How does Insightly CRM handle project and task management for sales teams?

Yes, Insightly CRM allows integration with other CRMs and ERP systems. Its ‘AppConnect’ functionality enables users to create low-code/no-code integrations with several applications, including well-known CRMs and ERPs.

Insightly CRM provides a user-friendly interface, intuitive design, and smooth connection with other widely used business applications. This helps the sales teams adapt to the platform easily and quickly.

Insightly CRM helps you keep track of your interactions with customers through email and social media. It brings all your messages together in one place, like the emails you've sent and received, social media mentions, comments, and direct messages. This gives you a full understanding of your relationship with each customer.

Insightly CRM provides its users with a wide range of sales pipeline management functionalities. Users can visualize deal progression, track opportunities through customizable stages, and correctly forecast revenue. This approach helps sales teams prioritize activities and identify potential issues.

Yes, Insightly CRM provides strong reporting and analytics tools. This enables sales teams to generate detailed reports, track key performance indicators like conversion rates and revenue, and gain valuable insights into sales trends.