Insightly CRM is a web based customer relationship management (CRM) and project management system for small business. It features a complete integration with the Google family of products, including Contacts, Docs, Calendar, and Gmail.
Primary Use Cases
CRM Software. Sales Force Automation.
Messaging comes in different shapes and sizes. We all know this in an abstract way, but a recent experience showed me just how much it is the case. In Search of a Chat App I run a tight ship — and a small one at that. Continue reading...
This week Coveo put AI-powered search in the hands of any Salesforce user with the general availability of its Coveo for Salesforce Free Edition. Coveo has been offering advanced search in Salesforce since 2012 and improving it ever since. This week's announcement marks the latest addition. Co...Read more
If you’re thinking about getting a CRM to manage your client data and lifecycles, you aren’t the only one. Studies have shown that CRM applications can increase revenue by 41 percent per salesperson, drive lead conversion rates to improve over 300 percent, and decrease sales and...Read more