Insightly CRM App

Insightly

by Insightly

First Online Small Business CRM
Suited for: Freelancers, Smbs, Enterprises
Helps with: CRM,Project Management Tools
Languages: English
Similar to: SalesForce Sales Cloud App NetSuite CRM App Sage CRM App Agile CRM App More...

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

Typically used for:

Video

Video & screenshots

screenshots

Insightly App Screen 0 Insightly App Screen 1

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.


Advertisement

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

Insightly
MailChimp
Google Apps
Evernote

Alternatives

View More Alternatives

View Less Alternatives

Top DiscoverCloud Experts

User photo
20
Gaurav Kanabar
Entrepreneur
Sales and Marketing | Customer Management and 7 more
View Profile
User photo
20
Sawaram Suthar
Growth Hacker and Head of Marketing at Tagove
Sales and Marketing | Customer Management and 29 more
View Profile
User photo
20
Amit Shah
Co- Owner at Biztech Store
Sales and Marketing | Customer Management and 10 more
View Profile
User photo
20
Diana Olsztyn
New Business Manager
Customer Management | Software Development and 4 more
View Profile
Show All

Interested in becoming a DiscoverCloud Expert? Learn more

X

Compare Products

Select up to three two products to compare by clicking on the compare icon () of each product.

{{compareToolModel.Error}}

Now comparing:

{{product.ProductName | createSubstring:25}} X
Compare Now