Quickly see which leads you need to focus on by filtering by status. Share the load by assigning leads to other agents on your team, only they can see leads assigned to them.
Link a deal to a contact so you can reference it later. Like leads, you can assign deals to other folks on your team.
You can apply tasks to leads, contacts or deals. For whatever you need: appointments, meetings, phone calls, Zeppelin trips, you name it.
We have your basic CRM web-to-lead form functionality, but with our API, you can create tighter and more customized integrations with your company’s website.
By adding a little script to your website, you can track what pages your registered users are viewing and when. Be even more informed when talking to your customers and prospects by having a view of what pages they’ve visited on your website along with any other user data you’d like to pass through.
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 Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
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
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
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
Summary
No key features associated with this application.
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.
Pricing
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
No FAQs associated with this application.
FAQs
What are some applications this service is commonly used in tandem with?
