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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. | WatBox is a Salesforce-native messaging add-on that lets you manage WhatsApp and SMS conversations directly inside your CRM, so you do not have to juggle between external messaging apps and Salesforce. When a customer messages you on WhatsApp, WatBox routes that conversation into Salesforce, links it to the right Lead, Contact, Account, or Case, and keeps every interaction attached to the customer record. This gives you a single place to see history, update data, and follow up in context. |
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 | WhatsApp & SMS Native Integration, Auto-Linking to CRM Records, One-to-One and Bulk Messaging, Automated Workflows & Bots, Unified Multichannel Inbox, Automatic Activity Logging, Approved Templates & Structured Messages, Embedded Salesforce Messaging |
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| No integrations available | |

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