Insightly CRM is one of the best CRM platforms and has a substantial user base of over 500,000 users worldwide.
It is packed full of features you often only get with larger enterprise systems. Some of the main features include contact management, pipeline management and task management. With Insightly you have clear sales visibility, an overview of your business, track your deliverables to customers, improve customer communication, collaboration within the organization and increase productivity and efficiency. The CRM has an iOS, Kindle and Android mobile platform for on-location flexibility, and it integrates well with popular applications, such as, Google Apps & Gmail, Evernotes, MailChimp, Office, and Outlook.
In terms of pricing, Insightly offers a notably flexible scheme with 5 plans developed to meet the needs of all companies. A free plan for startups and small companies are also included.
Insightly CRM allows you to implement best practices to organize contacts–customers, partners, vendors and suppliers–with a 360-degree view.
Table of Contents
Key features of Insightly CRM
- Tasks and Milestones
- Pipeline Activity Sets
- Opportunity Reports
- Flexible Calendaring and Events
- Automatic Address Book
- Insightly Notes, Evernote integration
- Fast Search
- Custom Fields and Filters
- File Sharing to keep related records together and accessible
- Web Contact forms
- Tags by keywords, contacts, projects
- Notification and Follow System
- Mass Email Contacts with MailChimp Integration
- Create Milestones, Pipelines and Tasks for Projects
- Get Automatic Email Reminders
- Specify Roles for Contacts
- Track All Email Correspondence
- View Completed Tasks and Events by Project
- Include Any Files Associated with the Project
- View Task and Event Reports
- Google Integrations – Apps, Gmail & Google Drive
- Dashboard for quick lookups