Lead Consultant for Cloud Implementations at ZeroClick.ai
Real User
2023-09-08T16:37:00Z
Sep 8, 2023
Insightly CRM is a customer relationship management software. It is primarily used for businesses ranging in service to manufacturing, accounting, and health care. It can be used quite well in multiple industries because it also has a project management function, not to mention several other enterprise-level features, along with an open API where you can integrate other tools. It can be used as not only a CRM, but it does its management application as well. I have used the standard, professional, and enterprise versions of the solution.
CRM solutions are designed to manage and analyze customer interactions and data throughout the customer lifecycle, aiming to improve business relationships and retention.CRM systems provide businesses with a consolidated view of customer data, enabling informed decision-making and personalized customer experiences. A robust CRM solution can streamline communication, automate workflows, and increase productivity. By integrating sales, service, and marketing, businesses can significantly...
Insightly CRM is a customer relationship management software. It is primarily used for businesses ranging in service to manufacturing, accounting, and health care. It can be used quite well in multiple industries because it also has a project management function, not to mention several other enterprise-level features, along with an open API where you can integrate other tools. It can be used as not only a CRM, but it does its management application as well. I have used the standard, professional, and enterprise versions of the solution.