Insightly

CRM for lifelong customer relationships.
(461 reviews)
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Outlook Customer Manager

Lightweight CRM for Outlook in Office 365
(9035 reviews)
Learn More

Overview

Overview

Overview

Platforms Supported

Platforms Supported

Platforms Supported

Web Based Web Based
Web Based
iPhone App iPhone App
iPhone App
Android App Android App
Android App
Windows App Windows App
Windows App

Support Options

Support Options

Support Options

FAQs FAQs
FAQs
Forum Forum
Forum
Knowledge Base Knowledge Base
Knowledge Base
Online Support Online Support
Online Support
Video Tutorials Video Tutorials
Video Tutorials

Pricing

Pricing

Pricing

Starting From

Starting From

Starting From

US$29.00/month
N/A
Free Free
Free
Subscription Subscription
Subscription

Reviews

Reviews

Reviews

Overall rating Overall rating
Overall rating
Ease of use Ease of use
Ease of use
Value for money Value for money
Value for money
Customer support Customer support
Customer support

Features

Features

Features

API API
API
Access Control Access Control
Access Control
Accounting Integration Accounting Integration
Accounting Integration
Action Planning Action Planning
Action Planning
Activity Dashboard Activity Dashboard
Activity Dashboard
Activity Tracking Activity Tracking
Activity Tracking
Ad hoc Reporting Ad hoc Reporting
Ad hoc Reporting
Alerts / Escalation Alerts / Escalation
Alerts / Escalation
Assignment Management Assignment Management
Assignment Management
Automatic Lead Distribution Automatic Lead Distribution
Automatic Lead Distribution
Automatic Notifications Automatic Notifications
Automatic Notifications
Business Intelligence Business Intelligence
Business Intelligence
CRM Integration CRM Integration
CRM Integration
Calendar Management Calendar Management
Calendar Management
Calendar Sync with Google Calendar Sync with Google
Calendar Sync with Google
Call Centre Management Call Centre Management
Call Centre Management
Call Routing Call Routing
Call Routing
Call Tracking Call Tracking
Call Tracking
Categorisation Categorisation
Categorisation
Click Tracking Click Tracking
Click Tracking
Client Management Client Management
Client Management
Collaboration Tools Collaboration Tools
Collaboration Tools
Commenting Commenting
Commenting
Compliance Management Compliance Management
Compliance Management
Computer Telephony Integration Computer Telephony Integration
Computer Telephony Integration
Configurable Workflow Configurable Workflow
Configurable Workflow
Contact Database Contact Database
Contact Database
Contact History Contact History
Contact History
Contact Management Contact Management
Contact Management
Custom Charts Custom Charts
Custom Charts
Custom Fields Custom Fields
Custom Fields
Customer Accounts Customer Accounts
Customer Accounts
Customer Activity Reporting Customer Activity Reporting
Customer Activity Reporting
Customer Database Customer Database
Customer Database
Customer History Customer History
Customer History
Customer Segmentation Customer Segmentation
Customer Segmentation
Customisable Branding Customisable Branding
Customisable Branding
Customisable Categories Customisable Categories
Customisable Categories
Customisable Reporting Customisable Reporting
Customisable Reporting
Customisable Templates Customisable Templates
Customisable Templates
Dashboard Creation Dashboard Creation
Dashboard Creation
Data Capture and Transfer Data Capture and Transfer
Data Capture and Transfer
Data Filtering Data Filtering
Data Filtering
Data Import Data Import
Data Import
Data Import/Export Data Import/Export
Data Import/Export
Data Mapping Data Mapping
Data Mapping
Data Migration Data Migration
Data Migration
Data Synchronisation Data Synchronisation
Data Synchronisation
Data Visualisation Data Visualisation
Data Visualisation
Deadline Management Deadline Management
Deadline Management
Delivery Tracking Delivery Tracking
Delivery Tracking
Desktop Notifications Desktop Notifications
Desktop Notifications
Document Management Document Management
Document Management
Document Storage Document Storage
Document Storage
Drag & Drop Interface Drag & Drop Interface
Drag & Drop Interface
Duplicate Detection Duplicate Detection
Duplicate Detection
Email Alerts Email Alerts
Email Alerts
Email Integration Email Integration
Email Integration
Email Notifications Email Notifications
Email Notifications
Email Templates Email Templates
Email Templates
Email Tracking Email Tracking
Email Tracking
Event Scheduling Event Scheduling
Event Scheduling
Event Triggered Actions Event Triggered Actions
Event Triggered Actions
File Management File Management
File Management
Filtered Views Filtered Views
Filtered Views
Follow-up Scheduling Follow-up Scheduling
Follow-up Scheduling
Forecasting Forecasting
Forecasting
Full Text Search Full Text Search
Full Text Search
Geographic Maps Geographic Maps
Geographic Maps
Goal Setting / Tracking Goal Setting / Tracking
Goal Setting / Tracking
History Tracking History Tracking
History Tracking
Inventory Management Inventory Management
Inventory Management
Inventory Tracking Inventory Tracking
Inventory Tracking
Labeling Labeling
Labeling
Lead Assignment Lead Assignment
Lead Assignment
Lead Capture Lead Capture
Lead Capture
Lead Distribution Lead Distribution
Lead Distribution
Lead Management Lead Management
Lead Management
Lead Nurturing Lead Nurturing
Lead Nurturing
Microsoft Outlook Integration Microsoft Outlook Integration
Microsoft Outlook Integration
Milestone Tracking Milestone Tracking
Milestone Tracking
Mobile Alerts Mobile Alerts
Mobile Alerts
Mobile Integration Mobile Integration
Mobile Integration
Multi-Currency Multi-Currency
Multi-Currency
Multiple Projects Multiple Projects
Multiple Projects
Natural Language Search Natural Language Search
Natural Language Search
Opportunity Management Opportunity Management
Opportunity Management
Performance Reports Performance Reports
Performance Reports
Permission Management Permission Management
Permission Management
Pipeline Management Pipeline Management
Pipeline Management
Pipeline Reports Pipeline Reports
Pipeline Reports
Planning Tools Planning Tools
Planning Tools
Prioritizing Prioritizing
Prioritizing
Productivity Reporting Productivity Reporting
Productivity Reporting
Project Estimating Project Estimating
Project Estimating
Project Management Project Management
Project Management
Project Notes Project Notes
Project Notes
Project Planning Project Planning
Project Planning
Project Templates Project Templates
Project Templates
Project Tracking Project Tracking
Project Tracking
Project Workflow Project Workflow
Project Workflow
Projections Projections
Projections
Quote Management Quote Management
Quote Management
Real Time Analytics Real Time Analytics
Real Time Analytics
Real Time Data Real Time Data
Real Time Data
Real Time Monitoring Real Time Monitoring
Real Time Monitoring
Real Time Notifications Real Time Notifications
Real Time Notifications
Real Time Reporting Real Time Reporting
Real Time Reporting
Real Time Updates Real Time Updates
Real Time Updates
Receiving Receiving
Receiving
Recurring Tasks Recurring Tasks
Recurring Tasks
Reminders Reminders
Reminders
Reporting & Statistics Reporting & Statistics
Reporting & Statistics
Role Management Role Management
Role Management
Role-Based Permissions Role-Based Permissions
Role-Based Permissions
Rules-Based Workflow Rules-Based Workflow
Rules-Based Workflow
SSL Security SSL Security
SSL Security
Sales Analytics Sales Analytics
Sales Analytics
Sales Forecasting Sales Forecasting
Sales Forecasting
Sales Reporting Sales Reporting
Sales Reporting
Sales Tracking Sales Tracking
Sales Tracking
Scheduled Reporting Scheduled Reporting
Scheduled Reporting
Search Functionality Search Functionality
Search Functionality
Secure Data Storage Secure Data Storage
Secure Data Storage
Secure Login Secure Login
Secure Login
Single Sign On Single Sign On
Single Sign On
Social Media Integration Social Media Integration
Social Media Integration
Status Tracking Status Tracking
Status Tracking
Strategic Planning Strategic Planning
Strategic Planning
Summary Reports Summary Reports
Summary Reports
Tagging Tagging
Tagging
Task Management Task Management
Task Management
Task Planning Task Planning
Task Planning
Task Scheduling Task Scheduling
Task Scheduling
Task Tracking Task Tracking
Task Tracking
Template Management Template Management
Template Management
Third Party Integration Third Party Integration
Third Party Integration
To-Do List To-Do List
To-Do List
Visual Analytics Visual Analytics
Visual Analytics
Voice Mail Voice Mail
Voice Mail
Web Forms Web Forms
Web Forms
Workflow Management Workflow Management
Workflow Management

Integrations

Integrations

Integrations

Bitium Bitium
Bitium
Campaign Monitor Campaign Monitor
Campaign Monitor
Cliently Cliently
Cliently
Easy Insight Easy Insight
Easy Insight
Freshdesk Freshdesk
Freshdesk
Google Drive Google Drive
Google Drive
HappyFox HappyFox
HappyFox
Office 365 Office 365
Office 365
QuickBooks Online QuickBooks Online
QuickBooks Online
Vision Helpdesk Vision Helpdesk
Vision Helpdesk
WebMerge WebMerge
WebMerge
Zapier Zapier
Zapier