简介

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.

新内容

版本 4.0.3

Bug fixes and stability improvements

评分及评论

4.7(满分 5 分)
3 个评分

3 个评分

spacx

Good app.

but I need Chinese type

Frank_zjq

My favourite CRM, but needs Chinese language support

I work between China and Western countries, and have been using Insightly to record the customers and leads. It has been my favourite app CRM app up to now. It works perfectly for the customers with English names.

However, It has currently been very frustrating to type Chinese characters. This is a very fundamental step for Businesses interested in the Chinese market to use the app.

信息

供应商
Insightly Inc
大小
210.9 MB
类別
商务
兼容性

系统要求:iOS 13.0 或更高版本。兼容设备:iPhone、iPad、iPod touch。

语言

德文, 意大利文, 日文, 法文, 英文, 葡萄牙文, 西班牙文

年龄分级
4+
Copyright
价格
免费

支持

  • 家人共享

    启用“家人共享”后,此 App 最多可供 6 名家庭成员使用。

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