How To Manage Customer Relationships With Insightly @insightlyapp #WebToolsWiki

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Online Customer Relationship And Project Management Software For Small Businesses Worldwide


Insightly provides customer relationship and project management software to small businesses worldwide. More than 650,000 users in 200 countries leverage Insightly’s cloud-based application to manage customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using CRM with just an email address and a web browser. In addition, Insightly for Google Apps is the number one CRM application in the Google Apps marketplace.

Originally made for Google Apps: Insightly was created with a full Google Apps integration. Simply import Google Contacts, link Google Docs, export to Google Calendar, and lookup information with our Gmail gadget. Insightly is the #1 rated CRM on the Google Apps Marketplace.

Don’t have Google Apps? No worries, you can use Insightly’s web app. Just sign up on our website and get started in seconds.

The power of Linking: Insightly is so powerful because of its ability to link related items together — employees related to their employers, emails related to projects, tasks related to opportunities – all intuitively linked up and just one click away.

Full history of customer interaction: Keep a history of customer interactions including emails, phone calls, and meetings.

Gmail integration: Insightly can keep track of your email messages and ingeniously associates and links each message saved with the right contacts and organizations. Like this you have a complete email history – all without lifting a finger.

File sharing: Use the great file sharing capabilities of Insightly and keep important documents and information attached right next to the entities they relate to.

Central shared contact list: The is only address book for everyone within your company. It is online and shared. We also have great security so sensitive data is not exposed to those who shouldn’t see it.

Do you have any tips for using Insightly? Please add them to this list.
Please vote up or down any tips that are already here. Thank you!

Headline for Your top tips for using Insightly @insightlyapp #Crowdify
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Your top tips for using Insightly @insightlyapp #Crowdify

Your top tips for using Insightly @insightlyapp #Crowdify

What Is A Good Way To Manage Customer Relationships?

What Is A Good Way To Manage Customer Relationships?

Do you know any Insightly alternatives?
Please add the names of each tool to this list and help others to find them and try them out.
Please vote up or down any alternative so we find the most popular ones. Thank you!

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Your suggestions for alternatives to Insightly @insightlyapp #Crowdify

Your suggestions for alternatives to Insightly @insightlyapp #Crowdify

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