Need help with Insightly CRM?

Eric Greenspan of 74 Systems is an Insightly Hero

What is Insightly?

Insightly helps you manage, organize, communicate, track, and get things done. It starts with leads, you know those post it notes on your monitor? Ya, stop doing that. Put your leads in their proper place and manage them from start to finish.

Leads convert to opportunities and if they are won, they become clients (contacts). How many clients do you have? How do you contact them? What did they buy from you last? What is their current services pricing? Know everything about all your clients, always.

The work you do for your clients are your projects. Projects are the container for the tasks that are assigned to various staff members and they everything together and ready for the long haul.

Inside each project are tasks and each has a purpose. Someone is responsible for every task and with Insightly you'll always know where you are, when something is due and if the team is on track.

What's a CRM?




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