Insightly CRM

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.

Insightly客户关系管理（CRM）和项目管理是各种规模的企业建立了领先的基于云的应用。在200多个国家的超过150万个全球用户，相信Insightly以帮助管理客户互动，线索，销售机会和项目发展他们的业务。该Insightly平台灵活，可定制的和可访问通过Web浏览器和移动应用。

该Insightly CRM软件是免费的，并与Insightly CRM Web应用程序配合工作，使你的团队在旅途中所有重要的客户信息。

Insightly CRM是由PC杂志，企业家杂志，G2人群，TrustRadius，及其他建议。

特点与优势：

*在飞行中添加新的联系人，名片扫描或从设备的地址簿导入

*访问任务列表，看看有什么即将到来的和逾期。完成任务或分配跟进工作会议之后。

*评论指出机会得到一个会议准备。从现场更新的销售机会。而且，当交易完成 - 将其标记为轻按几下，取得了胜利。

*通过增加语音注释线索和机会，节省时间让每个人都可以达到最新的进展。

*接收例如通知时铅被分配，代表可以接收推送通知。

*创建项目，并从智能手机将任务分配给你的团队。看到一个项目是如何发展到有答案准备好您的客户，更重要的是，对于向上销售机会的准备。