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Toolbox Tuesday: Insightly





Customer Relationship Management tool (CRM) is a system for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

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What’s Insightly
Insightly is a great tool to help small businesses deal with the vital task of managing contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact — from background, email history and important dates, to any projects or opportunities in which they have participated.

Insightly is Free for up to 3 users and 2500 records. Paid pricing plans start at $7 user/month.

It’s easy, powerful, affordable, and enables users to:

  •  Grow their business
  •  Increase efficiency
  •  Improve customer service and communication
  •  Improve internal communication and collaboration
  • Define tasks and milestones for projects.
  • Get email reminders of what’s coming up and what needs to be done.
  • Project overview screen shows recent activity on any project, and track project performance against milestones over time.
  • Access Gmail, Google Apps and Google Drive
  • Sync Contacts

Contact Management

Contacts are critical to your success, so Insightly’s CRM for small business delivers key contact management features like Calendars and Events, Automatic Address Book, Notes & Comments and much more.

Social CRM

Insightly has built in integration with LinkedIn and Twitter and you can display social data right in Insightly – like feeds from twitter for contacts and organizations, or the latest profile info on a contact from LinkedIn. Import your contacts from your LinkedIn connections in a just couple of clicks, and add LinkedIn Profiles to existing contacts easily.

Try it out: http://www.insightly.com/

Leave a comment below letting us know if and how you use Insightly.





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