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Insightly

The best CRM for small business.

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About

With social media integration, simply enter a contact's email address and Insightly detects and captures matching social profiles.

Features

Activity Dashboard
Appointment scheduling
Approval Process Control
Assignment Management
Calendar and Reminder System
Calendar Management
Campaign Management
Collaboration tools
Contact Database
Contact Management
CRM
Customer Database
Customizable Fields
Customizable reports
Data import and export
Data Visualization
Deadline Management
Dependency Tracking
Email Management
Email Marketing
Forecasting
Instant messaging
Insurance Industry Features
Interaction Tracking
Lead Entry
Lead Management
Lead Management resources
Lead nurturing
Lead qualification
Lead Segmentation
Marketing Automation
Modeling and simulation
Multi-channel social media integration
Opportunity Management
Pipeline Management
Prioritization
Project Tracking
Prospecting tools
Quotes
Ratings and feedback
Reminders
Reports and analytics
Resource Allocation & Scheduling
Sales forecasting
Sales pipeline management
Sales reports
Segmentation
Sentiment Analysis
Shared Contacts
Social Media Tracking
Statistical Analysis
Tagging
Task Editing
Task management
Territory management
Time Tracking
To-do list
Workflow Management

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