1. User-Friendly Interface: Insightly features a clean and intuitive design that makes it easy for users to navigate and utilize the platform effectively.

2. Project Management Tools: Users can manage projects and tasks linked directly to contacts and opportunities, facilitating seamless collaboration.

3. Sales Tracking: Insightly allows teams to track leads, manage sales pipelines, and monitor customer interactions, ensuring no opportunity is missed.

4. Customizable Dashboards: Users can create personalized dashboards that display relevant metrics and information at a glance, enhancing productivity.

5. Automation Features: Automate routine tasks such as follow-ups and notifications, freeing up time for teams to focus on high-priority activities.

6. Reporting and Analytics: Generate detailed reports and analyze sales performance, customer behavior, and project progress, enabling data-driven decision-making.

7. Integration Capabilities: Insightly integrates seamlessly with a variety of third-party applications, including Google Workspace, Outlook, Mailchimp, and accounting software, ensuring a centralized approach to customer data.

8. Contact Management: Maintain a comprehensive database of contacts with detailed information, including interaction history, preferences, and notes.

9. Email Tracking: Users can track email communications with customers, ensuring all interactions are recorded and easily accessible.

10. Mobile Accessibility: Insightly offers mobile applications for iOS and Android, allowing users to access their CRM data and manage customer interactions on the go.

11. API Access: Developers can leverage Insightly's API to create custom integrations and enhance functionality based on specific business needs.

12. Customer Support and Resources: Insightly provides a wealth of resources, including training materials, webinars, and a dedicated support team, to help users maximize their CRM experience.

Using Insightly for your CRM needs is a straightforward process that helps streamline customer management and improve business efficiency. Follow these steps to get started:

1. Sign Up: Begin by signing up for an Insightly account. Choose a subscription plan that fits your business requirements, whether you're an individual user or part of a larger team.

2. Initial Setup: Upon logging in for the first time, you'll be guided through the initial setup process. This includes configuring your account settings, customizing fields, and adding your company logo.

3. Import Contacts: Import your existing contacts into Insightly. You can upload a CSV file or sync with existing applications like Gmail or Outlook to easily transfer your contact list.

4. Customize Your Dashboard: Personalize your dashboard to display the metrics and information most relevant to you and your team. Use widgets to highlight sales performance, project status, or upcoming tasks.

5. Create Projects: Start managing projects by creating new ones and linking them to relevant contacts. Assign tasks to team members and set deadlines to keep everyone on track.

6. Add Opportunities: Track potential sales by adding opportunities in Insightly. Fill in details such as the opportunity name, expected close date, and associated contacts to monitor progress.

7. Set Up Email Integration: Connect your email account to Insightly for seamless communication. This integration allows you to track emails and link them directly to contacts and projects.

8. Automate Workflows: Use Insightly's automation features to set up workflows for routine tasks. For example, automate follow-up emails after a sales meeting or send reminders for project deadlines.

9. Generate Reports: Regularly review performance by generating reports. Use the reporting tools to analyze sales data, project progress, and customer interactions, enabling informed decision-making.

10. Utilize Mobile App: Download the Insightly mobile app for iOS or Android to manage your CRM on the go. Access contacts, projects, and tasks from anywhere, ensuring you stay connected.

11. Collaborate with Team Members: Use Insightly's collaboration features to share projects and opportunities with team members. Add notes, comments, and reminders to ensure everyone is aligned.

12. Seek Support and Resources: If you need assistance, take advantage of Insightly’s support resources, including help articles, training videos, and customer support. These resources can guide you through advanced features and best practices.

By following these steps, you can effectively utilize Insightly as your CRM solution, enhancing your customer relationship management processes and driving business success.

Return and Refund Policy

Effective Date: Jan 01, 2024

Thank you for shopping at InsightEdgeAI. This document governs all returns and exchanges of InsightEdgeAI (“insightedgeai.com”) (as defined below). If, for any reason, you are not entirely satisfied with your purchase, we invite you to carefully review our Return and Refund Policy. InsightEdgeAI reserves the right to modify this Return and Refund Policy in whole or in part at any time at its sole direction.

Definitions

For the purposes of this Return and Refund Policy we establish the following definitions:

"Products" means all products and services sold at insightedgeai.com.

"Customer" means end user customers that purchase directly from distributors or wholesalers.

"Company" (referred to as either "the Company," "We," "Us," or "Our" in this Agreement) refers to InsightEdgeAI, United Kingdom.

"Orders" refers to your requests to purchase a Product from us.

"Website" refers to InsightEdgeAI, accessible at insightedgeai.com.

"You" refers to the individual using our Service, or the company or legal entity on whose behalf such an individual is using the Service, as applicable.

What’s InsightEdgeAI Return and Refund Policy?

We accept returns. You can return items purchased from Us within 3 days of the original purchase date, unless noted in our Return Policy Exceptions, and provided that they meet the following conditions:

• Product must be returned in its original packaging.
• Product isn't used or damaged.
• Product must have the receipt or proof of purchase.

If 3 days or more have passed since your purchase, we cannot offer you a refund or an exchange.

Return Policy Exceptions

Only regular priced items may be refunded. Sale items are non-refundable.

Return & Refund Process

If your purchase is eligible for a return or exchange, please make sure that you follow the steps below to start the return process:

Notify us

Please notify us as soon as possible of your intention to return or exchange an item. You can notify us:

• By email: connect@InsightEdgeAI.com
• By phone number: +30 699 863 5084

Via a form on our website: insightedgeai.com

We will contact you via email if we have any questions or concerns regarding your Return & Refund request.

Ship it back

The following does not apply to the sale of digital products. If you purchased a digital product or service, please proceed to Step 3.

Please ship the item(s) back to Us. You are responsible for the cost and risk associated with shipping the returned item(s) so make sure you use a reliable shipping company. Ship the item you wish to return to the following address:

Online Request - United Kingdom

We cannot be held responsible for items damaged or lost in transit, so please make sure you ask the shipping company for the proper tracking information when shipping your items.

We will contact you via email if we have any questions or concerns regarding your Return & Refund request.

Inspection & Refund

Upon receipt of the returned item, we will fully examine it and notify you via email, within a reasonable period of time, whether you are entitled to a return. If you are entitled to a return, we will refund your purchase price and a credit will automatically be applied to your original method of payment. If you requested an exchange, we’ll ship the replacement item to your address within 24 hours of processing your return.

To follow-up on the status of your return or for any other questions or inquiries, please contact us at:

• By email: connect@InsightEdgeAI.com
• By phone number: +30 699 863 5084