Lead Consultant for Cloud Implementations at ZeroClick.ai
Real User
Top 5
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 streamline customer relationship management by integrating various processes into a unified platform, enhancing communication, sales, and service.CRM systems offer comprehensive capabilities for managing customer interactions and data across different channels, providing insights and analytics to improve business relationships. By automating routine tasks and providing tools for better communication, CRMs help organizations maintain a clear view of customer activities and...
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.