Insightly's Advanced Reports allow the creation of custom, tabular reports. Opportunity reports offer details such as the responsible user, pipeline and pipeline stage, close date, probability of winning and value. Insightly also offers integrated project management functionality. Once a deal is closed, users can track and manage follow-up project commitments directly from within the CRM. The Insighly Sidebar also saves emails directly from Gmail, giving users access to the history of their conversations and allowing them to link all correspondence to projects and events. Zac posen is launching a glamorous collection for mac. With its short learning curve and fast operation, Insightly save us time.

QuickBooks Mac Desktop support. Get answers and information that help you run your business. Compare 1CRM vs. Insightly There is a wide range of CRM Software products in the market these days. The best way to find out which one fits your needs best is to examine them side by side. File extension File type Description *.QBW: QuickBooks Company file: The QBW format is associated with Intuit QuickBooks software. It uses QBW files to store financial data, templates, letters, logos, and images for a company.

Insightly is a customer relationship management (CRM) solution that provides businesses with a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform.

Users cannot send an email from within the CRM, and each email to be logged must include the account-specific email string provided, which is manually attached to sent, received, or forwarded emails. (Check out our short guide on here.) Although the amount of time it takes to copy/paste the email string is very brief, it’s compounded over every email for each user, and when you take into account occasional memory lapses, it adds up to lost time and gaps in your email log.