# Insightly CRM

CRM for small and mid-size teams with leads, opportunity pipelines, projects, quotes and email templates.

- Website: https://www.insightly.com/crm/
- Listing: https://openack.co/p/insightly-crm
- Not evaluated. Listed by OpenACK: its 9 claimed capabilities are OpenACK's reading of the product's public site, not the maker's word, and nobody has checked them yet.

OpenACK's description (not checked):

> 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.

## Capabilities

- **not evaluated**: 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

## What the statuses mean

- **confirmed** (ACK): a person from OpenACK signed in with a test account and saw it work.
- **not confirmed** (NAK or ?): it was tried and didn't work, or we couldn't reach or check it. Not proof it's missing, but not verified.
- **not evaluated** (—): nobody has checked it. It's the founder's word only.

Treat only "confirmed" as verified. A result is a record of one evaluation on the date shown, not a guarantee.