Insightly CRM 4+

Insightly

iPad対応

    • 3.3 • 3件の評価
    • 無料

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説明

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.

新機能

バージョン 4.10.4

Fixes issue with dynamic layout rules preventing saves in certain configurations

評価とレビュー

3.3/5
3件の評価

3件の評価

ジョン レーノン

if tap contact, always clash!

I use Japanese lang.
Contact adding from PC web.
if tap contact, always clash!
l can't see this iPhone app.

I added a lot contact.

Please bug fix.

アプリのプライバシー

デベロッパである"Insightly"は、アプリのプライバシー慣行に、以下のデータの取り扱いが含まれる可能性があることを示しました。詳しくは、デベロッパプライバシーポリシーを参照してください。

ユーザに関連付けられたデータ

次のデータは収集され、ユーザの識別情報に関連付けられる場合があります:

  • 連絡先情報
  • ID
  • 使用状況データ
  • 診断

ユーザに関連付けられないデータ

次のデータは収集される場合がありますが、ユーザの識別情報には関連付けられません:

  • 診断

プライバシー慣行は、ご利用の機能やお客様の年齢などに応じて異なる場合があります。詳しい情報

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