Easy & Inexpensive

We had a team that was made up of account managers, production managers and a project manager and no CRM tool to manage our accounts and campaigns. We were using a very popular project management tool as a CRM and paying for it as well. We were constantly "jerry-rigging" this platform to meet the needs of every function on the team, and it never did. NO GOOD!

In evaluating a CRM system, cost was very important as we would in theory be paying NOT only for a CRM but continue paying for the project management platform as well which made no sense. Insightly was the last CRM to "fall" on my radar, and thank goodness because not only was it very cost effective for us but it also included a project management component so ideally we would be able to stop paying and ineffectively using the PM tool, manage our accounts as well as managing our campaign builds. The plan had always been to use it within our group get it up and running well and then extend its use to the sales team so we could manage the full life cycle of all sales from lead to final reporting. The biggest business problem it addressed was that it gave the account managers the ability to actually manage their accounts, from beginning to end, all aspects, in a meaningful way.