Insightly CRM

Go beyond transactions: better connect with your customers, create unforgettable experiences, and align teams with a CRM built with you in mind.

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Insightly is one of the most popular online small business CRM solutions. It’s used by over 500,000 users around the globe and is regarded as one of the best Cloud-based CRM solutions for small businesses which offer specific, enterprise-level modules for large businesses and organizations.

Some of the features that have helped Insightly climb to the top are Contact management, task management, and pipeline management. These features help users get clear sales visibility and an excellent overview of their business. They help users track deliverables to the customer and improve customer communication as well as improve collaboration within the business itself to achieve higher levels of productivity and efficiency.

Insightly works on devices running iOS and Android (as well as Kindle devices) to allow users to do their work regardless of their location. For even more functionality, Insightly integrates with a number of third-party applications, systems, and services.

These integrations include Google Apps, Google Gmail, Office, Outlook, Evernote, and more.

Insightly’s pricing scheme is flexible enough to suit most businesses, and they offer a free plan for Startups and small businesses.

Who Needs This :

Insightly has more than 1.5 million users worldwide and supports a range of industries such as manufacturing, consulting, media, communications, construction, and many others.

  • Starting Price $0 (Free for up to 2 users)
  • Price Details $29/user/month (billed annually)
  • Deployment Cloud, SaaS, Web, Android, iOS
  • Support Online, Business Hours

Customer Relationship Management Software's Features



  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Custom Fields
  • Custom Forms
  • Custom Landing Pages
  • Customer Database
  • Customer History
  • Customer Support
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Visualization
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Email Tracking
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation Integration
  • Microsoft Outlook Integration
  • Project Management
  • Purchase Orders
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Sales Analytics
  • Sales Tracking
  • Status Tracking
  • Sync with Microsoft Outlook
  • Task Scheduling
  • Task Tracking
  • To-Do List

Marketing Automation

  • Campaign Management
  • Email Marketing

Sales Automation

  • Contact Management
  • Opportunity & Pipeline Management
  • Task Management

Social Media and Mobile

  • Mobile Integration
  • Mobile User Support
  • Social Media Integration

Analytics and Reporting

  • Reporting
  • Sales Forecasting
  • Sales Reporting

Platform

  • Workflow Management



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