Best for small businesses needing CRM with project management. USP: Insightly is a CRM tool designed to manage customer relationships and projects in one platform. Ideal for small businesses, Insightly combines CRM features like contact management, email tracking, and sales pipelines with project management tools for task assignments and timelines. It also offers powerful reporting, analytics, and integration with various tools, enabling businesses to track customer interactions and deliver projects efficiently. Insightly is perfect for organizations looking to streamline both customer relationships and project workflows.
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Role :
- Sales Teams💼
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Function :
- CRM for Sales 🧑💼
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Department :
- Sales 💼
CRM platform with project management and marketing automation features.