Vendor Details
Company: Insightly
Website: www.insightly.com
Management: Anthony Smith, CEO
Headquarters: San Francisco, CA
Tel: 888-999-4039
Email: sales@insightly.com
About the Company:
We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to G Suite, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.
We believe web based software is the best choice for smaller businesses, because you don’t have to worry about anything technical like server upgrades or security fixes. We take care of all the IT stuff like backups, upgrades, and security so you can concentrate on what matters – running your business and getting on with the job.
Product / Service Highlights:
Powerful Customer Relationship Management
Insightly is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based customer relationship management features you won’t miss a beat:
- Lead Management
- Contact Management
- Calendaring and Events
- Automatic Address Book
- Notes and Comments
- Lightning Fast Search
- Custom Fields and Filters
- File Sharing
- Web to Lead & Web to Contact
- Tags, Notification, and Following
- Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
- Mass Email and Email Templates
For more information please visit www.insightly.com
