The Sidebar is Insightly’s Chrome extension for Gmail users. This Chrome extension allows you to conveniently access Insightly directly from your Gmail account. Once you add the Insightly Sidebar extension to your Chrome browser and log in to your Insightly account, all the rich information about your contacts, leads, opportunities, projects, and other Insightly records will be available right in your Gmail window, saving you time and effort. With one click you can save emails to Insightly, and you can even manage your tasks directly from the Sidebar so nothing falls through the cracks. The Insightly Sidebar adds CRM capabilities to Gmail and lets you:
Create and view Leads, Contacts, Organizations, Opportunities and Projects in Insightly
Create and Assign Tasks
Search for Insightly Records
Save Important Emails & Attachments to Insightly
Edit Insightly Records On the Fly from Gmail
WHAT IS INSIGHTLY CRM?
The Insightly Sidebar is a companion application to Insightly CRM. Don’t have an Insightly account? Here’s why you should check us out. Insightly CRM helps you deal with the vital task of managing contacts, partners, suppliers and vendors. Insightly uniquely includes a project management system so you can make sure you're on top of your customer relationships at every stage. With Insightly, all your contacts, emails, events, projects, tasks and sales opportunities are organized in a central place so everyone in your business has the most current information at their fingertips. Designed to work the way you work, Insightly is easy to use, yet powerful and customizable and will quickly become an application that you can’t live without! Register for free today!
SIDEBAR IS GREAT FOR...
- Salespeople who want to get real time customer and opportunity data to close more deals
- Sales managers that want to conveniently track team activity from prospect to close
- Users who want to increase their productivity and efficiency
- Business Development, Project, and Account Managers who need to stay on top of project details
PLANS AND PRICING
It is free to use the Sidebar with any Insightly plan
Does not require a Google Apps account
GET SUPPORT AND HELP
If you have any problems or suggestions please visit Insightly Support.
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