Insightly CRM Demos Their Magic on The CRM Sushi Podcast


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  • Insightly is the CRM for the SMB space (Small to Medium Business)
  • Their ideal customer has between 1 - 200 employees
  • Native project management
  • Convert sales opportunities to a project
  • Also integrated with QuickBooks, Gmail, Google Apps, etc
  • Easy-to-use CRM
  • They think beyond the CRM to track post-sale interaction to drive repeat business
  • Who's the ideal customer for Insightly?
  • How they handle onboarding
  • What are "Insightly Heroes"?
  • What are "activity sets"?
  • Are they an ESP (Email Service Provider)?
  • How do they handle mobile?
  • Can they scan business cards?
  • How do they handle voice notes?
  • How do they integrate with Gmail?
  • Do they have a Chrome extension?
  • How do they integrate with Outlook 2013 and Office 365?

33 episodes available. A new episode about every 19 days averaging 44 mins duration .