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.
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.
1 user(s) / month
1 user(s) / month
What are some applications this service is commonly used in tandem with?