Insightly CRM

Insightly CRM

Sold by : Insightly Inc.

What is Insightly CRM?

Insightly CRM is a and robust system designed specifically for small businesses. It seamlessly integrates with popular tools such as Google Apps, Office 365, MailChimp, and major social media platforms. Its mobile apps are optimized for tablets and smartphones, and it offers access to a REST API for custom integration. Considered the top CRM for small businesses, Insightly is a must-have to streamline your company's operations.

Insightly CRM Resources

Insightly CRM Pricing

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Company Details

Company Name : Insightly Inc.
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Key Features of Insightly CRM

  • Contact Management
  • Task Management
  • Project Management
  • Email Integration
  • Pipeline Management
  • Custom Fields
  • Reporting And Analytics
  • Workflow Automation
  • Mobile Access
  • Calendar Integration
  • Lead Management
  • Opportunity Management
  • Role Based Permissions
  • Third Party Integrations
  • Custom Dashboards
  • Email Templates
  • File Sharing
  • Activity Tracking
  • Customer Support
  • Api Access
  • Document Management
  • Email Marketing / Sms Marketing
  • Inventory Management
  • Marketing Automation
  • Territory Management
  • Workflow Management
  • Lead Scoring
  • Team Management
  • Interaction Tracking

Specifications

Run On Mobile Browser : Yes
Available Support : Email,Phone,Training,Tickets
Desktop Platforms : Android,iOS,Insightly CRM App
Languages Available : English

Description

Insightly CRM - the solution for small businesses looking to effectively manage leads, contacts, organizations, partners, vendors, and suppliers. With our versatile CRM best practices, you can easily gather all the necessary information about your leads and contacts, from their background and email history to important dates and project involvement. Our web-based platform ensures that you never miss a beat when it comes to managing your customer relationships. Other key features include powerful project management, sales opportunities, detailed reports, and seamless integration with email, Google Apps, Office 365, and more. Plus, with our social CRM capabilities, you can stay connected with your customers on all relevant channels. Stay productive on-the-go with our mobile solution, and join the ranks of our satisfied customers who have achieved success with Insightly CRM. No matter what your business needs, we've got you covered.
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Insightly CRM FAQ's

The top 5 features of Insightly CRM include:

  • Contact Management
  • Task Management
  • Project Management
  • Email Integration
  • Pipeline Management

Insightly CRM is compatible with multiple platforms, Android,iOS,Insightly CRM App

Insightly CRM supports a variety of platforms including: Email, Phone, Training, Tickets.

Insightly CRM serves a wide range of businesses including Freelancers, StartUps, SMBs, Enterprises.

The top three competitors of Insightly CRM are Zoho CRM, Interface Real Estate CRM and Ensemble. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Insightly CRM is available exclusively in English, providing a streamlined experience for English-speaking users.

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