About Insightly CRM
Insightly CRM Features
- Design Dashboards : Allows building and sharing beautiful data visualizations to uncover insights and progress.
- Custom Apps : Allows building and deploying custom apps with validation rules, workflow automation, and dashboards.
- Dataset Management : Captures, stores, and develops relationships between datasets with custom objects.
- Relationship Linking : Flexible record linking functionality helps to map and better understand complex customer relationships.
- Lead Routing : Leverages leads’ relevant information to automatically route leads to the right person.
- Workflow Automation : Allows developing multi-step business processes like generating tasks, sending email alerts, and more.
Insightly CRM Ratings and Reviews
Top Reviews
- Tiffany BookerCEO
I selected Insightly for my largest client to manage their database and projects. The entire team uses Insightly on a daily basis. It addresses the constant need for status of projects and grant proposals being easily accessed by the team.
Easily tracks status of projects and grants. Snapshots profiles of contacts and organizations. Centralized place for accessing our data. - Nick G.Market Research
Waste of time and $










