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Capture Leads Anywhere
Insightly can help you capture more leads, no matter where they come from. Scan business cards with our mobile CRM app, add lead capture forms to your website, turn emails into new leads with Gmail and Outlook add-ins, or import new leads from hundreds of other applications with ease.
Lead Routing
Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source origin, emails, phone calls, meetings and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on the right leads while they’re still hot.
Opportunity Management
Accelerate the sales process at every step so you can see at a glance the last actions on an opportunity, as well as next steps for moving every deal forward. Send off sales-ready emails from automated templates with just one click. Be alerted when a customer opens or clicks an email – all from within a sales opportunity.
Workflow Automation
Complex multi-step business processes can be modelled and automated with Insightly workflow automation. Create email alerts for assigned opportunities, create or update records, or generate tasks for others when opportunities are won. You can even execute custom business logic to sync external systems from SAP, Oracle and others. Insightly intelligently works in the background to orchestrate and coordinate your processes so nothing is missed.
Send, Track and Save Emails
Create and send emails from within Insightly in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and notifies you when they are opened, forwarded or clicked. We even monitor open and click statistics for all email templates, so you can choose the best template at a glance for outgoing emails.
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