Insightly

Insightly’s lead management module captures prospects from web forms or CSV imports, enabling teams to track them through a visual pipeline. Users can set custom fields and triggers that automate tasks like sending introduction emails or scheduling follow-up calls. A built-in project management feature transforms won deals into deliverable projects, bridging sales and service teams. Insightly also integrates with tools like QuickBooks, Slack, or Office 365. Its dashboards track pipeline velocity, rep productivity, and conversion rates, helping managers optimize processes.