Insightly CRM Status
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Summary of Insightly CRM Problems 😠👌🔥
- It took a long time to set up and learn how to use the program.
- The current rate may be too expensive for some users.
- There were issues with tasks and projects not deleting/syncing correctly on iPad and mobile versions.
- The auto-renewal payment system can be problematic.
- The project management functionality is not as strong as the CRM features.
- The app can be buggy and have issues with data not showing up correctly in queries.
2 Reported Issues: 😵🆘🛟🚨📢
Trying to call from my Motorola Android phone using the Insightly App and receive "Action not Supported. Phone calls are not supported on this device." I thought I had used this feature in the past, but I just want to find out if there is a permission in Insightly that needs to be changed, or what the solution might be. I shut down my phone and restarted, turned off the WiFi calling feature temporarily, but still can't call. For the past several months, I have been using the Desktop version and just calling manually from my cell, but I would like to use some of the extra features in phone app. Thanks for your help.
One of my reps is trying to add their work email but are being blocked by Google.
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Common Insightly CRM Problems & Solutions. Troubleshooting Guide
Complete guide to troubleshoot Insightly CRM app on iOS and Android devices. Solve all Insightly CRM app problems, errors, connection issues, installation problems and crashes.
Table of Contents:
Some issues cannot be easily resolved through online tutorials or self help. So we made it easy to get in contact with the support team at Insightly, developers of 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. 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. Insightly CRM is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & others. * Access task lists to see what’s upcoming and overdue. 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. Complete tasks or assign follow up tasks immediately after a meeting. * Review opportunity notes to get prepared for a meeting. The Insightly platform is flexible, customizable and accessible via web browser and mobile app. Update sales opportunities from the field. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.
