Insightly is a cloud-based CRM (customer relationship management) platform that extends beyond just contacts, offering modules for sales pipeline management, project/task management, marketing automation and customer service.
If you’re running a small or mid-sized business (or part of a growing team), you’ll likely face silos between sales, marketing and service. Insightly brings those together so your teams can:
- keep a central database of prospects/clients,
- automate repetitive tasks (lead routing, follow-ups),
- track opportunities through pipeline and link them to service/projects,
- and integrate with other tools you already use.
The result: less manual work, better visibility, faster response and fewer missed opportunities.
You set up your users, import your contacts/leads, define your sales stages and pipelines. Insightly supports: custom fields/objects, workflow rules, role-based access, dashboards/reports.
It also provides integrations (native plugins for Gmail, Outlook; its “AppConnect” engine covers many apps).
