CRM stands for "customer relationship management." 

What exactly does a CRM do? Does your business need one? Allow us to shed some light on these questions.

First, a CRM is most commonly used to track sales initiatives. Any decent CRM will allow you to input contact records, sales opportunities, company information, and correspondence. Many companies also use their CRMs to make informed marketing decisions. For example, they may synchronize their email marketing campaign data into their CRMs. This makes it easier to determine which leads or customers are most engaged.

If your company offers a service or product, chances are you do need a CRM. Many companies start off by using a free CRM, such as Insightly. Insightly is a nimble platform, making it simple to get up and running quickly:

  • Easy data import 
  • Helpful training guides
  • An intuitive user interface
  • Informative tutorials & videos

See if a CRM is right for your business. Get your free trial of Insightly today.