Made for Google Apps
Insightly was created with complete Google Apps integration. Import Google Contacts, link Google Docs, export to Google Calendar, and lookup information with our Gmail gadget.
Track leads, proposals, opportunities and projects
Insightly tracks all your upcoming work and the work in progress now. Assign tasks, attach files, tag important items, and get email reminders all within Insightly.
The power of Linking
The power of Insightly comes from its ability to link related items together, so everything is just one click away. Employees related to their employers, emails related to projects, tasks related to opportunities - all intuitively linked up and just one click away.
Central shared contact list
One address book for everyone within your company, online and shared. We also have great security so sensitive data is not exposed to those who shouldn't see it.
Full history of customer interaction
Keep a comprehensive history of all your customer interactions including emails, phone calls, and meetings.
Real-time search of everything
Searching as you type across all data within Insightly - from email messages to contacts, organizations, notes, opportunities and projects. Find what you want fast. Real fast.
Gmail integration
Built right into Gmail, Insightly can keep track of your email messages and ingeniously associates and links each message saved with the right contacts and organizations so you have a complete email history - all without lifting a finger.
Google Docs integration
Search or browse your Google Docs from within Insightly, and link and attach any Google Doc to the relevant contact, organization, project or opportunity.
File sharing
Great file sharing capabilities so you can keep important documents and information attached right next to the entities they relate to - projects files, proposals, resumes - you name it.
Safe, secure, and private
Insightly uses 128 bit bank grade SSL encryption, and the data you store with us is secure, protected, and backed up daily.