CRM and Project Management. Easy. Powerful. Affordable.
Insightly is a great tool to help small businesses deal with the ital tasks of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and important dates, to any projects or opportunities in which they have participated.
CRM features include:
- Contact and Task Management
- Project Management
- Calendaring and Event Scheduling
- Build-in file sharing
- Workflow, reports, and customization
- Mass Email Contacts with MailChimp Integration
- Integration with Quickbooks Online
- Syncs with Google Apps, Outlook 2013 and Office 365
- Mobile Apps (iOS and Android)
Integrated Project Management
Insightly uniquely offers CRM and Project Management in one so you can make sure you’re on top of your customer relationship at every stage. With the project overview screen you can see the recent activity on any project and track project performance against milestones over time.
Insightly + QuickBooks Online = The Best of Both Worlds!
With our QuickBooks Online integration, users can view QuickBooks financial information within Insightly via the QuickBooks Online tab. So what does that mean to you? By eliminating dual data entry, you save time, increase productivity and reduce siloes in your company. Insightly + QuickBooks Online provides you with a holistic view of your customers, including account statuses, invoices and payments. You can now have key financial information at your fingertips, helping prevent delays in payment and resulting in increased efficiency and streamlined processes.
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