CRM

Customer Management | CRM Software

https://www.insightly.com/ 8889994039

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Home List of Products Insightly CRM

Product Overview

Sell smarter. Sell with confidence.

Reach your customers at the right time with the right message to build personalized brand experiences, stand out from your competitors, and sell smarter.

Lead routing

Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.

Workflow automation

Create complex, multi-step business processes with Insightly workflow automation. Send email alerts, create or update records, generate tasks for others when opportunities are won, and even execute custom business logic to sync external systems from SAP, Oracle, and others.

Send, track, and save emails

Create and send emails from within Insightly in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and monitors open and click statistics for all email templates—it even notifies you when emails are opened.

Specifications

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

Model, capture, and manage any dataset

Capture and store data and the relationships between datasets with custom objects. Set permissions and visibility for records by business role or department, and schedule and run reports from anywhere.

Build and deploy custom apps in minutes

Build complete custom apps for your business on the Insightly platform with validation rules, calculated fields, workflow automation, and dashboards and reports. Then deploy them for employees to use across the web and mobile devices within minutes…and without writing any code.

Design dashboards and track important metrics

With business intelligence built right into Insightly, create beautiful data visualizations to discover insights and chart progress towards your goals. Produce and share dashboards and reports with other team members with drag-and-drop ease of use, and built-in governance and security.