25. Insightly
Insightly is another compact, unified CRM platform that promises to help businesses across industries grow by building lasting relationships with customers throughout their journey. It offers a SaaS-based customer relationship management solution for mid-sized organizations that want to securely manage all customer information from a single platform while accelerating sales and on-time deliveries.
Insightly comes with plugins for Gmail and Outlook by default, and with several functional integration uk phone number data tools for other systems. In a more practical sense, most businesses often use Insightly for contact management, relationship building, email tracking, workflow automation, lead management, quote generation, advanced reporting, etc. It is a mobile-ready system that ensures businesses get timely updates, especially when working with a remote sales team.
Insightly homepage
Who is it suitable for?
Small and medium-sized businesses that want to model and automate their CRM business processes based on information about a single customer.
Key features
Sales automation features
Marketing tools
CRM project management features
Sales pipeline visualization and reporting
Custom fields and objects
Role-based user permissions
Third-party software integration
Advantages
Lots of other features like audit logs
The interface design is fluid and dynamic
Powerful set of project management features
Offers more integration options
Disadvantages.
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