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Insightly

 (571) CRM
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88%
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82%
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74%
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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 Genius Project

Genius Project, enterprise project management software, has been an established player in the market for last 20 years, offering companies first-class project management capabilities and years of expertise.

In addition to powerful features that span the entire project life cycle from idea to project completion, Genius Project has its own Gantt Chart Tool, a collaboration platform with a bulletin board and capacity planning with soft booking functions.

Genius Project also offers scalable solutions, highly flexible configuration options and is platform and industry independent. The offer includes various service level agreements and numerous support services alongside on-site and online training.

About Outplanr

Finally, resource and task management together! Turn task lists into real, feasible work plans, that also include time spend on meetings. Visualize each person’s workload and assign them new tasks across all projects in one go.
Outplanr was designed to turn your to-do list into a clear work plan without effort, making your life easier.

Goodbye status meetings:

Follow task progress in real-time and get an overview of your team accomplishments over time.
Keep projects on track and easily check how much time was spent on each task against your estimates.

Minimize downtime and team burnout:

Outplanr is a work planner that will help you balance your team work, making sure everyone is busy but not overworked, minimising downtime and extra hours. You can see at the calendar how busy is everyone by day and week. Planning your time is essential for a proper work life balance.

Work smarter, live better:

Get an email every morning with your tasks for the day and start checking them off.
Gather everything you need to get a task done in one place: subtasks, files and team discussions.
Integrate with your calendar and with Slack and get to do what you love!

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

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

    No key features associated with this application.

Summary

    No key features associated with this application.

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

    Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Salesforce, SAP, IBM, Microsoft Office, Oracle, Microsoft Project, Microsoft Outlook

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

  • What is this service generally used for?
  • Project management, project planning and project tracking.

  • Does this service offer guides, tutorials and or customer support?
  • Yes; online tutorials, webinars, help desk and customer support.

  • What platforms does this service support?
  • iOS devices

  • Who are the main user groups of this service?
  • Project Managers, team members, CEOs, IT

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes, check our guide page.

  • Does this service offer multi-user capability (e.g. teams)?
  • Outplanr was especially designed for teams.

  • Does this service integrate with any other apps?
  • Outplanr is already connected to Slack and is developing new integrations with other task management tools, aiming to connect them together in a work plan, so that Managers can track progress in Outplanr while their teams can still use their favourite productivity tools.

  • What is this service generally used for?
  • Outplanr allows managers to make a weekly plan and all their team has to do is hit play to broadcast all work being done, in real-time. This takes away the need of continuously checking what everyone is doing in the company, while making sure that the work is well distributed, avoiding extra time and last minute deadline stress for the whole team, and ending with automatic time-sheets from all work done.

  • Who are the main user groups of this service?
  • Although it can be used individually, Outplanr was especially designed for teams. The main purpose of this tool is that companies can manage multiple projects, track their progress and completion and make sure that work is well distributed, crossing human resources and project management in one tool.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
2-10
Likes:
Followers:

Other

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

Other

Who uses Genius Project
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Regional Restrictions:
No restrictions.

Other

Who uses Outplanr
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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