Pipeline Deals for Web Apps

Hootsuite

Pipedrive

Pipedrive is a sales pipeline management platform that is based in the cloud. It has been designed to keep sales processes simple, straightforward, and efficient. You can use Pipedrive to organize contacts, forecast sales, and follow-up leads at optimal times. Pipedrive is a truly mobile solution thanks to its robust framework of desktop interface and iOS and Android applications. Sales Pipelines A great feature of Pipedrive is the Sales Pipeline View. It can be more effective than traditional to-do lists because pipelines display sales and leads at every different stage. This gives sales staff a clear view of their productivity and how they can locate deals, which require immediate attention. To see an overview of your team’s current situation, simply navigate over to your sales pipeline. With Pipedrive’s zoom features, you can locate deals that were added in the past day or week. By utilizing drag and drop functionality, you can move deals forward through the pipeline. One of Pipedrive's best features is the icon, which appears next to each deal in your pipeline. The data it provides, at a glance, is very comprehensive: you can tell if you have any activities scheduled that are associated with a specific deal, see if you are behind on your scheduled activities, or even if you still need to follow up the lead. Timeline Views Pipedrive’s Timeline View gives you a clearer insight into your sales, with accurate sales forecasts for the coming months and quarters. Timeline Views provide superb advanced reporting tools that allow you to set both personal and group targets and track them in real-time. The Timeline Views can be customized to suit your personal preferences or existing sales workflows. Integrations and Mobile Access Pipedrive integrates well with numerous third-party applications including Dropbox, MailChimp, Google Apps, and Google Drive. Pipedrive’s REST API is also available. You can also access data on the go with Pipedrive's apps for iOS and Android. These mobile apps are simple and easy to navigate, just like the desktop web interface. You can quickly see your deals, activities, and contacts, or use the search function to search for pertinent data. Pricing Pipedrive uses a subscription pricing model that starts from $12.00/month with a free trial available (No Credit Card required). Pipedrive is reasonably priced and one of the easiest CRM platforms that is available to set up and use. Pipedrive has an easy to understand pricing level system that is great for smaller companies, but it will get expensive rapidly if you have lots of employees. Pipedrive's website informs you to contact them if you want to purchase more than 50 seats. Bottom Line Pipedrive is a great CRM platform that is quick to set up and easy to understand. It is completely customizable and has a simple, intuitive interface that is coupled with some helpful guidance, which makes it a breeze to use. The Forecasting tools provide managers with a birds-eye view of group performance and the suite’s mobile applications allow users to search through contacts and deals 24/7. With Pipedrive you will spend less time working with the software and more time working on sales. Pipedrive may lack in some native capabilities, but it excels with time-saving visuals and ease-of-use.

Copper CRM

Copper* is a cloud-based CRM tool, which provides users with a transparent view of their customers. The software can be used by any industry, including advertising, sales and distribution, and real estate. Among its numerous features is email integration, opportunity management and lead tracking. Copper also comes with some really useful time saving features, such as automatic customer data saving. Every file that is sent via email is instantly linked and stored in a contact’s portfolio. What’s more, the system profiles every interaction. This gives users relevant information on how recently each customer has been contacted. Along with quality customer management tools, Past and future calendar events, such as meetings and calls, are logged with Copper. The app can also ‘intelligently’ suggest possible contacts, based on previous correspondence. Via Copper’s email integration, all tasks are visible in Gmail, and the opportunity management feature lets users visualize and manage their sales pipelines, by utilizing drag-and-drop functionality. Opportunity Management A great feature of Copper is the ability to see a visual representation of all available opportunities via a customisable pipeline, which supports drag-and-drop editing. Custom filters allow you to drill down deeper to retrieve more information, and you are alerted when deals appear to be disappearing. For reporting purposes, Copper also provides you with a weekly pipeline progression report to gauge progress. Gmail Integration Copper integrates effortlessly with Gmail and other Google apps in order to provide seamless data interchanges. With Gmail integration you can visualize all contact information that are associated with emails, directly from your inbox, including all interaction history and associated files and notes. Aside from Gmail integration, Copper also lets you fully manage contacts from outside of Gmail, thereby providing you with a comprehensive view of the customer directly. Customer profiles are then automatically populated with data crawled from across the web, along with any file attachments pulled from your emails. The completed profiles will show all the interaction history, including email history, and past and upcoming calendar events. The Google Hangouts integration also allows you to make calls directly from these profile to the customer as well. Pricing Copper uses a subscription pricing model, with prices starting from $19.00 per user, per month for the Basic Plan, followed by the Professional Plan at $49 per user, per month. Finally, the Business Plan is priced at $119 per user, per month. There is also a 14 day free trial available (No Credit Card required). Bottom Line Overall, Copper CRM is an excellent customer management platform to work from. With superb features, such the ability to overview of your opportunities via a visual pipeline with customizable stages, filters, and data fields, right through to automatic data population and Gmail integration. Copper CRM is a quality product that will suit businesses of all types and sizes. It comes with apps for Android and iOS, and over 300 third party integrations are also available, including Google Drive, Google Calendar, Google Hangouts, MailChimp, Evernote, Wufoo, Quickbooks, and Basecamp. *Formerly ProsperWorks CRM

Nutshell

Nutshell CRM is a web-based app that helps small and medium-sized businesses by giving them the tools to help close sales quickly and efficiently. This solid CRM helps businesses to grow with consolidated communications, automated sales processes, and detailed contact management. Nutshell CRM is very easy to adopt, with its clear layout and intuitive setup process, along with a centralized contact organization system. It is also highly scalable in order to move along with growth and it has with more than 40 available integrations available. Nutshell CRM includes many features to help sales teams close deals quicker. It has numerous tools for team collaboration, reporting and sales automation, and integration. The service is very flexible and is able to be accessed from desktop computers or mobile devices. This is an important key concept for many businesses that work remotely. Manage Leads A great feature of Nutshell CRM, is that it does not separate leads from opportunities. Throughout the pipeline sales are tracked as leads, this, in turn, provides a more seamless user experience. in order to create a lead, you simply click ‘Create New’ and then populate the fields with all the information that you currently have available. Within a lead, you are able to include multiple accounts, assignees, contacts, competitors, products, and sources. Generate Reports Nutshell CRM has a solid set of analytics tools that are second to none. With the ability to generate data reports business owners are able to review information such as overall sales health, based on leads, or drill down to view activities from the past 30 days. You can also view data from each quarter, year, or choose a rolling period as well. Sales reports can also be filtered by user, team, product, or source. Nutshell CRM also gives you the option to select your most common sources or products, and then track these metrics in the pipeline at various stages. This is a useful way to track which leads are overdue, based on estimated close dates. Integrations Nutshell CRM has a varied array of integrations, with more than 40 business apps and services available. These include Google Apps, Mailchimp, Microsoft Exchange, Twitter, Wufoo, Zendesk, and Zapier. Pricing Nutshell CRM uses a static pricing model, charging a flat fee of $15 per month, per user. This includes unlimited storage and contacts. Bottom Line Overall, Nutshell is a good choice when it comes to rapid deployment, coupled with a straightforward pricing model that is not tied into a certain number of leads, contacts or accounts. With unlimited storage and native iOS and Android apps, offering real-time synchronization across all devices, you can see why many SMB’s choose Nutshell as their go-to CRM.

Base CRM

Base CRM is a cloud-based sales and contact management solution, which enables sales teams to become more effective, productive and therefore close more deals. It uses integrated sales productivity tools for sales reps and advanced visual reporting for sales managers. The platform uses an intuitive and user-friendly drag-and-drop interface, which affords sales professionals full visibility into intricacies of their sales pipelines, in order to create, track and manage achievable goals for individual reps and sales teams. Base Workflow Automation Employing workflow automations produces numerous benefits, including reducing employee errors, empowering employees to manage tasks with minimal supervision, and being able to complete more tasks, more efficiently. With Base CRM, the user can call directly from the web app, where the calls are automatically logged for future reviewing. This data is then included for reports, in order to measure both individual and team performance. Base Mobility As more sales professionals are relying on their smartphones and tablet devices to work with whilst away from the office, the need for a feature rich mobile CRM is ever more in demand, and Base CRM provides such a service.* Base CRM has an integrated mobile map feature, called Base Geolocation, which allows users to see where contacts, leads and deals are on a geographical map. This allows users to schedule more efficient and less time-consuming customer visits, and calculate if additional sales reps need to be assigned to a specific area. The app also comes with handy one-touch driving directions to make it easier to schedule business trips. *Base CRM has native apps available for iOS, Windows Phone and Android powered devices. Integrations Base CRM has native integrations with apps and services such as Dropbox, Facebook, Google Apps, Harvest, LinkedIn, MailChimp, Outlook, Quote Roller, and Xero. There is also an open API client, which is able to integrate with any third-party app. Pricing Base CRM uses a subscription pricing model, with plans starting from $25.00 per seat, per month for the Starter plan, rising to $125 per seat, per month for the Enterprise plan. There is a free 14-day trial available (no credit card required). The Start plan includes premium integrations, email automation, native mobile apps, geolocation, Base Voice, and call recording. The Professional plan offers all Starter features plus document repository, task automation, sales forecasting, and advanced sales insights. Finally, the Enterprise plan has all the Professional features, plus additions such as call analytics and reporting, phone auto dialer, call scripts, teams and user-based permissions, and lead and deal scoring. Bottom Line Base CRM is a multifunctional account management and sales productivity tool that offers a sturdy cloud-based CRM solution that encompasses a whole catalogue of features, including contact and lead management, sales tracking and reporting, pipeline analysis, email and workflow automation, sales performance analysis, sales goals creation, advanced sales insights, and data management. With an intuitive and user friendly interface, mobile apps for iOS, Android and Windows Phone, and an array of integrations with sought-after apps and services, you can see why numerous organizations use Base CRM.

Microsoft 365

Microsoft 365 is Microsoft’s cloud collaboration suite (formerly known as Office 365), which provides a secure space to store, edit and share files and documents. It has a vast array of tools that can help to connect dispersed teams using shared calendars, messaging and conferencing tools. The business class email provides 50 GB of storage per user, and is able to send messages up to 25 MB in size. This is great for sending images and applying custom formatting. With Microsoft 365 you can customize inbox rules and notifications, and update your calendar and to-do list, in order to help you prioritize your tasks. The online chat and instant messaging tools let you communicate with colleagues more effectively along with one-to-one, or one-to-many voice and video calling. Some great features of Microsoft 365 are the collaboration and knowledge sharing tools for both internal and external purposes. Documents can be accessed and viewed by clients, and you can also create project-specific mailboxes and websites that can be tailored for specific teams, complete with automatic policies. Instant Messaging With Microsoft 365 you can use your computer for video calls and are able to conduct online meetings or connect with your co-workers via instant messaging. File Sharing The ability to share your work with others, and be able to collaborate together, is a must-have feature of today’s modern office. Microsoft 365 lets you store and organize your most important documents easily, with 10GB of overall storage to work with, you'll never run out of space to store what you need. Calendars and Email You no longer have to be tied to your desktop in order to view emails and organise your calendar. With Microsoft 365 and a smart device, you carry your email and calendar with you, wherever you go. Calendars and Email can be accessed from any supported computer or smart device that has an Internet connection. Multi Language Microsoft 365 supports the following languages: Arabic, Chinese (Simplified), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Irish, Italian, Japanese, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, and Ukrainian. Supported countries include Australia, Canada, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States. Pricing Microsoft 365 uses a subscription pricing model, with plans starting from $4.00 per month. Microsoft also provides a free trial to test out the software (no credit card required). Bottom Line Microsoft 365 is a secure way to create, store and edit your documents online. Using Microsoft 365 you can run your business with powerful cloud services that don´t require any in-depth IT expertise. You can access your emails, and attend meetings virtually, along with sharing files or creating a professional website. No matter what it is you need, Microsoft 365 helps you be productive on the go. It works with mobile devices such as Windows Phone, iPhone, iPad, Android, Symbian and Blackberry, and can be accessed via Mac OS or Windows OS.

Gmail

Gmail is the free webmail, POP3, and IMAP email service provided by Google, which is integrated into its suite of web apps. Gmail is available to anyone who signs up for a Google account. Gmail is highly considered to be one of the best Web-based email accounts to have. Unlike its competitors, Gmail has a minimalistic, ad free homepage that is great to look at. As soon as you sign in, you can immediately see your inbox, the left bar shows your email folders and contacts. The service can also be linked to Google Chat. If you are signed in, your online contacts will also appear here, and you can chat to them without leaving the confines of Gmail. Key features include: Mass storage: 7 GB of free storage space available. Less spam: Gmail blocks spam before it gets to your inbox. Built-in chat: supported chat directly in Gmail or talk face to face with voice and video chat. Mobile access: Gmail mobile is available across many platforms. Gmail is fast and reliable and uses excellent spam filters to keep your inbox clean. The settings are easy to use and are highly customizable. You can adjust keyboard shortcuts, allow/ deny automatic images, set signatures and out-of-office auto reply. If you don’t like the original flavor, you can also customize a theme that suits you better too. Overall, Gmail provides a great webmail service. It has support across the board for Google’s apps and services and has a clean and fresh interface that is distraction free and easy to use. It supports offline access and Yahoo!, Hotmail and other mail services can be imported and integrated into your Gmail inbox to give you a well supported service.

Pixlr Image and Photo Editor

Pixlr is a free online photo editing suite that is split into three different apps that have been built from the same engine. Simply pick the one best suited for what you need and away you go. As Pixlr is a web service it provides a solid platform to work from. You can combine image design and paint tools with photo editing. The interface is intuitive with a gentle learning curve, so users of all levels of expertise will be able to navigate it with few issues. If you want to create an image, layer one image over another or use a variety of effects, filters and level adjustments to transform photographs, Pixlr can do it all. Key Features include: Variety of filters and effects. Custom Brushes. Customizable user-friendly interface with movable and scalable windows. History window for quick undo/redo. Fee-hand crop, move, super-impose and interpolate images and rotate and remove entire canvases. Pixlr Editor mimics native photo editing apps such as Photoshop. The structure and design of this technical editor allows you to seriously edit images. The interface looks familiar with toolbars along the left hand side and top. Along the right hand side you have a Navigator, Layer Controller, and History. The top bar is equipped with layers, adjustments and a stack of filter options. Pixlr Express gives you an simple service with some neat features. You can start from four points; Browse, Open URL, Webcam, or Collage. The interface is simpler than the Pixlr Editor. You have six different editing tools to choose from: Adjustment, Effect, Overlay, Border, Sticker and Text. Next up is Pixlr-O-Matic. This is the simplest version of the app. It has the least amount of features, but, is arguably the most fun to use. You start by selecting your image, then you change the effect/distortion of the picture by choosing from a massive range of effects. Then you can change the border to finish. All three parts of these apps are well developed and have been designed with a specific purpose. If you need to edit your next masterpiece or even make a great cover photo, Pixlr is a great choice because no matter what platform you access the web app from, you still get the same standard, uniformed Pixlr experience. Overall, Pixlr is a very functional photo editing suite, with everything you could possibly need. The interface is easy to use and the tools are are varied as your imagination. Pixlr really is a perfect example of an app which hits all the right notes and provides a great, free service.

Symantec Endpoint Protection

Symantec Endpoint Protection is a high grade, professional cloud-based endpoint security solution for small businesses to protect servers and desktops. Secure all endpoints via one single agent with advanced machine learning and behavioural analysis to maximise protection and fine-tune your detection engines to optimize your security. Symantec Endpoint Protection is compatible with most desktops, including Windows, Mac, Linux and virtual environments. It's core capabilities include antivirus, firewall and intrusion prevention, application and device control, host integrity and system lock down. It also includes several advanced capabilities that contribute to its powerful, multi-layer protection including rapid scan capabilities and secure web gateway integration. Multi-layer Protection Symantec Endpoint Protection uses multiple layers of essential and next-generation security features to provide superior protection from evolving and advanced threats. It uses machine learning, behavioural analytics and threat intelligence to minimize false positives and constantly adapt to provide you with powerful protection. Symantec Endpoint Protection also uses Symantec's global intelligence network, across 175 million control points, which provides the advanced intelligence to detect threats more accurately. High Performance With Symantec Endpoint Protection you can rely on high performance protection that won't slow down your users. It uses a patented real-time cloud lookup to deliver faster scanning times. The high performance, lightweight management console also allows a 70% reduction in bandwidth usage and file sizes. Symantec Endpoint Protection's optimized performance supports machine learning, exploit mitigation, Endpoint Detection and Response, and anti-malware in a single agent. Pricing Symantec Endpoint Protection uses a user subscription pricing model. It also offers a full 60-day trial with no credit card information required. It costs $54.18 per user for up to 24 users for 1 year, and bulk discounts are applied when purchasing licenses for multiple users or for more than 1 year. Because Symantec Endpoint Protection is designed for small businesses, purchases are limited to 350 licenses. Bottom Line Overall, Symantec Endpoint Protection is a complete security solution for small businesses to protect servers and desktops. The cloud-based console prevents, detects and responds to security threats and uses deception and adaptation to ensure premium protection. In comparison to similar software, Symantec Endpoint Protection is a high-grade security solution for servers and desktops. It includes lots of security policy options and offers multiple layers of protection, all of which can be remotely managed from the cloud. Unfortunately, unlike some alternatives Symantec Endpoint Protection doesn't offer any mobile device protection. It is a relatively high price but still a good deal if you are looking for advanced features and policy control options. Looking to upgrade your business security? Check out the full selection of business antivirus apps on FileHippo.

CCleaner Cloud

CCleaner Cloud makes it easy to clean, optimize and speed up multiple PCs – from anywhere. Brought to you by the makers of the award-winning CCleaner for desktop, CCleaner Cloud allows you to remotely manage and maintain multiple machines from your browser. Look after your own machines or provide hassle-free friends, family or business remote maintenance. Key features: Get more from PCs - delete unnecessary files and settings to free up disk space, inject instant speed and extend useful working life. Protect privacy - keep sensitive information private and prevent data theft by deleting browser search history, cookies and saved passwords. Always stay up to date - add or remove software and run Windows updates. See what’s inside PCs - assess and manage running processes, RAM and CPU utilization and more. Fix problems & get alerts - bug fix remotely, repair Windows Registry issues and be warned before problems even occur. Customized cleaning - clean and maintain individual machines, groups or your entire network. Automatic cleaning - ‘Set and forget’ by switching on scheduled cleaning so your machines stay clean without you doing a thing. Support – a highly trained team are dedicated to giving you the answers you need, quickly. Complete account security - all data within CCleaner Cloud is encrypted and uses the following industry standards: TLS 1.2 for communications. Encryption using AES_128_GCM. SHA256 algorithm for message authentication. ECDHE_RSA with P-256 as the key exchange mechanism. RSA Public key (2048 bits). All comms are sent using TCP/IP 443. CCleaner Cloud supports any version of Windows after XP SP2; Windows XP, Vista, 7, or 8 (32 or 64-bit). There are three versions of CCleaner Cloud to choose from: Free, Pro, and Business. The Free and Pro versions are for home users and the Business version is for commercial use.

Open DNS

Open DNS is a DNS resolution service. It provides easy-to-implement Internet navigation and Web security solutions for families, schools, governmental organizations and businesses of all sizes. The services provided by OpenDNS increase the speed of navigating websites and prevent unintended access to phishing and malware sites as well as to any Web content that you configure to be restricted. Key Features include: Faster, more reliable Internet Internet security. Customizable filtering and security. Cloud service. Parental controls that protect every device. Phishing protection. Premium DNS. Malware and botnet protection. For small businesses and families with children, OpenDNS provides a relatively simple method of keeping users away from questionable material on the Web. It has a clean, well-explained interface that makes it simple to block individual domains or categories of online sites by simply logging into your account and entering your preferences. OpenDNS’ phishing protection can identify and stop sites trying to phish your personal data. It works with all operating systems and browsers, and supports any other security measures that are already in use, such as a firewall and anti-virus software. Overall, OpenDNS can make your Internet experience safer and faster for you and everyone using your network.

Avast Endpoint Protection Suite

Avast Endpoint Protection Suite is an antivirus solution for businesses that protects file servers and endpoint workstations. It comes in four editions; Avast Endpoint Protection, Avast Endpoint Protection Plus, Avast Endpoint Protection Suite, and Avast Endpoint Protection Suite Plus. Each of the suites available provide differing levels of protection. Avast Endpoint Protection comes with standard protection that is based on Avast Pro Antivirus for small office/home office networks of up to 200 computers, however, it is not suitable for servers. Avast Endpoint Protection Plus provides enhanced protection that is based on Avast Internet Security for small and medium-sized business networks of up to 200 computers, again it is not suitable for servers. Avast Endpoint Protection Suite provides standard protection that is based on Avast Pro Antivirus and Avast File Server Security for more complex company networks, optimally between 5 and 1000 computers and/or servers in any combination. Avast Endpoint Protection Suite Plus provides maximum protection, based on Avast Internet Security, Avast File Server Security, and Avast Email Server Security. This is ideally for complex company networks of any size up to 1000 computers and/or servers in any combination. This particular set of Avast products have been designed for an array of company networks, form SMBs through to large corporations. Avast Endpoint Protection Suites provide you with web-based remote deployment/management, real-time security alerts, and scheduled automatic scanning. This saves both time and costs of traditional deployment at individual endpoints. The service furnishes you with comprehensive reporting options that provide you with granular control over what data is reported on and how often. Avast Endpoint Protection Suite has a central management component that comes in two variants: Small Office Administration; for basic networks and Enterprise Administration; for more complex networks. The system administrator is able to schedule scans, patch updates and run tasks during off-time hours or when employees are away from their PCs. This also aids productivity, as any maintenance requirements will not affect workloads. Avast Endpoint Protection Suite ensures your endpoints are secured by certified, award-winning antivirus engines and your servers by award-winning Avast File Server Security, which is bale to scan all the traffic your servers can handle. Cloud-based features such as real-time streaming virus-database updates and file-reputation warnings have been designed to both secure and accelerate the flow of data within your business. Avast Endpoint Protection Suite also provides your businesses with a constant streaming antivirus updates, and utilizes the data gathered from Avast’s global threat detection network. Avast Endpoint Protection Suite also goes further than traditional, signature-based antivirus products, using tools such as Avast’s Behavior Shield, which is able to analyze processes for unusual behavior. In the meantime attacks can be isolated and contained in the virtual environment of the Avast Sandbox. Avast Endpoint Protection Suite is available as an on-premise solution, and it is suited for all modern Windows-based systems.

Insightly

Insightly is a CRM platform that provides you with great ways to build better relationships with your customers. The Insightly CRM and project management system allows you to manage contacts, organizations, vendors and suppliers from within its unified system. Using Insightly will help you streamline everyday processes for improved business efficiency, productivity, and effectiveness. Insightly lets you access deeper insights into how your customer relationships are influencing sales. From analyzing this data, many businesses experience an increase in sales after they begin using Insightly’s platform. Insightly has an is easy to follow interface and there are plenty of customizations and integrations. The Facebook-like layout immediately feels familiar, with a Recent Activity feed in the center and login and navigation links on the left hand side. Your feed can be filtered by activity type and user, so you can quickly see emails that were recently sent or monitor a specific team member's progress. The navigation panel links you to your team's tasks, contacts, organizations, leads, opportunities, projects, emails, and reports. Insightly also has the ability to link any object—such as a contact, organization or opportunity, to any other object. This is a great feature that helps to give you a complete view over your networks at a single glance. Managing Contacts By utilizing Insightly’s CRM toolset you have a transparent view of all of your customers and prospects in a centralized location. To help you keep track of various clients, Insightly provides you with numerous tools at your disposal, including flexible calendaring, notes, comments, and tagging features. To add clients and prospects to Insightly you can add them manually, entering the information for each new client and prospect or you can import data in bulk. Insightly contact templates provides you with space for personal details and the contact’s social media accounts, in addition to their basic details. Using Pipelines Another great feature of Insightly is Pipelines. Pipelines allow you to see the progress along a specific path in a project, so you will always know exactly where you are in the stream of time. Creating Pipelines are easy. Simply navigate to ‘System Settings’, choose a name for the Pipeline, and click the ‘Edit Stages’ link next to it. Your Pipeline should include all the anticipated stages that are in the workflow, from conception to the completion of the project. Insightly will draw the pipeline stages above your stage list. When you create a new project, you can view the pipeline from a populated list. Generating Reports Insightly has a comprehensive reporting tool that is based on opportunities and completed activities. You have the option to filter reports by date ranges and topic. You can choose from such reports as Opportunity Category Breakdown, Reasons For Losing Opportunities, Opportunity Pipeline Stage Report, Total Incoming Opportunities, and Value Of Opportunities. Generating a report is straightforward, simply click on the type of report you need and customize your parameters that you require based upon the dates, pipelines, tags, and responsibilities. With Insightly you also have the option to export your records. So, if you need to use a third party application for other analysis, you can! Integrations Insightly allows you to connect your CRM and project management system to products and services such as Google Apps, Google Calendar, Gmail, Google Drive, Evernote, Xero, Quote Roller, MailChimp, Torpio, and Zapier. It integrates very well with a whole range of popular business apps and services on the market, but where Insightly really shines is the integration that it offers with its Outlook App. This provides enhanced productivity for businesses that use Office 365 and Outlook 2013. In addition, to help in assisting with company accounts Insightly has good integration with QuickBooks Online, and Xero. This are useful integrations, which allow you to view all your customer and financial information in one place. Pricing Insightly uses a subscription model with a free 14-day trial trial available (No Credit Card required). Free accounts are available for businesses with two or fewer users. Monthly pricing plans start at $12 per user, per month (when paying annually). Upgraded plans range in price from $29 per user, per month to $99 per user, per month (when paying annually).The Free plan supports up to 2,500 records and up to 200 MB storage, whilst the free 14-day trial showcases the features associated with the Professional plan and supports unlimited number of users. Bottom Line Insightly is a well designed and powerful CRM and project management tool that is not only affordable for the SMBs, but is also packed with team-friendly features. Insightly is a feature rich online CRM platform that can help your businesses not only organize interactions with clients, but also keep track of projects, emails, notes, leads, and milestones via a streamlined and easy to navigate interface that gives users a clear 360-degree view of their business networks.