With Insightly you get
Lead Management
Collect, organize, and engage leads with less effort. Spend more time closing deals and growing your business with lead management.
Opportunity Management
Convert opportunities to happy customers with fewer steps. Automate your pipeline management and realize greater ROI from your sales efforts.
Workflow Automation
Cut your administrative work in half with workflow automation. Bypass your inbox, auto assign tasks, and trigger actions in your other apps. Put your CRM data to work.
Advanced Reporting
Gain valuable insight into the most important aspects of your business: sales, productivity, and relationships. Build reports in a few clicks, schedule alerts, and stay in the loop.
...and much more
Why is Insightly the choice for small and services based business across the globe?
Why Insightly is the choice for 800,000 small business owners all across the world. See for yourself!
Insightly keep you on track with who’s who on your hit list, who needs contact, what proposals have been sent, how much deals are worth, future cross-sell opportunities and more.
Insightly isn’t just a CRM, it bolsters a fully fledged Project & Workflow Management component and also gives you the ability to tap into and share data with all of your online systems.
Integrate with your top used tools
We will help you with set up and implementation and provide training and support. Our process starts with a free, no pressure initial consultation.
Let us help you reach your business goals.
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