Insightly CRM
By Insightly Inc.
Insightly Customer Relationship Management (CRM) and challenge management is a leading cloud-based utility built for businesses of all sizes. More than 1.5 million customers in 200 nations worldwide, trust Insightly to help develop their business by managing buyer interactions, leads, gross sales opportunities and initiatives. The Insightly platform is versatile, customizable and accessible via web browser and cell app.
The Insightly CRM app is free and works in tandem with the Insightly CRM internet software, in order that your team has all key customer info on the go.
Insightly CRM is beneficial by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, others.
Features / benefits:
* Add new contacts on the fly, scan enterprise cards or import them from your device’s tackle book
* Access activity lists to see what’s upcoming and overdue. Complete duties or assign observe up tasks instantly after a gathering.
* Review opportunity notes to get ready for a gathering. Update gross sales alternatives from the sector. And, when a deal is closed - mark it as received in a few faucets.
* Save time by adding voice memos to leads and opportunities so everybody may be up-to-date on the progress.
* Receive notifications for instance when a lead will get assigned, reps can receive push notifications.
* Create initiatives and assign duties to your staff from your smartphone. See how a challenge is creating to have answers ready on your clients and, more importantly, be ready for upsell alternatives.
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