Your company serves an ever-growing customer list. Growth is good, but your team is struggling to manage the many moving parts.
Insightly, an easy-to-use customer/client tracking system, simplifies every aspect of relationship management. Our cloud-based system is a one-stop repository for your most important customer information. Manage leads, opportunities, projects, and customer records from any web-enabled device.
Empower your team to:
- Add customer notes from their smartphones
- Link contacts, organizations, & projects
- Connect Insightly to their inboxes
- Monitor engagement with BI dashboards