Best CRM Project Management Tool Small Business
Hands Down Best CRM Project Management Tool for Small Business
Bueller? . . . Bueller? . . . .Bueller? . . . . . Do you ever feel like this when trying to determine where your team is on a project? Ferris was right. Life (and business) moves fast and if you don’t stop and look around every once in a while you could miss it.
Insightly offers CRM and Project Management together so you’re at the steering wheel of customer relationship at every stage. See the recent activity with the project overview screen and track project performance against milestones. Follow projects to get real time notifications on project updates.
Project management with Insightly empowers you to:
- Create Milestones, Pipelines and Tasks for Projects
- Get Automatic Email Reminders
- Specify Roles for Contacts
- Track All Email Correspondence
- View Completed Tasks and Events by Project
- Include Any Files Associated with the Project
- View Task and Event Reports
Keep track of your projects with ease using Insightly!