Customer Data To Collect
A CRM Built for Your Data Management Needs
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.