Insightly
Customer relationship management involves tracking the activities of clients and Insightly makes that possible through its contact management functions. Businesses can easily view the communication history, social profiles, and tasks of their contacts from a central hub. Insightly automatically imports profiles and pictures from social networks when users add contacts to the platform, which provides more information about clients. Users can learn about the relationships that their contacts share with other organizations, which is essential when managing leads. The Insightly CRM platform caters to a range of industries from agency services to manufacturing to construction. It is designed to capture leads from different sources, which helps increase revenues. The Gmail and Outlook add-in feature contributes to effective email marketing and opportunity management. Insightly’s workflow automation lets companies computerize most of their tasks. Enterprises with complex processes like manufacturing can leave the CRM platform to work in the background to minimize errors. Insightly has a mobile CRM app that simplifies tasks because users can view contacts and prepare for meetings from anywhere.