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.
Need to speak to a sales associate
Please call my personal number 001-772-486-3584 Thank you Nick
United StatesWhy is this even available in the app store?
There is no support for this desktop app on Mac. It functions nothing like on the web. I'm not even sure why they made this available as a download for Macs if they weren't going to build it properly or offer support for it. Do yourself a favor and use Monday. Better platform and actual Mac support.
United StatesHelps me be much more organized
So far best CRM I ever used
United StatesApp crashes constantly
Insightly is a good CRM. Several months again the iPhone app started crashing. I did all the trouble shooting I could. Clean install update app and phone software, but every time I alter the date or make a simple adjustment to a task, the app crashes. The development team can’t reproduce it, so the issue has been on the back burner for months without any resolution. Hoping for aun update to fix this… someday…
United StatesHorrible Customer Service
I have been attempting to get our information deleted so we can start from scratch. We had a paid account and dropped the CRM at one point. We are wanting to make it our CRM and upgrade out plan but it is impossible to get someone on the phone or a response to a support ticket. I have tried everything and no one ever gets back with me or responds to my support ticket. Now I just get an email that says my support ticket is closed because I don’t have a paid account but it won’t let me upgrade my account or delete my information myself.
United StatesLaughable customer service, poor CRM functionality
Literally zero customer service. AVOID INSIGHTLY AT ALL COSTS!
United StatesBug in calendar integration
There seems to be a bug in two way calendar sync .
United States
- Added support for searchable drop-downs for Custom Fields - Added option to set the Owner on conversion from Opportunity to Project - Added option to copy existing Files and Notes when cloning an Opportunity or Project - Updated search result layouts for Contacts and Leads - Bug fixes and performance improvements
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