Insightly provides a customer relationship and project management platform. It is a great tool to help small businesses deal with the vital task of managing leads, contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, users can see everything about a lead or contact – from background, email history, and timelines to any projects in which they have participated.
Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.
No technical expertise required
No Training Offered