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The Insightly mobile app allows you to take Insightly on the road with you wherever you go, on whatever device you have at hand. Make the most of your social connections with Insightly! Import your contacts from your LinkedIn connections in a just couple of clicks, and add LinkedIn Profiles to existing contacts easily. Insightly has built in integration with LinkedIn and Twitter and you can display social data right in Insightly – like feeds from twitter for contacts and organizations, or the latest profile info on a contact from LinkedIn. Insightly can be used with any mail system.Ĭontacts are critical to your success, so Insightly’s CRM for small business delivers key contact management features and you don’t miss a beat: Attach any file (or even whole folders) in Google drive to items in Insightlyĭon’t have Google Apps or Gmail? No worries.Search your files in Google Drive from within Insightly.Automatically sync your Insightly events, tasks and milestones to your Google calendar.Automatically sync your Insightly contacts with your Google Contacts list.Built in Gmail gadget – save any email to Insightly in just one click.Access via Google Universal Navigation Google Drive.
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Powerful Integration with Gmail, Google Apps and Google Drive And, Insightly has a great project overview screen so you can see the recent activity on any project, and track project performance against milestones over time. You can define tasks and milestones for projects, and get email reminders of what's coming up and what needs to be done. So Insightly has an excellent project management system built right in.
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However, sometimes closing that deal is not the end, it’s just the beginning. Insightly is a great tool for the vital task of managing your contacts and related organizations, partners, vendors, suppliers, sales and opportunities. Improve internal communication and collaboration.Improve customer service and communication.We understand that small businesses don’t have a lot of spare time or resources, so we offer an application that lets users become productivity ninjas in no time! More than 750,000 users in over 100 countries love Insightly - it’s easy, powerful, affordable, and enables users to: Insightly offers an integrated CRM and Project Management application to small businesses worldwide.
#CONTACTS JOURNAL CRM VS LESS ANNOYING CRM FREE#
Insightly is 100% free for up to 2 users (not just a trial). #1 Free CRM and Project Management app for small business.