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.

Sales Force Automation. Customer Support & Service. Marketing Automation. Order Fulfillment. Renewals / Upsell / Cross-sell Management. Commission Management. Customer Self-Service. Partner Relationship Management. Ecommerce. Dashboards, Analytics and Reporting. Integration with Microsoft Office & Outlook Sales Forecasting Billing and Invoicing PSA: Resource Mgt, Time & Expense, Projects Marketing Lead Source, ROI, Revenue by Lead Source Reporting Email Marketing, Target List Segmentation and Creation Web Forms Customization Platform Workflow Management Accounting Integration