Insightly CRM

CRM & Project Management for QuickBooks Online. Easy. Powerful. Affordable.

Description

Insightly uniquely offers CRM & Project Management in one so you can make sure you’re on top of your projects at every stage.The integration with QuickBooks Online means you can easily track customers payments against project milestones.

View your contact’s payment details at a glance

Insightly is a online CRM to help small and mid-sized businesses deal with the vital tasks of managing contacts, organizations, partners, vendors and suppliers. So what happens when the online CRM for SMBs integrates with the #1 online accounting application? A measurable increase in convenience, efficiency and productivity! With our QuickBooks Online integration, users can view any customer payment status and history within Insightly via the QuickBooks Online tab.

See your customer’s full payment history at any time

Eliminate dual data entry, and you have a single view operational and financial view of your customers and their account status, invoices and payments.

Manage your tasks right in the CRM

Contact and Task Management, Project Management, Calendaring and Event Scheduling, Built-in file sharing, Workflow, Sales Reports, Mass Email & Email Templates, 3rd party Integrations, Native Mobile Apps (iOS and Android)

Customers love Insightly + QuickBooks Online

"Since adopting Insightly, our average time to complete a project has decreased by 28 percent, which we attribute to the QuickBooks Online integration. Before, we could not move through the process pipeline without an initial deposit or final payment from a client. Now, we immediately have complete visibility into the status of a project from an operational and financial perspective." – James Pennock, accounts manager and business strategist, Create180 Design

Gain insights into your Business and Sales performance

Insightly lets you look at your business any way you want. Get real time information with any of these features: Task Dashboard Opportunity Reports Completed Task and Events Reports

View your contact’s payment details at a glance
See your customer’s full payment history at any time
Manage your tasks right in the CRM
Customers love Insightly + QuickBooks Online
Gain insights into your Business and Sales performance

Information

DEVELOPER
Insightly Inc

LEGAL
Terms and Conditions
Privacy Policy

Give Insightly a try for 14-days for FREE or choose our FREE Forever plan for up to 2 users.


PLAN PRICE USERS DETAILS
Insightly CRM for Small Business Free for up to two users, Premium plans start at $12 per user per month 1 Free forever for up to 2 users and 2500 contacts. For 3 users and up pricing starts at $12 per user per month billed annually. QuickBooks integration built in!

Online and Community based support

Contacts

Online support
Online support:
http://support.insight.ly/


FAQ

Is the free plan really free?
Yes, totally free – no catches. You don’t even need a credit card to install and use Insightly, and it’s not a trial so you can use it for as long as you like. We even give you free online support too, so it’s perfect for small businesses.
What is the Insightly 14 Day Free Trial Plan?
The 14 Day Trial Plan is targeted to those users who want to try the features of a paid license for 14 days at no charge.
Do I have to sign a fixed term contract?
No, you have the option of paying monthly or annually. If you pay monthly your credit card will be billed each month. If you pay annually your credit card will be charged every 12 months.
Does Insightly have native mobile apps?
Yes, Insightly has an Android native app and a native iOS app that works on your iPhone or iPad.