Insightly

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Insightly je CRM za upravljanje kontaktima, prodajom, ponudama, projektima i integracijama; centralizira podatke, automatizira zadatke i omogućava mobilni rad.

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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform.

Insightly je sveobuhvatna CRM platforma dizajnirana za podršku timovima za prodaju, marketing i korisničke usluge pružajući uvid u putovanja i mogućnosti kupaca. Nudi skalabilan i moderan pristup upravljanju odnosima s kupcima, omogućavajući tvrtkama da voze potencijalne ponude, izgrade prodajne cjevovode i automatiziraju marketinške tokove rada. Ključne značajke uključuju usmjeravanje olova, automatizaciju zadataka i integraciju s raznim alatima poput Gmail i Outlook. Uvidno također podržava A/B i multivarijantno testiranje na marketinške kampanje i uključuje portal za uslugu za korisničku podršku.

Jedna od snage Insightlyja je njegova sposobnost integriranja sa širokim rasponom poslovnih alata, poput financija, HR -a, prodaje, marketinga i platformi za e -trgovinu. Ova mogućnost integracije pomaže pojednostavljivanju tijekova rada i povećanju produktivnosti u različitim odjelima. Uz to, Insightly pruža uvide u izvedbu u stvarnom vremenu, omogućujući tvrtkama da učinkovito prate prekretnice i procese. Njegovo intuitivno sučelje olakšava snimanje i upravljanje interakcijama s klijentima, što ga čini prikladnim za mala i srednja poduzeća koja žele učinkovito skalirati svoje poslovanje.

Ovaj opis generirala je umjetna inteligencija (AI). AI može pogriješiti. Provjerite važne informacije.

Kategorije: BusinessMarketing Automation SoftwareCRM SoftwareSales Analytics SoftwareHelp Desk Software

Web stranica: insightly.com

Odricanje odgovornosti: WebCatalog nije povezan, pridružen, ovlašten, odobren ili na bilo koji način službeno povezan s Insightly. Sva imena proizvoda, logotipi i brendovi vlasništvo su njihovih odgovarajućih vlasnika.