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.

Basic: Contact Management. Opportunity Management. Sales Forecasting. Quotes & Orders. Lead Management. Interactive Dashboard. Reporting. Find / Advanced Find. Groups. Outlook Integration (Lite). Mobile. Standard Customisations. Data Import. Essentials User Management. Pro: Case Management Solutions / Knowledgebase Management Campaign Management Outbound Call Handling Manage Relationship Types Mass Email User Management Territory / Security Management Workflow Preconfigured Escalations Professional User Management