Insightly vs Sage CRM: Complete Comparison 2026
An in-depth comparison of features, pricing, and user experience to help you make the right choice.
Insightly
CRM that combines customer relationship management with project management and delivery tracking.
Sage CRM
6.8(890 reviews)
Mid-market CRM from the Sage ecosystem with strong accounting integration, simple interface, and affordable per-user pricing.
Quick Comparison
| Aspect | Insightly | Sage CRM |
|---|---|---|
| Best For | Professional services and consulting firms | Small and mid-market companies already using Sage accounting software |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $39/mo |
| Deployment | cloud | cloud, on premise |
| Platforms | WEB, IOS, ANDROID | WEB, IOS, ANDROID, WINDOWS |
| Rating | 7.9/10 | 6.8/10 |
Pros & Cons
Insightly
Pros
- Unique CRM + project management combination
- Deal-to-project conversion streamlines handoffs
- Good relationship linking and mapping
- Solid Google Workspace integration
Cons
- CRM features less advanced than dedicated CRM tools
- Project management less robust than dedicated PM tools
- Interface feels dated compared to newer competitors
- Mobile app needs improvement
Sage CRM
Pros
- Native integration with Sage accounting products eliminates data re-entry between sales and finance
- Pricing at $39-$69/user/month makes it one of the most affordable mid-market CRM options
- On-premise deployment option available for companies with strict data residency requirements
- Simple interface requires minimal training and teams can be productive within days
- Reporting module with Crystal Reports integration delivers surprisingly strong analytics for the price
Cons
- Mobile app feels like a mobile website rather than a native application and lacks offline capability
- Zero AI or machine learning features for lead scoring, deal predictions, or automated insights
- Third-party integration ecosystem is extremely limited compared to Salesforce, HubSpot, or even Zoho
- Interface design looks dated and hasn't kept pace with modern CRM user experience standards
- Marketing automation capabilities are minimal with only basic email campaign functionality
Pricing Comparison
| Product | Pricing Model | Starting Price |
|---|---|---|
| Insightly | freemium | Free0 |
| Sage CRM | subscription | $39/mo |
Our Verdict
Choose Insightly if...
Professional services and consulting firms
Choose Sage CRM if...
Small and mid-market companies already using Sage accounting software
Still Not Sure?
Explore more alternatives or read in-depth reviews to make your decision.