Insightly
Insightly is included on multiple lists as one of the top choices in CRM for small businesses. It is known for its simple setup process and for being easy to scale up as the business grows. It offers numerous features that make daily business operations simple. This includes the ability to attach files to notes, tasks, and contacts, and the option of integrating social media profiles and merging them with contact information. They offer a lead management option and the ability to send 500 emails per day through the software with their lowest available tier. There is also a task feature that can be used to set reminders, such as for a follow-up contact or an upcoming bill. Like most CRM software, it is easy to import information from Excel or from an SCSV file. Insightly also integrates easily with Google apps, Quickbooks, and other useful programs, which makes it a great option for any small business.