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.