United StatesInsightly 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.
Since last update crashes when adding projects. Any hint from the developer?
Great CRM but it won't send push notifications at all! On all my pixel devices it says the app doesn't send notifications.
Simply not as good as the web interface. For instance you can only add image files to an Opportunity (had to add a PDF file via the web interface which negates the point of the app. They probably rebuild this app from scratch as it feels clunky.
App is nothing like desktop. Crashes constantly. Unable view the same details. Unable to see activity.
Program has potential but I got 4 crashes in 10 min, devs what is wrong. I can't rely on the app
Crashes when editing directly from a todolist in projects
Best program ever. Only on thing I would like to see happening is to have the older version back. I like the older version. It's alot easier to navigate. It's easier to look up the projects by status. On the next Update please Make it like the older Version.
Fixes issue with dynamic layout rules preventing saves in certain configurations
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