Insightly is a cloud-based CRM software serving 1.5 million enterprises all over the globe. Organizations can use the software to align their sales, marketing and project management teams in an efficient manner. They can also use Insightly customer relationship management solution to facilitate better collaboration on the move, access real-time sales reports, and monitor sent emails in a comprehensive way. Further, companies can customize data field names, automated touchpoints, workflows, dashboards and more as per their unique business needs. Robust Integration feature offered by the software facilitates hassle-free data exchange with third parties in a safe and secure manner. Moreover, business houses can create custom apps for their in-house teams and deploy them on the mobile devices of individual employees, along with set user rights.
The price of Insightly CRM is available as per the requests of interested buyers. Please feel free to request a callback in case you want to know more about the software. Our in-house product executives will get back to you on the date and time mentioned in your callback request.
Auto Lead Assigning
Insightly CRM tracks lead according to relevance through a marketing activity timeline and auto assigns the particulars to the
Workflow automation enables processes such as sending email alerts, maintaining records, creating tasks for others and even
Manage your customer relationships
Organisations can view the informal networks within their system by leveraging intuitive record linking functionality based on
Organizations can generate engaging data representation and track their progress levels. You can share the dashboards with other
Work From Anywhere
Award winning mobile applications for both Android and iOS helps to scan business cards, update deals in real-time and mobilize
Customized business apps can be built with the software and deployed to run successfully in employees mobiles without writing any
Data and its relationship with custom objects can be captured and safely stored by admins. You can also set access permission
Business Intelligence tool leverages real-time data and creates engaging and informative visual reports highlighting key sales
Insightly CRM has a dedicated customizable leads tab that facilitates easy management such as adding new prospects, linking their
Behavioral-Based Email Automation
All sent emails and actions taken on them such as opening, forwarding, opt-outs etc. are tracked down to the user level
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Q. Is my data safe with Insightly CRM?
Q. What type of Integration does Insightly CRM offer?
Q. Can I get a demo of Insightly CRM?
Q. How Can I set up Insightly CRM?
Q. Does Insightly CRM have a dedicated mobile app?