Insightly CRM 4+
Insightly
Designad för iPad
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- Gratis
Skärmavbilder
Beskrivning
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.
Nyheter
Version 4.10.4
Fixes issue with dynamic layout rules preventing saves in certain configurations
Betyg och recensioner
Good, but buggy
It works, but mainly for viewing items that you have created on the desktop. Adding, linking and changing items doesn't work well.
Good
It's an ok crm. I'm missing the event-module that's available when using Insightly on the web.
Appintegritet
Utvecklaren Insightly har angett att appens integritetsrutiner kan inkludera hantering av data enligt beskrivningen nedan. Det finns mer information i utvecklarens integritetspolicy.
Data som är kopplade till dig
Följande data kan komma att samlas in och kopplas till din identitet:
- Kontaktinformation
- Identifierare
- Användningsdata
- Diagnostik
Data som inte kopplas till dig
Följande data kan samlas in men den kopplas inte till din identitet:
- Diagnostik
Sekretessriktlinjer kan variera, till exempel utifrån de funktioner du använder eller din ålder. Läs mer
Information
- Leverantör
- Insightly Inc
- Storlek
- 228,6 MB
- Kategori
- Näringsliv
- Kompatibilitet
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- iPhone
- Kräver iOS 13.0 eller senare.
- iPad
- Kräver iPadOS 13.0 eller senare.
- iPod touch
- Kräver iOS 13.0 eller senare.
- Mac
- Kräver macOS 11.0 eller senare och en Mac med Apple M1‑chip eller senare.
- Apple Vision
- Kräver visionOS 1.0 eller senare.
- Språk
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engelska, franska, italienska, japanska, portugisiska, spanska, tyska
- Ålder
- 4+
- Copyright
- © 2021 Insightly Inc.
- Pris
- Gratis