CRM Overview

Customer Relationship Management (CRM) is a technology that enables you and your organization to manage relationships with potential and active customers, suppliers, and other third parties. It allows you to keep track of interactions and activities such as leads, sales, and customer support. The Insites CRM is scalable and flexible, allowing you to use it even from mobile devices such as tablets and smartphones.

Please visit the following links for details on managing contacts and companies in the CRM:

• Companies
• Contacts
• Custom Fields
• System Fields
• Webhooks
• Related Data
• Activities