InsightCRM® is a CRM augmentation that gives you and your sales team meaningful insights into customer interactions and banishes the drudgery of data entry by connecting into the ways your sales team works naturally.
This lightweight, AI-powered solution is designed for busy sales professionals. It compiles emails, notes, and voice to create your customer, activity, and opportunity records as well as auto-generating contextual summaries on prospects and clients based on key data in your CRM and available on the web.
InsightCRM®
Smarter Client Relationship.
Capture Notes on the Go
Quickly capture next steps at events and coffees go via voice and push directly into the CRM to avoid catchup tedium
Monitor select emails and automatically add activities or even create opportunities in your CRM.
Create summaries on clients and prospects based on CRM information AND research from the web
Capture Email Interactions
Create Tailored Summaries
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