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.