Pipeline & forecasting — found from sitemap — Insightly

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• Pipeline management Report an error

  “Build and Convert Sales Pipeline Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.”

• Lead distribution Report an error

  “Prioritize leads with your teams, and distribute based on criteria you set”

• Custom pipelines Report an error

  “Manage opportunities in customizable pipelines”

• Workflow automation Report an error

  “Automate repetitive, manual tasks so your team can focus on what matters most.”

• Validation rules permissions Report an error

  “Help teams perform efficiently and stay on track by delivering data access to the right roles and profiles with advanced permissions”

• Quotes pricebooks Report an error

  “Create deal velocity, configure and price quotes directly from opportunity records and keep track of the status with quote pipelines”

• Opportunity to project Report an error

  “Seamlessly convert opportunities to projects after the deal is closed”

• CRM single source Report an error

  “Create a single source of truth for every customer relationship”

• Customizable Report an error

  “Intuitive customization empowers you to easily mold Insightly to your unique business needs”

• Dashboards reporting Report an error

  “Create customizable charts and visualizations in minutes with the data that matters most.”

• Dashboard card limits Report an error

  “Create up to 100 shareable dashboard cards on the Professional Plan and an unlimited number of cards on the Enterprise plan”

• Workflow orchestration Report an error

  “Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.”

• SOC 2 Report an error

  “SOC 2 Type II certified”

• SSO Report an error

  “Single-sign-on via industry standard authentication protocols”

• Two factor Report an error

  “Two-factor authentication support”

• Encryption Report an error

  “Encryption of data in transit and at rest”

• Privacy shield GDPR Report an error

  “EU/US Privacy Shield and GDPR Compliance”

• HIPAA Report an error

  “HIPAA Compliance”

• Mobile apps Report an error

  “Manage everything on the go with award winning mobile applications for both Android and iOS.”

• Mobile business card scan Report an error

  “Take the drudgery out of data entry by uploading all contact information from any business card in just one click.”

• Mobile opportunity edit Report an error

  “Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.”

• Sales forecasting Report an error

  “Sales forecasting software generates predictions regarding a company’s future sales, allowing these organizations to formulate informed budgetary decisions.”

• Forecasting benefits Report an error

  “Accurate planning Cost control Insightful resource allocation”