Marketing

Marketing to clients is easy with Insight's own CRM module. The module allows users to create topical newsletters tailored to the clients identified interests as well as manage seminars, Christmas card lists and contacts. Maximise cross-selling to current clients and identification of prospective clients, connecting referrals to partner remuneration if required.

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Alternatively, or as well as, our strong integration capabilities enable integration with third-party 'horizontal' and even open source CRM systems.