Insightly CRM

Veröffentlicht von: Insightly

Beschreibung

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.
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Screenshots

Insightly CRM Häufige Fragen

  • Ist Insightly CRM kostenlos?

    Ja, Insightly CRM ist komplett kostenlos und enthält keine In-App-Käufe oder Abonnements.

  • Ist Insightly CRM seriös?

    🤔 Die Qualität der Insightly CRM-App ist gemischt. Einige Nutzer sind zufrieden, während andere Probleme melden. Ziehen Sie in Betracht, einzelne Bewertungen für mehr Kontext zu lesen.

    Danke für die Stimme

  • Wie viel kostet Insightly CRM?

    Insightly CRM ist kostenlos.

  • Wie hoch ist der Umsatz von Insightly CRM?

    Um geschätzte Einnahmen der Insightly CRM-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.

Benutzerbewertung
Die App ist in Pakistan noch nicht bewertet.
Bewertungsverlauf

Insightly CRM Bewertungen

Need to speak to a sales associate

nick how to Fly on

Vereinigte Staaten

Please call my personal number 001-772-486-3584 Thank you Nick

Helps me be much more organized

super invester on

Vereinigte Staaten

So far best CRM I ever used

App crashes constantly

Wholesale Aesthetics, LLC on

Vereinigte Staaten

Insightly is a good CRM. Several months again the iPhone app started crashing. I did all the trouble shooting I could. Clean install update app and phone software, but every time I alter the date or make a simple adjustment to a task, the app crashes. The development team can’t reproduce it, so the issue has been on the back burner for months without any resolution. Hoping for aun update to fix this… someday…

Horrible Customer Service

yaldjkfjdofi on

Vereinigte Staaten

I have been attempting to get our information deleted so we can start from scratch. We had a paid account and dropped the CRM at one point. We are wanting to make it our CRM and upgrade out plan but it is impossible to get someone on the phone or a response to a support ticket. I have tried everything and no one ever gets back with me or responds to my support ticket. Now I just get an email that says my support ticket is closed because I don’t have a paid account but it won’t let me upgrade my account or delete my information myself.

Laughable customer service, poor CRM functionality

Be reasonable 2224 on

Vereinigte Staaten

Literally zero customer service. AVOID INSIGHTLY AT ALL COSTS!

Bug in calendar integration

bbkomdn on

Vereinigte Staaten

There seems to be a bug in two way calendar sync .

Confusing and limited

space-dawg on

Vereinigte Staaten

I’ve been using Insightly for +3 years now and am seriously shopping for a good project manager which I need more than a CRM. Insightly seems to be a CRM first and the project mgt is an after thought. I also find Insightly very buggy. I have odd issues were all the data appears to be entered correctly but not showing up in queries correctly. So I’m working diligently to drop Insightly partially because of this apps poor functionality on the project mgt side. All projects I’ve ever worked on show up and not just current ones. To me it is far from intuitive and I can’t filter project types. I find it very frustrating and confusing to use and doesn’t work at all when not online like Omni focus or other app I’ve used to. Looking seriously at Mondays and Trello.

Watch out for their auto renewal policy!!!!

mrbrindi on

Vereinigte Staaten

I was a subscriber for 3 years and no longer had a need for their service. Overall the user interface is decent and it was easy to upload or download data from their CRM. My biggest gripe with them is the way they handle their auto renewals payments. To make it easy to handle the annual renewal I provided my credit card info. Big mistake! Prior to the membership expiring, I knew I wasn’t going to renew my membership so I did not update my credit card info that expired several months before the actual renewal was due. On the day the subscription expired, I noticed a charge for the entire annual renewal fee. So even if you have expired credit card info in their system, they will somehow find your updated credit card info and charge your card. If this is how they run their business, I’m glad I stopped using them. Like many tech companies they don’t want to invest in a customer phone line so I had to resolve my issue via email which they agreed to reimburse me but in a very, “we’re doing you a favor” tone. If this is part of their term and conditions, then run the other way. By the way, if they charge your card, there are no refunds either even on a pro rated basis for the annual membership. DON’T USE THEM UNTIL YOU READ THE FINE PRINT ON THEIR CANCELLATION POLICY.

Lead status bug

lead status bug on

Vereinigte Staaten

It’s a good app but has a bug where if I’m on mobile it won’t let me change the status of a lead.

iOS app has seen improvement!

Alexis Schreier on

Vereinigte Staaten

I love insightly. The web app helps me get a lot done. The iOS app is good to it has seen some great new features added recently like organizing tasks by date and compact mode like the web version! Great job. There are still some annoying bugs though. I can’t access the settings, every time I click on the settings while app freezes. Please keep up the good work! I am hopeful that the insightly team will make the iOS app better!

Store-Rankings

Ranking-Verlauf
App-Ranking-Verlauf noch nicht verfügbar
Kategorien-Rankings
App ist noch nicht gerankt

Insightly CRM Konkurrenten

Name
Contacts Journal CRM
Manage Customers and Clients
Cloze Relationship Management
Smart CRM, Inbox and Contacts
Nimble
Freshsales
Sales CRM
Zendesk Sell
CRM and Sales Tracker
Nutshell – Small Business CRM
Copper CRM
CRM for G Suite
Capsule CRM
OnePageCRM - Simple CRM System
CRM for those who take action
Bigin by Zoho CRM
Sales CRM for Small Businesses

Insightly CRM Installationen

Letzte 30 Tage

Insightly CRM Umsatz

Letzte 30 Tage

Insightly CRM Einnahmen und Downloads

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App-Informationen

Kategorie
Business
Herausgeber
Insightly
Sprachen
English, French, German, Italian, Japanese, Portuguese, Spanish
Letzte Veröffentlichung
4.12.1 (vor 1 Monat )
Veröffentlicht am
Oct 5, 2012 (vor 12 Jahren )
Zuletzt aktualisiert
vor 1 Woche
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