Description
Product Features:- Lead management.
- Contact management.
- Calendaring and events.
- Create Milestones, Pipelines and Tasks for Projects.
- Get Automatic Email Reminders.
- Specify Roles for Contacts.
- Track All Email Correspondence.
Insightly provides a customer relationship and project management platform. It is a great tool to help small businesses deal with the vital task of managing leads, contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, users can see everything about a lead or contact – from background, email history, and timelines to any projects in which they have participated.