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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).

About Planview Clarizen

Planview Clarizen is an award-winning enterprise work management solution for project portfolio management that enables program managers to gain real-time visibility into work in progress, automate workflows, proactively manage risks, and deliver greater business impact. With Planview Clarizen, your PMO can help your organization quickly respond to opportunities and changing market conditions by turning ideas into strategies, plans, and actions and delivering the work that matters. Your teams can work the way they want while program managers and the executive team have real time-visibility into work-streams throughout the organization.

Planview Clarizen combines powerful project portfolio management capabilities with online team collaboration to deliver a complete work management platform for your enterprise. It facilitates team collaboration and project execution, ensuring data is always up-to-date and aligned with business objectives. No complex software or hardware installations are required due to Planview Clarizen's software-as-a-service (SaaS) structure, resulting in immediate business impact as teams and projects get up and running instantly.

Key capabilities include:

• Collaborative project management
• Project portfolio management
• Resource management and capacity planning
• Demand management and prioritization
• Document management
• Reports and dashboards
• Email and mobile collaboration
• Time and expense tracking
• Project budget tracking
• Team collaboration

Planview Clarizen is highly configurable and able to support hundreds of custom fields and business rules. Dozens of apps for common or specialized customizations can be easily added. And since Planview Clarizen is so well-mapped to your workflows, end-user adoption rates are high.

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
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

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
  • Gantt Charts
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Time Management
  • Resource Management
  • Collaboration Support

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

  • Task Management

  • Budget Tracking

  • Project Scheduling, Gantt Chart

  • Collaborative Planning

  • Time Tracking

  • Issue Tracking

  • Workflow Management

  • Project Portfolio Management

  • Professional Services Automation

  • Project Management

Pricing

  • Starting from: $30.00/month
  • Credit card required: No
  • Professional Edition: $30/user/month.
    Enterprise Edition: $45/user/month.
    Unlimited Edition: $60/user/month.
    30 days trial period.

Trial

Free

Enterprise Edition

$45.00
1 user(s) / month

Unlimited Edition

$60.00
1 user(s) / month

FAQs

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

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

  • 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

    What are some applications this service is commonly used in tandem with?
  • Clarizen integrates with Box, Quickbooks, Sharepoint, Google Drive, Salesforce.com, Intacct, Jira, etc.

  • Who are the main user groups of this service?
  • Our SaaS-based platform is best suited for Project Managers, IT teams, Engineers, Professional Services, and Digital Marketers at medium to large-sized organizations.

  • What platforms does this service support?
  • Platforms: Android, iPhone-iPad, Mac, Windows, Web-based

  • Does this service integrate with any other apps?
  • Clarizen integrates with a number of popular business systems, including Salesforce, Box, Google Drive, Intacct, QuickBooks, iCal, and Jira.

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

  • Does this service offer guides, tutorials and or customer support?
  • FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials.

  • Does this service offer an API?
  • Clarizen offers an API.

  • What is this service generally used for?
  • Clarizen serves the work collaboration and project and portfolio management needs of enterprise companies.

Vendor Information

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

Vendor Information

Founded:
2006
Based in:
San Mateo
Employees:
201-500
Likes:
Followers:

Other

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

Other

Who uses Planview Clarizen
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Hebrew, French, German, Spanish
Regional Restrictions:
No restrictions.

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