Insightly CRM 4.11

Insightly Customer Relationship Management (CRM) and project management is a highly-regarded cloud-based application designed for businesses of all sizes. With over 1.5 million users across more than 200 countries, Insightly has established itself as a trusted tool for managing customer interactions, leads, sales opportunities, and projects.

The flexibility and customization options offered by the Insightly platform make it an attractive choice for businesses. It can be accessed easily through web browsers and mobile apps, ensuring that your team has access to key customer information wherever they are.

The Insightly CRM app seamlessly integrates with the web application, providing users with a comprehensive solution for managing their customers efficiently. The app is free to download and offers a range of features that enhance productivity on the go.

Insightly CRM has received endorsements from reputable sources such as PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius, among others.

Features / Benefits:

• Add new contacts instantly by scanning business cards or importing them from your device's address book
• Stay organized with task lists that display upcoming and overdue tasks. Complete tasks or assign follow-up tasks right after meetings
• Prepare for meetings by reviewing opportunity notes and updating sales opportunities from the field. Easily mark closed deals as won
• Save time by adding voice memos to leads and opportunities. This ensures everyone is up-to-date on progress
• Receive timely notifications, such as when a lead gets assigned. Reps can receive push notifications to stay informed
• Create projects and assign tasks to your team directly from your smartphone. Track project progress to provide quick answers to customers and identify upsell opportunities