Updated almost 7 years ago on . Most recent reply
Insightly CRM Users - Your input
I've been looking around for several months for a system to put in place for incoming leads, tracking progress of deals, and then to manage the rehabs for flips. As you could probably guess there is not any one great solution. But I did find Insightly to be fairly easy to configure, free for now, and covers all of my basis.
What I'd like to find out is how you have setup the workflows to work for you in tracking all of these things and keeping you organized and on track. Even if you can just provide a screenshot, tips and tricks, or a brief explanation anything would be helpful. Thank you!