Insightly

InsightlyCustomerRelationshipManagement(CRM)andprojectmanagementisaleadingcloud-basedapplicationbuiltforbusinessesofallsizes.Morethan1.5millionusersin200+countriesworldwide,trustInsightlytohelpgrowtheirbusinessbymanagingcustomerinteractions,leads,salesopportunitiesandprojects.TheInsightlyplatformisflexible,customizableandaccessibleviawebbrowserandmobileapp.

TheInsightlyCRMappisfreeandworksintandemwiththeInsightlyCRMwebapplication,sothatyourteamhasallkeycustomerinformationonthego.

InsightlyCRMisrecommendedbyPCMagazine,EntrepreneurMagazine,G2Crowd,TrustRadius,&others.

Features/benefits:
*Addnewcontactsonthefly,scanbusinesscardsorimportthemfromyourdevice’saddressbook

*Accesstaskliststoseewhat’supcomingandoverdue.Completetasksorassignfollowuptasksimmediatelyafterameeting.

*Reviewopportunitynotestogetpreparedforameeting.Updatesalesopportunitiesfromthefield.And,whenadealisclosed-markitaswoninafewtaps.

*Savetimebyaddingvoicememostoleadsandopportunitiessoeveryonecanbeup-to-dateontheprogress.

*Receivenotificationsforexamplewhenaleadgetsassigned,repscanreceivepushnotifications.

*Createprojectsandassigntaskstoyourteamfromyoursmartphone.Seehowaprojectisdevelopingtohaveanswersreadyforyourcustomersand,moreimportantly,bepreparedforupsellopportunities.