Insightly CRM

Insightly Inc.

About this app

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.

Ratings and reviews

App is nothing like desktop. Crashes constantly. Unable view the same details. Unable to see activity.

I have not been able to edit the body of notes for 2 months. I use a Pixel 2 with OS 8.1.0. I have seen several comments here and on the insightly help forms about this. The help desk has not oh knowledge that they are having a problem or let us know any action they're taking. I just want to be able to edit my notes in the field as this is a large portion of my job. It does not seem that Apple's IOS is having the same issue.

There are significant problems with sorting and keeping up with tasks. I like to be able to see tasks that are due next with the organization name displayed, and check them off using the widget. This used to be a feature, but the new update, while once again allowing for tasks to display in order of due date, no longer displays the organization name. It's somewhat tedious to track down and check off tasks now.

What's new

- Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements