App spotlight: Insightly for iOS makes CRM mobile
If you spend more time out of the office than inside it, this free app keeps your CRM tools close at hand. And it's free.
You might have the best sales, marketing, and support teams on the planet, but without a solid customer relationship management (CRM) system, your business isn't going to get very far.
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Insightly gives you simplified (and amplified) management of your contacts--customers, suppliers, vendors, and other organizations. It also includes project management, event scheduling, a notification system, search capabilities, and social-network integration.
The service was always accessible via a mobile browser, but the new iOS app makes navigation considerably faster and easier.
Specifically, Insightly for iPhone and iPad lets you review, track, and manage everything and everyone in your account: contacts, customers, opportunities, events, and projects.
If you make a call from within the app, it automatically attaches a note (i.e. a call log) to that contact for easy record-keeping.
You can also add comments--in the form of text, voice recordings, and/or pictures--to any notes you take in the field. And anything changed or updated in the app gets synced to the Web version of Insightly, so all your users should always be working from the latest information.
The Insightly app is free, and Insightly itself offers a free account with up to three users, 200MB of storage, and room for 2,500 contacts. More robust plans start at $29 monthly.
I will note that the app isn't much to look at, and the iPad version doesn't really take advantage of all the extra space. Overall, Insightly for iOS is really just the Insightly mobile site, app-tized. But it does operate much more quickly, and I'd say it's more comfortable to use than its browser-based counterpart.
If one of your resolutions for the new year was to adopt a CRM tool or try out a new one, Insightly might be worth a look--especially if you need customer management that's mobile.
Have you found a CRM system and/or app you like better? Tell me which one and why in the comments section below.