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.
A New Way to Manage Enterprise Projects: Clarizen is a leading global provider of collaborative online work and project management software that allows businesses to easily manage all of their work. More than 2,500 global companies rely on Clarizen to eliminate double work and boost productivity and profitability.
It brings together project management, flexible workflow automation and rich collaboration in an enterprise-grade platform. This platform is created for project managers, IT teams, professional services, agile development teams, and marketing teams, virtually eliminating the need for organizations to utilize old-fashioned tools like spreadsheets, white boards, calendars, and email when handling major projects. It brings together project management, flexible workflow automation and rich collaboration in an enterprise-grade platform.
Google Apps Integration
Batch Permissions & Access
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.
Project Scheduling, Gantt Chart
Project Portfolio Management
Professional Services Automation
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.