Insightly
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More than 30000 users worldwide
Current version: 6.4
Price: FREE
More than 30000 users worldwide
Current version: 6.4
Price: FREE
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#1 Free CRM and Project Management app for small business. Up to 2 users completely free forever.Insightly is 100% free for up to 2 users (not just a trial).
Love Your CRM!
Insightly offers an integrated CRM and Project Management application to small businesses worldwide. We understand that small businesses don’t have a lot of spare time or resources, so we offer an application that lets users become productivity ninjas in no time! More than 750,000 users in over 100 countries love Insightly -- it’s easy, powerful, affordable, and enables users to:
• Grow their business
• Increase efficiency
• Improve customer service and communication
• Improve internal communication and collaboration
Insightly Feature Overview
Much More than just a CRM
Insightly is a great tool for the vital task of managing your contacts and related organizations, partners, vendors, suppliers, sales and opportunities. However, sometimes closing that deal is not the end, it’s just the beginning. So Insightly has an excellent project management system built right in. You can define tasks and milestones for projects, and get email reminders of what's coming up and what needs to be done. And, Insightly has a great project overview screen so you can see the recent activity on any project, and track project performance against milestones over time.
Powerful Integration with Gmail, Google Apps and Google Drive
• Access via Google Universal Navigation Google Drive
• Built in Gmail gadget – save any email to Insightly in just one click
• Automatically sync your Insightly contacts with your Google Contacts list
• Automatically sync your Insightly events, tasks and milestones to your Google calendar
• Search your files in Google Drive from within Insightly
• Attach any file (or even whole folders) in Google drive to items in Insightly
Use with Any Mail System
Don’t have Google Apps or Gmail? No worries. Insightly can be used with any mail system.
Contact Management
Contacts are critical to your success, so Insightly’s CRM for small business delivers key contact management features and you don’t miss a beat:
• Flexible Calendaring and Events
• Automatic Address Book
• Notes & Comments
• Lightning Fast Search
• Custom Fields and Filters
• Built-in File Sharing
• Tags
• Notification and Following
Social CRM
Insightly has built in integration with LinkedIn and Twitter and you can display social data right in Insightly – like feeds from twitter for contacts and organizations, or the latest profile info on a contact from LinkedIn. Import your contacts from your LinkedIn connections in a just couple of clicks, and add LinkedIn Profiles to existing contacts easily. Make the most of your social connections with Insightly!
Go Mobile
The Insightly mobile app allows you to take Insightly on the road with you wherever you go, on whatever device you have at hand. Add tasks, view contact details, log calls, or catch up on the status of a project from anywhere. Supporting tablets like the Google Nexus, iPad and Amazon Kindle HD, through to Android phones, iPhone, and even Blackberry and Windows phone devices – the Insightly mobile app has you covered.
Get a Macro or Micro View of Your Business
Insightly’s online CRM lets you look at your business any way you want, from details on tasks and call notes, to incoming opportunities. Get real time information from Insightly’s:
• Dashboard
• Tasks & Milestones
• Pipeline Activity Sets
• Reports
Easy Administration
We understand that in a small business you have to wear many hats, and we’re pretty sure you don’t want to spend days trying to figure out how to set up a new CRM for your company. As an Insightly admin you can:
• Quickly invite new users, set up teams, and create user permissions
• Easily customize Insightly – set up relationships, pipelines and activity sets for your users, add custom fields
• Rest assured that you data is safe, secure and private
Here’s what some of our users have said:
“This is by far the most useful App for Google Enterprise we've added and it is the only App that has become a key tool in our organisation.” – David Nasseri
“We were after a simple system that didn't need a huge amount of administrative overhead to be effective. Insightly was very easy to configure and our team took to it immediately.” – Michael Burton
“Integration with Google Apps allowed us to spend less time entering information and more time doing actual work. Whereas other CRMs I've tried feel like they're designed primarily for managers to keep tabs on employees, Insightly is all about giving teams the tools to collaborate effectively and get things done. I highly recommend it!!” – Lauren Eline
“I have used just about every CRM system you can name, and this is the best one I have used. It has everything you, and a sales team need for tracking jobs, keeping up with proposals, staying in touch with customers...we couldn't do without it!! It's a great program, I would recommend it highly.” – Gilbert Swain
“I just wanted to let you know that I think I love your product more than my wife.”
– Michael McLellan Jr.
Pricing
Free for up to 2 users and 2500 records. Paid pricing plans start at $12 user/month. See our website for more information.
Love Your CRM!
Insightly offers an integrated CRM and Project Management application to small businesses worldwide. We understand that small businesses don’t have a lot of spare time or resources, so we offer an application that lets users become productivity ninjas in no time! More than 750,000 users in over 100 countries love Insightly -- it’s easy, powerful, affordable, and enables users to:
• Grow their business
• Increase efficiency
• Improve customer service and communication
• Improve internal communication and collaboration
Insightly Feature Overview
Much More than just a CRM
Insightly is a great tool for the vital task of managing your contacts and related organizations, partners, vendors, suppliers, sales and opportunities. However, sometimes closing that deal is not the end, it’s just the beginning. So Insightly has an excellent project management system built right in. You can define tasks and milestones for projects, and get email reminders of what's coming up and what needs to be done. And, Insightly has a great project overview screen so you can see the recent activity on any project, and track project performance against milestones over time.
Powerful Integration with Gmail, Google Apps and Google Drive
• Access via Google Universal Navigation Google Drive
• Built in Gmail gadget – save any email to Insightly in just one click
• Automatically sync your Insightly contacts with your Google Contacts list
• Automatically sync your Insightly events, tasks and milestones to your Google calendar
• Search your files in Google Drive from within Insightly
• Attach any file (or even whole folders) in Google drive to items in Insightly
Use with Any Mail System
Don’t have Google Apps or Gmail? No worries. Insightly can be used with any mail system.
Contact Management
Contacts are critical to your success, so Insightly’s CRM for small business delivers key contact management features and you don’t miss a beat:
• Flexible Calendaring and Events
• Automatic Address Book
• Notes & Comments
• Lightning Fast Search
• Custom Fields and Filters
• Built-in File Sharing
• Tags
• Notification and Following
Social CRM
Insightly has built in integration with LinkedIn and Twitter and you can display social data right in Insightly – like feeds from twitter for contacts and organizations, or the latest profile info on a contact from LinkedIn. Import your contacts from your LinkedIn connections in a just couple of clicks, and add LinkedIn Profiles to existing contacts easily. Make the most of your social connections with Insightly!
Go Mobile
The Insightly mobile app allows you to take Insightly on the road with you wherever you go, on whatever device you have at hand. Add tasks, view contact details, log calls, or catch up on the status of a project from anywhere. Supporting tablets like the Google Nexus, iPad and Amazon Kindle HD, through to Android phones, iPhone, and even Blackberry and Windows phone devices – the Insightly mobile app has you covered.
Get a Macro or Micro View of Your Business
Insightly’s online CRM lets you look at your business any way you want, from details on tasks and call notes, to incoming opportunities. Get real time information from Insightly’s:
• Dashboard
• Tasks & Milestones
• Pipeline Activity Sets
• Reports
Easy Administration
We understand that in a small business you have to wear many hats, and we’re pretty sure you don’t want to spend days trying to figure out how to set up a new CRM for your company. As an Insightly admin you can:
• Quickly invite new users, set up teams, and create user permissions
• Easily customize Insightly – set up relationships, pipelines and activity sets for your users, add custom fields
• Rest assured that you data is safe, secure and private
Here’s what some of our users have said:
“This is by far the most useful App for Google Enterprise we've added and it is the only App that has become a key tool in our organisation.” – David Nasseri
“We were after a simple system that didn't need a huge amount of administrative overhead to be effective. Insightly was very easy to configure and our team took to it immediately.” – Michael Burton
“Integration with Google Apps allowed us to spend less time entering information and more time doing actual work. Whereas other CRMs I've tried feel like they're designed primarily for managers to keep tabs on employees, Insightly is all about giving teams the tools to collaborate effectively and get things done. I highly recommend it!!” – Lauren Eline
“I have used just about every CRM system you can name, and this is the best one I have used. It has everything you, and a sales team need for tracking jobs, keeping up with proposals, staying in touch with customers...we couldn't do without it!! It's a great program, I would recommend it highly.” – Gilbert Swain
“I just wanted to let you know that I think I love your product more than my wife.”
– Michael McLellan Jr.
Pricing
Free for up to 2 users and 2500 records. Paid pricing plans start at $12 user/month. See our website for more information.
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