Insightly
Manage projects and customer relations with Insightly, a powerful CRM software tool. The variety of options offered include lead management, email history tracking, and project activity management. Set milestones and check progress for your tasks over time. Business owners who travel often can benefit from mobile options that are available for iPhone and Android phones and tablets. Do you have preferred tools that you want to continute to use? Fret not, as key integrations are offered including email, Dropbox, Evernote, MailChimp, Google Apps, QuickBooks Online, Torpio, Xero, Zapier and Outlook. Customer management has been streamlined. Search quickly, keep tracks of dates with calendaring, send mass emails, add tags, and make custom fields for your particular needs.