About Insightly CRM
Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns.
The platform offers lead management and its data manipulation features include project management capabilities. It helps build relationship with the customers through every step of the customer journey. Some of the features includes relationship linking, contact management, email tracking, opportunity management, quote generation, workflow automation, advanced reporting, and call management. A mobile CRM app is also available to scan business cards and to take audio notes.
The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.
Popular Business Setting
- Marketing and Advertising
- Computer Software
- Management Consulting
- Small Business
- Mid Market
- Large Enterprise
Peer Recommendations on business needs
Acquire customers, Increase sales & revenue, Enhance customer relationships, are the most popular goals peers achieved using Insightly CRM .
It is the best suited for e-mail, e-mail, phone calls, channels.
Insightly CRM does well for a wide range of processes. Peers recommend contact list management, engagement management, communication management, as the business processes that they have been most satisfied while using Insightly CRM .
Read Reviews of Business Process for Insightly CRM
Top Failure Risks for Insightly CRM
First 5 Reports are Free
IT and Other Capabilities