insightly
软件描述
Insightly 是一款基于网络的应用程序，用作项目管理工具和客户关系管理（CRM）系统。它通过 Gmail 小工具与 Google Apps 集成，并支持 Google Docs。
官方网站
访问软件的官方网站了解更多信息
www.insightly.com
什么是 insightly?
Insightly 是一款基于网页的应用程序，用作项目管理工具和客户关系管理（CRM）系统。它通过 Gmail 小工具与 Google Apps 集成，并支持 Google Docs。
作为一款基于云的平台，Insightly 适用于各类规模和行业的企业。它可根据特定业务需求进行定制，并可通过网页浏览器和移动应用访问。
Insightly CRM 的免费移动应用程序可与基于网页的 CRM 同步，为团队提供随时随地获取客户信息的功能。该应用支持添加新联系人、扫描名片或从设备通讯录导入信息。用户可查看任务列表、查阅商机备注、更新销售机会、标记成功交易、为潜在客户和商机添加语音备忘录，并创建和分配任务。针对特定操作（如分配潜在客户）可接收推送通知。该应用提供项目进展的全面视图，帮助用户做好客户互动及潜在增售准备。
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