Excel pivot tables only take you so far. Manage your growing list of clients through a cloud-based contact management software that lets you connect social media profiles to each and every one of your customers.
Attach NDAs, contract agreements, chats and invoices related to customer records with over 25+ of Insightly CRM’s integrations including Google Drive, G-mail, Slack, Quickbooks, etc.
Get your home business organized and:
- Link contacts to important communications
- Connect to customers to FB, Twitter & Linked In
- Track invoice history and payments
- Search for customer data quickly