Insightly
Insightly is a great CRM system for small businesses to help them deal with the vital task of managing contacts, leads, partners, organizations, vendors, and suppliers. It is possible using the CRM best practices to track email history, projects, and opportunities that the leads or contacts have participated. Insightly is integrated with a web-based CRM features that ensure the user doesn't miss anything about customers and leads. Some of the features include; Lead and contact management, Calendaring and Events, Automatic address Book, Web to Lead & Web to Contact, Custom Fields, and Filters among others. Insightly uniquely integrates CRM with project management to monitor customers at every stage. It is possible to track project performance against milestone over time. With the CRM, the user can generate reports of sales opportunities and performance, ability to socialize on the CRM system and powerful integration with Google Apps, email and Office 365. The mobile app version of the CRM ensures the sales personnel can access cloud services wherever they go.