Simply managing customer relationships doesn’t cut it. If you want to grow your business, it's time to be smarter about customer relationship management. Unfortunately, if your customer data is in siloed databases (or worse, in paper documents), it’s virtually impossible to develop an effective sales strategy.

A cloud-based CRM system is a great way to create visibility into your current sales process. For many business owners, however, the task of importing data and integrating systems containing all your customer data can seem overwhelming.

See how Insightly integrates with G-Suite so you can sync your email, contacts and import your spreadsheets and files. 

Importing data is fast and easy if you’re using Insightly. We’ve built our platform to be intuitive and flexible for the needs of small to mid-sized businesses. This means you can bypass expensive CRM consultants and lengthy data delays. Insightly allows you to quickly import your data from a number of sources, including:

  • CSV files
  • Spreadsheets
  • Email inboxes
  • Your existing CRM

Once your data is uploaded and in a usable format, you’ll be amazed at how strategic you can be. Strategic customer relationship management has never been so good! Try Insightly risk-free to get started.