Insightly also offers some limited project management features in the form of to-do lists. Once onboarding is complete, the software functions smoothly and keeps important data from contacts and leads connected and up-to-date. Onboarding a new CRM can be painful for managers, but Insightly eases this process by offering extensive training videos and responsive customer support. Small to medium sized businesses from all over the world use Insightly for their CRM and marketing needs. Users can also seek help from Insightly’s help center and community forums, and the company offers developer API support. Insightly offers support through email, phone, and through professional consultations. Salespeople use Insightly to assign and contact leads while they’re hot, to track deal progress, and to increase efficiency by automating administrative sales tasks. Insightly helps sales teams discover new leads, nurture them, convert them into deals, and keep them as loyal customers. Such features include lead routing, workflow automation, email, interaction documentation, role permissions, no-code application development, mobile apps, and analytics dashboards. Built specifically to help businesses increase customer loyalty, Insightly offers marketing in addition to sales features. Insightly is a customer relationship management (CRM) software for small to medium sized businesses.
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