Automatically Log Phone Calls Placed by App
I just realized there is a glaring omission to the way that Insightly handles customer interactions.
If I use the app to place a phone call to a customer, Insightly does NOT automatically log that event. That means that phone call never happened, unless I go into the customer, and create a new task and mark it as a completed phone call.
This seems like a one of the most basic features of a modern CRM. Knowing when you last contacted a customer. Especially if you use the app to place that call.