Insightly Customer Relationship Management (CRM) and project management is a leading cloud-based application built for businesses of all sizes. 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. The Insightly platform is flexible, customizable and accessible via web browser and mobile app.
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.
Insightly CRM is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & others.
Features / benefits:
* Add new contacts on the fly, scan business cards or import them from your device’s address book
* Access task lists to see what’s upcoming and overdue. Complete tasks or assign follow up tasks immediately after a meeting.
* Review opportunity notes to get prepared for a meeting. Update sales opportunities from the field. And, when a deal is closed - mark it as won in a few taps.
* Save time by adding voice memos to leads and opportunities so everyone can be up-to-date on the progress.
* Receive notifications for example when a lead gets assigned, reps can receive push notifications.
* Create projects and assign tasks to your team from your smartphone. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.
We have a lot of news!
• Support for Insightly’s new custom objects
• New UI for your record viewing pleasure
• Support for dynamic layout rules
• As always, bugs fix and performance enhancements!
Ratings and Reviews
Great CRM Tool
Simple, easy to use, flexible and powerful. Love it!!
Best CRM out there!
Tried manny systems, like Insightly best as it integrate smoothly in google mail? Now also use the mobile app and are able to access all emails, files and contacts on the run.
This app is missing an Events (Calendar) in the latest version. The styling looks very ordinary compared to last and it is also very buggy - keeps exiting all the time.
Bring back the old version I say
- Insightly Inc
- 304.8 MB
- Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.
- English, French, German, Italian, Japanese, Portuguese, Spanish
- Age Rating
- Rated 4+
- © 2018 Insightly Inc.
Up to six family members will be able to use this app with Family Sharing enabled.