Attach meeting notes, sales proposals, and more to your customer contacts. Import lead or customer contacts to Insightly directly from Google Sheets or attach spreadsheets to specific customer records.Ĭonnect Google Docs to Customer Contacts. View a full history of customer email interaction in a single click within a customer contact record. Access Gmail directly from your Insightly Inbox. Simplify business management with the CRM for Google Workspace from Insightly.
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