Insightly

Insightly is a powerful customer relationship management (CRM) software that helps businesses manage their sales pipeline, customer data, projects, and tasks in one unified platform.

Insightly is an innovative web-based customer relationship management (CRM) software meticulously designed to cater to the needs of small to mid-sized businesses. Its robust capabilities facilitate not just the management of leads and contacts, but also entire projects, making it an effective tool for business growth. Equipped with sophisticated functions such as comprehensive contact management, highly automated workflows, efficient project management, and advanced email tracking, Insightly has emerged as a consolidated solution for businesses aiming to streamline their operations and magnify productivity.

Furthermore, Insightly has extended its reach beyond desktop platforms. A dedicated mobile app for iOS and Android devices ensures that users can conveniently access their data and manage their business operations while on the move. This feature enhances mobility without compromising on functionality, allowing ease of use irrespective of location or time.

In addition, the software bridges the gap between disparate systems by integrating effortlessly with popular third-party applications. Seamless synchronization with email platforms like Gmail and Outlook along with financial software Quickbooks, provides a continuous flow of communication and data exchange across various platforms.

Key features

• Status tracking — A tool that helps you keep track of the progress of your projects in real-time and identify any potential issues.
• Integrations aplenty — Insightly integrates with a wide variety of tools, including Gmail, Outlook, Slack, and more. Save time and streamline your workflow by connecting all your favorite apps in one place.
• See the big picture — Insightly's reporting and analytics features give you a comprehensive overview of your sales pipeline, team activity, and more. Stay on top of important metrics and measure your success.
• Mobile on-the-go — With Insightly's mobile app, you can work on the go. You can access your contacts, tasks, and projects from your phone or tablet, and never miss a beat while you're out and about.
• Project workflow — A project management feature that allows you to create and customize workflows for your projects.