CRM Modules: (Current Features)

  • Opportunity Management
  • Pipeline Optimization
  • Quotes
  • Order Management
  • Sales literature
  • Direct Email
  • Warehouse Management
  • Vendor Management
  • Team Structure Management
  • Branch/Franchisee Management
  • Survey Management
  • Product Management
  • Lead Management
  • Task Management
  • Call Center Management
  • Reporting Managementz

CRM Module: (Upcoming Features)

  • Contact Management
  • Calendar/reminders

Fully Featured CRM

  • Powerful CRM: - Manage leads, contacts, organizations, partners, vendors and suppliers. See everything from background.
  • Project Management: - Make sure you’re on top of your project at every stage – track project activity and performance against milestones.
  • Social CRM: - We’ll detect virtually every social media profile related to a contact’s email address.
  • Business Overview: - Look at your business any way you want with task dashboard, activity sets, reports and more.
  • Go Mobile: - Supporting iPhone and Android phones and popular tablets, the Insightly mobile app has you covered.
  • Key Integrations: - Integration with email, Box, Dropbox, Evernote, G Suite, MailChimp, Outlook 2013/Office 365 and more.

Benefits Of CRM With No Limits

  • Leads/Contacts/Companies/Deals
  • Calendars & Scheduling
  • Quotes and Invoices
  • Product CatLog
  • Import & Export,
  • Currencies and taxes, Etc.

ERP Module: (Current Features)

  • Human Resource
  • Inventory
  • Sales & Marketing
  • Purchase
  • Finance & Accounting
  • Customer Relationship Management(CRM)
  • Engineering/ Production
  • Supply Chain Management (SCM)
  • Vendor Management
  • Branch/Franchisee Management

ERP Module: (Upcoming Features)

  • Manufacturing/Production Management
  • Project Management

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