Today, small businesses have an overwhelming amount of choices in the apps they can use to keep the lights on. This labyrinth of choices, instead of empowering professionals with their own businesses, stymies them. It’s very difficult to run your own operation when you don’t know where to begin when choosing what you’re going to manage your projects and leads with.
If you find yourself in such a situation, you might want to have a look at Insightly CRM. This customer relationship management (CRM) platform has an interface that introduces task management, project management, a contact organizer, and many other apps in one platform. I’ve had the opportunity to try it out for a bit, and it looks pretty decent. First things first: Have a look at their video.
After looking through it, the platform looks like a very sophisticated organizer. You’re able to import contacts from a number of sources and integrate with Google Apps. All your users will be able to see their tasks, emails related to the project, and other details they might need to know to finish each task. As with any CRM, there are ways to organize your leads and remember to follow up with them. I’ve also used Citrix’s Podio in the past. Insightly CRM seems to be more focused and comprehensive, but one of the things I liked about Podio was the ability to add and remove certain components of my apps that I don’t really use. It also allowed me to create new platforms with components of my own. Although Insightly doesn’t have that “Legos” kind of vibe, it still is a very powerful CRM.
The best thing, perhaps, about this particular CRM is that you can try it out for an indefinite amount of time for free. Insightly’s free plan allows you to manage a team of 3 people with 200 MB storage and up to 2,500 contacts. The solution is scalable, allowing you to upgrade to a “starter” package that gives you up to 6 users, 6 GB of storage, and 25,000 contacts. As you grow further, there are other plans that let you have much more.
To sum it all up, Insightly CRM looks like a very promising platform with a powerful and organized suite of applications that can help you manage your day-to-day operations smoothly as long as you stick to its model. The only backdraw is the lack of customization, but its ability to let you make quick adjustments and manage your tasks fluidly makes up for this by far!