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Insightly is a relationship and project management tool that can help small businesses build relationships with customers, partners, vendors, and suppliers. The system uses advanced CRM experience with all contact details, email history and important dates. Automation features eliminate many tedious tasks, so your sales team can do what it does best—selling.
With this detailed Insightly CRM overview, you will learn more about particular qualities such as:
- Project Management
- Automated Activity Sets
Unique to Insightly is the concept of “linking”: any element in the system can be linked to another element: projects, tasks, contacts, organizations, events, emails, opportunities. Marketing, sales and project management - finally together on a single platform. Grow your business faster by building strong relationships with your customers every step of the way.