Insightly Client Portal

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The best matching results for Insightly Client Portal are listed below, along with top pages, social handles, current status, FAQs, videos, and comments. If you are facing any issues, please write detail in the comments section for the solution.

Updated: April 21, 2022

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Insightly.com

Most Visited Official Pages

The best CRM for client ...
About
Insightly

Social Handles

FAQs

1

What is Insightly used for?

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time every time.
2

How do I contact Insightly?

To speak with a human being, call: 1-888-999-4039
  1. CRM.
  2. Service.
  3. Insightly API.
3

Is there a free version of Insightly?

Insightly is a CRM platform designed primarily for customer management, but it also offers some project management functionality. The platform is free for 1-2 users and it allows you to tackle basic project tasks such as: Converting won leads into projects.
4

How much is Insightly per month?

Insightly CRM Pricing
Name Price
Plus $29/ user, per month (billed annually)
Professional $49/ user, per month (billed annually)
Enterprise $99/ user, per month (billed annually)
Nov 9, 2021
5

Does Insightly have a free version?

Insightly is a CRM platform designed primarily for customer management, but it also offers some project management functionality. The platform is free for 1-2 users and it allows you to tackle basic project tasks such as: Converting won leads into projects. Tracking and managing milestones.
6

What is Insightly and how does it work?

Lead routing
Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they're still hot.

How do I set up Insightly?

2. Insight.ly

Https://support.insight.ly/hc/en-us/community/post...

https://support.insight.ly/hc/en-us/community/posts/115007297448-Custo...
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