* Save time by adding voice memos to leads and opportunities so everyone can be up-to-date on the progress. And, when a deal is closed - mark it as won in a few taps. Update sales opportunities from the field. * Review opportunity notes to get prepared for a meeting. ![]() ![]() Complete tasks or assign follow up tasks immediately after a meeting. * Access task lists to see what’s upcoming and overdue. * Add new contacts on the fly, scan business cards or import them from your device’s address book Insightly CRM is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & others. ![]() 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. The Insightly platform is flexible, customizable and accessible via web browser and mobile app. 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. Insightly Customer Relationship Management (CRM) and project management is a leading cloud-based application built for businesses of all sizes.
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