Using Project Management with Clients? Integration or Suggestions?
Hello - Noob here to insightly but not to CRMs and such so wanted to see if a) there was something that I was overlooking or b) if anyone in the community had a suggestion.
So we get a client, track them through, create opportunity and then have a project - great.
However much of our project has back and forth with the client for revisions, approval, insight, etc. We currently use Basecamp for this and looked at Zapier - but there's not a Insightly -> Basecamp integration for creating a new project in Basecamp from a won oppportunity (or project) from Insightly.
I can't be the only person that goes back and forth with their client on projects - what is the work around or is there a better project management software that integrates with Insightly?
Thanks - Matt