Insightly CRM and PandaDoc eSignatures – The Perfect Pair for Lead Management and Closing Deals (plus an old friend Zapier)

Eric Greenspan Customer Relationship and Task Management Leave a Comment

Insightly is a great tool. I found it while doing research for my own firm. I loved how it just worked, out of the box. I had it up and running in literally minutes. That was over 3 years ago. I’ve been tweaking it and adding to it and make it do things I’m sure were never intended. But that’s what I love about it the most…it’s malleable, customizable and integrates nicely with other cloud apps.