Insightly is a customer relationship management (CRM) platform that helps businesses manage contacts, sales, projects, and tasks. It offers tools for lead tracking, workflow automation, email integration, and reporting to streamline business processes and improve customer interactions.
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About Insightly
Insightly was created in 2009 to provide small and medium-sized businesses with an affordable and easy-to-use CRM solution. The platform aimed to help businesses manage customer relationships, sales pipelines, and project workflows more effectively.
Strengths of Insightly include its user-friendly interface, robust project management features, and strong integration capabilities. Weaknesses involve limited customization options and occasional performance issues. Competitors include Salesforce, HubSpot CRM, and Zoho CRM.
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How to hire a Insightly expert
An Insightly expert must have skills in CRM configuration, data management, workflow automation, and report generation. Proficiency in API integration, email marketing tools, and project management functionalities is also essential.
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$ 97K
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$ 127K
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$ 97K
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