Summary:

Insightly, the customer relationship management application (CRM) that caters to small and growing businesses, announced new workflow automation and mobile features to help customers streamline business and reach new levels of productivity. Insightly’s workflow automation tool automatically completes all the fields for a new sales opportunity instead of requiring an employee to manually update the same, allowing representatives and managers to spend more face time with customers.  Insightly’s mobile apps now offer push notifications on task reminders and the ability to receive email notifications on any record as updates occur.

Function:

Customer Relationship Management

From the Announcement:

“The right CRM can make an enormous bottom-line difference for SMBs, but not if the benefits are buried under tedious manual requirements,” said Anthony Smith, founder and CEO of Insightly. “Insightly’s workflow automation delivers on the promise of business productivity and efficiency. From any location, growing businesses can automate notifications, emails and administrative tasks, giving them the freedom to focus on strategic priorities and build meaningful relationships with customers.”

Link to full article: http://www.martechadvisor.com/news/crm/insightly-announces-workflow-automation-mobile-enhancements-for-small-and-growing-businesses/

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