Take a look to see what makes Insightly the CRM of choice for businesses of all sizes

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  • Contact management: See all contact information at a glance so you won’t miss a beat.
  • Project Management: Create a pipeline and activity set for each step in the project so you have more granular control of what needs to be done, by whom, and when.
  • Event Management: Insightly’s integrated calendar displays all private and public events to give you the big picture of all your commitments.
  • Task Management: Use Insightly tasks to create to do lists, log meeting notes and phone calls, and set up email reminders. You’ll be so organized that you’ll be afraid of yourself!
  • Reports: Use our sales opportunity reports to manage money coming into your company.
  • Easy Administration: All the power of a CRM without the hassle – add users in one click, easily create permissions and rest assured that your data is secure and private.

Powerful Customer Relationship Management

Insightly is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based customer relationship management features you won’t miss a beat:

  • Lead Management
  • Contact Management
  • Calendaring and Events
  • Automatic Address Book
  • Notes and Comments
  • Lightning Fast Search
  • Custom Fields and Filters
  • File Sharing
  • Web to Lead & Web to Contact
  • Tags, Notification, and Following
  • Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
  • Mass Email and Email Templates
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Integrated Project Management

Insightly uniquely offers CRM and Project Management in one so you can make sure you’re on top of your customer relationship at every stage. With the project overview screen you can see the recent activity on any project, and track project performance against milestones over time. With Insightly project management you can:

  • Create Milestones, Pipelines and Tasks for Projects
  • Get Automatic Email Reminders
  • Specify Roles for Contacts
  • Track All Email Correspondence
  • View Completed Tasks and Events by Project
  • Include Any Files Associated with the Project
  • View Task and Event Reports
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Sales Opportunities

Use Insightly to manage potential business in your sales funnel. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates. In addition, Insightly’s opportunity reports give a top down view of the health of your business.

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Reports

Our Legacy Reports include nine configurable reports for Sales Opportunities and Activities (tasks and events) and include basic graphs. Our Advanced Reports allow you to create custom, tabular reports. Advanced logic filters help you narrow your report criteria, and you can include report categories and add summaries to a row of calculations. Report scheduling and Smart Alerts are also available on paid plans.

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Social CRM

With our social media integration you can simply put in a contact’s email address and we’ll detect virtually every social media profile related to the email address. You can see Twitter content and your contact’s public LinkedIn profile displayed right in Insightly. Also, with a single click you can explore your contact’s public profile information on Facebook, LinkedIn and Twitter.

Go Mobile with the Solution that Works for You

The Insightly mobile app allows you to take Insightly on the road with you wherever you go, on whatever device you have at hand. Supporting tablets like the iPad, Google Nexus, through to phones like the iPhone, Android phones — the Insightly mobile app has you covered.

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Powerful Integration with email, G Suite, Office 365 & More

Insightly works the way you work. We offer various levels of integration with popular applications:

  • G Suite
  • Google Drive
  • Gmail
Gmail Outlook 2013/Office 365 Quickbooks Online Xero Other Integrations

Insightly Customer Success: Get By with a Little Help from Your Friends

We’re here to help make sure you get the most out of Insightly, and to tailor it to your team and your business. Our Customer Success Specialists can guide you through setting up your account, training your team, and even getting you up to speed on our latest and greatest features. Whether you prefer a do-it-yourself or a more hands-on approach, there’s a service plan just for you.

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