Outlook helps with productivity. It is a great business tool. You can use it to keep track of people, events and more. This product works with it to make things even easier. It is definitely worth checking out because your business is important. Why not optimize what you are ablt to do with it? Technology makes that easy, and when new products come out which work with something you already have that’s all the better.
- Prior to contacting prospects or customers, users are able to view contact details and account history directly from their Outlook inbox.
- The Insightly Outlook toolbar allows users to link emails to the contact for future reference.
- Integrating email templates, scheduling and tracking Outlook users is possible using Insightly.
“The latest Insightly CRM also allows users to access and alter record details without clicking away from their broader search results.”