As our clients …
This stayed the best for the clients to get a unified follow-ups and updates.
No lead is lost, we have …
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- Customer data management / contact management (328)8.686%
- Task management (314)8.383%
- Opportunity management (300)8.181%
- Integration with email client (e.g., Outlook or Gmail) (305)7.272%
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Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
- Tech Details
Insightly is an online unified platform that provides CRM and marketing automation solutions targeted at small and mid-sized businesses. Marketing automation is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights, faster. The vendor boasts over 1.5 million worldwide small and mid-size business Insightly users build relationships, generate quotes, accelerate sales and deliver projects, and state it is the #1 Gmail, G Suite & Outlook CRM.
According to the vendor, businesses use Insightly for:
- Relationship linking
- Contact management
- Email tracking
- Lead management
- Opportunity management
- Quote generation
- Workflow automation
- Project management
- Advanced reporting
- Mobile CRM app with business card scanning and audio notes
- Localization/internationalization- Spanish, French, Portuguese, German, Italian
- Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Lead management
- Supported: Email marketing
- Supported: Task management
- Supported: Reporting
- Supported: Pipeline visualization
- Supported: Customizable reports
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: Marketing automation
- Supported: Mobile access
- Supported: AICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
- Supported: Data import & export
- Supported: Two-factor Authentication (2FA)
- Supported: SAML-based Single Sign-On (SSO)
- Supported: OAuth Single Sign-On (SSO)
- Supported: Audit Logs
|Deployment Types||Software as a Service (SaaS), Cloud, or Web-Based|
|Mobile Application||Apple iOS, Android|
|Supported Languages||English, French, Portuguese, Spanish, German, Italian|
I was pleasantly surprised with the short learning curve and how easy it was to do!
Just what an admin wants!
Insightly makes is very easy to do it, tech wise and UI wise.