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Insightly Seamlessly Integrates w/ Your Favorite Cloud Applications
https://www.insightly.com/integrations
Insightly for Project Management. Sign Up for a Free Trial. The CRM That Works For YOUR Business. Seamlessly connect your CRM and Project Management to popular online applications like Google Calendar, Gmail, and Docs, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online and more. Customer Service & Support. Denotes an extension made in-house by Insightly. Microsoft Outlook 2013,. Office 365 Business Edition. Customer Service & Support. Dedupely safely de-duplicates your Insightly contacts.
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Lead Management - Insightly
https://www.insightly.com/features/lead-management
Insightly for Project Management. Sign Up for a Free Trial. Our CRM Gives You Super Powers. The Force to Make Your Business Stronger. Leads are an important part of any sales process. And Insightly can help you streamline your lead management process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you can create a lead in Insightly. You can collect leads from a variety of sources. Best Lead Man...
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CRM Dashboard Reports: Data to Help Your Business Grow | Insightly
https://www.insightly.com/features/reports
Insightly for Project Management. Sign Up for a Free Trial. Our CRM Gives You Super Powers. The Force to Make Your Business Stronger. Insightly lets you look at your business any way you want. Insightly offers Advanced Reports and Legacy Reports so you have plenty of options for your business:. But you can export the data into other graphing tools like Excel or Microsoft BI. Our Legacy Reports are configurable reports for Opportunities and Activities and include basic graphs. Schedule / Set Alerts. Value...
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Calendars and Tasks - Insightly
https://www.insightly.com/features/calendars-and-tasks
Insightly for Project Management. Sign Up for a Free Trial. Our CRM Gives You Super Powers. The Force to Make Your Business Stronger. You’ll never be more organized with Insightly Tasks and Calendar Events! The Insightly Calendar shows all your events. And you can even display your tasks with due dates, milestones, and public events from other Insightly users. You can also sync your Insightly calendar with Google and Outlook Calendars. See all your Insightly events in one place. Sign Up For A Free Trial.
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News, tips and best practices to run your business better.
https://www.insightly.com/blog
Insightly for Project Management. Sign Up for a Free Trial. The Secret to Nurturing the Best Leads Into Sales. Contact Info from Opportunity Now Appears in Documents. August 25, 2016. After launching and gaining some valuable feedback from our customers, we’ve made a revision that is sure to make the user experience even better. Now, when you link a contact to an opportunity, you can pass that contact data seamlessly into a document. Why CRM Needs to Be a Priority Item in the Budget Plan. August 24, 2016.
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Insightly Partner Program
https://www.insightly.com/partner-program
Insightly for Project Management. Sign Up for a Free Trial. Insightly is the #1 small business CRM used by over 1M users around the world. To get in touch with us about our upcoming 2016 Partner Program, please fill out the form and include a brief description of how you’d like to work with Insightly. Interested in integrating your application with Insightly? Check out our current integrations. First Name is required. Last Name is required. Company Name is required. Email Address is required.
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Partner Post: Bootstrapping Your Marketing Automation - Insightly
https://www.insightly.com/blog/partner-post-bootstrapping-marketing-automation
Insightly for Project Management. Sign Up for a Free Trial. Partner Post: Bootstrapping Your Marketing Automation. What is Marketing Automation? Send nurture emails to new leads who meet certain criteria. Automatically tag certain leads based on pre-defined criteria. Automatically send new web leads to Insightly. Develop an Implementation Plan. So reviewing the example above, when someone completes a form on your website, make sure you have a place other than your inbox to capture the information. Yo...
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Resources - Insightly
https://www.insightly.com/resources
Insightly for Project Management. Sign Up for a Free Trial. Become A CRM Mastermind. Welcome to Insightly Resources! Let’s Get Started. We have a variety of information – from educational information on how a CRM can change your life to how to get started with Insightly in “10 Easy Steps”. We are always adding new resources and content so bookmark this page and check back often. CRM Basics can help familiarize you with what a CRM is — from definitions and acronyms, to basic industry practices. Online Con...
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Insightly For The Enterprise - Insightly
https://www.insightly.com/enterprise
Insightly for Project Management. Sign Up for a Free Trial. Powerful CRM for All. Insightly For Small Businesses. Insightly For Growing Businesses. Insightly For The Enterprise. Ldquo;A good CRM system ensures that everyone in the company knows everything that’s going on with your customers.”. Dash; Gene Marks, Smartbiz.com. Insightly For The Enterprise. We know what you’re thinking: Insightly was built for SMBs, so how can you help a company of our size? Why Insightly for enterprise? And access the deta...
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