Need help with Insightly CRM?

Eric Greenspan of Modernize My Business is an Insightly Hero

What is Insightly?

Insightly helps you manage, organize, communicate, track, and get things done. It starts with leads, you know those post it notes on your monitor? Ya, stop doing that. Put your leads in their proper place and manage them from start to finish.

Leads convert to opportunities and if they are won, they become clients (contacts). How many clients do you have? How do you contact them? What did they buy from you last? What is their current services pricing? Know everything about all your clients, always.

The work you do for your clients are your projects. Projects are the container for the tasks that are assigned to various staff members and they everything together and ready for the long haul.

Inside each project are tasks and each has a purpose. Someone is responsible for every task and with Insightly you'll always know where you are, when something is due and if the team is on track.

What's a CRM?

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, productivity, and more.

A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

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