Insightly CRM & Marketing

The goal is to well manage the process from lead to client. Insightly offers a clean and simple process, with the ability to customize the layout with customized fields. The reports options are easy to use and provide accurate data for tracking performance. Productivity tracking through activity sets allows for consistent success in meeting stage goals.

I believe that the reporting options, especially the Lead Lifecycle Report, helps to monitor compliance with procedures. The visibility helps to optimize workflows and performance in every stage, from the incoming lead to the project creation - and completion. Customer data, linked in the organization, contact and opportunity records is helpful in managing employee groups or family groups.