Easier client management less effort

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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