Insightly provides a customer relationship and project management platform. It is a great tool to help small businesses deal with the vital task of managing leads, contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, users can see everything about a lead or contact – from background, email history, and timelines to any projects in which they have participated.
Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.
No technical expertise required
No Training Offered
Marketing Function Customer Engagement and Retention
Company Type B2B, B2C
Company Size Any size
Market/Industry Specialization No market specialization
Current / Past Customers Acumen Learning, Beeline, CenterCode, Moose Country Gear, Little Fish