Insightly CRM Software
Company Name: Insightly
About: Trusted Insight is the leading Institutional Syndication Platform for Alternative Assets. Its
members manage over $18 Trillion in AUM.
Headquarters: New York, New York, United States.
Insightly CRM Overview
What is Insightly CRM?
Insightly CRM is a cloud-based application designed for businesses of all sizes to manage customer interactions, leads, sales opportunities, and projects. It has over 1.5 million users in 200+ countries worldwide and is accessible via web browser and mobile app. The app is free and works in tandem with the Insightly CRM web application, allowing your team to have all key customer information on the go. Insightly CRM is recommended by various publications, including PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, and others.
Features
- 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 mark deals 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, such as when a lead gets assigned, and reps can receive push notifications
- Create projects and assign tasks to your team from your smartphone, see how a project is developing, and be prepared for upsell opportunities.
Official Screenshots
Product Details and Description of
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.
Top Reviews
By nwinslow
They keep improving
I’ve been using this crm for a while now and although I mostly use the desktop version, iPad and phone apps are on point. I had issues with tasks and projects not deleting/syncing correctly on iPad and mobile versions. I’d see an old project that I know was deleted but for some reason was still appearing. When clicked, it would say “this project is no longer available”. I found simply refreshing fixed this. The gmail integration is especially useful.
By Bliss199
Finally found THE ONE
I’m new but have been completely impressed with Insightly after trying out at least 10 similar programs. We’re still working on our customizations but at this point, I would say —- this is the one you want!
By Bigtuna36
Great Mobile Alternative to Desktop
As an outside sales rep having a mobile CRM application that seamlessly syncs with desktop is extremely pertinent. Does it do everything I want? Almost. ...and it gets better with every update! Thanks Insightly!
