Platform is a SaaS solution and requires no additional hardware for installation.
Vendor works with small to enterprise businesses across multiple industries.
Contact vendor directly for case studies.
Insightly is CRM software that helps businesses manage their contacts and tasks and projects with their built storage infrastructure. The platform allows users to work with leads, contacts, organizations, partners, vendors and supplier and view everything about a lead, including background, email history, important dates and more.
The software provides businesses with tools to use nine configurable reports for sales opportunities and activities, create custom, tabular reports, narrow report criteria and include report categories and summaries. Report scheduling and Smart Alerts are also available on paid plans. Additionally, the platform allows companies to integrate with social made by inputting email addresses, use the mobile app and interact with customer success specialists.
Insightly was founded in 2010 and is headquartered in San Francisco, CA.