Welcome to the Personal Relationship Manager [ LISTEN NOW ON APPLE PODCASTS ]
"Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide."
What You'll Learn In This Episode of The CRM Sushi Podcast...
- Insightly is the CRM for the SMB space (Small to Medium Business)
- Their ideal customer has between 1 - 200 employees
- Native project management
- Convert sales opportunities to a project
- Also integrated with QuickBooks, Gmail, Google Apps, etc
- Easy-to-use CRM
- They think beyond the CRM to track post-sale interaction to drive repeat business
- Who's the ideal customer for Insightly?
- How they handle onboarding
- What are "Insightly Heroes"?
- What are "activity sets"?
- Are they an ESP (Email Service Provider)?
- How do they handle mobile?
- Can they scan business cards?
- How do they handle voice notes?
- How do they integrate with Gmail?
- Do they have a Chrome extension?
- How do they integrate with Outlook 2013 and Office 365?
Catch Up on The Previous Episode of The CRM Sushi Podcast
Links Mentioned In The CRM Sushi Podcast
- Demo Insightly CRM
- Follow Insightly on X
- Find The Best CRM For You with this free tool
- Schedule a free, private, live, interactive demo of HubSpot here
