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    Winning a new deal is only half the battle. What happens after the sale is equally important.

    Insightly’s CRM software helps you manage all of your pre-sale and post-sale activities. As new deals close, you can easily convert opportunities into projects. Delegate tasks to your team and hold them accountable with trackable due dates, email reminders, and daily status reports.

    Since Insightly tracks the entire customer journey, you’re just a click away from:

    • Lead source data
    • Email communication history
    • Related quotes, proposals and invoices
    • Customer profitability reports

    During this FREE demo session, we will talk through your unique CRM needs and the Insightly solutions that are the best fit for your business. No commitment required.

    During this FREE demo session, we will talk through your unique marketing needs and the Insightly solutions that are the best fit for your business. No commitment required.

    Learn how to automate CRM integrations with 500+ business apps in just a few clicks using a no-code drag-and-drop interface.

    In your custom demo, you will:

    • Receive a free assessment of your CRM needs
    • Get concrete tips on how to get the most out of Insightly
    • Receive a free assessment of your marketing needs
    • Get concrete tips on how to get the most out of Insightly
    • Receive a free assessment of your CRM integrations needs
    • Learn how to align business teams and data with Insightly AppConnect