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Problèmes courants de l'application Insightly CRM et comment les résoudre. Guide de dépannage

       


  Contacter directement pour l'assistance

Nous comprenons que certains problèmes sont tout simplement trop difficiles à résoudre grâce à des didacticiels en ligne et à l'auto-assistance. C'est pourquoi nous avons facilité la prise de contact avec l'équipe d'assistance de Insightly, les développeurs de Insightly CRM.




About this app

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.