Insightly is designed to keep all the information you need to run your business in one place, accessible and searchable by all your employees, wherever they are in the world. It's fast, secure, easy to use, always on, and backed up multiple times daily, so you can stop worrying about IT issues and just get on with the business of doing business.
At the core of Insightly is an awesome email management system. Because email is one of the most prolific methods of communication between you and your clients, it's important that data is managed and leveraged to maximum benefit. You can save any email to Insightly in just one click from within Gmail, giving you a full email conversation history between you and your client, all efficiently indexed and searchable. Associate important emails and their attachments with the relevant projects and opportunities - so you've got a record of exactly who said what right there on the page, and you'll never lose an important file attachment again.
Keeping your address book up to date is a chore, so Insightly adds new contacts and organisations automatically as emails are saved, even going off to the wider Internet to retrieve more information about contacts and organisations for their profiles - keeping your address book up to date without you having to lift a finger. And Insightly cleverly uses advanced email analytics to discover the hidden associations between your contacts by analysing the From, To, and CC fields in emails to build up a knowledge of who knows who.
Storing everything together is not much use if you can't find anything down the road. Because of this, Insightly includes world class real time search - as you type - across everything it stores. From files to emails, contacts, organisations, projects, and everything else, just start typing in the search box conveniently located at the top of every page and watch the results flow in. Search thousands of emails in under a second, find contacts in the blink of an eye, and never lose a telephone number again.
Insightly is a great tool for the vital task of managing your contacts and related organisations, partners, vendors and suppliers. You can see everything about a contact on one page, from their complete email history, birthday and important dates, background, notes and tasks, and any projects or opportunities they have been a part of. Insightly also links each contact to the people and organisations around them - showing the relationships between contacts and employers, partners, suppliers, competitors, and co-workers etc.
Insightly tracks each business opportunity so you know instantly which proposals are pending, or which deals you've won or lost, so you have great guidance on upcoming work in the pipeline. You can link contacts to deals and specify the role they play in winning the bid. Attach tasks, meetings, notes, and emails to opportunities so you can keep track of what was promised, when and for how much. Attach important files with built-in versioning control - so you know that proposal is always up to date with the latest version. And all the information for each opportunity is conveniently kept together on one page, all searchable, and instantly available at anytime to employees from anywhere in the world.
Insightly has an excellent project management system built right in. Define tasks and milestones for projects, and get email reminders of what's coming up and what needs to be done. Associate contacts and employees with projects and specify the roles they play. Add files to projects so data can be shared between participants. And with Insightly's email integration, you can link an email with a project in just one click, so important correspondence is kept right there with the project. And Insightly has a great project overview screen so you can see the recent activity on any project, and track project performance against milestones over time.
Everything in Insightly was designed to be super easy to use, and permissions are no exception. Strong security around sensitive data is important, so Insightly allows you to lock down information from prying eyes. Specify restrictive permissions on just about any item in Insightly using simple radio buttons, and each item can be configured for just the right people to see.
Insightly allows you to track a lot of things, and the dashboard gives you a great overview of everything going on in your business right up to the minute. See tasks past due and those coming up in the future, new notes or comments just added, opportunities recently closed and projects milestones achieved. It's the place to go to catch up on all the recent happenings across everything going on in Insightly.
Sometimes you might want to jot down a few things about a client after finishing a phone call, or add a quick note to a project regarding a specific incident outcome. Insightly notes and comments allow for just such a thing, as you can add notes to just about anything in Insightly including opportunities, projects, emails, and of course contacts and organisations. And even better than that, your co-workers can come in and add comments to notes and attach relevant files too. All notes and comments are searchable with our great 'as you type' super fast search, and you can secure your notes with our powerful yet simple permissions system.
Tags are a wonderfully simple invention that allow you to organise anything in Insightly around a keyword that makes sense to you. So for instance, if you wanted to organise your projects and opportunities by geographic location - like Asia, Europe, and the Americas - you can categorise each item by adding the appropriate tag for instant future listing and reference. Tags can be added to contacts, organisations, opportunities, projects, and emails.
Insightly has great built in support for tasks and milestones. You can add tasks for yourself or assign them to someone else, and set specific due dates or just jot down a few tasks for completion sometime in the future. Of course tasks can also be associated with milestones in projects so you can keep track of a projects percentage completion. And so you don't forget anything - Insightly can send you an email when a task is due, or convenient prepare a daily summary sheet each morning telling you what's coming up for the day.
