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
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