Insightly

CRM for lifelong customer relationships.
(466 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Forum Forum
Knowledge Base Knowledge Base
Online Support Online Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

US$29.00/month
Free Free
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Access Control Access Control
Accounting Integration Accounting Integration
Action Planning Action Planning
Activity Dashboard Activity Dashboard
Activity Tracking Activity Tracking
Ad hoc Reporting Ad hoc Reporting
Alerts / Escalation Alerts / Escalation
Assignment Management Assignment Management
Automatic Lead Distribution Automatic Lead Distribution
Automatic Notifications Automatic Notifications
Business Intelligence Business Intelligence
CRM Integration CRM Integration
Calendar Management Calendar Management
Calendar Sync with Google Calendar Sync with Google
Call Center Management Call Center Management
Call Routing Call Routing
Call Tracking Call Tracking
Categorization Categorization
Click Tracking Click Tracking
Client Management Client Management
Collaboration Tools Collaboration Tools
Commenting Commenting
Compliance Management Compliance Management
Computer Telephony Integration Computer Telephony Integration
Configurable Workflow Configurable Workflow
Contact Database Contact Database
Contact History Contact History
Contact Management Contact Management
Custom Charts Custom Charts
Custom Fields Custom Fields
Customer Accounts Customer Accounts
Customer Activity Reporting Customer Activity Reporting
Customer Database Customer Database
Customer History Customer History
Customer Segmentation Customer Segmentation
Customizable Branding Customizable Branding
Customizable Categories Customizable Categories
Customizable Reporting Customizable Reporting
Customizable Templates Customizable Templates
Dashboard Creation Dashboard Creation
Data Capture and Transfer Data Capture and Transfer
Data Filtering Data Filtering
Data Import Data Import
Data Import/Export Data Import/Export
Data Mapping Data Mapping
Data Migration Data Migration
Data Synchronization Data Synchronization
Data Visualization Data Visualization
Delivery Tracking Delivery Tracking
Desktop Notifications Desktop Notifications
Document Management Document Management
Document Storage Document Storage
Drag & Drop Interface Drag & Drop Interface
Duplicate Detection Duplicate Detection
Email Alerts Email Alerts
Email Integration Email Integration
Email Notifications Email Notifications
Email Templates Email Templates
Email Tracking Email Tracking
Event Scheduling Event Scheduling
Event Triggered Actions Event Triggered Actions
File Management File Management
Filtered Views Filtered Views
Follow-up Scheduling Follow-up Scheduling
Forecasting Forecasting
Full Text Search Full Text Search
Geographic Maps Geographic Maps
Goal Setting / Tracking Goal Setting / Tracking
History Tracking History Tracking
Inventory Management Inventory Management
Inventory Tracking Inventory Tracking
Labeling Labeling
Lead Assignment Lead Assignment
Lead Capture Lead Capture
Lead Distribution Lead Distribution
Lead Management Lead Management
Lead Nurturing Lead Nurturing
Microsoft Outlook Integration Microsoft Outlook Integration
Milestone Tracking Milestone Tracking
Mobile Alerts Mobile Alerts
Mobile Integration Mobile Integration
Multi-Currency Multi-Currency
Multiple Projects Multiple Projects
Natural Language Search Natural Language Search
Opportunity Management Opportunity Management
Performance Reports Performance Reports
Permission Management Permission Management
Pipeline Management Pipeline Management
Pipeline Reports Pipeline Reports
Planning Tools Planning Tools
Prioritizing Prioritizing
Productivity Reporting Productivity Reporting
Project Estimating Project Estimating
Project Management Project Management
Project Notes Project Notes
Project Planning Project Planning
Project Templates Project Templates
Project Tracking Project Tracking
Project Workflow Project Workflow
Projections Projections
Quote Management Quote Management
Real Time Analytics Real Time Analytics
Real Time Data Real Time Data
Real Time Monitoring Real Time Monitoring
Real Time Notifications Real Time Notifications
Real Time Reporting Real Time Reporting
Real Time Updates Real Time Updates
Receiving Receiving
Recurring Tasks Recurring Tasks
Reminders Reminders
Reporting & Statistics Reporting & Statistics
Role Management Role Management
Role-Based Permissions Role-Based Permissions
Rules-Based Workflow Rules-Based Workflow
SSL Security SSL Security
Sales Analytics Sales Analytics
Sales Forecasting Sales Forecasting
Sales Reporting Sales Reporting
Sales Tracking Sales Tracking
Scheduled Reporting Scheduled Reporting
Search Functionality Search Functionality
Secure Data Storage Secure Data Storage
Secure Login Secure Login
Single Sign On Single Sign On
Social Media Integration Social Media Integration
Status Tracking Status Tracking
Strategic Planning Strategic Planning
Summary Reports Summary Reports
Tagging Tagging
Task Management Task Management
Task Planning Task Planning
Task Scheduling Task Scheduling
Task Tracking Task Tracking
Template Management Template Management
Third Party Integration Third Party Integration
To-Do List To-Do List
Visual Analytics Visual Analytics
Voice Mail Voice Mail
Web Forms Web Forms
Workflow Management Workflow Management

Integrations

Integrations

Bitium Bitium
Campaign Monitor Campaign Monitor
Easy Insight Easy Insight
Freshdesk Freshdesk
Google Drive Google Drive
HappyFox HappyFox
QuickBooks Online QuickBooks Online
Vision Helpdesk Vision Helpdesk
WebMerge WebMerge
Zapier Zapier