Insightly
Insightly is a customer relationship management (CRM) software designed for small and medium businesses. It allows users to manage contacts, track communications, record sales opportunities, schedule tasks, and more to optimize the customer lifecycle.
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sales
marketing
contacts
opportunities
Insightly: Customer Relationship Management Software
Customer relationship management (CRM) software for small and medium businesses, managing contacts, communications, sales opportunities, tasks, and more
What is Insightly?
Insightly is a cloud-based customer relationship management (CRM) platform designed for small and medium businesses. It aims to provide an easy-to-use system to organize contacts, track communications history, manage leads and opportunities, schedule tasks and events, and gain insights from reports and analytics.
Key features of Insightly CRM include:
- Contact management - Store all contact details and interactions in one place. Track companies, people, and relationships.
- Activity tracking - Log emails, calls, meetings, notes, and more to record communications history.
- Lead and opportunity management - Score leads to prioritize follow-ups. Move promising leads through sales funnel stages.
- Pipeline reporting - Gain insights into your sales process with visual reports and forecasts.
- Task automation - Create repeating tasks and reminders to stay organized.
- Calendar sync - Sync your calendar across devices to coordinate schedules and meetings.
- Mobile access - Access contacts, communications, and task lists on-the-go through mobile apps.
- Integration with Office 365, G Suite, and email.
Insightly suits businesses looking for an intuitive CRM option to manage the complete customer lifecycle. It aims to help teams effectively organize customer details in one place, manage communications, and gain insights to enhance customer experiences.
Insightly Features
Features
- Contact Management
- Lead Tracking
- Pipeline Management
- Task Management
- Email Integration
- Reporting and Analytics
Pricing
- Freemium
- Subscription-Based
Pros
Intuitive and easy to use interface
Comprehensive CRM feature set
Affordable pricing
Good mobility with mobile apps
Integrates with many other business apps
Cons
Less customizable than some competitors
Limited API and developer options
Basic sales forecasting and analytics
Official Links
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BizRun is an all-in-one business management software designed specifically for entrepreneurs, freelancers, consultants, and small business owners. It provides a variety of integrated tools to help you efficiently run all aspects of your business from one centralized platform.Key features of BizRun include:Invoicing - Create professional invoices, track payments, automate reminders,...
1-800Accountant
1-800Accountant is cloud-based accounting and bookkeeping software optimized for small businesses and entrepreneurs. It provides easy-to-use tools to manage key financial processes, including:Invoicing and expense trackingFinancial reporting and analysisPayroll and tax preparationCash flow managementDesigned with non-accountants in mind, 1-800Accountant uses an intuitive interface to automate everyday accounting tasks. Key features...
Salesfully
salesfully is a cloud-based customer relationship management (CRM) and sales automation software designed especially for small and medium-sized businesses. salesfully aims to streamline the entire sales process in one easy-to-use platform to help companies close more deals and grow revenue.Key features of salesfully include:Contact Management - Organize all your contacts...
Plex Systems
Plex Systems is a comprehensive cloud-based ERP software solution designed specifically for manufacturers. It integrates various business processes and data into a single system to provide greater efficiency, visibility, and control across the manufacturing organization.Key features of Plex Systems include:Production Management - Plan, schedule, execute, track, and analyze production with...
FamShop
FamShop is an ecommerce platform designed specifically for small to medium-sized online stores. It provides business owners with a suite of easy-to-use tools for managing their online stores without needing advanced technical skills.Key features of FamShop include:Intuitive dashboard for managing products, inventory, orders, customers, and reportsPowerful merchandising tools like promotions,...
Oracle EBS
Oracle E-Business Suite (EBS) is a comprehensive suite of integrated business applications for organizations of all sizes. It delivers advanced capabilities across enterprise resource planning (ERP), customer relationship management (CRM), supply chain management (SCM), and business intelligence (BI).Key capabilities and benefits of Oracle EBS include:Financial management - General ledger, accounts...
Clevertim CRM
Clevertim CRM is a cloud-based customer relationship management (CRM) platform optimized for small and medium-sized businesses. It provides a variety of features to help organize contacts, track interactions across multiple channels, manage deals and sales pipelines, and gain actionable insights through analytics.Key features of Clevertim CRM include:Contact Management - Organize...
Solvoyo
Solvoyo is a leading no-code automation platform that empowers anyone to build workflow apps and chatbots without coding. Some key features of Solvoyo:Intuitive drag-and-drop interface to automate complex processes visuallyLibrary of 1500+ pre-built connectors to integrate with popular apps/toolsSmart workflow analytics to identify and fix process bottlenecksBuilt-in AI and NLP...
Focus WMS
Focus WMS is a feature-rich warehouse management system designed for small, medium and large businesses across industries. It helps streamline warehouse and distribution center operations through automation, real-time visibility and advanced analytics.Key capabilities and benefits of Focus WMS include:Inventory management - real-time visibility into inventory levels and movements across all...
Fortifi
Fortifi is a comprehensive cybersecurity awareness and training platform used by organizations to educate employees on cyber threats and build a human firewall. The software uses interactive and engaging content like videos, games, quizzes, and simulated phishing attacks to train users on critical topics:Identifying phishing attacksCreating strong passwordsAvoiding social engineering...
MYCO Suite
MYCO Suite is an open-source, modular enterprise resource planning (ERP) software designed specifically for small and medium-sized businesses. It features a suite of integrated modules that cover key functional areas including:Accounting - General ledger, accounts payable, accounts receivable, invoicing, expense managementInventory - Inventory control, warehouse management, product data managementSales -...
Ace of Sales
Ace of Sales is a cloud-based customer relationship management (CRM) and sales automation software designed specifically for small businesses. It aims to provide an all-in-one solution to simplify and automate key aspects of the sales process.Key features of Ace of Sales include: Contact Management: Organize your contacts and interactions into...
Exact for Project Management
Exact for Project Management is a flexible, cloud-based solution designed to help teams manage projects and portfolios of any size. It centralizes planning, tracking, and reporting into one easy-to-use platform that promotes collaboration across teams.Key features of Exact for Project Management include:Interactive Gantt charts for planning projects and tasksResource management...
Wakeupsales
Wakeupsales is a comprehensive sales engagement and enablement platform built to help sales development representatives (SDRs), business development representatives (BDRs), account executives, and sales leaders drive more pipeline and revenue.Key features include:Lead Enrichment - Enhance lead records with additional data from over 200 online sourcesCadence Building - Create targeted multi-channel...
Zigihub
ZigiHub is an open-source alternative to GitHub that allows developers to host and manage Git repositories for version control. Some key features of ZigiHub include:Public and private repositories with granular user and team permissionsIssue tracking, pull requests, wiki, project boards for agile developmentCode review tools with inline comments and approvalsCI/CD...
Canias ERP
Canias ERP is a comprehensive enterprise resource planning (ERP) software solution developed and sold by Industrial Application Software (IAS), a Turkish software company founded in 1987. Canias ERP provides a range of integrated modules to manage key business processes including:Manufacturing and production planningSupply chain and procurementWarehouse and inventory managementFinance and...
InfoFlo
InfoFlo is an open-source workflow management software designed specifically for data-intensive applications. It provides a visual programming environment that allows users to build complex workflows without coding to process, analyze, and visualize large volumes of data.Some key features of InfoFlo include:Drag-and-drop interface to visually construct workflowsOver 400 pre-built components and...
Composity CRM
Composity CRM is a cloud-based customer relationship management (CRM) platform optimized for small to medium-sized businesses. It provides a suite of tools to help organize contacts, interactions with leads and customers, sales opportunities, and gain insights through analytics.Key features of Composity CRM include:Contact Management - Store all contact details including...
Embedery
Embedery is an intuitive and easy-to-use content embedding tool for websites and blogs. It allows anyone, even non-technical users, to easily embed videos, images, tweets, articles, and more with a few clicks using its drag-and-drop interface.Some key features of Embedery include:Intuitive drag-and-drop interface to embed content from top websites like...
Myphoner
myphoner is a VoIP (Voice over Internet Protocol) software that enables users to make free phone calls over the internet. It works by assigning the user a virtual phone number, allowing them to call landlines and mobile phones around the world.Some key features of myphoner include:Provides a free virtual phone...
Edufar School Management Software
Edufar is a feature-rich school management system designed to handle all administrative tasks and workflows for K-12 schools. Some of the key capabilities of Edufar include:Student Information System - Maintain detailed student profiles, contacts, medical history, attendance records, grades, and more.Admissions and Enrollment - Automate and streamline the admissions process...
Pipetop
Pipetop is a powerful yet easy-to-use automation app for iPhone and iPad that allows you to streamline repetitive tasks and workflows. With an intuitive drag-and-drop interface, you can automate almost anything you do manually on your iOS devices.Some of the key features and benefits of Pipetop include:Create scripts to automate...
SkuBrain
SkuBrain is a cloud-based multi-channel inventory and order management software designed specifically for small and medium-sized ecommerce businesses. It aims to help online sellers efficiently manage their product catalog, inventory, purchasing, sales orders, and shipping operations from a single dashboard.Key features of SkuBrain include:Centralized product catalog to store, organize and...
Zimplu CRM
Zimplu CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small and medium-sized businesses. It provides a centralized interface to manage all customer interactions and data in one place to better understand customers and meet their needs.Key features of Zimplu CRM include:Contact Management - Store all customer...
Deskera
Deskera is a cloud-based business software suite that offers a variety of integrated modules to manage key aspects of a business. Some of the main features include:CRM for managing sales pipeline, contacts, deals and tracking interactionsAccounting software for invoicing, expense management, financial reporting and moreHR software for leave management, attendance...
Chili Sales
Chili Sales is a cloud-based customer relationship management (CRM) and sales platform designed for small and medium-sized businesses. It allows companies to organize their sales pipeline, track customer interactions, manage contacts, automate tasks, and more.Some key features of Chili Sales include:Contact Management: Store all contact details including leads, customers, partners...
Vivorental
Vivorental is an online vacation rental marketplace founded in 2008. It provides an alternative to hotels by allowing homeowners, property managers, and landlords to list their spaces for rent on a short-term basis.With Vivorental, local hosts can create listings for their spaces like apartments, guest suites, cabins and cottages, tiny...
Schana Free Invoice
Schana Free Invoice is a free and open-source web-based invoicing application designed for small businesses, freelancers, and sole proprietors. It provides an easy way to create professional-looking invoices, track payments, manage expenses, and view reports without paying any monthly fees.With Schana Free Invoice, users can quickly generate customized invoice templates...
Visma.net
Visma.net is a flexible, cloud-based business management solution suitable for small and medium-sized companies across industries. It brings together accounting, financial management, HR, payroll, workflow automation, project management and more into a single unified platform.Key features of Visma.net include:General ledger, accounts payable/receivable, invoicing, expense management and multi-currency support.Bank reconciliation and...
Gain ERP
Gain ERP is an enterprise resource planning (ERP) software designed specifically for small and mid-sized businesses. It offers an all-in-one solution to manage key business processes and provide visibility across the entire organization.Some key features of Gain ERP include:Accounting - With robust general ledger, accounts receivable, accounts payable, and financial...
Liid
Liid is a robust yet easy-to-use customer relationship management (CRM) platform designed for small and medium-sized businesses. It consolidates all customer and prospect information and interactions in one centralized location, enabling sales and marketing teams to effectively nurture leads, close deals faster, and provide outstanding customer service.Key features of Liid...
Soffront CRM
Soffront CRM is an open-source, self-hosted customer relationship management (CRM) platform. It is designed to help businesses manage interactions and build relationships with prospects and customers.Some key features of Soffront CRM include:Contact Management - Organize contact details for individuals and companies. Track relationships, interactions, notes, files, and more for each...
PipelineDeals
PipelineDeals is a cloud-based customer relationship management (CRM) and sales pipeline software designed for small to medium-sized businesses. Some key features of PipelineDeals include:Visual sales pipeline management - PipelineDeals allows you to visually create, manage, and analyze your sales funnel by tagging and categorizing deals into different sales stages.Contact and...
