium-sized businesses seeking an affordable alternative to pricier options like Salesforce. Users frequently highlight its open-source nature, extensive customization capabilities, and active community support as standout features. The ability to tailor the platform to specific business needs without breaking the bank is a major draw for organizations with unique workflows or industry requirements. However, some users note that the learning curve can be steeper compared to more user-friendly interfaces like HubSpot, and the lack of seamless integration with certain third-party applications can pose challenges. Additionally, while SuiteCRM offers a solid foundation, achieving advanced automation or complex reporting may require additional modules or custom development. SuiteCRM's sweet spot lies with businesses that value flexibility and cost-effectiveness over out-of-the-box simplicity. Its open-source architecture empowers organizations to mold the platform to their exact specifications, fostering a sense of ownership and control over their CRM system. The active community and readily available resources further contribute to its appeal, providing a support network for troubleshooting and knowledge sharing. However, for businesses prioritizing ease of use and seamless integrations, exploring options like Zoho CRM or Pipedrive might be a better fit. Ultimately, SuiteCRM's value proposition hinges on its ability to empower businesses to build a CRM solution that aligns perfectly with their unique needs and budget.

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