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Contact Management

From flexible calendaring, notes and comments, to tags, and an easy to use notification system, Insightly's online CRM has it all.

Calendaring and Events

Flexible Calendaring & Events

Schedule events, tasks, milestones and see what other members of your team are doing in Insightly with our built-in calendar. Set reminders and recurring tasks, assign work to other team members and automate processes with activity sets and pipelines. And you can even export event data in iCalendar format or sync with Google Calendar to remain up to date on whatever platform you're familiar with.

Automatic Address Book

Automatic Address Book

Keeping your address book up to date is a chore, so Insightly adds new contacts and organizations automatically as emails are saved, even going off to the wider Internet to retrieve more information about contacts and organizations for their profiles - keeping your address book up to date without you having to lift a finger. And Insightly cleverly uses advanced email analytics to discover the hidden associations between your contacts by analysing the From, To, and CC fields in emails to build up a knowledge of who knows who.

Calendaring and Events

Insightly Notes, Evernotes, and Comments

Sometimes you might want to jot down a few things about a client after finishing a phone call, or add a quick note to a project regarding a specific incident outcome. Insightly notes and comments allow for just such a thing, as you can add notes to just about anything in Insightly including opportunities, projects, emails, and of course contacts and organizations. And even better than that, your co-workers can come in and add comments to notes and attach relevant files too. All notes and comments are searchable with our great 'as you type' superfast search, and you can secure your notes with our powerful yet simple permissions system. With Insightly’s seamless integration with Evernote, you can link your Evernote items directly to a contact, organization, opportunity, or project. Note: you need to have an Evernote account to enable this feature.

Lightning Fast Search

Lightning Fast Search

Storing everything together is not much use if you can't find anything down the road. Because of this, Insightly includes world class real time search - as you type - across everything it stores. From files to emails, contacts, organizations, projects, and everything else, just start typing in the search box conveniently located at the top of every page and watch the results flow in. Search thousands of emails in under a second, find contacts in the blink of an eye, and never lose a telephone number again.

Custom Fields & Filters

Custom Fields & Filters

Custom filters allow you to filter information in Insightly by different criteria of your choosing. You can combine multiple criteria together into one filter, save filters for easy recall later, and even share filters with other users. Custom fields allow you to capture information that you want stored in Insightly that doesn't quite fit in one of the existing fields.

Build in File Sharing

Built-In File Sharing

Insightly has great file sharing capabilities built in, so you can keep important documents and information attached right next to the entities they relate to - projects files, proposals, resumes - you name it. Just drag and drop files from your desktop into Insightly to attach and share them with others. Insightly also has full versioning control, so your team always has the latest file version on hand.

Tags

Tags

Tags are a wonderfully simple invention that allow you to organize anything in Insightly around a keyword that makes sense to you. So for instance, if you wanted to organize your projects and opportunities by geographic location - like Asia, Europe, and the Americas - you can categorize each item by adding the appropriate tag for instant future listing and reference. Tags can be added to contacts, organizations, opportunities, projects, and emails.

Notifications

Notifications & Follow System

Users have the ability to follow items in Insightly like tasks or contacts, and receive email notifications when changes or updates are made to those items. This is useful when you want to be notified when a task has been completed, or when the details of a contact you're interested in have changed. It helps you stay up to date with what’s important to you.

Tags

Linking

Unlike other CRMs, Insightly doesn't limit you to just creating heirarchical relationships. Insightly's unique (and extremely popular!) linking system lets you create multiple direct relationships between any of your items (i.e. emails, contacts, organizations, opportunities, projects) so that you get real-world, 360 degree view of your customers.

Email Your Contacts

Email Your Contacts with MailChimp Integration

You can use your Insightly contacts to create email for groups of customers, and then you can send emails to mailing lists in MailChimp. You can also easily import contacts to Insightly from your MailChimp account, and export contacts from Insightly to any of your MailChimp Lists.

Web to Contract

Web to Contact

Insightly’s Web to Contact feature allows you to easily create an HTML form for your website which will collect information from your prospects. It’s ingenious really – simply select the fields you wish to capture in Insightly and we create the HTML code for your website on the fly. Once you paste the HTML code on your website and a visitor submits their information, Insightly will create a contact with the data they have entered and tag it with the ‘Web Contact’ tag. If you choose to, Insightly can also send email notifications and limit the visibility of the new contacts to selected users.