Contact Management

Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, you can see everything about a contact, from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based contact management features you won’t miss a beat:

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Insightly Notes, Evernotes, and Comments
  • Lightning Fast Search
  • Custom Fields and Filters
  • File Sharing
  • Web to Contact
  • Tags, Notification, and Following
  • Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
  • Mass Email and Email Templates
Contact Management Interface Screenshot
  1. Tags: Quickly categorize your contacts with tags
  2. Subnavigation: Centralized communication direct on contact card.
  3. Social: Automatic social network integration
  4. Custom Fields: Organize your contacts exactly as you see fit