About:
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.
Best fit for:
Employee Count: 1-500
Location: North America, Oceania, Western Europe
Industries: Manufacturing, Healthcare, Professional Services, Solar, Financial Services
Job Titles: CXO, Director of Sales, CRO, VP of Sales, Head of Sales
Key Features:
- Sales pipeline tracking
- Lead management
- Sales lead tracking
- Opportunity management (Kanban view)
- Workflow automation
- Products, price books, and quotes
- Project and task management
- Performance dashboards and reporting
- Mobile app
- Low-code, no-code integrations
