Home Forums Get productive CRM or Contact Manager – what are the SME options Reply To: CRM or Contact Manager – what are the SME options

#1181870
Big Note
Member
  • Total posts: 14
Greg_M, post: 212266 wrote:
I’ve tried a few, and keep coming back to this one;

Insightly

I like it mainly because it can tie together all documents and emails together, either by project or client.

Client rings … hit the button and all project docs are there.

Yes Greg I have had a go at Insightly and it really felt easy and intuitive to use. Definitely near the top of the options list. I think it might come down to a choice between Insightly and Zoho, I will trial both.

Graham Apolony
Big Note Marketing