Experience with Insightly?

[Jason V.]

Anyone using the free version (or any version) of insightly? I'm looking for some better tools to help me manage the very narrowly targeted direct mail and cold-calling I do, and I'm trying to figure out if I should just automate the spreadsheets I currently use, if I should convert everything into some sort of free/low cost CRM (because I'm really not using it that much, or looking for a lot of functionality right now) or if I should take some other approach.

Thoughts? Experiences?

[Nathan Aune]

I have used Insightly for my non-REI business and it's a great tool. It's pretty simple to use and is great for automating follow-up reminders, tasks, and even project pipeline processes. I am just starting my direct mail marketing but will be using Insightly to manage my leads, follow-up, as well as flipping pipeline tasks. Insightly has their share of videos, but I would also recommend these 3 that I found that were really helpful to build Insightly for your prospecting process. I hope these help!

https://www.youtube.com/watch?v=8i7MjH8hhck

https://www.youtube.com/watch?v=l2eJFrBYiw0

https://www.youtube.com/watch?v=tNCUuB_YinE