SYN Listed, not evaluated
Insightly CRM
CRM for small and mid-size teams with leads, opportunity pipelines, projects, quotes and email templates.
Insightly CRM is a web CRM that tracks leads, contacts, organizations and opportunities in customizable pipelines. Won opportunities can be converted into projects, quotes can be built from opportunity records, and emails sync with a connected mailbox.
SYNListed by OpenACK: we wrote these claims from Insightly CRM's public site, not its makers. Work on Insightly CRM? Claim this listing
What Insightly CRM can do
Insightly CRM is listed on OpenACK. Its 9 claimed capabilities haven't been evaluated yet.
- Track deals in a pipeline with drag-and-drop stages—Not evaluated
- Add a contact with their company and email—Not evaluated
- Send an email to a contact from the CRM—Not evaluated
- Send a template email to up to 50 contacts at once—Not evaluated
- Save emails to Insightly from Gmail with the sidebar—Not evaluated
- Add a custom field to contacts—Not evaluated
- Convert a won opportunity into a project—Not evaluated
- Create a quote from an opportunity and download it as a PDF—Not evaluated
- Build a report on opportunities—Not evaluated
Confirmed: a person from OpenACK signed in with a test account and saw it work. Not confirmed: it was tried and didn't work, or we couldn't reach it. Not evaluated: our reading of the product's public site; nobody has checked it. Each result records one evaluation on the date shown. How we check · This listing as Markdown