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Insightly

Software by Insightly

The Leading CRM for Small Business: Easy. Powerful. Affordable.

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• 4.5
• 21 reviews
• 1,473 followers

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Key Features of Insightly

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Overview of Insightly

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.

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Originally made for Google Apps: Insightly was created with a full Google Apps integration. Simply import Google Contacts, link Google Docs, export to Google Calendar, and lookup information with our Gmail gadget. Insightly is the #1 rated CRM on the Google Apps Marketplace.

Don't have Google Apps? No worries, you can use Insightly's web app. Just sign up on our website and get started in seconds.

The power of Linking: Insightly is so powerful because of its ability to link related items together -- employees related to their employers, emails related to projects, tasks related to opportunities - all intuitively linked up and just one click away.

Full history of customer interaction: Keep a history of customer interactions including emails, phone calls, and meetings.

Gmail integration: Insightly can keep track of your email messages and ingeniously associates and links each message saved with the right contacts and organizations. Like this you have a complete email history - all without lifting a finger.

File sharing: Use the great file sharing capabilities of Insightly and keep important documents and information attached right next to the entities they relate to.

Central shared contact list: The is only address book for everyone within your company. It is online and shared. We also have great security so sensitive data is not exposed to those who shouldn't see it.

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Specifications

Insightly Pricing

Benefits

Insightly is easy to use, offers powerful, comprehensive and integrated CRM and project management functionality, and is still affordable for the small business.

User Reviews for Insightly

  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)

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