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Take a look to see what makes Insightly
the leading small business CRM.

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Powerful Customer Relationship Management

Powerful Customer Relationship Management

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:

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Insightly Notes, Evernotes,
    and Comments
  • Lightning Fast Search
  • Custom Fields and Filters
  • File Sharing
  • Web to Contact
  • Tags, Notification, and Following
  • Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
  • Mass Email Contacts with MailChimp Integration
Integrated Project Management

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
See all your customers and prospects in a central place
The event calendar tracks tasks and milestones for you and your team
See customer contacts at a glance
Use the Insightly gadget to save emails, tasks, opportunities, projects or events into Insightly
Powerful Integration with email

Powerful Integration with email, Google Apps, Office 365 & More

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:

  • Google Apps & Gmail
  • Google Drive
Integrated Project Management

Get a Macro or Micro View of Your Business

Insightly’s online CRM lets you look at your business any way you want. Get real time information with any of these features:

  • Dashboard
  • Task and Milestones
  • Pipeline Activity Sets
  • Opportunity Reports
Powerful Customer Relationship Management

Easy Administration

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:

  • Invite New Users, Set Up Teams, and Create User Permissions
  • Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields
  • Rest Assured That Your Data is Safe, Secure and Private
Go Mobile

Go Mobile with the Solution that Works for You

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.

Social CRM

Social CRM

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.

Powerful Customer Relationship Management

Insightly Application Programming Interface

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.