For Insightly CRM
Call Tracker - the best way to save your phone calls to Insightly CRM
No matter where you are!
Call Tracker for Insightly CRM is a mobile app intended to transfer data from smartphone into Insightly. It is exactly what you need if you want to record calls, track their duration, add your comments, create rules for tracking, add voice notes. It also lets you work with separate Contact or Lead: create and edit info.
The app is able to work offline and pending activities will sync automatically when the Internet connection is restored.
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Insightly CRM is a registered trademark of Insightly CRM, Inc.
How it works
1. Make or receive a call on your Android smartphone
2. App automatically saves call info into CRM (who called, date, call duration)
3. After the call ends you can choose to save it into your CRM
3.a. You can set up rules for certain contact – always save or never save into a CRM
4. Done. Your call is saved into your connected CRM. You can also add notes (or voice notes) to the saved call.
Features
Track incoming and outgoing calls as Tasks in Insightly CRM
Record calls - audio files can be automatically sent to user’s Google Drive
Add unknown phone numbers with proper information (first, last name, company) to your phone
Attach calls to the following records in Insightly CRM: Account, Contact and Lead
Allow you to add voice notes
Add calls to your Call Log
Provide you an opportunity to create planned activities and set a reminder for them
Create rules to enable automatic call tracking for Contacts
Pricing
$3.99 1 Month Subscription
$10.993 Months Subscription
$19.996 Months Subscription
$34.991 Year Subscription
Frequently Asked Questions
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