loretta jones's (insightly) Blog

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Services for Real Estate Pros
RECENT BLOG POSTS
At Insightly we offer a ‘freemium’ model, meaning we have a free account and paid levels of service with more advanced features.  The theory is that people will sign up for a free account, and at some point a certain number of those users that have free accounts will upgrade and become paid custo...
04/25/2013
Whether you’re a small, midrange, or larger real estate firm, it’s likely that one of the top 3 items on your business wish list is more business.  So how can your CRM help you accomplish this?     The good news is that the internet makes it easier than ever to pinpoint and market to prospects on...
04/15/2013
Gone are the days when just one person (unless, or course, you are a one person shop) might speak with clients. ‘Customer facing’ now involves everyone in the company.  Because the channels of contact don’t have clear boundaries anymore, everyone in the company needs to be using the same CRM so t...
04/05/2013
For those of you that are considering Insightly I'm happy to announce that we launched our reporting module last week.  Insightly’s reporting delivers nine in-depth reports focused on opportunities and activities, and you can filter records by month, quarter, year, or all time.  Report data is di...
03/15/2013
 It’s no secret that these days, that social media management is becoming more and more essential.  So how can Social CRMs help you?  Social CRMs -- which merge social media and CRM functionality -- seem to be the new darlings of the CRM world.  But you don’t want a CRM with social integration ju...
03/08/2013
My last blog post was about Social CRM (CRM Gets Social) and I figured I would continue that theme in this post.  As I mentioned, Social CRM is making quite the buzz in my industry, so you only have to do an online search to find a myriad of information.  Last week Practical ECommerce also wighed...
03/08/2013
Note:   This is the 2nd half of a 2  part blog... the top 5 reasons were in my previous post.... 4.  Improve time managementAuto reminders, auto-follows, tasks and notes -- these are all features of a CRM that improve your productivity, and make your real estate interactions with your customers t...
02/18/2013
Note:   This is a 2 part blog... watch for the top 5 reasons in my next post.... A CRM can help your business soar! Too dramatic? Not really. Have you ever met a person who's business has suffered because they started using a CRM? At it’s core, what is a CRM?  Basically it’s a unified database th...
02/08/2013
So you've outgrown Excel.  Using your email system to track your customers has become overwhelming.  What now?  Well, here's what to look for in a CRM to take your real estate business to the next level. CRM once required a massive software investment that only the largest organizations could aff...
02/04/2013
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