Insightly Inc. Apps
Insightly CRM 4.3.0
Insightly Customer Relationship Management (CRM) andprojectmanagement is a leading cloud-based application builtforbusinesses of all sizes. More than 1.5 million users in200+countries worldwide, trust Insightly to help grow theirbusiness bymanaging customer interactions, leads, salesopportunities andprojects. The Insightly platform is flexible,customizable andaccessible via web browser and mobile app. TheInsightly CRM app isfree and works in tandem with the Insightly CRMweb application, sothat your team has all key customer informationon the go.Insightly CRM is recommended by PC Magazine, EntrepreneurMagazine,G2 Crowd, TrustRadius, & others. Features / benefits:* Add newcontacts on the fly, scan business cards or import themfrom yourdevice’s address book * Access task lists to see what’supcomingand overdue. Complete tasks or assign follow up tasksimmediatelyafter a meeting. * Review opportunity notes to getprepared for ameeting. Update sales opportunities from the field.And, when adeal is closed - mark it as won in a few taps. * Savetime byadding voice memos to leads and opportunities so everyonecan beup-to-date on the progress. * Receive notifications forexamplewhen a lead gets assigned, reps can receive pushnotifications. *Create projects and assign tasks to your team fromyour smartphone.See how a project is developing to have answersready for yourcustomers and, more importantly, be prepared forupsellopportunities.
