Spreadsheets are the original organizational tool. Now Customer Relationship Management (CRM) software takes sales pipeline spreadsheets, puts them into a combo meal, and then super sizes it!

Qualify potential customers, track lead status, assign leads and tasks. Automatically create a contact using the business card scanner. Use the task management report to track sales team productivity with follow up emails, tasks, and phone calls. Do it all with Insightly.

Get organized and take action by:

  • Capturing leads from your website
  • Importing your leads/contacts
  • Easily turn business cards into leads
  • Creating, assigning, and managing your leads

  • Organize the functionality and workflow of Insightly CRM to match your sales cycle and sales process. Go ahead super size it! Try us for free with our 14 day combo deal.