Insightly: CRM & Project Management Software For Small Business
This is a sponsored post written by me on behalf of Insightly. All opinions expressed are 100% my own.
What Is Insightly?
Here is what Insightly has to say:
“We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, Twitter, and with great mobile apps for tablets and smart phones, Insightly is the leading customer management system for small business.”
“We believe web based software is the best choice for smaller businesses, because you don’t have to worry about anything technical like server upgrades or security fixes. We take care of all the IT stuff like backups, upgrades, and security so you can concentrate on what matters – running your business and getting on with the job.”
Features:
* Access Insightly via Google Universal Navigation
* Track leads, proposals, opportunities and projects
* Assign tasks, attach files, tag important items, and get email reminders.
* Full history of customer interaction
* Drag and drop file sharing with full versioning control
* A central shared contact list
* Real-time search of everything
* Two way contact sync with Google
* Add your own custom fields
* Email drop box and built in Gmail gadget
* Safe, secure, and private
Benefits:
* Very easy to use customer relationship management package for small businesses
* Track your projects, customers, and tasks without buying expensive software
* Utilize existing Google Apps accounts
* Keep a comprehensive history of all your customer interactions inc. emails, phone calls, and meetings.
* Track projects with milestones and tasks
* Very easy and intuitive to use. No training required!
* Searching as you type across all data within Insightly
* One address book for everyone within your company, online and shared.
* Integrate with your existing GMail email
* Single sign-on through your Google Apps account
* Great file sharing capability
* Includes SSL security essential to business
Why Insightly?
Staying organized is an essential quality a small business must possess in order to run a successful business. It is rare to find such a reparable program that allows free access to their subscribers and technical support. Insightly provides project management tools which include numerous tools in order to stay informed and organized on client projects. Keep your customers happy by proving to them that you are passionate about understanding their needs and concerns. In addition to ensuring your customers stay happy, it is also important to keep your team fully informed on projects. Guarantee the success of your projects with the simple tools that allow you to assign tasks to team members, assign due dates, get email reminders and view your team’s progress. You also have to option of linking contacts to certain projects so that team members can view all related communications associated with them. Avoid the hassle and expense of purchasing multiple software by signing up for one that offers everything you need in a single program.
View the video below and get a crash course on insightly!
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