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Insightly CRM

By Insightly

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Description

Insightly is an affordable customer relationship management (CRM) and project management application that provides a lot of value by helping small to medium sized businesses manage customers more efficiently. Businesses use Insightly to manage contacts at every stage of the sales process, track relationships, monitor their sales pipeline, and more. With Insightly, all your critical sales and business info – leads, contacts, emails, events, projects, tasks, sales opportunities and biz reports – are organized and available on your devices. And, when all your teammates have the most current customer info at their fingertips, your company sells more and satisfies customers better.

The Insightly app is a free companion app to the Insightly web application so that your reps have all key customer information on the go. It’s a universal app that works on iPhone, iPod Touch and iPad. Try Insightly today using a free account! (Up to 2 users)

Insightly is recommended by:
PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & Others

Insightly Accolades:
- #1 CRM for Google Apps
- Over 1M customers & growing


Features
* Increased sales effectiveness & productivity. Reps on the go have the most current customer information at their fingertips – opportunity, contact, event, lead, project, note info & more.

* Easily create or update prospect & customer info. Has a field rep just won a deal? Mark the opportunity as won directly on your mobile so the sales team in HQ can celebrate.

* Be in the know about your customer relationships. Easily define relationships between contacts through linking.

* Find anything in Insightly fast with global search. Make your meetings a success with quick access to contracts, notes and emails.

* Add voice notes while on the go. With the Insightly app, you can easily add voice memos so everyone can be up to date.

* Just attended a conference and have a stack of cards? Scan business cards directly into your CRM as contacts or leads.

* See what’s planned. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.

* Manage your project team. Create projects and assign tasks to your team from your smartphone to keep your customers happy.

What's New in Version 3.14.0

People who read release notes are the best! We've made some updates just for you and your Insightly friends.

- Keep your tasks on track with push notifications for task reminders! Swipe a notification to mark a task complete or snooze for a day when today is just too busy.
Be sure to opt into notifications when you open the app. You can manage push and sound preferences from your iOS Settings.

- Get an email when records are updated by reaching for the stars. Tap the star icon at the top of a contact, opportunity, or any other record to receive email notifications when changes are made. (You can manage your Follow preferences from the Insightly web application under User Settings.)

- Enjoy less clutter and fewer bugs. We've fixed several bugs and improved layouts in a couple of places because regular maintenance means a better experience.

Enjoy, and thanks for using Insightly!

Screenshots

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iPhone Screenshot 5
iPad Screenshot 1
Insightly CRM
View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Business
  • Updated:
  • Version: 3.14.0
  • Size: 176 MB
  • Languages: English, French, German, Italian, Japanese, Portuguese, Spanish
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

We have not received enough ratings to display an average for the current version of this application.
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