Insightly

Insightly is a powerful cloud-based Customer Relationship Management (CRM) and project management app designed to cater to businesses of various sizes worldwide. With over 1.5 million users across more than 200 countries, it provides comprehensive tools for managing customer relationships, tracking sales opportunities, and overseeing projects efficiently. The app functions seamlessly with its web counterpart, ensuring your team can access essential customer information from anywhere using an Android device.

Features That Facilitate Efficiency

One of the standout features of Insightly is its ability to streamline contact management. Easily add new contacts, scan business cards, and import data from your device’s address book directly into the system. Tasks management is another area where this app excels, as it allows you to access, complete, or delegate tasks on-the-go, enhancing productivity. Additionally, the app enables you to review opportunity notes and update sales opportunities from the field, ensuring you're always well-prepared.

Project Management On-the-Go

Insightly offers robust project management tools. Create projects, assign tasks, and monitor progress directly from your smartphone. This feature not only facilitates effective project oversight but also allows you to prepare for upsell opportunities efficiently. Voice memos can also be added to leads and opportunities, ensuring all team members remain informed and synchronized on project developments.

Stay Informed and Prepared

Stay updated with real-time notifications that alert you when a lead is assigned or tasks are due. The app's ability to notify team members through push notifications enhances communication and responsiveness, crucial for maintaining customer satisfaction. By integrating these dynamic features, Insightly enables businesses to optimize their client interactions and project outcomes effectively.