Insightly

Insightly provides a customer relationship and project management platform. It is a great tool to help small businesses deal with the vital task of managing leads, contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, users can see everything about a lead or contact – from background, email history, and timelines to any projects in which they have participated.

Description

Product Features:
  • Lead management.
  • Contact management.
  • Calendaring and events.
  • Create Milestones, Pipelines and Tasks for Projects.
  • Get Automatic Email Reminders.
  • Specify Roles for Contacts.
  • Track All Email Correspondence.
Product Purpose: Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.
Product Attributes: Free Trial: NA Tech Expert: Credit Card Required: NA Avg Installation Time: Immediate Training: No Training Offered Free Version:

Additional information