Insightly CRM

Insightly CRM caters to small businesses who wish to bring all aspects of the sales and project management process under a single platform.

Geared specifically towards small businesses, Insightly CRM is available in five different plans, ranging from their free service - for two users - to their comprehensive enterprise service. As a result of this Insightly CRM is positioned to provide the correct service level for businesses at different levels and stages of growth, with the ability for low-cost early adoption, this can be upgraded as the business and its needs expand.

With a strong focus on integrating sales and project management, Insightly CRM has been built to make tracking and organizing all aspects of the customer relationship process easy to manage and visualize through a fully customizable interface.

While higher price plans have a variety of extra features such as email scheduling and advanced permissions, all packages include full third-party integration and management processes from lead to post-sale, along with military-grade encryption to ensure data is protected for both the customer and company.

Insightly CRM is entirely web-based, with both iOS and Android optimization and mobile apps accessible at all user levels.

Software features

• API Access
• Cadence
• Contact Management
• Database Management
• Funnel Reporting
• Integrations
• Performance Reporting
• Pipeline Management
• Task Assignment

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