What is it all about?
Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact -- from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based contact management features you won’t miss a beat
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Who is it for?
Freelancers
Startups
Agencies
SMBs
Enterprises
Key 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.
Benefits
Powerful CRM : Manage contacts, organizations, partners, vendors and suppliers. See everything from background, email history, events, projects or opportunities. Project Management : Make sure you’re on top of your project at every stage – track project activity and performance against milestones. Powerful Integration : Integration with email, Evernote, Google Apps, MailChimp, QuoteRoller, Torpio, Zapier, and more. Macro or Micro View : Look at your business any way you want with task dashboard, activity sets, reports and more. More Go Mobile : Supporting iPhone and Android phones and popular tablets, the Insightly mobile app has you covered. Social CRM : We’ll detect virtually every social media profile related to a contact’s email address.
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Pricing
Yearly
Monthly
Lifetime
Free
Freemium
Trial With Card
Trial No Card
By Quote
Description
Free Trial : Available No Credit Required.
Free Price Plan Available.
Paid Price Plans Starting at $9 Per Month.
Integrates With
MailChimp
Google Apps
Evernote
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