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Insightly App Cloudia Assistant App

Features

Powerful Cusomer Relationship Mangement : Flexible Calendaring and Events. Automatic Address Book. Insightly Notes, Evernotes. Lightning Fast Search. Custom Fields and Filters. File Sharing. Web to Contact. Tags, Notification, and Following. Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects). Mass Email Contacts with MailChimp Integration . Integrated Project Managment : Create Milestones, Pipelines and Tasks for Projects. Get Automatic Email Reminders. Specify Roles for Contacts. Track All Email Correspondence. View Completed Tasks and Events by Project. Include Any Files Associated with the Project. View Task and Event Reports.

Features

• CRM (Customer Relationship Management) • Drip Marketing (unlimited Automated E-mail Campaigns) • Lead Tracking • Quote Engine • Shared Folders (Ideal for Call Centers) • Automatic Commission Calculation System • Unlimited Management Hierarchal System • Predictive Dialer and Soft Phone • Customize Your Data View • Google Calendar sync • Unlimited templates • Unlimited customers/leads • Much more

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

Languages

English

Languages

English

Integrates With

Integrates With

No Integrations

Pricing

  • Free Trial : Available No Credit Required. Free Price Plan Available. Paid Price Plans Starting at $9 Per Month.

Pricing

  • Monthly pricing starting at $29.99 for 1 Users
  • Yearly pricing starting at $32400 for 100 Users
  • We offer a free 15 day trial Pricing is $29.95 per user per month Optional Predictive Dialer $35 + $.03 per min. Optional Soft Phone $35.95 per month Special pricing and offers for groups
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