insightly
Insightly is a web-based application that serves as a project management tool and a Customer Relationship Management (CRM) system. It integrates with Google Apps through a Gmail gadget and supports Google Docs.
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Online
- Android
- iPhone
- Android Tablet
- iPad
Features
- Workflow Automation
- Pipeline Management
- Gmail
- Google integration
- Social media integration
Tags
- gmail-contextual-gadget
- gmail-gadget
- google-apps
insightly News & Activities
Recent News
Recent activities
ajgar added insightly as alternative to AJGAR Clothing CRM
adam-rogers376 added insightly as alternative to Online Receipt Maker
POX removed insightly as alternative to FacturaScripts
kylasdigital added insightly as alternative to Kylas Sales CRM
insightly information
Developed by
Insightly, Inc. Licensing
Proprietary and Freemium product.Pricing
free version with limited functionality.Alternatives
321 alternatives listedSupported Languages
- English
- French
- German
- Italian
- Japanese
- Portuguese
- Spanish
AlternativeTo Categories
Business & Commerce, Office & ProductivityApple AppStore
- Updated
- 4.32 avg rating
Featured in Lists
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What is insightly?
Insightly is a web-based application that serves as a project management tool and a Customer Relationship Management (CRM) system. It integrates with Google Apps through a Gmail gadget and supports Google Docs.
Being a cloud-based platform, Insightly is adaptable for businesses of all sizes and industries. It can be customized to specific business needs and is accessible via web browsers and mobile apps.
The free mobile app of Insightly CRM syncs with the web-based CRM, providing teams with essential customer information on the go. The app allows adding new contacts, scanning business cards, or importing from the device's address book. Users can access task lists, review opportunity notes, update sales opportunities, mark successful deals, add voice memos to leads and opportunities, and create and assign tasks. Push notifications are available for specific actions like lead assignment. The app provides a comprehensive view of project progression, preparing users for customer interactions and potential upsell opportunities.
