Product Information
What is Insightly?
Insightly is a web-based application that serves as both a project management tool and a customer relationship management (CRM) system. It integrates with Google Apps through a Gmail gadget and supports Google Docs.
As a cloud-based platform, Insightly is suitable for businesses of all sizes and industries. It can be customized to meet specific business needs and is accessible via web browsers and mobile applications. The free mobile app for Insightly CRM synchronizes with the web-based CRM, providing teams with essential customer information on the go. The app allows users to add new contacts, scan business cards, or import from the device's address book. Users can access task lists, view opportunity notes, update sales opportunities, mark successful deals, add voice memos to leads and opportunities, and create and assign tasks. Push notifications are available for specific actions, such as lead assignments. The app offers a comprehensive view of project progress, equipping users to prepare for customer interactions and potential sales opportunities.
How to use Insightly?
Insightly is a web-based customer relationship management (CRM) system and project management tool designed to help businesses sell smarter, grow faster, and build lasting customer relationships. It is a cloud platform suitable for businesses of all sizes and industries, accessible via web browsers and mobile apps.
Core Functions of Insightly
Workflow automation, pipeline management, Gmail, Google integration, social media integration
Workflow Automation
Pipeline Management
Gmail
Google integration
Social Media Integration
Usage Scenarios of Insightly
- Add new contacts, scan business cards, or import from device address books.
- Access task lists, view opportunity notes, update sales opportunities.
- Mark successful deals and add voice memos for leads and opportunities.
- Create and assign tasks, receive push notifications for lead assignments.
- Prepare for client interactions and potential upsell opportunities with a comprehensive project progress view.
- Attract and engage ideal customers for faster growth (via marketing automation).
Common Questions about Insightly
What does Insightly do?
How do I use Insightly?
What are the core features of Insightly?
What are the application scenarios of Insightly?
