Insightly
Insightly is a software that is best classified into the Customer Relationship Management (CRM) niche. This technology gives businesses convenient ways to boost their customer service, increase sales and cut costs. In today's digital age, it's important for companies to use cloud services that provide secure and reliable storage of documents. Cloud hosting eliminates some basic expenses on printing and mailing paper files. This CRM platform is compatible with multiple cloud-based solutions that store multimedia content. For example, Insightly can be used with Dropbox, Google Drive, Evernote and Pandadoc. Each portal gives users the convenience of accessing files from any internet-enabled device. Workflow is improved when employees can gain remote access to their documents that include sensitive data. Some other powerful features in this CRM software include ticketing systems that are optimized for lead generation. A ticket is a virtual utility that marks and tracks specific customers and business partners.