Insightly is the most popular Google Apps CRM and Project Management package. Track leads, proposals, opportunities, projects and manage files, all through an easy to use interface.
- Track leads, proposals, opportunities and projects
- Full history of customer interaction
- Central shared contact list
Simplify business management with Insightly for Google Apps.
FEATURES:
* Access Insightly via Google Universal Navigation
* Track leads, proposals, opportunities and projects
* Assign tasks, attach files, tag important items, and get email reminders.
* Full history of customer interaction
* Drag and drop file sharing with full versioning control
* A central shared contact list
* Real-time search of everything
* Two way contact sync with Google
* Add your own custom fields
* Email drop box and built in Gmail gadget
* Safe, secure, and private
BENEFITS:
* Very easy to use customer relationship management package for small businesses
* Track your projects, customers, and tasks without buying expensive software
* Utilize existing Google Apps accounts
* Keep a comprehensive history of all your customer interactions inc. emails, phone calls, and meetings.
* Track projects with milestones and tasks
* Very easy and intuitive to use. No training required!
* Searching as you type across all data within Insightly
* One address book for everyone within your company, online and shared.
* Integrate with your existing GMail email
* Single sign-on through your Google Apps account
* Great file sharing capability
* Includes SSL security essential to business
FEATURES:
* Access Insightly via Google Universal Navigation
* Track leads, proposals, opportunities and projects
* Assign tasks, attach files, tag important items, and get email reminders.
* Full history of customer interaction
* Drag and drop file sharing with full versioning control
* A central shared contact list
* Real-time search of everything
* Two way contact sync with Google
* Add your own custom fields
* Email drop box and built in Gmail gadget
* Safe, secure, and private
BENEFITS:
* Very easy to use customer relationship management package for small businesses
* Track your projects, customers, and tasks without buying expensive software
* Utilize existing Google Apps accounts
* Keep a comprehensive history of all your customer interactions inc. emails, phone calls, and meetings.
* Track projects with milestones and tasks
* Very easy and intuitive to use. No training required!
* Searching as you type across all data within Insightly
* One address book for everyone within your company, online and shared.
* Integrate with your existing GMail email
* Single sign-on through your Google Apps account
* Great file sharing capability
* Includes SSL security essential to business
Specifications
Version
v7.2
Data access requirements
- Calendar (Read/Write)
- Contacts (Read/Write)
- Docs (Read/Write)
- Email (Read/Write/Send)
- Mail - Date Received
- Mail - Date Sent
- Mail - Message Body
- Mail - Message Ids
- Mail - Sender Address
- Mail - Subject Line
- User Provisioning (Read only)