Insightly: a Blogger's Best Friend!

Tuesday, November 5, 2013
Jewels

As a blogger I am often trying to balance a lot of different tasks at once. Usually on a series of to do lists and personal spreadsheets. Quite frankly at times it can be a bit overwhelming. I know that if I don’t stay organized every moment, than too many things start to slip through my fingers. This is even truer when I am working with other people which is necessary for the growth of my blog. That’s why I am always trying to find ways to be more organized. This however is often easier said than done.

That is why I was so excited when I found out about insightly. What is insightly? It is a CRM (Customer relationship management). I had never heard of such a thing before, but am quickly realizing that it is my best friend when it comes to my blog. Why? insightly offers a ton of easy to use tools that help you to organize EVERYTHING from your tasks, projects and events to contacts, organizations, and emails all in an easy to use interface. Here are 3 of the tools that they offer that I now believe to be essential for a successful blog:

*Organization List: As a Blogger I often work with a lot of companies and organizations. With insightly you are able to view all the companies and organization you work with at a glance. This is really useful when you are trying to organize events, giveaways, reviews and more. I love how insightly even shows the logos of the companies/organizations you are working with for easier identification.
 

*Contact List: insightly has an awesome contact list that can be easily imported and exported when needed. What I love however is the details you can input when creating a contacts. In addition to the name, role, organization, contact info you can also add important dates to remember in association with this contact, personal notes and choose if only you can see it or others linked to your insightly Account. This is priceless information that can help you when you are reaching out to past contacts for that special deal you are trying to set up. 

*Events calendar: This calendar is great. At a glance you can see all your scheduled tasks and project milestones.  This is a big one for when you only have your tasks recorded in the list form it becomes easy to over book yourself or even miss an important deadline coming up. I often have tasks that have deadlines like when I do a giveaway or a review. With this awesome tool I am able to make sure I don’t overbook myself or miss deadlines.  

Like I said, these are just 3 of the many tools that insightly offers. If you are worried that the easy interface isn't easy enough for you (in the case that you have never used this kind of program before) hey have some great tutorials to walk you through step by step. They also offer product overview webinars every 2 weeks where people can see a live product demo! The BEST part is that you can set up an insightly account for FREE! Honestly, now that I have found out how awesome insightly is, I don't know how I worked without it. Try it out today to see for yourself!

Disclaimer

About Mamas Spot

We are a family of four that left it all behind to go travel the world. No, literally we left it all. We sold all of our possessions, packed what we could into four suitcases and said goodbye to suburban life. All we own is now pulled behind us as we travel to new and exciting destinations. Showing our kids the world and teaching them about new cultures, food, and ways of life is now our 9-5.

We love watching our kids learn, and learning along side them. Together we have now explored many new countries, visited family on the other side of the world, and made memories that will last a lifetime.

Welcome to our journey!