Insightly CRM

Access everything you need to know about a lead or customer from a single page. Get a 360 view of a contact’s communications history, key relationships, events and tasks, social profiles, sales opportunities and project involvement. Insightly gives you the complete contact management picture whether you’re in the office or on the go. Our free mobile CRM app puts prospect and customer insights at your fingertips.

Insightly uses a unique relationship graph engine to automatically capture the links between contacts, organizations and the business relationships they share, whenever Gmail or Microsoft emails are saved to Insightly. We extend network connections by linking contacts to sales opportunities, projects, and day-to-day communications. So you can craft more persuasive and personalized pitches… using details directly from customer relationship history.

Insightly can automatically add social profiles and profile pictures from popular social networks when contacts are added to Insightly, giving you more insight into customer and partner interests. From a database of over 500 million social profiles, Insightly can accurately link social profiles to contacts and companies with just an email address or a website.

Our award winning integrations inside Gmail and Outlook mean you don’t need to leave your email client to update your CRM. Create/update contacts, organizations, opportunities and projects. Or assign tasks and attach files, all without having to jump into another app. Boost productivity, schedule emails for sending, and even track email opens and clicks right from Outlook and Gmail.

Work from anywhere with our Android and iOS apps. Prepare for meetings by reviewing contact information, social profile connections, past work performed and won deals. Present with confidence knowing which relationships are important to the contacts you’re about to pitch to.