Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.

Active Collab

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

monday.com

Aha! is the new way to create brilliant product strategy and roadmaps.  Our cloud-based product roadmap software allows you to focus on setting the right product strategy, scheduling market-impacting releases, defining customer-driven features, and capturing new ideas.

Aha!

Azendoo groups all your teamwork in one place so that you can plan, share and get organized, together.

Azendoo

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

Basecamp 3

Basecamp 2 lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.

Basecamp 2

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Infusionsoft by Keap

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

Basecamp 2

Insightly

Basecamp 2

Insightly

Basecamp 2 + Insightly Integrations

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