Insightly: Affordable CRM Optimized for Small Business

Insightly is a lightweight online CRM that meets all the needs of small businesses (and self-employed entrepreneurs). This solution makes it possible, among other things, to centralize your contacts in one place accessible from any device. Its perfect integration with Google Apps (Gmail, Calendar, Contacts, Drive) makes it an incredibly effective tool for your internal organization and the management of your external relations.

Insightly allows you to manage the entire chain of sales from the acquisition of leads to the transformation into customers through the management of business opportunities

Insightly offers a very nice interface inspired by Google Apps. The profiles of the contacts are complete and the events management clear. At the end of the chain you can create marketing campaigns to send personalized emails in bulk to your contacts.

Editor: Insightly

Insightly demo and screenshots

Insightly CRMInsightly: On-site training, support (phone, email, ticket), Tasks and NotesInsightly: standard advanced encryption (AES), fields, Tasks and NotesInsightly: support (phone, email, ticket), Task Management & Alerts, Project PlanningInsightly: Contact Management, Basic knowledge (tutorials, demos), Daily BackupInsightly: Online training (webinar), Secure Sockets Layer (SSL), Conversations and postsInsightly-screenshot-0Insightly-screenshot-1Insightly-screenshot-2

Insightly customers

No customer reference

Insightly pricing and features

Plans & Pricing

Base
Plus
Professionnel
$12/month /user
$29/month /user
$49/month /user

Features

Application Customization
Fields
Collaboration
Conversations and posts Collaborative discussions on a wall
Notes taking Todo lists management and notes saving
Communication
Notifications Email, sms, pop-up window to inform someone the an action is done
Project management
Project planning
Sales Force Automation
Account management Companies follow-up
Contact management People's details editing and individual follow-up
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead management Deal that you have the possibility to close after qualification
Workflow & process
Automatic actions
Task management & Reminders
Validation process

Services

Integration & Interoperability
API, Web Service Restful APIs
Mobility
Mobile App
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Advanced Encryption Standard (AES)
Daily Backups
Secure Sockets Layer (SSL)
Support
Help Desk (Phone, Email, Ticket, Chat)
Knowledge base (tutorials, demos)
Online Training (Webinar)
On-site Training

Data hosted in the following countries: United States of America (USA)