Insightly
Krowdbase ShortlistLeverage accurate and up-to-date data to accurately forecast. Use powerful reports to help manage sales opportunities.
What is Insightly?
Insightly helps small businesses manage customer relationships, tasks, and sales workflows in one platform. It s most used by marketing, IT services, and construction teams. Users value its contact linking and task scheduling tools, though reporting and lead tracking are often flagged. Recent AI updates and workflow automation improve speed and reduce manual effort.
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FAQ
The official website of Insightly is https://www.insightly.com/
Insightly helps small businesses manage customer relationships, tasks, and sales workflows in one platform. It s most used by marketing, IT services, and construction teams. Users value its contact linking and task scheduling tools, though reporting and lead tracking are often flagged. Recent AI updates and workflow automation improve speed and reduce manual effort.
Insightly belongs to the Sales Forecasting, CRM, Contact Management, Insurance CRM, Lead Management, Mac CRM, Nonprofit Project Management, Online CRM, Sales Force Automation, Sales Tracking, Small Business CRM, Social CRM Tools, Task Management category.
Insightly offers features such as Budgeting/Forecasting, Contact Database, Contact Management, Customizable Reports, Data Import/Export, Data Visualization, Forecasting, Lead Capture, Lead Management, Email Management, Reporting/Analytics, Sales Pipeline Management, Task Management, Workflow Management, CRM, Customizable Fields, Interaction Tracking, Search/Filter, Shared Contacts, Activity Dashboard, Alerts/Notifications, Quotes/Estimates, Third-Party Integrations, Campaign Management, Email Marketing, Lead Qualification, Pipeline Management, Sales Reports, Collaboration Tools, Customizable Templates, Kanban Board, Mobile Access, Marketing Automation, Customer Database, Sales Activity Management, Calendar/Reminder System, Document Storage, Segmentation, Territory Management, Customer Support, Commenting/Notes, Prioritization, Project Planning, Task Editing, To-Do List.
Yes, Insightly offers a free trial.
Pricing
Starting at:
USD 29/per month
Free Trial Available
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