Insightly
Contact management is one of the key features of any good CRM software, and Insightly provides a comprehensive system. The Insightly dashboard collects, stores, and organizes information in an efficient manner that makes management seamless. Users get the opportunity to keep up with existing customers and look up leads. Using the Insightly Gmail Sidebar, you can transfer your email contacts onto the platform with ease. The duplication detection function ensures that your contact list stays clean even as you continue to add new data. Users can automate tasks such as data entry and email communication using the software. Task allocation is automated as well, which reduces the time managers have to spend monitoring team members. The CRM platform comes with advanced reporting that provides timely data and extensive analyses, which you can share with colleagues. Users also get reports on assigned tasks, making it less tiresome to monitor the performance of different individuals. Insightly is designed with top-tier security to keep customer information safe.