Winning a new deal is only half the battle. What happens after the sale is equally important.
Insightly’s CRM software helps you manage all of your pre-sale and post-sale activities. As new deals close, you can easily convert opportunities into projects. Delegate tasks to your team and hold them accountable with trackable due dates, email reminders, and daily status reports.
Since Insightly tracks the entire customer journey, you’re just a click away from:
- Lead source data
- Email communication history
- Related quotes, proposals and invoices
- Customer profitability reports