Insightly is an intuitive CRM platform with a comprehensive set of functionalities, integrations, and a user-friendly interface
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).
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Insightly currently scores 87/100 in the CRM category. This is based on user satisfaction (84/100), press buzz (52/100), and other relevant information on Insightly gathered from around the web.
| The score for this software has improved over the past month. What is this? |
Regional Restrictions: n/a
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.
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in November 2024.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...
FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdfGoogle Apps
Office 365
Customer relationships management
Sales management
Project management
Yes.
Mid-sized businesses across different industries
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