Insightly CRM
Listed integration coverage among these three
Approved marketplace profile. Review its listed capabilities, integrations, and category fit on the full profile.
View full product profileTop 3 Sales & CRM Software for 3PLs
Sales & CRM Software can help 3pls manage prospecting, quoting, account activity, and commercial handoffs. Evaluate each option against how your team manages multiple customers, facilities, contracts, service levels, billing rules, and transportation partners. This page compares three profiles using only information listed in the marketplace.
SugarCRM
Listed integration coverage among these three
Approved marketplace profile. Review its listed capabilities, integrations, and category fit on the full profile.
View full product profileOracle NetSuite CRM
Listed integration coverage among these three
Approved marketplace profile. Review its listed capabilities, integrations, and category fit on the full profile.
View full product profileSide-by-side listed data
| Listed field | Insightly CRM | SugarCRM | Oracle NetSuite CRM |
|---|---|---|---|
| Features | Pipeline management, Workflow automation, Email tracking, Project management, Lead routing, Custom dashboards, Mobile app, Contact management, Task management, Reporting | Sales automation, Marketing automation, Customer service, Predictive analytics, Workflow automation, Lead management, Opportunity tracking, Reporting dashboards, Mobile app, API integrations | Sales force automation, Marketing automation, Customer service management, Partner management, Quote and order management, Forecasting, Opportunity tracking, Lead management, Campaign management, ERP integration |
| Integrations | Gmail, Google Workspace, Google Drive, Microsoft Outlook, Microsoft 365, QuickBooks Online, Xero, NetSuite, Slack, Dropbox, Box, Mailchimp, DocuSign, PandaDoc, Shopify, WordPress, Salesforce, HubSpot, Zapier, PayPal, Asana, Zoom | Microsoft 365, Microsoft Outlook, Microsoft Teams, Google Workspace, Google Drive, Dropbox, Box, DocuSign, Mailchimp, Marketo, HubSpot, LinkedIn Sales Navigator, ZoomInfo, Zendesk, SAP, NetSuite, Shopify, Magento, WooCommerce, Zapier, Dell Boomi, MuleSoft | Salesforce, HubSpot, Microsoft Dynamics, Shopify, Magento, BigCommerce, Amazon, eBay, Celigo, Dell Boomi, MuleSoft, Workato, Jitterbit, Stripe, PayPal, Avalara, ShipStation |
| Subcategories | Not listed | Not listed | Not listed |
Evaluation criteria
For 3pls, the most relevant fit is 3pl business development. Confirm that the product supports this workflow in practice and fits the people, systems, controls, and exceptions already in place.
- Prospect tracking
- Account growth
- Account, contact, and opportunity records
- Activity, quote, and pipeline workflows
- Ownership, handoff, and reporting controls
Questions for vendors
- Can the data model represent lanes, services, locations, and buying entities?
- How are quotes and won business handed to operations?
- Which communication, pricing, TMS, ERP, and support systems stay synchronized?
- How will this fit the way your team manages multiple customers, facilities, contracts, service levels, billing rules, and transportation partners?
Selection methodology: approved profiles matching this category and buyer persona are deduplicated and ranked by the count of listed features, integrations, and subcategories. Ties use stable alphabetical ordering.