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.
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.