• Insightly is founded in the year 2010.• Anthony Smith is the Founder and Ceo of Insightly.• Insightly is designed as simple to use yet powerful CRM

system for small business.• Insightly is Integrated to Google Apps, Office 365,

MailChimp, and major social media sites. Great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.• Over 800,000 users in 100 countries rely on Insightly every

single day.

Why Insightly?• Easy and Intuitive, Yet Powerful. General, All Purpose Customer tracking.Integrated CRM and Project Management.• Linking – Link any Record to any Record.• Key Integrations & Apps-Google Apps, Outlook/Office 365, Social,

Mailchimp, Evernote etc.• Multiple Access Platforms (Web, Mobile, Gmail, Outlook 2013 etc)• Small Bussiness Focus ( 1 – 200 Employees)

WHO USES INSIGHTLY?• Around 500,000 Users. ( Shuttle Cloud, Phillips, Green Spot, SimpliFilm etc..)

Industries Include:• Business Services• Consulting• Education• Insurance• Real Estate• Media• Manufacturing• Financial Services etc..

WHY DO WE NEED A CRM?• Organization• Efficiency• Sales

Recent studied shows that the companies with a fully utilized CRM system can increase sales by 29%.

Successful CRM projects generate a return of upto $5.60 for every $1 spent. Upto 15% improved productivity for salespeople.

Sign Up / Login Page

TASKS• Used to make Notes of

any interaction (phone call, writing a proposal, sending an email etc) you have with your contacts and schedule tasks for the future. Also called Activities in some CRM’s.

OPPORTUNITY• Linked to Contacts or

Organizations and used to track potential sales and keep a records. Opportunities are helpful in tracking the success of your products and individual salespeople, as well as determining your pipeline. Also called Deals in some CRM’s.

• Insightly allows you to give the opportunity a name and description, estimate the probability the deal will close, the dollar value of the deal, and state who is responsible for the deal.

Contacts

Used to Keep track of an individual customer or other contact’s info, Like emails, related files, notes etc

Organizations• Used to keep track of

information on a particular company, and the contacts that are associated with that company. Generally, only used by businesses that sell to other businesses. Also called Account or companies in some CRM’s.

INSIGHTLY DATA IMPORT OPTIONS