Productivity, Tech Terms

What is CRM and the Top 6 Reasons I chose Insightly

A few years ago, I decided to ramp up my efforts to connect with my clients by sending a thank you gift after completing a major project. I tried various ways of keeping track of who had received a gift so that, you know, I didn’t send one a week later because I couldn’t remember if I had sent it or not. But no matter what I tried, I couldn’t find a solution that made it easy to track my client interactions. The number of clients I was juggling at one time was also increasing steadily to the point where I was lying awake at night running through a mental list of every project and where the project was in the pipeline and what tasks I needed to accomplish the next day.

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