insightly

In this article, I am going to share with you the 10 best insightly alternatives in 2024 that you can use.

• insightly description and review
• Best list of insightfully Alternatives
• insightly: pros and cons
• insightly: Price
• Benefits
• FAQ

insightly description and review

Insightly is a web-based project and customer relationship management (CRM) application that integrates with Google Apps through a Gmail contextual gadget and Google Docs support.

Unique to Insightly is the concept of “linking”: any item in the system can be associated with another item: projects, tasks, contacts, organizations, events, emails, opportunities. The link describes the role. For example, contacts can be associated with other contacts as “colleague”, “was referred / referred”, etc., or as a custom relationship. Tasks cannot be associated with tasks and Insightly lacks task dependencies or Gantt charts. A task can be linked to multiple projects via the “Link” function, but there is no need to drag and drop. Tasks can only be assigned to one Insightly user and cannot have a start or due time (only a date). However, in an insightful way, support the events, where you can set the time….

Insightful support for opportunities, projects, contacts, organizations, and emails. However, projects are completely independent of contacts, and tag name searches do not find any.

Contacts, Projects, Opportunities, and Tasks support custom fields, but only up to 10, and only text, drop-down, and date (compared to Podio or Solve360). Projects, like contacts, can have a photo / image.

The Gmail contextual gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily email reminder of overdue tasks.

There is no social media integration, but for organizations, there is an events tab with Google search items.

Insightly lacks Gantt charts and an API (http://support.insight.ly/entries/383383-api-external-information-integration ). Comments, notes, and task details do not support rich formatting, only plain text. Gmail email import is out of format. The user community was removed in January.

Insightly is a web-based project and customer relationship management (CRM) application that …

Developed by Insightly, Inc.

The link describes the role. For example, contacts can be associated with other contacts as “colleague”, “was referred / referred”, etc., or as a custom relationship. Tasks cannot be associated with tasks and Insightly lacks task dependencies or Gantt charts. A task can be linked to multiple projects via the “Link” function, but there is no need to drag and drop. Tasks can only be assigned to one Insightly user and cannot have a start or due time (only a date). However, insightfully support events, where time can be set.

Insightful support for opportunities, projects, contacts, organizations, and emails. However, projects are completely independent of contacts, and tag name searches do not find any.

Contacts, Projects, Opportunities, and Tasks support custom fields, but only up to 10, and only text, drop-down, and date (compared to Podio or Solve360). Projects, like contacts, can have a photo / image.

The Gmail contextual gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily email reminder with overdue tasks.

There is no social media integration, but for organizations, there is an events tab with Google search items.

Insightly lacks Gantt charts and an API (http://support.insight.ly/entries/383383-api-external-information-integration ). Comments, notes, and task details do not support rich formatting, only plain text. Gmail email import is out of format. The user community was removed in January.

Official links of insightfully sites

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Take a look at the following alternative list to this software; feel free to ask any query regards this if you have any doubts related to these alternatives.

Best list of insightfully Alternatives

OFFICE ONLY

Open source productivity suite for managing documents, collaborative projects, and CRM.

Zoho

Zoho is an all-in-one online office suite. Zoho is business-oriented, increasing productivity and offering easy, real-time collaboration. Zoho offers a …

Freedcamp

Freedcamp is a workplace collaboration platform with an emphasis on project management.

Mautic

Mautic is marketing automation software (email, social media, and more). Install it on your own website or create a free hosted account. The simple 3-step setup process requires …

Bitrix24

Some companies already use Bitrix24 for project collaboration and client management. Tasks, chats, contacts and VoIP calls, all in one package. Free for up to 12 users.

EspoCRM

EspoCRM is an open source CRM (Customer Relationship Management) software that allows you to view, enter and evaluate all the relationships of your company regardless of …

Zoho CRM

On-demand CRM (Customer Relationship Management) services to manage sales, marketing, customer service, and orders across the organization.

Collaborative

Collabtive is a cloud-based, easy-to-use and efficient collaborative software for your projects.

Want to see more alternatives for insightfully?

Vtiger CRM

Vtiger CRM is award-winning software used by small and medium-sized businesses to increase sales, improve marketing ROI, and provide excellent customer service. .

Sales force

Web-based CRM for sales, service, marketing, and call center operations that enables users to manage customer satisfaction and relationships.

insightly: pros and cons

insightly: Price

The software of insightly gives you easy and efficient management, and insightly allows you to concentrate on the most important things. And it’s easy to use; you may love it.

Benefits

FAQ