GREAT CRM AND LEAD MANAGEMENT SOLUTION FOR SMALL TO MIDSIZE BUSINESSES - INSIGHTLY
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
Lead Manager
Scan business cards with a mobile app, add lead capture forms to your website, turn emails into new leads, or import new leads with ease.
Tasks
Tasks can be used for a variety of duties, like creating To Do lists, logging meetings and phone calls, and setting up email reminders
Opportunity Manager
Get a 360 view of a contact’s communications history, key relationships, events and tasks, social profiles, sales opportunities and project involvement.
Calendar
An integrated calendar displaying all your Insightly events, your tasks with due dates or start dates, and your milestones.
Projects
Manage your work outside of sales, such as installations, onboarding, maintenance, event planning and even internal processes, like hiring or website management.
Dashboard
Dashboards give you a quick graphical view of the data right up front. Gain a new perspective on your business, and share information with your team.
MORE THAN 1.5 MILLION USERS IN A VARIETY OF INDUSTRIES TRUST INSIGHTLY
Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more. Insightly’s dashboard provides real-time information via a task dashboard and opportunity reports.
Insightly also offers integrated project management functionality. Once a deal is closed, users can track and manage follow-up project commitments directly from within the CRM.
Build relationships, accelerate sales and deliver projects
Insightly can help businesses deal with gobs of incoming emails and contact information while making sure that salespeople stay organized and marketing campaigns remain on track.
Build Relationships
Discover connections through relationship links. Plan the best sales approach with relationship maps to guide you.
Accelerate Sales
Close more deals faster with fewer clicks thanks to sales pipeline management and workflow automation tools.
Deliver Projects
Automate repeat assignments with pipelines. Stay on schedule by managing milestones. Set up workflow automation to ensure on-time delivery.
Connect To Apps
Keep connected to the tools you already use. Never lose a doc with links to your file services. Get relevant data and take action right from your inbox
Frequently Asked Questions
Quick Questions/Answers for Clientele.
An Insightly implementation can be done in record speed comparative to other project management systems. An implementation for a client with a dozen employees was done in less than 5 days. With good prior planning, the implementation can be a breeze.
Yes. Insightly’s importing feature lets you import the data on your terms, allowing you to map each column from your file to a field in Insightly.
To get the most out of Insightly, take the time to plan your strategy. Remember that a CRM is only as good as the system you are asking it to automate. Putting a broken system into a CRM does not fix the system much like putting the best gas into a broken down car doesn’t make the car work. Think about pipelines, teams and reports you’d like to see.
Determine what data you want in Insightly. Make sure any data you want to import into Insightly is as clean as possible. If you have your data in multiple places – email, spreadsheets, or other programs – make sure to compile the data into one spreadsheet. Once all of your data is in one spreadsheet, you can eliminate duplicates and also determine if there is any information that should not be imported into Insightly. For example, maybe you have leads or contacts that you haven’t touched in a few years, and you’re not even sure if the contact details are current. Or maybe you have contacts with incomplete information. Is it necessary to put these contacts into Insightly?
