
Operating Systems	Web	Web	Web	Web	Web
Mobile compatibility
Deployment
Target Customer Size
Price
Monthly subscription per user	£15	£85	£140	£50	£125
Monthly or annual billing	Monthly	Annual	Annual	Monthly	Annual
Upfront costs	Fees apply for: Optional Insights Discovery RoadMap Implentation Bespoke Workflow Development & Automation	Fees apply for: Professional implementation services, special integrations, customizations, data migration & de-duplication. Costs vary significantly depending on customer needs.	Fees apply for: Professional implementation services, special integreations, customizations, data mirgration & de-duplication. These costs vary significantly depending on your needs.	Fees apply for: Proffessional implementation services, and training	Additional fees apply for: Professional setup, configuration and data migration. Custom modules and add-ons can also be purchased from SugarCRM partners. These vary significantly depending on user needs.
Additional costs	No additional costs beyond monthly subscription	No additional costs beyond monthly subscription	Fees apply for premium support	None beyond monthly subscription costs	Fees apply for phone support with some packages. Also, proactive maintenance services, such as implementation of security patches or bug fixes, can be purchased through partners.
Customisation	Full	Partial	Partial	None	Partial
Company Branding, inc logo	Your own logo & branding throughout	Zoho	Salesforce	Infusionsoft	SugarCRM
Terminology	Fully customisable	Minimal customisation	Minimal customisation	None	Minimal customisation
Custom fields	Unlimited	Restricted to Zoho pre-defined fields	Restricted to Salesforce pre-defined fields	Heavily restricted	Restricted to SugarCRM pre-defined fields
Custom tabs	Unlimited	Restricted to Zoho pre-defined fields	Restricted to Salesforce pre-defined fields	Heavily restricted	Restricted to SugarCRM pre-defined fields
Page layout	Fully customisable	Restricted to Zoho pre-defined fields	Restricted to Salesforce pre-defined fields	Heavily restricted	Restricted to SugarCRM pre-defined fields
Workflow automation	Unlimited	Restricted to Zoho pre-defined fields	Restricted to Salesforce pre-defined fields	Restrcted to Infusionsoft pre-defined fields	Restricted to SugarCRM pre-defined fields
Language	Multilingual	Multilingual	Multilingual	Multilingual	Multilingual
Cost of customisations				N/A
Microsoft Office 365	Native	Additional customisation	Additional customisation		Additional customisation
Outlook integration				Self customisation via Infusionsoft Marketplace
CRM fully navigable from Outlook
User specific home page
Sales dashboard				Basic
Leads
Contacts
Accounts
Opportunities
Tasks, events, call log & notes
Calendar
Customisable CRM views
Sales forecasting				Basic
Sales & activity reporting				Basic
At a glance status monitor
Workflow rules	Unlimited	Max 50
Workflow alerts	Unlimited	Max 5 per action
Workflow alerts	Unlimited	Max 5 per action
Approval Process
Automated document library per account
Document library	Fully integrated	Integration with 3rd party required	Integration with 3rd party required		Integration with 3rd party required
Document suite	Microsoft Office	Zoho	User defined		User defined
Co-authoring	Microsoft Office	Zoho	User defined		User defined
Document sharing capability
Meta-tagging of documents
Document search facility (inc keyword search)
Version control
Campaign Management				Self customisation via Infusionsoft Marketplace
MailChimp Integration
Marketing Dashboard
Marketing & activity reporting
LinkedIn
Twitter
Instant Messenger	Skype for Business		Chatter
Social Network	Yammer		Chatter
Group workspaces	Microsoft Groups	Additional Development	Additional Development		Additonal Development
Project collaborations	Microsoft Teams	Slack	Additional Development		Additonal Development
Email
Accounts
Contacts
Opportunities
Notes
Sage
Xero				... Self customisation via Infusionsoft Marketplace
QuickBooks				... Self customisation via Infusionsoft Marketplace
Data backup	Continual	2 Backups per month	... Weekly although user defined	Undefined	... Weekly although user defined
Free storage	1TB per user	1GB per user	2GB per user	Acceptable use policy	250GB
API for 3rd-party integration	Unlimited	Limited calls per day	Limited calls per day	... Self customisation via Infusionsoft Marketplace	Limited calls per day
Profiles	Unlimited	25
Organisational hierachies	Unlimited	250
Field-level security
End-user support
Designated contact support					5 Max
Business hours
Ease of use	"I have to say the simplicity of this system is fantastic!" — Gavin Shaw, President, W Campion Capital LLC	“It's easy to use, but since it is so customizable and full of functions, it can be a little difficult to set up, so you will need to make sure someone on your team is tech-savvy enough to handle it - or pay a lot more for a professional installation." — Anthony Johnson, SpiralOut Consulting LLC	“I do like SF, but some of the interface can be cluttered with too much information. I find myself having to scroll through low level material before I get what I need.” — Micah Pappas, Western Governor's University	“It’s not intuitive. I spend a lot of time looking for things that should be clearly evident, especially on the contacts page. I still don’t understand tags after all this time.” — Susan St.Laurent, Strongpoint Marketing	“The iPhone app is clunky, and the reporting system is difficult to operate, in keeping with the main system version” — Lars Lunderberg, Medallion Bank
Support	"We were immediately impressed with their straightforward approach they asked lots of questions and went the extra mile in understanding our business.” — Amy Martin, Absolute Works Ltd	“Sometimes, it can be difficult to get customer support to understand what our problem is, and their suggestions to fix it are not helpful.” — J Lee Harshbarger, Sterling Academy	“Customer support is slow to respond and most of the time does not have an answer.” — Mary Chau-Nguyen, Western Governor's University	“It is hit and miss. Some of the support people know their stuff, and some seem to be reading from an instruction manual that I’ve already gone through.” — John Hopkins, TenX Marketing	“I know people inside my organization that have had issues at times with responsiveness.” — Mike Maher, Superior Integration Solutions
Support requests	4 Hours for critical 8 hours non-critical	2 days	2 days	1 day	1-4 hours
Training	Live train the trainer online tutorial is included Additional online or onsite training can be purchased	A “Getting Started” online catalogue and other training resources, including webinars and online courses, are available for free to all customers.	A “Getting Started” online catalogue is included in the subscription fee. Additional training catalogues, customizable training templates and role-based training modules can be purchased.	“Getting Started” online catalogue included in the subscription fee. Developer support offered through InfusionSoft’s Developer Center at no additional cost. Professional.	“Getting Started” training videos are included in the subscription fee for all packages. Live and online classroom training and admin coaching packages covering configuration topics can be purchased. On-site training is also available for $2,200 per day plus traveling expenses.


Intranet
Extranet
Document Management
HelpDesk & Customer Support Ticketing		... Self customisation via Infusionsoft Marketplace
Human Resources
Projects		... Self customisation via Infusionsoft Marketplace
Corporate & Commercial Finance Module	Yes with 100% NACFB/FCA Compliance Approval (Jan 2017)
Wealth Management Module

CRM Comparison