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Insightly CRM

Sold by : Insightly Inc.

What is Insightly CRM?

Insightly CRM is a and powerful solution tailored for small businesses. Its integration with popular tools like Google Apps, Office 365, MailChimp, and major social media platforms make it a versatile choice. Its mobile apps are optimized for tablets and smartphones, and a REST API is available for customized integration. As the leading CRM for small businesses, Insightly is essential for streamlining operations.

Insightly CRM Resources

Insightly CRM Pricing

To receive a personalized quote

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

Insightly CRM Description

Insightly CRM is a solution for small businesses seeking efficient management of leads, contacts, organizations, partners, vendors, and suppliers. Our user-friendly CRM best practices enable you to effortlessly gather vital information about your leads and contacts, including their background, email history, important dates, and project involvement. With our web-based platform, you can effectively manage your customer relationships without missing a beat. Our platform also offers robust project management capabilities, sales opportunities, comprehensive reports, and seamless integration with email, Google Apps, Office 365, and more. Our social CRM features allow you to stay connected with your customers on various channels. Stay productive on-the-go with our mobile solution and join the league of our satisfied customers who have achieved success with Insightly CRM. No matter the needs of your business, rest assured that Insightly CRM has got you covered.

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.

Alternatives of Insightly CRM

Zoho CRM
Interface Real Estate CRM
Ensemble
CoreSoft Core Processing
ConnectCore - Direct bank
On-demand ERP
SalesMantra CRM
Freshdesk
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