Insightly

Insightly by Insightly
Price: Free - $99/user/month (billed yearly)

Insightly is a Web Based CRM system for small businesses. Manage leads, contacts, organizations, partners, vendors and suppliers. See everything from background, email history, events, projects or opportunities. Insightly is a great tool to help businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated.

Insightly uniquely offers CRM and Project Management in one so you can make sure you’re on top of your customer relationship at every stage. With the project overview screen you can see the recent activity on any project, and track project performance against milestones over time. Use Insightly to manage potential business in your sales funnel. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates. In addition, Insightly’s opportunity reports give a top down view of the health of your business. The Insightly mobile app allows you to take Insightly on the road with you wherever you go, on whatever device you have at hand. Supporting tablets like the iPad, Google Nexus, through to phones like the iPhone, Android phones — the Insightly mobile app has you covered.

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Questions
Who are the target customers of Vtiger and why should they use it?

Target customers: Vtiger CRM is an easy to use, fully customizable CRM software specially designed for small and medium sized businesses. Any business that wants to better manage customer data, accelerate sales process, and excel

CRM Software Vtiger
How is Vtiger different from its competitors?

This question is hard to answer without considering which competitor we’re talking about.But we can answer why Vtiger CRM is so uniquely positioned. Long History, started in 2004It gave us the luxury of several iterations to

CRM Software Vtiger
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Plan

Companies

  • Insightly
  • Insightly
  • Insightly
  • Insightly

Pricing

  • Free
  • $29/user/month (billed yearly)
  • $49/user/month (billed yearly)
  • $99/user/month (billed yearly)

Free Trial


Number of Users


Storage

  • 200MB
  • 100000 records
  • 250000 records
  • Unlimited records

Key Features

Task Management


Quotes Management


Territory Management


Forecasting


Workflow Automation


Campaign Management


Pipeline Management


Document Management


Contact Management


Lead Routing


Case Management


Inventory Management


Workflow Approval Management


Customization

Custom Branding


Custom Pipeline Stages


Custom Fields


Customizable Dashboards


Customizable Reports


Email

Email Insights


Follow Ups


Mass Email

  • 10
  • 2500
  • 5000
  • 10000

Email Templates


Email Scheduling


Additional Features

Team Messages


Mobile Apps

  • iOS
    Android
  • iOS
    Android
  • iOS
    Android
  • iOS
    Android

Chrome Extension


Schedule Reports


Analytics


Sales Reporting


Multiple Sandboxes


Funnel Reporting


Calendar


User Groups


Roles Permissions


Support

Onboarding


Training


Dedicated Manager


x Support


Email


Phone


Chat




Video

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