Is insightly for us
I am part of a company with 30+ staff and thousands of clients. 10+ people have client interaction.
We have a system to keep track of customers emails and chats but it is with limited capabilities.
What is really important for us is that the new system integrates with PayPal, Braintree and a mail provider (not MailChimp).
On top of that, what we ultimately want is to have the following things working.
- One base with all communication with each client
- Ability to send preset emails based on client interaction
- Ability to group clients based on income
- Ability to group clients based on support intensity
Thanks a lot for your support.