insightly.com
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Overview
Insightly
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
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Art Roy
June 22, 2020
great tool to keep file of sales leads
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Study Global
June 22, 2020
Brilliant system cloud based system operating from different locations event different countries and monitored from every where
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A User of Insightly CRM
March 4, 2019
It makes life so much easier...i'm live in my inbox and getting information from my CRM has never been easier. Email templates are essential to me, i love that i can inject them into my draft and even schedule emails.
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A User of Insightly CRM
December 19, 2018
We are passionate about Morocco and passionate about Tourism. We are a dynamic team with many years of experience. We take great pride in providing the very best tours, excursions and great adventures in Marrakech Morocco. For instance, we can help you organize whatever tour you choose. If you choose a desert tours, we can start your day trips from Marrakech, Fes, Casablanca, or any other city of Morocco. Or, you can plan one day excursion , day trips & tours starting from Marrakech to the desert . There are also customized & luxury marrakech desert tours and day trips from Marrakech to Morocco Sahara desert whith Camel Trekking to the imperial cities, cities around the Atlas Mountains, and other gorgeous landscapes of Morocco . Sahara Desert camel trek tours can include overnight stay at the luxury sahara desert Camp, camel rides on the dunes, sandboarding , trekking on the dunes and anything else you desire.
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Michele Uber
August 28, 2018
It was OK, but not something that worked well for our business. The reason I gave it 3 stars is because I cannot get any support to get rid of the auto bcc function.
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Rachel Ferla
August 20, 2019
In the settings within Insightly itself you can disable saving copies of emails into Insightly
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A user of Insightly CRM
June 6, 2019
Because BBC is a part og functionallity
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Starla West
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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A User of Insightly CRM
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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Simon Pollard
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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Jack Falber
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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Kevin Chinfatt
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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