The leading small business CRM and project management web app
Companies using Insightly
Insightly integrates with
Why people like Insightly
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With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

Insightly's Features
  • Flexible Calendaring and Events
  • Automatic Address Book
  • Notes and Comments
  • Lightning Fast Search
  • Custom Fields and Filters
  • File Sharing
  • Web to Contact
  • Tags, Notification, and Following
  • Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
  • Mass Email Contacts with MailChimp Integration
  • Create Milestones, Pipelines and Tasks for Projects
  • Get Automatic Email Reminders
  • Specify Roles for Contacts
  • Track All Email Correspondence
  • View Completed Tasks and Events by Project
  • Include Any Files Associated with the Project
  • View Task and Event Reports
  • Google Apps & Gmail
  • Google Drive
  • Office 365 and Outlook 2013
  • Invite New Users, Set Up Teams, and Create User Permissions
  • Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields
  • Rest Assured That Your Data is Safe, Secure and Private


See Insightly 's Stacks




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CRM

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