Insightly CRM 4+

Name: Insightly CRM
Rating: 4.7 (3 reviews)
Author: Insightly

Insightly

Conçu pour iPad

- 4,7 • 3 notes

- Gratuit

Description

Insightly Customer Relationship Management (CRM) and project management is a leading cloud-based application built for businesses of all sizes. More than 1.5 million users in 200+ countries worldwide, trust Insightly to help grow their business by managing customer interactions, leads, sales opportunities and projects. The Insightly platform is flexible, customizable and accessible via web browser and mobile app.

The Insightly CRM app is free and works in tandem with the Insightly CRM web application, so that your team has all key customer information on the go.

Insightly CRM is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & others.

Features / benefits:

* Add new contacts on the fly, scan business cards or import them from your device’s address book

* Access task lists to see what’s upcoming and overdue. Complete tasks or assign follow up tasks immediately after a meeting.

* Review opportunity notes to get prepared for a meeting. Update sales opportunities from the field. And, when a deal is closed - mark it as won in a few taps.

* Save time by adding voice memos to leads and opportunities so everyone can be up-to-date on the progress.

* Receive notifications for example when a lead gets assigned, reps can receive push notifications.

* Create projects and assign tasks to your team from your smartphone. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.

30 avr. 2024

Version 4.11

- Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements

4,7 sur 5

3 notes

Layout that invites to use it!

recently starting to use this system. like it as its easy to use and understand and has a look and feel that, for me, makes it attractive to come back to it and follow up on the items i have created.

Customer service takes no notice of customer demand

Sucky expensive app. Non-consumer friendly. Are only bothered about layout and appearance instead of functionality. Contact to customer service is pure "Kafka" nobody even knows their superior or is capable of amending things or even how to forward a complaint to the ones who are capable. Save your money and buy a functioning customer relation management tool. Insightly sucks!!!!

Le développeur Insightly a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

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