Insightly is a feature rich CRM and workflow management tool for small businesses.

One obvious answer is that it can be used as a basic contact management system. Another obvious answer is that it is pretty well suited for CRM purposes: tracking leads, opportunities, and sales through a sales funnel. It's easy to setup sales pipelines. However, the pipeline capability can be used to track any type of step-by-step work-low processes. For example, we use it to track the sales processes for speaking and seminars, which is different from tracking consulting, and both of which are different from tracking retail sales. Once the pipelines were set up, all I have to do is select the appropriate product or service type and Insightly hides the way from there. For some rudimentary email blasts, Insightly allows you to send and track message responses from customer groups. Insightly can also be used as a basic project and task tracking system. Regular and ongoing task sets can be used with pipelines. For example, once a speaking engagement is booked, there are normally associated tasks that must be completed to make the event happen and Insightly allows a pipeline to be set up to track that task set.