1. Sales pipeline and lead management
Insightly's Sales Pipeline and Lead Management tools enable businesses to manage deals and track leads throughout the sales process.
Customizable Pipelines : Insightly offers customizable sales pipelines that provide real-time visibility into the progress of each deal.
Lead Tracking – Track and organize leads to ensure effective follow-up and optimize conversion rates.
Operations Management : Set reminders, assign tasks, and monitor activities to ensure smooth progression throughout the sales cycle.
2. Project and task management
One of Insightly’s unique features is its project and canadian ceo email lists task management capabilities , which allow teams to seamlessly transition from sales to post-sales projects.
Project Tracking : Track projects from start to finish, ensuring on-time delivery and consistent customer satisfaction.
Task Management : Assign tasks, set deadlines, and track progress, keeping projects organized and teams accountable.
Milestones and Deadlines – Track project milestones and deadlines to manage client expectations and monitor completion rates.
3. Email Integration
Insightly's email integration capabilities streamline communication by allowing users to send and receive emails directly from the CRM.
Gmail and Outlook Integration – Insightly integrates with most popular email platforms, making it easy to sync emails and contacts.
Email Tracking – Track when emails are opened or clicked, gaining insights into customer engagement.