Manage leads, contacts, organizations, partners, vendors and suppliers. See everything from background...
Make sure you’re on top of your project at every stage – track project activity and performance against milestones...
We’ll detect virtually every social media profile related to a contact’s email address...
Look at your business any way you want with task dashboard, activity sets, reports and more...
Supporting iPhone and Android phones and popular tablets, the Insightly mobile app has you covered...
Integration with email, Box, Dropbox, Evernote, G Suite, MailChimp, Outlook 2013/Office 365 and more...
A CRM dashboard is designed to let users perform some specific actions and tasks with a single mouse-click from this interface.
CRM dashboard is a panel where you can see summary of all of your leads, Total meeting and your revenue. You can check your lead status in graphical form also.
CRM Admin is a fully functional HTML Template designed for Customer relationship management software.
Admin panel allows user to access all your order, leads. Admin can create users and give access to ABM, ABE. At admin panel user can Customize reports, status, create branch and source.
CRM Leads panel allows user to add leads ,edit leads , delete leads, check lead status, date, lead details. User can directly send email to client from here. Users can set reminders here.
CRM Lead Reports and Dashboards show client profiles by industry, organization size, item resources, income and other significant properties. Comprehend your client base and how it is changing after some time.
In Leads Report user can filter leads by their name, email, user type and date. Admin can check all reports and download them with our Lead management System.
In variable soft CRM you can add task to remind administrators about the need to play out an activity with a lead, organization or contact.
Task can be added in multiple ways. The Task can be made quickly with reference to the lead, organization or contact. To do this, go to the lead card and select the errand in the movement field.
You can Add a company from the "Companies" section.
And then click on the button add company a\to add these details to CRM
Calendars & Scheduling
Quotes and Invoices
Import & Export
Currencies and taxes