Insightly

Product Details

Insightly is the world’s most popular CRM software for Google and Office 365 users and targeted at small and mid-sized businesses. Insightly has more than 1.5 million users worldwide and supports a range of industries such as manufacturing, consulting, media, communications, construction, and many others.

Insightly Feature

• Alerts
• Automatic address book
• Automatic lead distribution
• Automatic notifications
• Automatic reminders
• CRM
• Calendar management
• Client management
• Collaboration
• Contact Database
• Contact management
• Custom charts
• Custom fields (per record type)
• Custom objects/apps
• Customizable branding
• Customizable fields
• Customizable reporting
• Customizable templates
• Dashboard
• Data filtering
• Document storage
• Duplicate detection
• Email notifications
• Email templates
• Email tracking
• Event triggered actions
• File management
• File sharing
• Filtered views
• Lead assignment
• Lead capture
• Lead distribution
• Lead management
• Linking to provide ‘influence’ view for sales & service
• Multi-currency
• Native iOS & Android mobile apps
• Permission management
• Powerful Google & Microsoft calendar integration
• Project management
• Project tracking
• Quote generation
• Recurring tasks
• Reporting & statistics
• Sales reporting
• Sales tracking
• Scheduled reporting
• Search functionality
• Sidebar chrome extension
• Social media integration
• Status tracking
• Tags & keywords
• Task management
• Tasks and Milestones
• Third party integration
• Track Opportunities/Pipelines