Insightly is the only CRM that has Project Management and delivery built right in.
As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationship.
Insightly CRM was designed for growing teams to convert deals to projects and deliver on time, every time.
Convert won CRM opportunities to projects seamlessly – without losing any data. Track project milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers directly within the CRM.
Get a hands-on CRM + project management experience
Request a custom demo*, where you will learn how to:
- Track project milestones and manage processes
- Receive a free assessment of your CRM needs to find the best fit for your business
- Get concrete tips on how to get the most out of Insightly’s project management tools for your teams
- Get answers on Insightly’s web-based integrations with over 25 popular apps like Gmail
- Learn how your team can build lead, workflow task, and project management pipelines within the CRM tool
- Discover how Insightly CRM easily reveals insights with rich reporting & dashboards
*no commitment required