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Pg. 1CONTENTS INTRODUCTION ......................................................................................................................................................... 3 Lauren Taylor
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Insightly is a customer relationship management (CRM) software that helps businesses manage their relationships and interactions with customers.
Businesses and organizations that want to effectively manage their customer relationships and improve their sales processes.
To fill out Insightly CRM, users need to input relevant customer information, track interactions, set reminders, and analyze data to improve customer relationships.
The purpose of Insightly CRM is to help businesses better understand their customers, streamline sales and marketing processes, and ultimately increase revenue.
Information such as customer contact details, communication history, sales opportunities, tasks, and notes must be reported on Insightly CRM.
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