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November 06, 2013


What is Insightly CRM? It's a tool that enables you to track sales, see an overall view of your business, track services to deliver, customer communication, efficiency and productivity. Insightly CRM is so simple to use and everything links together. It uses cloud technology, and puts it all together in one dashboard. Insightly has an integrated single search to find what you're looking for. If you are looking for an email to a particular client just search and regardless of which system it's in, you'll be able to locate it. Never lose an email again! It allows you to view your contacts, projects and more all in one place. Instead of having an app for projects, another for contacts, another for client relations, another for task lists, it's all in one place with insightly CRM. You don't need to learn a handful of different programs with this; it's all in one place!

And even if you aren't a small business owner, Insightly CRM can also be used for personal projects. For example, if you are raising money for a cause or event, this program allows you to track who donated. This will be helpful if you need to send out thank you notes, or tax deductible summaries come year end. I know that fundraising can be quite a headache. We had to do some for our adoption, and it was a challenge keeping track of who contributed via various sites and events, and this is a great way to simplify the process.

Some people are even using it in real estate. As a real estate agent you are responsible for marketing yourself, getting leads and following up on them. If you don't have an easy one-stop spot to keep track it can get messy and confusing. Insightly CRM allows you to manage your lists in an orderly fashion, so that no leads slip by. After all, leads = money in the real estate business. Trust me, I know. I helped my husband get his real estate business up and running, and making contacts and keeping them is where the money is.

Find our more from the video below:

1 comment:

  1. interesting,never heard of this before,,sounds like it would be helpful


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