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insightly icon

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.

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Cost / License

  • Freemium
  • Proprietary

Application type

Platforms

  • Online
  • Android
  • iPhone
  • Android Tablet
  • iPad
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Features

  1.  Workflow Automation
  2.  Pipeline Management
  3.  Gmail
  4.  Google integration
  5.  Social media integration

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insightly information

  • Developed by

    US flagInsightly, Inc.

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    free version with limited functionality.

  • Alternatives

    337 alternatives listed

  • Badge

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  • Supported Languages

    • English
    • French
    • German
    • Italian
    • Japanese
    • Portuguese
    • Spanish

AlternativeTo Categories

Business & Commerce, Office & Productivity

Apple AppStore

  •   Updated 
  •   4.29 avg rating
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insightly was added to AlternativeTo by xmastoras1 on and this page was last updated . insightly is sometimes referred to as insight.ly. 

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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.