The Howdy Glossary

Insightly is a cloud-based customer relationship management software. The platform offers tools for managing sales, projects, and business contacts in a centralized location. Insightly's interface integrates with G Suite and Microsoft Office 365 to enhance productivity by allowing users to view emails and documents associated with project details. Its features include lead management, pipeline visualization, task tracking, contact organization, email tracking within the system, advanced reporting capabilities and mobile access. The software also emphasizes project management through tasks assignment and progress monitoring on different stages of the sales process or specific client interactions.