Insightly CRM Review
Our score 8.8
What is Insightly CRM?
Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.
Overview of Insightly CRM
Overview of Insightly CRM Features
- Create Milestones, Pipelines and Tasks for Projects
- Android app
- Get Automatic Email Reminders
- Automatic Address Book
- Tasks and Milestones
- iOS app
- Linking
- Fast Search
- Add custom fields
- Partnership with Logical Operations
- Easy to invite new users
- Unlimited customer support
- Specify Roles for Contacts
- Mass Email Contacts with MailChimp Integration
- Tags by keywords, contacts, projects
- 128bit SSL security (military grade AES-256 encryption)
- Flexible Calendaring and Events
- Easy file uploads
- Single click to see contact’s public online information
- Other applications via the Insightly API
- Set up relationships, pipelines, and activity sets
- Dashboard for quick lookups
- Include Any Files Associated with the Project
- Mobile site
- Notification and Follow System
- File Sharing to keep related records together and accessible
- Limited OData support
- Google Drive
- Auto detection of email address, Twitter, and LinkedIn profiles
- View Task and Event Reports
- REST-based Application Programming Interface (API)
- View Completed Tasks and Events by Project
- Simple, clear training course materials
- Evernote
- Pipeline Activity Sets
- Web to Contact forms
- HTTP Basic authentication to monitor calls to API
- Google Apps & Gmail
- Automatic backups
- Insightly Notes, Evernotes and Comments
- Opportunity Reports
- Set up teams
- Custom Fields and Filters
- Track All Email Correspondence
- JSON and XML support
- Create user permissions
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Pricing Plans
$29
/ user, per month (billed annually)
$49
/ user, per month (billed annually)
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