* 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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