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Insightly CRM

Customer relationship management cloud solution that quickly integrates with existing Gmail and Outlook accounts

8.2

572 Votes

  • Category Sales Software
  • Languages English, French, Italian, Dutch, Portuguese, Spanish

A versatile CRM tool designed to streamline business processes and boost productivity.

Overview

insiGHTly CRM is a robust cloud-based solution that aims to simplify business processes, boost productivity, and enhance customer relationships. With its user-friendly interface, this software ensures seamless navigation, making it a suitable choice for businesses of all sizes.

Features

insiGHTly CRM provides a comprehensive suite of features that includes contact management, task tracking, and sales automation. These features help to streamline workflows, allowing businesses to focus on growth and innovation.

The Contact Management feature ensures that all customer information is centralized and easily accessible. This aids in delivering personalized customer experiences, fostering stronger relationships.

The Task Tracking feature allows businesses to monitor progress on various tasks effectively. This results in improved efficiency and ensures that all tasks are completed on time.

The Sales Automation feature aids in increasing sales productivity by automating repetitive tasks, thereby freeing up time for sales teams to focus on engaging potential customers.

Performance

insiGHTly CRM delivers top-notch performance, ensuring smooth operation even with heavy usage. Its cloud-based nature ensures that the software is always up-to-date and functioning at optimal levels.

Integration

This software integrates seamlessly with a range of applications, including Google Suite, Office 365, and more. This ensures that businesses can leverage their existing software solutions, enhancing overall efficiency.

Conclusion

Overall, insiGHTly CRM offers a comprehensive solution for businesses seeking to automate their processes and enhance customer relationships. Its robust performance, extensive feature set, and seamless integration make it a top choice for businesses of all sizes.

Highest-Rated Features:

  1. Performance and Reliability
  2. Contact & Account Management
  3. User
  4. Role
  5. and Access Mgmt.

Lowest-Rated Features:

  1. Product & Price List Management
  2. Breadth of Partner Applications
  3. Marketing ROI Analytics
Company
Insightly
HQ Location
San Francisco, CA
Year Founded
2012
LinkedIn® Page
https://www.linkedin.com/company/2729320 (114 employees)
  • Plus: $29
  • Professional: $49
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Pipedrive

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