insightly
软件描述
Insightly is a web-based application that serves as a project management tool and a Customer Relationship Management (CRM) system. It integrates with Google Apps through a Gmail gadget and supports Google Docs.
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www.insightly.com
什么是 insightly?
Insightly is a web-based application that serves as a project management tool and a Customer Relationship Management (CRM) system. It integrates with Google Apps through a Gmail gadget and supports Google Docs. Being a cloud-based platform, Insightly is adaptable for businesses of all sizes and industries. It can be customized to specific business needs and is accessible via web browsers and mobile apps. The free mobile app of Insightly CRM syncs with the web-based CRM, providing teams with essential customer information on the go. The app allows adding new contacts, scanning business cards, or importing from the device's address book. Users can access task lists, review opportunity notes, update sales opportunities, mark successful deals, add voice memos to leads and opportunities, and create and assign tasks. Push notifications are available for specific actions like lead assignment. The app provides a comprehensive view of project progression, preparing users for customer interactions and potential upsell opportunities.
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