Insightly CRM Review
Insightly CRM is a cloud-based application designed to manage customer interactions, leads, sales opportunities, and projects for businesses of all sizes. With over 1.5 million users across 200+ countries, Insightly is a trusted platform that can help businesses grow. The application is accessible via both web browser and mobile app, offering flexibility and customization to its users.
The Insightly CRM app is free to use and works in conjunction with the Insightly CRM web application, providing on-the-go access to key customer information. With Insightly CRM, users can add new contacts quickly, import them from their device's address book, or scan business cards. The task list feature enables users to see what's upcoming and overdue, complete or assign follow-up tasks immediately after a meeting. Additionally, the app allows users to review opportunity notes to prepare for a meeting, update sales opportunities from the field, and mark deals as won in a few taps.
Insightly CRM also lets users save time by adding voice memos to leads and opportunities so everyone can stay up-to-date on the progress. Moreover, reps can receive push notifications when a lead gets assigned, and users can create projects and assign tasks to their team from their smartphone. The app also allows users to track how a project is developing, ensuring that they have answers ready for their customers and are prepared for upsell opportunities.
User reviews about Insightly CRM
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