Insightly

Among Insightly's standout features is that it has the versatility to relate any item along with any other product. For example, you are able to associate any contact with more than one business, associate colleagues with each other, connect a task or even a note with any contact, task, or even opportunity. Other distinctive and effective features of this software are the custom pipelines and customized activity models.

The software is missing some fundamental functionality that may be common to almost every other CRMs, especially, with the way lists are viewed. It exhibits organizations, projects, and other, but the prospect lists contain limited information about each and every item. In addition you cannot customise the information or fields that are viewed.

If Insightly is the first CRM software you have ever used, you won't become disappointed. In case you are considering changing CRMs, simply give it a try prior to switching and ensure it fits your needs. Its functionality is good, but there are some restrictions mainly upon viewing information. Also, it is only a CRM software there is not any other accounting, quote or order feature.