Insightly CRM

Insightly is a simple yet powerful web based CRM designed for small business.

Key Features

  • Cloud: Access the CRM and your data over the web.
  • Mobile: Access via mobile website or native mobile applications for ios and Android
  • Social CRM: Monitor a contacts social media presense on Twitter, LinkedIn, Facebook, Google+, FourSquare, Picasa, Klout, and other social channel where the contact has participated.
  • Contact Management: Allows you to manage contacts, account, partners,vendors, and suppliers.
  • Project Management: Manage tasks, milestones, and pipelines.
  • 360 Business View:¬† Manage your business via reporting, dashboards, and pipeline

Google Integrations

  • Gmail
  • Google Apps
  • Google Drive
  • Google Contact (Not Available with Gratis)
  • Google Calendar (Not Available with Gratis)

Microsoft Integrations

  • Outlook
  • Office 365

 Other Integrations

  • EverNote
  • Box
  • Dropbox
  • Direct IQ
  • Import 2
  • ininbox
  • pamdadoc
  • Quote Roller
  • TimeCamp
  • Torpio
  • Zapier
  • Cloud
  • Mailchimp (Not Available with Gratis)
  • Quickbooks (Not Available with Gratis)

Plans

Gratis
The Gratis plan is free up to 3 users with 200 MB Storage and 2500 records.

Standard
The standard plan has 14 Day Trial and then a monthly subscription free but is available to unlimited users with unlimited storage and 100000 records.

Enterprise
The enterprise plan comes with unlimited records, unlimited storage, and unlimited users.

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