Your customers are more than names and numbers. They’ve got history, relationships, hopes, and dreams all their own — and they’d love it if you remembered that stuff, too.
Insightly’s customer contact database integrates with email and social media to keep track of everything. So no matter how long it’s been since last contact, you never have to start at square one.
You’re one click away from:
- Context-Aware Insight Cards
- Social Media Auto-Connect
- Relationship Activity History
- Dynamic Relationship Linking