Clients trust you to solve their problems. But, here’s the big question – which CRM is best suited to solve your client management headaches?
With Insightly, you’ll be able to track, manage, and segment your clients in a way that works for your business. In addition, Insightly integrates to your inbox and connects to more than thirty other tools that you’re using.
Streamline client management:
- Tracking opportunities and leads
- Linking emails to client records
- Tagging and categorizing clients
- Utilizing prebuilt email templates