The Insight CRM Project Management System sounds like a hybrid tool combining Customer Relationship Management (CRM) features with project and task management capabilities. This kind of system is valuable for companies wanting to manage both customer interactions and internal project workflows in one place.
Lead & Contact Management
Centralized database for leads, clients, and accounts.
Custom fields for segmentation (industry, region, status).
Sales Pipeline
Visual drag-and-drop kanban or funnel.
Track stages like "Lead," "Contacted," "Qualified," "Won/Lost."
Email & Call Logs
Timeline view for every contact.
Integrations with email providers (e.g., Gmail, Outlook).
Reminders & Notes
Follow-ups, automated reminders, and internal notes per client.
Task Management
Assign tasks to users, set deadlines, priorities, and statuses.
Kanban or Gantt Views
Visualize progress with flexible project views.
Time Tracking
Log hours spent on tasks, with client billing options.nzV
09 May 2025, 01:17 PM
09 May 2025, 01:17 PM
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