Insightly CRM

Customer Management | CRM Software

https://www.insightly.com/ 8889994039

0.0

0 reviews

Viewed - 132
Share

Home Company Insightly Product Insightly CRM

Product Overview

The modern, scalable CRM your teams will love.

Built from the ground up with the latest technology, Insightly is a modern CRM that provides businesses of all sizes and industries with secure solutions all in one place.

Insightly's unified platform of CRM, Marketing Automation, Customer Service, and Integration Automation allows businesses to seamlessly integrate, collaborate, and align with shared data in one platform.

Choose the CRM that helps more than 25,000 companies sell smarter, grow faster, and build lasting customer relationships.

Specifications

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

Model, capture, and manage any dataset

Capture and store data and the relationships between datasets with custom objects. Set permissions and visibility for records by business role or department, and schedule and run reports from anywhere.

Build and deploy custom apps in minutes

Build complete custom apps for your business on the Insightly platform with validation rules, calculated fields, workflow automation, and dashboards and reports. Then deploy them for employees to use across the web and mobile devices within minutes…and without writing any code.

Design dashboards and track important metrics

With business intelligence built right into Insightly, create beautiful data visualizations to discover insights and chart progress towards your goals. Produce and share dashboards and reports with other team members with drag-and-drop ease of use, and built-in governance and security.