Insightly CRM

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Sales Force Automation

Contact & Account Management

Partner Relationship Mgmt. (PRM)

Opportunity & Pipeline Mgmt.

Task / Activity Management

Desktop Integration

Customer Contract Management

Marketing Automation

Email Marketing

Lead Management

Customer Support

Case Management

Customer Support Portal

Knowledge Base

Reporting & Analytics

Reporting

Dashboards

Forecasting

Category:

Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.

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What is Insightly CRM?

Insightly is a unified customer relationship management (CRM) platform for growing businesses
across all industries, including manufacturing, professional services, health & wellness, media,
education, retail, construction, and others. With more than 1.5 million users worldwide, Insightly
is the world’s most popular CRM software for Google and Office 365 users.

Centralize and manage all your customer, sales, and business data—leads, contacts, emails,
events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use,
flexible, and secure CRM that scales with your business.

Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price
books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct
products and services right inside the Insightly platform. Connect products and services to
individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With
Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their
opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to
whom, when, and at what price.

Use Insightly’s custom objects and apps to tailor workflows and processes to your unique
business needs and preferences, ensuring high adoption and satisfaction.
Easily integrate Insightly with other tools, including email, file management, accounting, and/or
messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful
API, webhooks, or Lambda functions to enable data synchronization.

CRM Integrations include:

Gmail
G-Suite & Google Apps
Google Drive
Google Docs, Sheets, Slides
Quickbooks Online
Xero
Slack
Dropbox
Box
MailChimp
Evernote
Zapier
Facebook Lead Ads
And more..

Manage everything on the go with award-winning mobile applications for both Android and iOS.
Scan business cards and upload all information in one click, update projects and records in real-time, and enable your field team to create and update opportunities right at the client’s location.

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