Key Features of Insightly
- Powerful email integration with GMail
- Automatic Address Book
- Fast Search of everything you've stored
- Customer Relationship Management
- Track Opportunities/Pipelines
- Project Management
- Tasks and Milestones
- Powerful Google Calendar Integration
- Mobile app (available on iTunes)
- Create custom fields
- Notification and Follow System
- Linking to provide 'influence' view for sales and service
Screenshots Click image for larger version
Insightly provides customer relationship and project management software to small businesses worldwide. More than 100,000 users in 100 countries leverage Insightly’s cloud-based application to manage customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using CRM with just an email address and a web browser. In addition, Insightly for Google Apps is the number one CRM application in the Google Apps marketplace.
|Intended Users:||Associations, Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business|
|Devices Supported:||Android, iPhone-iPad, RIM-BlackBerry, Web-based, Windows Phone|
|Supported Countries:||Asia, Australia, Canada, China, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom, United States|
|Support Options:||FAQs, Knowledge Base, Online Support, Video Tutorials|
|Categories:||· CRM · Online CRM · Project Management · Contact Management · Sales Automation · Lead Management · Social CRM · Task Management|
Pricing model: Freemium, Subscription
Up to 3 users, 200MB of storage and 2,500 contacts Insightly is FREE. 4-6 users is $29/month USD; 7-15 users is $49/month USD; 16-40 users is $99/month USD; contact us for more than 40 users
Insightly is easy to use, offers powerful, comprehensive and integrated CRM and project management functionality, and is still affordable for the small business.
Easy-To-Use Tools To Manage Contacts And Projects
Insightly is a solution that many small businesses will enjoy as it is a good workable product with “just the basics.” It is not hard to get up to speed on the product and users will enjoy not having to spend hours on training. In addition, Insightly provides the all the necessary tools for CRM and project management — but they skim the surface and I believe that is what they mean to do. There are more robust CRM programs out there with sophisticated sales pipeline tools for example – but if that is not something a user needs, then Insightly is a very good option. My one point of contention is that there is no “reports” feature available but I was told that would be added in soon. Being able to print out reports whether its about customers, project and opportunities statuses, etc. is an important feature for many businesses. Currently users can export customer and organization lists in Insightly – but that is not the same. That said, I liked using Insightly and believe it will be helpful for many small businesses that need an affordable and easy-to-use CRM and project management solution.
— Michele Nachum (20th of December, 2012)
very intuitive very user friendly
I love the intuitiveness and user friendliness of the system. Add to that the integration with our G-apps for business and you have a killer. Still on the free plan for now but envision going to be a paying customer rather sooner than later. Spent 6 month trying to get what we wanted in "the premier CRM system" out there but could not get it to work. Insightly did it in a few days of setting it up and getting my way around it!!!
— Julius de Kempenaer (from Google Apps Marketplace) (28th of November, 2012)
Excellent Project monitoring app.
I enjoyed working with this app on a few projects. Found it easy to use with only one problem, emails related to a project had to be manually transfered to the project. You guys have fixed that now, so makes it more easier to use!!! Great App. Keep up the good work Guys and Gals.
— Narayan Kumar (from Google Apps Marketplace) (28th of November, 2012)
Watch Insightly in Action
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