Insightly: CRM for Small Business

Insightly: CRM for Small Business

Insightly is a powerful CRM for small business and even bigger sized business. Not only is Insightly a tool for nurturing customer relationship management, but it also offers great project management tools—a very unique and useful combination. To better help you with deciding to download this cool business software, let’s take a look into its various features.

  • Integrated Project Management – through Insightly’s project overview screen you easily get a bird’s eye view on recent activity on a specific project and then track the project performance against milestones over time. Project management tools included with Insightly are: viewing events and tasks reports, attach files relevant to the project, view completed events and tasks by project, tracking of all email correspondence, specify roles of contacts, receive automated email reminders, and make tasks, milestones, and pipelines for projects.
  • Powerful Customer Relationship Management – enjoy streamlined and automated CRM tasks like mass email and email templates, linking opportunities, projects, etc., file sharing, calendaring and events, contact management, lead management and many more.
  • Also enjoy the following perks: powerful integration with Office 36, Google Apps and more; enjoy Insightly on the go with its mobile app; Social CRM with Insightly’s social media integration; and so much more.
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