Insightly is a web-based project and Customer Relationship Management (CRM) application that integrates with Google Apps via a Gmail contextual gadget and Google Docs support.
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insightly is a webbased project and customer relationship management (crm) application that integrates with google apps via a gmail contextual gadget and google docs support.
unique to insightly is the concept of "linking": any element in the system can be associated with another element: projects, tasks, contacts, organizations, events, emails, opportunities. the link describes the role. for example, contacts can be associated with other contacts as "colleague", "was referred to / referred" etc., or as a custom relationship. tasks cannot be associated with tasks, and insightly lacks task dependencies or gantt charts. a task can be linked to multiple projects via the "link" feature, but there is no draganddrop. tasks can only be assigned to one insightly user, and cannot have a start or due time (only a date). insightly, however, support events, where the time can be set.
CRM One was developed to give sales departments in small to medium size companies the necessary tools to manage existing clients and to get new customers. "Don't pay for the features you don't need.".
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