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Insightly

Overview

Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.

With Insightly, all your critical sales and business info - leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports - are organized and available on your devices. In February 2019, we introduced Products, Price books, and Quotes (PPQ) in the platform to empower our customers' field teams to generate consistent quotes more quickly for their opportunities. The result is that all your teammates have the most current customer info at their fingertips which results in improved visibility, customer service and sales.

Insightly recognizes that every business is different - so our custom objects and apps enable our customers to tailor their instance to map their business workflows, functions (e.g. rep vs. support) and processes ensuring high adoption and satisfaction.

Integrations too are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms.

CRM Integrations include:

Gmail
G-Suite & Google Apps
Google Drive
Google Docs, Sheets, Slides
Quickbooks Online
Xero
Slack
Dropbox
Box
MailChimp
Evernote
Zapier
Facebook Lead Ads
And more..

Insightly’s CRM mobile app, for both iPhone & Android devices, helps field reps manage their customer relationships on the go. They can easily access key customer info - lead, contact, quote, organization, opportunity data - to stay up to date and scan business cards or add audio notes while away from the office.

Capabilities

Provisioning