Insightly is a web-based project and Customer Relationship Management (CRM) application that integrates with Google Apps via a Gmail contextual gadget and Google Docs support.
About Insightly CRM
Insightly CRM (Package Name: com.insightly.droid) is developed by Insightly Inc. and the latest version of Insightly CRM 4.5.1 was updated on April 29, 2022. Insightly CRM is in the category of Business with the feature Task Management and CRM, etc. You can check all apps from the developer of Insightly CRM and find 200 alternative apps to Insightly CRM on Android. Currently this app is for free. This app can be downloaded on Android 5.0+ on APKFab or Google Play. All APK/XAPK files on APKFab.com are original and 100% safe with fast download.
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.
- Clone Object - Ability to make copies of objects - Merge Documents - Generate documents based on templates defined in the Web app - Change Record Owner - Assign records to a new owner - Milestones - Add/Edit Milestones for Projects - Display first linked record in the Tasklist
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