Using Insightly to Take My Blog To The Next Level!

Not long ago I wrote about Insightly being the best CRM tool for bloggers and small businesses. I wrote about how as a professional blogger I need to stay organized, especially as my blog grows. In my post Insightly: a Blogger's Best Friend! I highlighted just of few of the tools they offer that are essential to a successful and organized business. Yet I keep getting asked what else do they offer? It would be easier to ask what do they NOT offer.

I’ll be honest; when I first started using Insightly I probably used it in its most basic basic level. I used their tools to set up and track events, and projects, and I loved their detailed contact and organization lists. These tools were immensely helpful to me. 

Now however, I am finding that as useful and essential as these tools are, there are other features that I am finding just as important in my business needs. 

Notes on everything- 

I Love this feature for I am a note junkie. I like to write down EVERYTHING for you never know what will come in useful later on. Through Insighly I don’t have to worry about any of my notes getting misplaced. I can easily pull up all related notes for a project, contact, business, event etc at the click of a button to review whenever I need to. What I love even more is that in addition to Insightly’s note system my Evernote account perfectly syncs with Insightly as well! This is a big plus for me because I LOVE Evernote. 

Mobile access-

As a blogger I find that I use my mobile devices almost as much as mu computer for work. I can't tell you how crippling it can be to not be able to access key information like emails, contacts, notes etc... when I am away from home.  That’s why I LOVE that Insightly not only fully integrates with outlook and google, but it also has an easy to use Mobile access! Now I can have all the information I need whenever and wherever I need it. This has been such a help to me when I have to work away from home.

 

Tags and Linking-

Entering information is important, but even more so is having the information organized for easy access. This is especially true when I am negotiating with businesses, setting up events or working on special projects or posts. Insightly does this with their easy to use tags and linking tools. Tags are just a simple way to organize information around key words. Like if I am setting up a Giveaway, I can then tag the company sponsoring the giveaway item, other bloggers I am teaming up with, notes, emails and other information so I can pull it up all together. As for how linking works I think they sum it up best on their site when they say, “Unlike other CRMs, Insightly doesn't limit you to just creating hierarchical relationships. Insightly's unique (and extremely popular!) linking system lets you create multiple direct relationships between any of your items (i.e. emails, contacts, organizations, opportunities, projects) so that you get real-world, 360 degree view of your customers.” 

The best part is that Insightly is customizable for your needs. In addition to their FREE Service which is amazing they have various other service plans to meet your needs as you grow. You can check out their various plans HERE. Hopefully this has answered everyone’s questions on what MORE insightly has to offer to help us bloggers (and other small abusiveness become more successful! 

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