Our Products

Lead Management - Leads are an important part of any sales process and Insightly can help you streamline your lead management process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you can create a lead in Insightly.

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.

Sales opportunity - Use Insightly to manage potential business in your sales funnel. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories.

API Integration - It helps out of manual data entry and tedious tasks. All you do is create the criteria for the API and tell the system what to do and like magic, it’s done. It will insert your lead data Automatically in to system.

Event - 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.

Dashboard & Reports - eCRM contains an attractive dashboard with graphical representation of data. Reports can be generated for all the leads, potential, accounts. It can be saved in different formats.

eCRM - helps to minimize your daily processes. It is a great tool to help businesses deal with the vital task of managing your leads, contacts, potentials. It is a highly effective Customer Relationship Management System, using this existing client relationship become stronger and new client relationship evolve more quickly.