Automatically Update Contacts
There are some other CRMs that have a great feature that we need in Insightly! The feature (Stay-in-Touch) would allow us to send out an e-mail to our contacts from the system and ask our clients to update their own information. The e-mail should populate with the clients data and provide them a link to update any missing, outdated or erroneous data. The updates should automatically update the insightly database.
We spend tons of time updating contact info, this would be a huge benefit.