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Insightly App RayNet CRM 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

Contact & Lead Management -Customer Account Card -Fast and accurate search & Tags Activity tracking & Calendar -Display your RAYNET CRM calendar in other apps & devices Deals management -Customize stages -Manage products and prices -Attach files -Create quotes and orders -Share info with your team Reporting -Analyse everything (Products, Sales, Reps, Pipeline, Activities & more) Mobile Access -Manage your business from anywhere – all you need is your smartphone. E-mail Tracking -FW or BCC your e-mails directly to the CRM.It’s easy, fast and simple. -If you use Outlook, Gmail, Yahoo or Thunderbird, there’s no need to change! To transfer an e-mail to the RAYNET CRM, just send it to a special e-mail address. -The e-mail (including attachments) will be sent to the CRM, and the system will automatically file it under the right contact, deal or order. Easy, quick, 100% reliable. Security -Complete Backup -Controlled Access -SSL Secure Connections Integrations & API -Display your CRM calendar in other apps & devices -Sync with Google contacts and all Android phones -Link files from your Dropbox -REST API For Developers

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

  • Free Edition: Available Paid Edition: Free Trial Available Starting At $19/Month
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