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Insightly CRM
Insightly
insightly.com
1,461,594 users
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Overview
Insightly provides customer relationship management (CRM) and project management software for businesses across a variety of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google users. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more. 

With Insightly, all critical information – leads, contacts, emails, events, projects, tasks, sales opportunities and reports – are centralized and available via web and mobile app. When the whole team has the most current info at their fingertips, your company sells more and satisfies customers better.

BENEFITS:

* Easy to use and intuitive 
* Track leads and manage sales opportunities
* Full history of customer interactions
* Manage projects with flexible processes
* Assign tasks, set calendar events, tag important items
* Receive notifications for important updates
* Attach files easily with Google Drive integration
* Quickly search the entire system
* Add your own custom fields
* Two-way contact sync with Google
* Integrate with Gmail
* Single sign-on through Google Apps account 
* Access Insightly via Google Universal Navigation
* Utilize existing Google Apps accounts
* Includes SSL security 
Reviews
June 18, 2018
We are a small coaching firm and Insightly is perfect for us. We use it to track all our opportunities and projects and to ensure vital client information is captured and easily retrieved. The system is easy-to-use.
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June 15, 2018
Insightly is helping our small business keep track of our customers we have 5 staff and once the customer is saved the info is available to whole team instantly Each team member ads info & target dates -this facilitates coordinated action Even on the road i know status of every client. Involve your staff and check in with them often to ensure they are getting and understanding the benefits thanks Tim owner of NannyElderCare.com
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A Google User
June 15, 2018
We are a small consulting company and recently implemented Insightly (after trying a couple of other products). We have learned on the go and have found that we are really using this product to manage our customer interactions and sales processes. I highly recommend Insightly as a cost effective and user friendly tool.
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June 13, 2018
We've been using Insightly for 4 years and with the latest updates it can now be matched to your exact requirements. We use it throughout our sales from initial enquiries on our website, through to qualification, management through to close, and most recently for after-sales to ensure we provide the highest levels of service for our customers. Any CRM system requires work and commitment from the management team but it has proven a great investment for our business and we would highly recommend Insightly
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June 13, 2018
We've been using Insightly for the best part of 10 years now, and it's as much a part of our team as any of our journalists or editors. Quite simply, it's been at the centre of everything we've done, and it's never let us down.
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A Google User
June 13, 2018
My company has been using Insightly for over 3 years now. As our business has expanded, it has scaled to keep pace and has helped us to keep projects and process organized and tracked smoothly. Definitely recommend this app for any small to medium sized business.
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June 13, 2018
Easier to handle than other systems. Once information entered, is most valuable and easy to access.
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A Google User
June 13, 2018
For a fast-moving, small business like ours, Insightly has saved our lives. It is such an easy and effective way to organize contacts and information. From the ease of use, simple navigation, to the ability to save contacts through Gmail with just a click of a button, I really don't know what we did before Insightly!
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June 13, 2018
We have been using Insightly for many years now. It is a great tool that allows us keep all of our information organized. The app allows me to manage my business when I am away from the office. The notes area is great when I need to share information with other employees or I can hide it so only I can see it. Overall we are very happy with the product!
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June 12, 2018
Insightly seems to work well for our small business and really helps us organize contacts, and all of the organizational notes & files. Very useful when sharing info.
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