There are leads, opportunities and contacts but where are customers?

So I've been playing around with Insightly for some time now and one thing eludes me: where are customers in Customer Relationship Management software? 

Is this something Insightly CRM does not have or is it packed under some other category? How you supposed to track after sales activities?

Tnx. 

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  • @Davina - I actually went ahead and answered this question for you in your ticket. 

    Thank you!

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  • I answered a similar question in another thread about how you work with Insightly records

    To summarise, I would say that there is a lot of flexibility in how you use Insightly. We use contacts to store the contact details of all types of records whether they be leads, customers or vendors. When tie an opportunity to their contact record if they are a prospect and we have projects set up to represent the products that they have purchased. (That way we know that they are customers)

    I do not see the difference between a lead or customer (we do not use the lead record types for this reason).

     

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  • Interesting topic... will certainly be following this.

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  • Use a custom dropdown field. Label it Type: Customer, Partner, Vendor, etc. 

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  • Having a custome field is only a small part of solution as Customer is a "living thing" - just like Lead or Contact...It changes, grows and develop and good CRM should follow that...

    You should be able to chanel your won opportunities in to customers as this is crucial for aftersales activities, especially if you want to make reports and connect that data with support tickets, maintenance planing and so on...

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  • You can convert Opportunities into Projects. Then use Projects or Tasks for account maintenance after the sale. If you want to specify that this record is a customer and run reports or filters on them to find useful information, then use a custom dropdown field. 

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  • @Vedran- Insightly is flexible for any small business and you can actually define how you would prefer to use leads, opportunities and contacts. You can choose to add your Customers as Contacts and always select to link your Opportunities with those Contacts. 

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  • Yes we have a similar issue.  Once we win the customer we will have weekly service provided to this customer and want to be able to manage the weekly tasks required for this customer, can you tell me how you might recommend that we do that.  We will have a person assigned to each customer.

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