Insightly
For brands looking for a robust CRM resource, Insightly has just the solution. It is a versatile software that lets teams across the sales, service, support, and marketing landscape move seamlessly. Clients that use it rave about B2C relationships being cultivated deeper due to the project management feature. There is no redundancy with team members able to see where customer interactions are from initial contact to the list of each purchase. Social media has its special niche within the workflow to ensure this valuable asset is maximized. Milestones can be set for each department or team member. This allows decision-makers the ability to allocate resources where they are needed. Online CRM is a snap for the Insightly platform with user-friendly apps, templates, and tons of storage. Powerful features use integration and automation with security features that add a piece of mind. A free trial and free account for up to two users is available.