Entrepreneur 2.0 Training material. This project has been funded with support from the European Commission. Responsibility for the content of this publication reflects the views only of the author, and the Commission is not responsible for any use of the information contained therein.

<insightly.com>

Insightly.com

This web 2.0 tool has been voted as one of the most attractive ones for

entrepreneurs within the CRM Category

Entrepreneur 2.0 Training material. This project has been funded with support from the European Commission. Responsibility for the content of this publication reflects the views only of the author, and the Commission is not responsible for any use of the information contained therein.

<insightly.com>

Insightly Key characteristics

• Insightly is a cloud tool developed specifically to fit the needs of small businesses to help them deal with the vital task of managing leads, contacts, organisations, partners, vendors and suppliers.

• Around 850,000 users world wide.

Entrepreneur 2.0 Training material. This project has been funded with support from the European Commission. Responsibility for the content of this publication reflects the views only of the author, and the Commission is not responsible for any use of the information contained therein.

<insightly.com>

Insightly Key characteristics

• Insightly uniquely offers CRM and Project Management in one. The project overview screen enables users to see recent activity on any project, and to track project performance against milestones over time.

• Using Insightly you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated.

Entrepreneur 2.0 Training material. This project has been funded with support from the European Commission. Responsibility for the content of this publication reflects the views only of the author, and the Commission is not responsible for any use of the information contained therein.

<insightly.com>

Insightly Key characteristics• Insightly’s reporting functionality includes nine reports

centered around sales opportunities and one around completed activities (tasks and events).

• With social media integration the user can put in a contact’s email address and Insightly will detect almost every social media profile related to the email address.

• Insightly helps your business by changing the way you interact with your customers; and also helps you to become more organised, more efficient and more productive so you can grow your business and maximise revenue.

Entrepreneur 2.0 Training material. This project has been funded with support from the European Commission. Responsibility for the content of this publication reflects the views only of the author, and the Commission is not responsible for any use of the information contained therein.

<insightly.com>

Insightly Key characteristics• It works with popular applications:– Google Apps & Gmail– Google Drive

• Mobile apps supported by tablets, iPad, iPhone and Android.

• More info in our collection of Web 2.0 tools

Entrepreneur 2.0 Training material. This project has been funded with support from the European Commission. Responsibility for the content of this publication reflects the views only of the author, and the Commission is not responsible for any use of the information contained therein.

<insightly.com>

Key benefits for entrepreneurs• “Looking for a SIMPLE CRM to implement for your business -

check out Insightly. ” Jamie Lin, Cloud Strategist (Gizmo Global)

• "We were using a much more expensive CRM but when the time came to make a change in the team, we decided to give Insightly a try. During the free trial we were really impressed. We have been using it for about 5 months now on the paid plan and we find new functionality all the time. We love it“ Brenda McKinley, Real Estate Broker at Keller Williams Complete Realty, Brokerage

Entrepreneur 2.0 Training material. This project has been funded with support from the European Commission. Responsibility for the content of this publication reflects the views only of the author, and the Commission is not responsible for any use of the information contained therein.

<insightly.com>

How to use it effectively

• How to use Insightly (video)

• How i use Insightly for my business #1 (video)

• How i use Insightly for my business #2 (video)

• Using Insightly to manage your sales (video)

• Insightly: Automating workflows (video)