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Insightly CRM

Insightly CRM

4.1
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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.

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What is Insightly CRM?

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Insightly's the first and most popular G Suite-integrated CRM. Discover why 1.5 million Insightly users download our Google Apps & G-Suite CRM.

Do you have a G-Suite account? Simplify business management with our Google Apps & G-Suite CRM. With single-sign on to Insightly CRM via your Google Apps account, use your existing Google App accounts and share one address book of customer contacts across your entire company. Plus, attaching Google Docs, Sheets, or Slides files to customer records is easy. Simply drag-and-drop the file to add it to an Insightly CRM contact record.

Insightly CRM Details Provided by: Caryn  L.

Insightly CRM Details Provided by: Caryn Lusinchi

Website
www.insightly.com
Related Links
FAQ
Mobile Apps
Languages Supported
Dutch, English, French, Italian, Portuguese, Spanish

Insightly CRM Downloads

Insightly CRM Screenshots

About Insightly CRM

Insightly provides customer relationship management software for small and midsize businesses across a range 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 and Office 365 users.

With Insightly, all your critical sales and business info - leads, contacts, emails, events, projects, tasks, sales opportunities and biz reports - are organized and available on your devices. The result is that all your teammates have the most current customer info at their fingertips which results in improved organization, improved customer service and improved sales.

Integrations are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms.

CRM Integrations include:

Gmail
G-Suite & Google Apps
Google Drive
Google Docs, Sheets, Slides
Quickbooks Online
Xero
Slack
Dropbox
Box
MailChimp
Evernote
Zapier
Facebook Lead Ads
And more..

Insightly’s CRM mobile app, for both iPhone & Android devices, helps field reps manage their customer relationships on the go. They can easily access key customer info - lead, contact, organization, opportunity data - to stay up to date and scan business cards or add audio notes while away from the office.

How do you position yourself against your competitors?

Insightly was built to be easy to use, yet customizable and powerful. We offer different plans to cater to our different customers needs. With over 1.5 million users we want to make sure all businesses, even those that don’t have resources to manage a system, or don’t have time or money to invest in product training, can get up and running FAST. We wanted to make it as easy to use as possible, yet substantial enough to keep up with businesses as they grow.

Vendor
Insightly
Company Website
Year Founded
2012
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
140
Twitter
@insightly
Twitter Followers
7,687
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Kate from G2 Crowd

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Insightly CRM
4.1
(400)