Insightly is an online CRM solution targeted at SMBs. Over 1.5 million worldwide small and mid-size business Insightly users build relationships, generate quotes, accelerate sales and deliver projects. It is the #1 Gmail, G Suite & Outlook CRM
How it works with QuickBooks
The integration with QuickBooks Online means your team can view financial information in their CRM - import contacts, organizations, opportunities into Insightly.
Insightly uniquely offers CRM & Project Management in one so you can manage sales pipelines, customer relationships, opportunities, and quotes. You gain full visibility into your business.
Give Insightly a try for 14-days for FREE
||Free forever for up to 2 users and 2500 contacts. QuickBooks integration built in!
||Higher storage limits, scheduled emails, reports and alerts.
||Workflow automation, advanced permissions, auto-lead assignment and more.
||Unlimited records, SAML-based SSO, Lambda functionality and more.
We offer online Help Center and Community based support as well as additional services available for purchase.
Online support: http://support.insight.ly/
Is the free plan really free?
Yes, totally free – no catches. You don’t even need a credit card to install and use Insightly, and it’s not a trial so you can use it for as long as you like.
What is the Insightly 14 Day Trial Plan?
The 14 Day Trial Plan is a free trial of the Professional Plan for users who want to try the features for 14 days at no charge.
Do I have to sign a fixed term contract?
No, you have the option of paying monthly or annually. If you pay monthly your credit card will be billed each month. If you pay annually your credit card will be charged every 12 months.
Does Insightly have native mobile apps?
Yes, Insightly has an Android native app and a native iOS app that works on your iPhone or iPad.