Top tip time! I wanted to share with you all a fantastic system I have found which makes maintaining your client’s details so much easier – Insightly!
Insightly literally has everything you could need in order to successfully keep your CRM database up to date, just a few of the features are:
- Task list – everyone loves/needs a task list!
- Leads to track your new client leads/prospects
- Opportunities so track when you see something interesting that could help your business in the future
- Emails / calendar
- And the absolute best bit – project management, you are able to give your clients access in order for them to keep up to date with where you’re at
Being a business owner myself I understand the need to stay organised, and keep it simple! Insightly definitely does just that, it allows me to keep everything in the one place meaning I am on top of workloads at all times – very important as a VA juggling many clients and running my team.
So give it a go – I guarantee you will like it as much as I do!