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Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact -- from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based contact management features you won’t miss a beat:
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:
Insightly works the way you work. We understand that email may be the primary way you communicate with your customer so we offer seamless integration with:
Insightly’s online CRM lets you look at your business any way you want. Get real time information with any of these features:
We understand that in a small business you have to wear many hats so we make administration as easy as possible, because we’re pretty sure you don’t want to spend days trying to figure out how to set up a new CRM for your company. As an Insightly admin you can:
The Insightly mobile app allows you to take Insightly on the road with you wherever you go, on whatever device you have at hand. Supporting tablets like the iPad, Google Nexus, and Amazon Kindle HD, through to phones like the iPhone, Android phones -- the Insightly mobile app has you covered.
Welcome developers! To help you integrate Insightly with other programs we have an HTTP REST API. Our API is pretty conventional and you can pick it up pretty quickly if you have experience with REST APIs. We provide you with technical details and other resources to make your job easier. The API allows you automate data retrieval and modification in Insightly. We support JSON and XML based requests, and most of the data stored in Insightly can be accessed and updated via the API.
With our social media integration you can simply put in a contact’s email address and we’ll detect virtually every social media profile related to the email address. You can see Twitter content and your contact’s public LinkedIn profile displayed right in Insightly. Also, with a single click you can explore your contact’s public profile information on Facebook, Google+, FourSquare, Picasa, Klout and virtually any social channel where the contact has participated.
Insightly has partnered with Logical Operations to develop an Insightly End User Curriculum that is designed for small businesses. This day long, instructor-led class offers practical examples and expert tips so that users can quickly master Insightly and easily apply their knowledge to their business goals.