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Insightly

 (571) CRM
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About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.

About Actionspace

Actionspace is a fully customizable business management solution for task & project management and lightweight workflow automation.
Actionspace helps managers and executives to get instant visibility, organize priorities and manage all daily work effortlessly to achieve business results faster.
Team leaders can easily assign tasks and monitor progress in one click and anticipate business risks, while team members enjoy the simplicity to organize daily tasks and improve personal productivity.
Now Actionspace comes with a wide range of top-notch services that allow to perfectly tailor the solution to any specific business requirements.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Customer Service

Features

  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Gantt Charts
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Resource Management

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Summary

  • Advanced task and project management

  • Workflow automation

  • Seamless Outlook integration

  • Microsoft Office 365 and SharePoint integration

  • Mobile application

  • Visibility Tools for Executives and Managers

  • Business Task Lifecycle, incl. Approvals and Delegation

  • Comprehensive Reporting

  • Personal Productivity (supports GTD concept)

  • Notifications, Reminders and Email Alerts

Pricing

  • Credit card required: N/A
  • With Actionspace you do not need to compromise between simplicity and quick start of ready-to-use software and flexibility of custom developed solutions. We bring you advantages of both approaches.

    You can choose either to use Actionspace out of the box or fully adapt it to your unique business needs, workflows, procedures and create a custom look and feel with a full range of customization and integration services.
    Pricing depends on the services chosen.

FAQs

    What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

FAQs

    Who are the main user groups of this service?
  • Actionspace is suited for small businesses, mid-size businesses, large businesses, and enterprise organzations. The solution helps to improve personal productivity as well as overall enterprise productivity.

    Actionspace is an effective everyday tool for all organizational levels and can be used within an organization or a department/team.

  • Does this service offer guides, tutorials and or customer support?
  • FAQs, Online Support, Help Center, Video Tutorials

  • Does this service offer multi-user capability (e.g. teams)?
  • Actionspace was created to help teams achieve results faster and manage everyday activities effectively.

  • Does this service offer an API?
  • Yes, Actionspace has an API available for use.

  • Does this service integrate with any other apps?
  • Actionspace offers seamless integration with Office 365 and SharePoint, as well as Microsoft Azure Active Directory and Microsoft Outlook.

    Through the Outlook integration users can transform emails and calendar event into Actionspace tasks in one click.

  • What is this service generally used for?
  • The solution helps to streamline daily business activities and gain control and visibility into tasks and projects. With Actionspace you can manage multiple projects and tasks from within a single dashboard and instantly view progress on any of them in one click.

    Actionspace enables managers to organize tasks, track time, define project steps, minimize repeated tasks and errors. All recurring projects and tasks can be saved as templates with all subtasks and associated content attached for future reuse.

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Portuguese, Italian, French, Spanish, German, Chinese, English
Regional Restrictions:
n/a

Other

Who uses Actionspace
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

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