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insightly Alternatives

insightly Alternatives

insightly

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.

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 drag-and-drop. 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.

Insightly supports tags for opportunities, projects, contacts, organizations, and emails. However, tags for projects are totally separate from tags for contacts, and searches for the tag name don't find any.

Contacts, projects, opportunities, tasks support custom fields, but only up to 10, and only text, drop-down and date (compare to Podio or Solve360). Projects, like contacts, can have a photo/image.

The Gmail contextual gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily email reminder with overdue tasks.

There is no social media integration, but for organizations, there is an event tab with Google search items.

Insightly lacks Gantt charts and an API (http://support.insight.ly/entries/383383-api-external-information-integration ). Comments, notes, task details do not support rich formating, only plain text. Email import from Gmail misses formatting. The user community was deleted in January 2012.

Best insightly Alternatives for Iphone

Looking for a program that is like insightly? We have our top picks here. If you need another program that has some of the features of insightly on your device, read what we recommend in this post.

ONLYOFFICE

ONLYOFFICE

FreemiumOpen SourceMacWindowsLinuxWebAndroidiPhoneAndroid TabletiPadSelf-HostedSoftware as a Service (SaaS)

Open source productivity suite for managing documents, collaborative projects, and CRM.

Features:

  • Collaborative Workspaces
  • Compatible with Microsoft Office
  • Nextcloud integration
  • Real time collaboration
  • Built-in translation
  • End-to-End Encryption
  • Equation editor
  • Integrated Chat
  • Integrated Youtube support
  • Latex equations
  • Multiple languages
  • Works Offline
  • Portable
  • Real time collaboration
  • Spreadsheets
  • Tabbed interface
  • White-labeled
Freedcamp

Freedcamp

FreemiumMacWindowsWebAndroidiPhone

Freedcamp is a work collaboration platform with an emphasis on project management.

Features:

  • Gantt-charts
  • Kanban boards
  • Password management
  • Real time collaboration
  • Remote Work
  • Task Management
  • Team work
  • Todos
Bitrix24

Bitrix24

FreemiumMacWindowsLinuxWebAndroidiPhoneAndroid TabletiPadSelf-Hosted

Some companies already use Bitrix24 for project collaboration and customer management. Tasks, chats, contacts and VoIP calls - all in one suite. Free for up to 12 users.

Features:

  • CRM
  • Shared calendars
  • Task Management
  • Team Collaboration
  • Video chat
  • Custom data fields
  • CRM
  • Document sharing
  • Gantt-charts
  • Group chat
  • Group collaboration
  • Project Tracking
  • Share your screen
  • Social intranet
  • Software as a Service
  • Video chat
  • Video Conferencing
  • Voice chat
  • Workflow Automation
Vtiger CRM

Vtiger CRM

FreemiumOpen SourceMacWindowsLinuxAndroidiPhoneAndroid TabletiPadSelf-Hosted

Vtiger CRM is award-winning software used by small and medium sized businesses to grow sales, improve marketing ROI, and deliver great customer service. .

Features:

  • REST API
  • API Integration
  • CRM
  • Customer support
  • Inventory management
  • Marketing automation
  • Real time collaboration
  • Task Management

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