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Insightly
By:insightly.com
1,398,753
Overview
Insightly provides customer relationship management (CRM) and project management software for businesses across a variety of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google users. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more. 

With Insightly, all critical information – leads, contacts, emails, events, projects, tasks, sales opportunities and reports – are centralized and available via web and mobile app. When the whole team has the most current info at their fingertips, your company sells more and satisfies customers better.

BENEFITS:

* Easy to use and intuitive 
* Track leads and manage sales opportunities
* Full history of customer interactions
* Manage projects with flexible processes
* Assign tasks, set calendar events, tag important items
* Receive notifications for important updates
* Attach files easily with Google Drive integration
* Quickly search the entire system
* Add your own custom fields
* Two-way contact sync with Google
* Integrate with Gmail
* Single sign-on through Google Apps account 
* Access Insightly via Google Universal Navigation
* Utilize existing Google Apps accounts
* Includes SSL security 
Additional information
Developerinsightly.com
SupportNot available
Privacy policy
Terms of service
Insightly CRM will ask for the permissions shown below. Learn more
Insightly CRM will need access to your Google account
This will allow Insightly CRM to :
See, edit, create, and delete all of your Google Drive files
Read, compose, send, and permanently delete all your email from Gmail
See, edit, share, and permanently delete all the calendars you can access using Google Calendar
See, edit, download, and permanently delete your contacts
See info about users on your domain
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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A User of Insightly CRM
February 15, 2011
I've tried a lot of CRM's in my day and this one is perfect. Why? It's simple - allowing work to actually get done by avoiding "overuse syndrome" common with other CRM's. It's single-handedly organized our entire business development division. Cheers!
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John Zupancic
February 23, 2013
We are a small company and have been using the free version and still looking for the perfect CRM/pipeline tool. I really like the way Insightly integrates with Google Apps and our email system. I wish there was another category of prospects that could be promoted to opportunities in the way an opportunity morphs into a project. We are creating our own reports with the csv export but it is a bit tedious. Perhaps somebody else needs to create a database method to import data and create reports.
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Marco Piana
June 10, 2011
Great app! Love the "link" function that makes connections between any object (contacts, projects, ....) strong and easy. GDocs and Mail integration is working very well. Maybe other CRM may be more complete, but Insightly works perfectly for our needs! and........... it's free
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Andrew McDonald
March 12, 2013
I was after a simple, powerful CRM tool for our new, very small company. Insightly has been a huge success in our organisation. It allows us to work as a team even though we are based on different continents. Simple and intuitive, the real power of this system is it's ability to link and connect. Also the easy configuration so that it suits your specific purpose is great.
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Jc Riley
June 24, 2010
I'm excited about this one. I actually just added this app yesterday and have been setting it up. With the exception of recurring tasks, it's a rock star. I don't mean a one hit wonder rock star but a big rock star... like Mick Jagger. Anyway, hope to see this feature soon. If this free app runs this well and has this awesome support, I'm excited to see what premium products you offer too.
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Shreerang Ketkar
April 7, 2010
Its really easy to handle and manage. very useful for small work groups. Provides handy information for any activity. Tagging has simplified the linking of any thing. Unfortunately communication with user or contact, outside the domain is not possible. A toll every organisation must have...
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Paul LeRoy
December 22, 2012
Great app. It does what I need. Has some rough spots. Would like to be able to revert projects back to opportunities. Annoying bug with calendar (sync'ed to gmail calendar). Even with all user notifications turned off I still get text/email notifications of Insightly calendar entries.
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A User of Insightly CRM
October 18, 2011
Pros: quick and simple complete, it has all I needed the free plan is enough for my use as a small business Cons: the tool for managing relationships between people and organizations is useful but not easy to use.
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A User of Insightly CRM
December 3, 2013
Too much latency, consistently times out or just chugs along. (Yes, our Internet connection is just fine.) Also, the Mobil app is DOA. Twice now. So much potential in both areas, so much left on the table. For state of the art in Apps that perform as expected, online and mobile, look at PM software Trello. Not a competitor here, just an example of great execution across the board.
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Gaston Iguña
November 10, 2011
Would be great if someone told us that they were going to charge for your users in some time...had to reinstall everything due to a brand name update, all to another domain and when i tried to add insightly to that domain i only had 3 available users, would have to pay for the others...still i think it came very handy and ill end up buyin the tool anyway...but please guys remove the FREE Plan legend.
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