What is Insightly
Insightly is a customer relationship management (CRM) solution. It’s used for building relationships, storing data, deliver projects and manage sales.
How can you use it?
Customer information, new or updated records and updated fields on records notifications keep you informed. Create, update or find records, manage your customers or start conversations from your LiveAgent dashboard.
Benefits
- CRM capabilities in your dashboard
- Keep track of important updates and news
- Manage records, customers and start conversations without switching apps
Frequently asked questions
What is Insightly?
Insightly is a customer relationship management platform that provides data storage, customer management, and sales management to over 1,5 million users.
How can you utilize Insightly inside LiveAgent?
- view customer data inside LiveAgent
- efficient workflow
- manage customer information from LiveAgent