• Fixer Wes
  • Posts
  • Insightly CRM Is on The CRM Sushi Podcast #1

Insightly CRM Is on The CRM Sushi Podcast #1

Author

Wes Schaeffer
April 05, 2017

“Insightly is the easy, powerful, and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses worldwide.”

Stream below or right-click here to download the episode. 

What You’ll Learn In This Episode of The CRM Sushi Podcast…

  • Insightly is the CRM for the SMB space (Small to Medium Business)

  • Their ideal customer has between 1 – 200 employees

  • Native project management

  • Convert sales opportunities to a project

  • Also integrated with QuickBooks, Gmail, Google Apps, etc

  • Easy-to-use CRM

  • They think beyond the CRM to track post-sale interaction to drive repeat business

  • Who’s the ideal customer for Insightly?

  • How they handle onboarding

  • What are “Insightly Heroes”?

  • What are “activity sets”?

  • Are they an ESP (Email Service Provider)?

  • How do they handle mobile?

  • Can they scan business cards?

  • How do they handle voice notes?

  • How do they integrate with Gmail?

  • Do they have a Chrome extension?

  • How do they integrate with Outlook 2013 and Office 365?