Insightly is an Android application that helps sales teams, project managers and business owners stay connected with customers and streamline operations.
Management
Corporate users can manage leads and opportunities across all sales stages, from creation to conversion. It is possible to assign team members, add notes and schedule tasks. In addition,
the app stores detailed profiles for contacts and organizations, including communication history, tags and custom fields. Thus, it becomes easier to look up client data quickly during meetings or calls.
Tasks
It is possible to plan, assign and track tasks with reminders, due dates, and priority settings. You can link assignments to specific contacts, opportunities or projects as well. The integrated calendar keeps your schedule organized. On top of that, you may try Grok, a powerful chatbot that helps with research and automation.
Besides, you are able to quickly record voice memos and upload files or images to records when you are away from your computer. Especially useful during client meetings, you can capture important updates instantly. Files are synced with your Insightly cloud account, making them accessible to teammates.
Features
- possible to link contacts with tasks and projects;
- there are push notifications for due tasks and updates;
- there is a built-in scanner for capturing business cards;
- free to download and use;
- compatible with supported Android versions.
