See a holistic view of contacts
The one thing that we cite about this software in our Insightly reviews is that it allows you to implement CRM best practices to organize contacts–customers, partners, vendors and suppliers–with a 360-degree view. Check their background, email history, important dates, and other data relevant to their associated projects or opportunities. Other critical actions you can do include: share files; manage contacts, opportunities, projects in a meaningful link, and mass email via MailChimp integration.
Be on top of your customer at every engagement stage
Insightly also features an integrated project management at every stage of engagement with the customer. These include: oversee recent activities and track project performance and progress against your preset timeline; create project milestones, pipelines and tasks; set automated email alerts; and track email correspondence.
Get the small or big picture of your business
With Dashboard, Tasks/Milestones, Pipeline Activity, and Opportunity Reports you get a real-time macro or micro view of your business activities.
Easy to use
Insightly is designed for the busy businessman with user-friendly and intuitive tools so it’s easy to invite new users, customize features, and secure data.
The Insightly mobile app is compatible with iPad/iPhone, Google Nexus, Amazon Kindle HD, and device with similar OS.
Enter an email address and let Insightly detect its associated social networks including Twitter, Facebook, Google+ and LinkedIn, and wherever the user email account has participated.
Integrate easily (developers)
Integrating the CRM with other programs is easy with its conventional HTTP REST API. The vendor provides technical details and supports JSON and XML based requests. The API allows you to access and update data stored in Insightly.
The one-day, class-based Insightly End User Curriculum (separately charged at $35 per class with training materials) offers small business owners to optimize Insightly as per their business goals.
Read a detailed Insightly review to get more information about its capabilities.