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Insightly shines with its customizable and beautiful reporting options. You’ll know if, and when, your prospects have opened your emails, or if they’re ducking your every attempt to contact them.Ĭreate dashboards to your heart’s content with fully customizable reporting.Ī reliable CRM is all about dashboards, and how quickly and easily you can visualize and understand the data. You can then use Insightly to track your emails. You can contact your prospect database using the bulk email feature without any advanced technical knowledge. If that’s the case, then Insightly’s email marketing features are worth considering.

Minimize downtime and redundancy during every step of your lead generation and follow up processĭo you need to track, save, and even send emails to your prospects? Maybe you’ve looked at bulk emailing options, but the cost was too high? Or, perhaps IT-related hassle has prevented you from sending bulk emails in the past?.

Easily track the most crucial information, including timeline, emails, phone calls, tasks, and meetings.

Smart routing technology enables you to route the right lead to the right team member at the right time.

The dashboard makes it simple to visualize the entire lead generation process - especially the productive activity timeline that makes it even easier see the status and history of emails, phone calls, tasks, and meetings. The vibrant and straightforward design means that your entire team will be keenly aware of the status of each lead. You can automatically send leads to the right team member during every step of your pipeline.

Insightly lead routing enables your sales team to hone in on red-hot leads. Timing can be the difference between closing an easy deal and missing the opportunity of a lifetime. If you’re in the marketing and sales game, then you know that timing is everything. Checking up on the status of a lead couldn’t be more straightforward.