Insightly provides free online customer service management software for small business. It features lead and contact management, integrated project management, social CRM, business overview and reports, mobile apps, integrations, calendaring and events, automatic address book, and more. The software is provided by Insightly Inc., a company founded in 2009 and based in San Francisco, California.
Top Insightly Alternatives
- Microsoft Dynamics
- Customer Relationship Management
Top Insightly Alternatives and Overview
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Highrise provides an easy-to-use contact manager for small business that helps you to track tasks, notes, and contacts.
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Bexio is a business management tool that enables users to manage various facets of their business by providing a range of useful features.
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Insightly Review and Overview
Insightly offers customer relationship management (CRM) tools to businesses of all sizes across various industries, for example, professional services, technology, consulting, media, manufacturing, non-profit, and many more. With more than 2 million clients and more than 30,000 organizations around the world, Insightly is the world's most famous CRM tool. It is a preferred CRM partner of Google, Apple, Facebook, and other multinational firms.
With sales, marketing, and project delivery groups all working from a unified client data dashboard, your company will quickly construct a clear image of your clients, their details, their necessities, and their inclinations. Comprehending what's useful for your clients helps grow your business. Insightly gives you all that you need to build a clear perspective of clients across the entire buying tenure.
Insightly allows you to implement CRM best practices to manage vendors, partners, suppliers, and customers with a 360-degree dashboard. Check the client’s email history, background, significant dates, and other information relevant to their upcoming opportunities or existing projects. Convert chances into projects regularly, without losing any data.
Create engaging encounters with clients over the whole cycle. Effectively address your crowds, convey powerful messages and content during each interaction, and use enterprise-grade dashboards and reports to quantify marketing campaign viability. Track achievements, oversee processes and coordinate with external systems to guarantee on-time delivery and cheerful customers.
Insightly helps you to develop and understand the complex customer relations through adaptable record linking functionality. Clients' data, messages, and emails can be connected to existing contacts in your database, thus permitting you to understand clients' requirements, build a network and organizational structure.
Enhance your company profitability via automating work process, updating records, sending emails, firing webhooks, executing custom code, and substantially more utilizing Insightly. Include Insightly for your business needs and see your business growing exponentially!
Company Name: Insightly, Inc
Company Address: 185 Berry Street Suite 1000, San Francisco, CA, USA
Founded in: 2012
- Sales Opportunities
- Reports & Analysis
- Graphical Reports
- Mobile Access
- Admin & Security
- Third-party Integration
- API Access
- Lead Management
- Contact Management
- Calendaring and Events
- Automatic Address Book
- Notes and Comments
- Lightning Fast Search
- Custom Fields and Filters
- File Sharing
- Web Access
- Mass Email and Templates
- Tasks Creation
- Automatic Email Reminders
- Specify Roles
- Tracking Email Correspondence
- Inclued Files
- Task and Event Reports