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CRM and Project Management Software

CRM and Project Management Software

CRM and Project Management

Easy. Powerful. Affordable.
Insightly is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based customer relationship management features you won’t miss a beat:

  • Lead Management
  • Contact Management
  • Calendaring and Events
  • Automatic Address Book
  • Notes and Comments
  • Lightning Fast Search
  • Custom Fields and Filters
  • File Sharing
  • Web to Lead & Web to Contact
  • Tags, Notification, and Following
  • Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
  • Mass Email and Email Templates

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. With Insightly project management you can:

  • Create Milestones, Pipelines and Tasks for Projects, Get Automatic Email Reminders
  • Specify Roles for Contacts, Track All Email Correspondence, View Completed Tasks and Events by Project Include Any Files Associated with the Project
  • View Task and Event Reports

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