Seamlessly manage projects and delivery

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Delivering exactly what is sold on time, every time, is step #1 in building lifelong customer relationships.


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 relationships. With Insightly Project Management, you can:


  • Convert won opportunities to projects seamlessly without losing any data
  • Track milestones and manage processes
  • Integrate with external systems to ensure on-time delivery and happy customers