Seamlessly manage projects and delivery

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