Great mobile CRM!
I have not been able to edit the body of notes for 2 months. I use a Pixel 2 with OS 8.1.0. I have seen several comments here and on the insightly help forms about this. The help desk has not oh knowledge that they are having a problem or let us know any action they're taking. I just want to be able to edit my notes in the field as this is a large portion of my job. It does not seem that Apple's IOS is having the same issue.
I cannot any longer fill in note comments. This is not helpful at all, since I like to record my conversations in contemporaneous notes. Note 🎵 happy.
Last update broke the app. Can not edit or add new notes. Been broken for 2+ months now.
Pretty good mobile version of the desktop version. No complaints so far as I can use it in there after a sales call to make notes about the transaction.
Insightly is well organized for what I do as an Appliance dealer- relationships were never easier to keep track of!
We're getting a little pushy in this release. That's a good thing for mobile.
• Push notifications aren't just for reminders anymore. Get notifications for new assignments and updates for records you're following.
• Where's the updated record? Right there in a centralized notification list!
• Import your contacts from your device's address book!
• Filter tasks by start date, and opportunities by pipeline and stage.
• Updated image capture for business card scanning and file attachments.
Base CRM is the next-generation CRM designed to boost your sales productivity.
Generate FREE Leads for Insurance/MF/Loan/Property thru your FaceBook & Whatsapp
Mobile CRM, Lead Management System, Marketing Auditing System, Real Estate CRM.
Saleswah CRM: track actions, nurture relationships- on the move. Not only sales!
Scan business cards in seconds! Snap a photo -> Scan -> Save to address book