Insightly CRM 4+

Name: Insightly CRM
Rating: 5 (2 reviews)
Author: Insightly

Insightly

Navrženo pro iPad

- 5,0 • Hodnocení: 2

- Bezplatné

Popis

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. 4. 2024

Verze 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

5,0 z 5

Hodnocení: 2

Awesome app and CRM to build company around

Basically, it does everything that's needed: nice and simple database of contacts, organizations and opportunities, nicely linked together. I would appreciate better integration with phone contacts and push notifications to know about my salesforce activity. For now that's it... :)

Good app

Very useful to CRM main web app.

Vývojářská společnost „Insightly“ uvedla, že součástí opatření na ochranu soukromí v této aplikaci může být zpracování dat níže popsanými způsoby.Další informace najdete v zásadách ochrany osobních údajů poskytnutých vývojářskou společností.