App Store Preview. Screenshots iPad iPhone. Description Insightly Customer Relationship Management CRM and project management is a leading cloud-based application built for businesses of all sizes. Nov 1, Version 4. Ratings and Reviews. App Privacy. Information Seller Insightly Inc. Size Category Business.
Compatibility iPhone Requires iOS Mac Requires macOS Price Free. Family Sharing With Family Sharing set up, up to six family members can use this app. You Might Also Like. Contacts Journal CRM.
Zendesk Sell. Cloze Relationship Management. No job is too small, or process too complicated. A new relationship with a customer only truly begins after the deal is closed. What happens next is critical.
With Insightly CRM, immediately convert closed opportunities to projects to ensure that what was sold gets delivered. Set milestones, clarify order details, check inventories, and assign tasks—all automatically. Delivery teams can access all the information they need on the road using the Insightly mobile app. And custom project dashboards will help track progress every step of the way.
We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Marketing Create engaging customer journeys and grow pipeline Learn more. Sales Centralize your customer data and close more deals Learn more. Service Elevate your support, exceed customer expectations Learn more.
Projects Convert deals to projects, deliver on time every time Learn more. Your feed can be filtered by activity type and user, so you can quickly see emails that were recently sent or monitor a specific team member's progress. The navigation panel links you to your team's tasks, contacts, organizations, leads, opportunities, projects, emails, and reports. Insightly also has the ability to link any object—such as a contact, organization or opportunity, to any other object.
This is a great feature that helps to give you a complete view over your networks at a single glance. To help you keep track of various clients, Insightly provides you with numerous tools at your disposal, including flexible calendaring, notes, comments, and tagging features. To add clients and prospects to Insightly you can add them manually, entering the information for each new client and prospect or you can import data in bulk.
Using Pipelines Another great feature of Insightly is Pipelines. Pipelines allow you to see the progress along a specific path in a project, so you will always know exactly where you are in the stream of time. Creating Pipelines are easy. Your Pipeline should include all the anticipated stages that are in the workflow, from conception to the completion of the project.
Insightly will draw the pipeline stages above your stage list. When you create a new project, you can view the pipeline from a populated list. Generating Reports Insightly has a comprehensive reporting tool that is based on opportunities and completed activities.
You have the option to filter reports by date ranges and topic. Generating a report is straightforward, simply click on the type of report you need and customize your parameters that you require based upon the dates, pipelines, tags, and responsibilities. With Insightly you also have the option to export your records.
So, if you need to use a third party application for other analysis, you can! It integrates very well with a whole range of popular business apps and services on the market, but where Insightly really shines is the integration that it offers with its Outlook App. This provides enhanced productivity for businesses that use Office and Outlook In addition, to help in assisting with company accounts Insightly has good integration with QuickBooks Online, and Xero.
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