Insightly CRM 4+

Insightly

Entwickelt für iPad

    • 4,0 • 4 Bewertungen
    • Gratis

Screenshots

Beschreibung

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.

Neuheiten

Version 4.12.1

- Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements

Bewertungen und Rezensionen

4,0 von 5
4 Bewertungen

4 Bewertungen

AndyBerlin500 ,

Needs improvements

We use Insightly and saw the nice Screenshot in the App Store and installed.
But NO flexibility on the PreSets yet and needs too many clicks.
Adding phone calls to history announced but not yet implemented??

cesto77 ,

... useless except for contacts.

No dashboard, no filtering (seriously??), no sorting. Apparently insightly doesn't care for mobile at all. It wouldn't be hard to make a decent app for a really great CRM but this is not even trying.

@eckart ,

Useless

This thing doesn't even deserve the name 'app'. Any high school student would whip up something better than this in two weeks.

App-Datenschutz

Der Entwickler, Insightly, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.

Mit dir verknüpfte Daten

Die folgenden Daten werden möglicherweise erfasst und mit deiner Identität verknüpft:

  • Kontakt­informa­tionen
  • Kennungen
  • Nutzungs­daten
  • Diagnose

Nicht mit dir verknüpfte Daten

Die folgenden Daten werden zwar möglicherweise erfasst, aber nicht mit deiner Identität verknüpft:

  • Diagnose

Die Datenschutzpraktiken können zum Beispiel je nach den von dir verwendeten Funktionen oder deinem Alter variieren. Weitere Infos

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