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Insightly: Free simple CRM and Project Management
4  star(s)

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


Description
Reviews (868)
Vendor
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
* Add your own custom fields
* Email drop box and built in Gmail gadget
* Safe, secure, and private
* Two way contact and calendar sync with Google (Premium feature)

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

Learn more


Pricing Details
Free version available for 3 users. Paid version with premium features starts at $7 user/month


Vendor Product Homepage


Specifications

Version v9.0
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)