We have made it super easy to delete Insightly CRM account and/or app.
Table of Contents:
Things to note before removing Insightly CRM:
1: Visit the Insightly CRM website directly Here →
2: Contact Insightly CRM Support/ Customer Service:
Deleting from Smartphone π±
1. More than 1.5 million users in 200+ countries worldwide, trust Insightly to help grow their business by managing customer interactions, leads, sales opportunities and projects.
2. Insightly Customer Relationship Management (CRM) and project management is a leading cloud-based application built for businesses of all sizes.
3. The Insightly CRM app is free and works in tandem with the Insightly CRM web application, so that your team has all key customer information on the go.
4. Insightly CRM is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & others.
5. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.
6. The Insightly platform is flexible, customizable and accessible via web browser and mobile app.
7. * Save time by adding voice memos to leads and opportunities so everyone can be up-to-date on the progress.
8. * Create projects and assign tasks to your team from your smartphone.
9. * Receive notifications for example when a lead gets assigned, reps can receive push notifications.
10. Complete tasks or assign follow up tasks immediately after a meeting.
11. Update sales opportunities from the field.
12. * Review opportunity notes to get prepared for a meeting.
13. * Access task lists to see whatβs upcoming and overdue.
14. And, when a deal is closed - mark it as won in a few taps.