Insightly CRM

Platforms:

Web browser Android iOS

Insightly is a modern CRM system focused on small businesses to improve relationships with customers, partners, vendors and suppliers. This system promises convenience, scalability and affordability. Main Features of Insightly. Sales: Customer Data Centralization: Provides a single repository of customer information, helping you close more deals. Sales Management: Allows you to monitor the sales funnel, allocate and refer leads. Marketing: Creating Marketing Campaigns: Helps in developing and executing effective marketing strategies. Tools for A/B testing and segmentation: Provides powerful tools for testing and targeted marketing. Service: Customer Support: Improves customer service and increases customer satisfaction. Knowledge Management and Ticketing: Offers a customer inquiry management system and knowledge base for quick problem solving. Integrations (AppConnect): Connecting with Used Applications: Insightly integrates with many popular business applications for ease of use. Analytics and Dashboards: Deep Analytics and Statistics: Provides detailed analytical reports on customer health and business process performance. Benefits. Highly rated by users: Insightly often receives high marks from users for usability and efficiency. Fast startup time and low total cost of ownership: According to ROI research, Insightly has a significantly faster startup time and lower total cost of ownership than competitors. Supports a variety of business areas: Suitable for a variety of industries including finance, HR, sales, marketing, support and IT. . Integrations. Insightly offers a wide range of integrations with popular business applications such as QuickBooks, Xero, Workday, ZoomInfo, WordPress, Asana, Jira, Slack, Magento, Shopify and many more. Case Studies and Testimonials. Successful use cases include Sullivan & Stanley and Sport Court Las Vegas, who have significantly increased their business thanks to Insightly. Insightly is often cited as one of the best CRM systems on the market.
  • Deployment
  • In the cloud
  • Company type
  • Small business
  • Medium business
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Integration with services

Mailchimp

Microsoft Outlook

Slack

Functional

Sales funnel
Customer base
Order management
Product catalog
Call center and telephony
History of interaction with the client
Loyalty systems
Monitoring of personnel efficiency
Time management
Monitoring of personnel efficiency
Time management
Support management
Open Source
Reports
Mail integration
Email newsletters
Project templates
File storage
Project templates
File storage
Gantt chart
Billing and Accounts
Data export/import
Connecting the Fis.registrar
API for integration
Web forms
Kanban board