Insightly

Build unlimited custom reports with drag-and-drop report designer.

Create customizable dashboards and generate business intelligence reports.

Generate sales forecasts based on pipeline data and historical trends.

AI-powered insights to predict customer behavior and deal outcomes.

Visualize connections and relationships between contacts and organizations.

Set up recurring tasks and activities for regular business processes.

Automate repetitive tasks and business processes with conditional workflows.

Generate and track invoices linked to opportunities and projects.

Manage deals and transactions in multiple currencies with automatic conversion.

Built-in notes and collaboration features for team communication on records.

Automatically sync emails and track communication history with contacts.

Automatic synchronization of email communication across team inboxes.

Create and use reusable email templates for consistent communication.

Store and organize documents within contact and opportunity records.

View complete chronological history of all interactions with a contact or deal.

Log and monitor all customer interactions including calls, emails, and meetings.

Centralized database for storing and organizing customer and prospect information.

Map complex customer account structures with parent-child relationships.

Create custom fields to capture industry-specific or organization-specific data.

Create complex filters and saved views for targeted data analysis.

Automatic daily data backups to ensure business continuity.

Import and export data in CSV and other common formats.

Identify and merge duplicate contact records to maintain data quality.

RESTful API and webhook support for custom integrations and automations.

iOS and Android applications for managing CRM on the go.

Integrated calendar to schedule meetings and manage availability.

Visualize workflow stages and drag-and-drop management for opportunities.

Built-in project tracking with tasks, milestones, and timelines.

Assign, prioritize, and track tasks across team members and projects.

Log billable hours on projects and generate time reports.

Complete record of all user actions and data changes for compliance.

End-to-end encryption for sensitive data at rest and in transit.

Set granular role-based access controls for team members.

Single Sign-On support for seamless enterprise authentication.

Enhanced security with two-factor authentication for user accounts.

Built-in documentation and help resources for team reference.