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Small Business Guide:  What to Look for in a Customer Relationship Management (CRM) Application

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"Small Business Guide: What to Look for in a Customer Relationship Management (CRM) Application"

You?ve outgrown Excel. Using your email system to track your customers has become overwhelming. What now? Here?s what to look for in a CRM app that will take your small business to the next level.

Insightly customer relationship management (CRM) is the #1 online application that small businesses use to deal with the vital task of efficiently managing contacts, organizations, partners and vendors. Beyond just a CRM, Insightly uniquely offers a project management system in one application so you can make sure you're on top of your customer relationship at every stage. With Insightly, all your contacts, emails, events, projects, tasks and sales opportunities are organized in a centralized place so everyone in your business has the most current information at their fingertips.   Insightly has key integrations with Evernote, Google Apps, Google + Hangouts, MailChimp, QuoteRoller, Torpio, and Zapier.  Designed to work the way you work, Insightly is easy to use, yet powerful and customizable and will quickly become an application that you can’t live without!  Sign up for a free account or a 14 Day Trial for our Premium Plan at


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