Great CRM Option

We use Insightly as our CRM to manage contact information for our partners, external vendors, and prospects. Insightly allows us to organize as much or as little data as we need for each group with the ability to modify, run reports, and visualize the data as needed. Its integration with Outlook allows us to track every email that goes out, making it easy to preserve account history with each partner.

With Insightly, we have been able to better track customer touchpoints and run reports on that data. Because of this, we have a better high-level picture of what is happening with each partner in a few clicks. This has allowed our relationship management process to run smoothly and connected some of the dots between our individual departments.