Insycle vs Sage CRM Comparison

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insycle

CRM Software

4.8 157 user ratings

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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sage CRM

CRM Software

4 130 user ratings

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Overview

Description	Insycle is a modern customer data management platform that can be used to organise, cleanse and update customer data. Insycle helps to identify duplicate contacts or companies that deduplicate them. This platform also improves personalisation by standardising job titles, industry, address, and other text fields. Also, one can segment and create targeted campaigns using consistent data. With Insycle, users can import from CSV over flexible update controls and templates to avoid overwriting important data or duplicates alike. Insycle identifies incomplete, inaccurate data, and improperly formatted data to fix it. Also, this platform ensures the removal of fake contact, redundant data, and any bad data. This customer data management platform aggregates groups of data and drills down to underlying them. Also, one can explore the database to understand which fields are being used. It understands how many different values every field has. With Insycle, people can analyse and consolidate field structure and standardise their values. Workflows, automation, edit grids, and collaboration are some other features present within. Read more	By providing tools to manage both new and current client connections, Sage CRM is a cloud-based customer relationship management solution created to help small and medium enterprises maximise their customer experience. Applications come with integrated modules for social CRM, customer service, help desk, sales and marketing automation, and more. Sage CRM has strong mobile capabilities as well. Both on-premises and cloud deployments of the software are options. Sage CRM can be used to arrange meetings, forecast trends, and track the effectiveness of sales representatives. The reporting and analytical tools of the dashboard assist in anticipating sales performance and monitoring new opportunities while providing visibility into active sales negotiations. Campaigners can organise and carry out marketing and promotion campaigns with the use of marketing tools. Campaigns across many channels can be managed by the solution. Sending newsletters and promotional emails to contacts is possible thanks to the built-in email marketing tool. It also facilitates integration with a number of third-party programmes. To enable your staff to perform more quickly and intelligently, avoid duplicating work duties. Everyone engaged is more effective and productive with a single solution. Read more
Pricing Options	Free Trial Available Starts at $25.0. Offers Custom plan.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 69% Reviews 72% Momentum 61% Popularity 72%	90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 78% Momentum 60% Popularity 68%
SaaSworthy Awards	# 1 Fastest Growing	Not Available

Features

Total Features	3 Features	23 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less
Unique Features	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Not available	Large Enterprises Medium Business Small Business
Platforms Supported	Not available	SaaS/Web/Cloud Mobile - Android Installed - Windows
Modes of Support	Not available	Online
API Support		Available

Reviews & Ratings

User Rating	4.8/5 157 user ratings	4/5 130 user ratings
Rating Distribution	Excellent 79.6% Very Good 19.7% Average 0.6% Poor 0% Terrible 0%	Excellent 39.2% Very Good 33.8% Average 17.7% Poor 5.4% Terrible 3.8%
User Sentiments	Powerful Data Deduplication, Extensive Automation Capabilities, Helpful Customer Support, Seamless HubSpot Integration Steep Learning Curve, Occasional Confusing UI/UX, Limited Data Visualization and Reporting, Pricing Complexity	Customization Options, Extensive Integrations, Sales and Marketing Tools, Reporting Capabilities Steep Learning Curve, Outdated Interface, Performance Issues, Limited Mobile Functionality
Review Summary	Insycle is a powerful data management tool that helps users clean and organize their CRM data, primarily in HubSpot and Salesforce. It offers a wide range of features for de-duplication, data cleansing, bulk editing, and formatting. While users praise its effectiveness and the time it saves, some note a learning curve and suggest utilizing their training resources and support, which is consistently lauded as excellent.	Sage CRM receives generally positive feedback for its robust feature set, ease of customization, and integration with other Sage products, particularly for smaller businesses. Users appreciate its ability to manage customer relationships, track leads, and generate reports. However, some users note that the interface can be clunky and outdated, requiring a steeper learning curve. Additionally, the cloud-based version is considered less robust than the on-premise version, lacking features like interactive dashboards and advanced reporting.
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Pricing

Pricing Options	Free Trial Available Starts at $25.0. Offers Custom plan.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Starter $25.00 $31.00 per month Growth $38.00 $47.00 per month Professional $50.00 $63.00 per month Enterprise Custom	Sage CRM Custom
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