Your file cabinets are overflowing with business cards, customer files, and mailing lists. It's time you consolidated all of this into a centralized information hub.

Insightly is a great option for organizing your customer data. Our system brings consistency to your data management processes. Customer, lead, company, and opportunity records are pre-populated with common field labels, such as:

  • First name
  • Last name
  • Email address
  • Mailing address
  • Phone number
  • Job title
  • Social media profile links

In addition, you can define your own custom fields. Once defined, importing records to Insightly is a snap. Simply download our import template, review your records, and follow the prompts. In a matter of minutes, you can go from disorganized to highly efficient.

Take your data management process to the next level. Get started with a free trial of our software.