Insightly

Insightly

TA Score

8.8

Top Insightly Features

What are the Best Insightly Features?

Customer Management

Customer Profiling
Pipeline Management
Deal Management
Account Management
Territory Management

Lead Management

Lead Generation
Lead Distribution

Event Management

Virtual Event Planning

Reporting & Analytics

Service Analytics
Audit Trail
Dashboard
CX Analytics
Lead and Opportunity Tracking
Data Analytics
Lead Scoring
360° Customer View

Supported Channels

Voice
Chat/IM
SMS
MMS
Email

Accounting Features

Estimates & Quotations

Customizable Items

Custom Fields
Custom Objects
Custom Reports

Collaboration Tools

Team Calendar
Notes

File Management

File Sharing

Project Management Features

Workflow Management

Identity and Access Management (IAM)

Role Based Access Control (RBAC)
Single Sign-On (SSO)
System for Cross-domain Identity Management (SCIM)

Integration Options

APIs
Webhooks

Third-Party Integrations

AWS
MailChimp
QuickBooks
Xero
Zoom
PandaDoc

After-Sales Service

Email Support

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