Manage relationships easily with Insightly
Insightly is a customer relationship management (CRM) tool designed for small businesses but also suitable for use by larger teams. It allows you to keep track of contacts and leads, track the progress of projects and monitor the progress of a team's members.View full description
- easy-to-use interface
- Templates simplify frequently repeated tasks
- Some features unavailable on many subscription plans
- Integration with some apps not perfect
Insightly is a customer relationship management (CRM) tool designed for small businesses but also suitable for use by larger teams. It allows you to keep track of contacts and leads, track the progress of projects and monitor the progress of a team's members.
A social interface for CRM
Insightly features a clear interface that resembles a social media site like Facebook, with a central feed showing your most recent activity. From here, you can look at all activity of a certain type, create leads, manage records and more. The built-in reporting tool lets you keep an eye on a team's performance and even tell whether recipients have opened their emails. Pipelines -- to-do lists that outline the steps for an individual task -- and activity sets, templates which guide users through specific tasks. This set of CRM tools works together with Google apps, Outlook, Evernote, MailChimp and other popular productivity and office tools. A limited free version supports two users but doesn't include all the features of the paid plans; upgrade to a higher plan for more robust integration and a larger number of supported users. Higher tiers offer better lead-management tools, more customisation options and increased storage space.
A solid choice for small businesses
If your small business needs a solid CRM system, Insightly is a dependable choice that covers many of the functions you need.