Insightly - Powerful Customer Relationship Management tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors and suppliers.
Using CRM best practices, you can see everything about a contact — from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based contact management features you won’t miss a beat:
Flexible Calendaring and Events
Automatic Address Book
Insightly Notes, Evernotes, and Comments
Lightning Fast Search
Custom Fields and Filters
File Sharing
Web to Contact
Tags, Notification, and Following
Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
Mass Email Contacts with MailChimp Integration
Insightly’s online CRM lets you look at your business any way you want. Get real time information with any of these features:
Dashboard
Task and Milestones
Pipeline Activity Sets
Opportunity Reports
Customer Invoice and Payment Status (via QuickBooks Online)
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:
Using CRM best practices, you can see everything about a contact — from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based contact management features you won’t miss a beat:
Flexible Calendaring and Events
Automatic Address Book
Insightly Notes, Evernotes, and Comments
Lightning Fast Search
Custom Fields and Filters
File Sharing
Web to Contact
Tags, Notification, and Following
Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
Mass Email Contacts with MailChimp Integration
Insightly’s online CRM lets you look at your business any way you want. Get real time information with any of these features:
Dashboard
Task and Milestones
Pipeline Activity Sets
Opportunity Reports
Customer Invoice and Payment Status (via QuickBooks Online)
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:
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.
Insightly Application Programming Interface
Welcome developers! To help you integrate Insightly with other programs there is an HTTP REST API. API is pretty conventional and you can pick it up pretty quickly if you have experience with REST APIs. Insightly provides you with technical details and other resources to make your job easier. The API allows you automate data retrieval and modification in Insightly. Insightly supports JSON and XML based requests, and most of the data stored in Insightly can be accessed and updated via the API.
Social CRM
With social media integration you can simply put in a contact’s email address and Insightly 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, Google+, FourSquare, Picasa, Klout and virtually any social channel where the contact has participated.
Insightly is integrated with Google Apps, Office 365, QuickBooks Online so you can easily see all your customer invoices and payment status.
