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Insightly
ByInsightlyInsightly

Insightly

#26in CRM
Discussions0
Followers32
OverviewDiscussionsAdoptionAlternativesIntegrations
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What is Insightly?

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 is a tool in the CRM category of a tech stack.

Key Features

Flexible Calendaring and EventsAutomatic Address BookNotes and CommentsLightning Fast SearchCustom Fields and FiltersFile SharingWeb to ContactTags, Notification, and FollowingLinking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)Mass Email Contacts with MailChimp IntegrationCreate Milestones, Pipelines and Tasks for ProjectsGet Automatic Email RemindersSpecify Roles for ContactsTrack All Email CorrespondenceView Completed Tasks and Events by ProjectInclude Any Files Associated with the ProjectView Task and Event ReportsGoogle Apps & GmailGoogle DriveOffice 365 and Outlook 2013Invite New Users, Set Up Teams, and Create User PermissionsCustomize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom FieldsRest Assured That Your Data is Safe, Secure and Private

Insightly Pros & Cons

Pros of Insightly

No pros listed yet.

Cons of Insightly

No cons listed yet.

Insightly Alternatives & Comparisons

What are some alternatives to Insightly?

Salesforce Sales Cloud

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Salesforce

Salesforce

It is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Pipedrive

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

Odoo

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

Zoho CRM

Zoho CRM

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

Base

Base

The Intelligent Sales Productivity Platform - leveraging Big Data, mobility and real-time computing to give sales teams the tools they need to be successful.

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Adoption

On StackShare

Insightly Integrations

Happyfox, Leftronic, Everhour, G Suite, Hubstaff and 7 more are some of the popular tools that integrate with Insightly. Here's a list of all 12 tools that integrate with Insightly.

Happyfox
Happyfox
Leftronic
Leftronic
Everhour
Everhour
G Suite
G Suite
Hubstaff
Hubstaff
Tidio
Tidio
Drip
Drip
PieSync
PieSync
Kixie
Kixie
CopperCRM
CopperCRM
UpLead
UpLead
Mailchimp
Mailchimp
Companies
12
SPIPGG+6
Developers
21
SSCTMA+15