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.
Excelente App para llevar el control de tus prospectos y clientes
Cibervaquero
Increíble App para llevar el control y seguimiento de prospectos y clientes en un solo lugar 100 % configurable una App muy amena
Love Insightly but not the app
OBabun
There are a lot of functions that present errors. I love Insightly but the app needs a lot of work to become reliable.
Respuesta del desarrollador
Hi, sorry for the inconvenience and we appreciate your feedback. If you could contact me at reviews@insight.ly, I would love to chat with you and learn more.
- Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements
Versión 4.12.1
El desarrollador (Insightly) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
Datos asociados con tu identidad
Los siguientes datos pueden recopilarse y asociarse con tu identidad:
Información de contacto
Identificadores
Datos de uso
Diagnóstico
Datos no asociados con tu identidad
Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:
Diagnóstico
Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
Vendedor
Insightly Inc
Tamaño
214.6 MB
Categoría
Negocios
Compatibilidad
Requiere iOS 13.0 o posterior.
iPhone Requiere iOS 13.0 o posterior.
iPad Requiere iPadOS 13.0 o posterior.
iPod touch Requiere iOS 13.0 o posterior.
Mac Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior.
