What does Insightly CRM do?

What does Insightly CRM do?

With Insightly CRM, you can tailor the standard sales processes of contact, lead and opportunity management using custom fields and dynamic page layouts. Or, create entirely new ones using custom objects, custom apps, calculated fields and lambda functions. No job is too small, or process too complicated.

Is Insightly still free?

Insightly CRM offers three paid tiers of service: Plus, Professional, and Enterprise, as well as a free version for two users. The free version of Insightly CRM can be used by two team members. The free version allows businesses to manage up to 2,500 records, including contacts, leads, and accounts.

Is Insightly CRM open source?

Insightly is a smart, simplified addition to our list of the best free and open source CRM. With Insightly’s free version, you will get access to around 25,000 records, including contacts, leads, organizations, reports, projects, and more.

Does Insightly integrate with Xero?

Using the Insightly–Xero integration, your team can track Xero invoices and bills under the Xero sub-tab in Contacts, Organizations, Projects & opportunities. And, you can create new Xero invoice drafts right from Insightly and add new contacts to Xero with just a click.

Can Insightly work with Outlook?

View your whole CRM within Outlook. Save emails to Insightly with (or without!) links and attachments. Apply Insightly email templates, scheduling, and Outlook email tracker (Yes, seriously.)

Is Insightly free for 2 users?

Free for 2 users. Insightly’s original, no-frills plan lets you and a business partner manage contacts, sales, and projects all in one place.

How much is Insightly per month?

Insightly pricing starts at $29.00 per feature, per month. There is a free version. Insightly offers a free trial.

Does Insightly link to Outlook?

Can Insightly work with Mailchimp?

Convert your visitors into email subscribers with Insightly for Mailchimp. With Insightly’s Mailchimp Integration, effortlessly send email marketing campaigns to generate demand or connect with your customers.

Does Insightly integrate with Office 365?

How to connect Insightly + Microsoft Office 365. Zapier lets you send info between Insightly and Microsoft Office 365 automatically—no code required.

What does Insightly integrate with?

Tip for Insightly users: Insightly offers a number of document integrations, including Dropbox, Box, Google Drive, OneDrive, Evernote, and others.

Does Insightly integrate with email?

You can connect an account via Gmail, Office 365, Outlook.com or Other. There are four options for Insightly email integration, three of which are quite straightforward – integrating your Gmail, Office 365 or Outlook account.