Insightly : Affordable CRM Optimized for Small Business

What is Insightly?

Insightly is a lightweight online CRM that meets all the needs of small businesses (VSEs and self-employed entrepreneurs). This solution allows, among other things, to centralize your contacts in one place, and is accessible from any device. Its perfect integration with Google Apps (Gmail, Calendar, Contacts, Drive) makes it an incredibly efficient tool for your internal organization and the management of your external relations.

Insightly also allows you to manage the entire sales chain from lead acquisition to lead conversion and sales opportunity management. The software also offers a very nice interface inspired by Google Apps. The contact profiles are complete and the event management is clear. In the end, you can create marketing campaigns to send personalized emails to your contacts in mass.

Features

• Contact and company management
• Multi-criteria search, filtering, and segmentation
• Viewing of interaction history
• Tasks, reminders, and appointments
• Customizable pipeline
• Automated scoring
• Email campaigns (optional)
• Email automation
• Quotes