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.
- Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode
Оценки и отзывыСм. все
Great CRM & PM tool
I've tried different services to keep track on our clients and projects and have chosen Insightly for it's gmail-like design and rich functionality. There is though still space for improvements (e.g. inability to invite people to meetings through the built-in calendar)
This is the best CRM that i have ever worked with! Really the best. It is extremely easy, cloud based, it synchronize with all my Google accounts, Facebook. When i am adding a company or a new lead, all i need is to enter the name and a website. Insightly will do allthe erest and provide me all necessary info. Thanks a lot!
Есть все необходимое
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- 213.3 МБ
Требуется iOS 13.0 и новее. Совместимо с iPhone, iPad и iPod touch.
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