Insightly CRM

Insightly Inc.

About this app

Insightly Customer Relationship Management (CRM) and project management is a modern, cloud-based platform built for scaling businesses. Growing teams rely on Insightly to manage customer relationships, leads, sales opportunities, marketing campaigns, and projects in one unified system. Automatically score leads, send timely follow-up, and track every stage of your pipeline with confidence. The Insightly platform is flexible, customizable, and accessible via web browser and mobile app, helping teams stay productive and turn more leads into sales.

Ratings and reviews

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.

It works OK. There are some quirks that makes it inconvenient to use. Chiefly that I can't copy an email address from a lead screen on my Pixel 2 running the latest version of Android. I want to tag my emails sent from Gmail but can't copy the addreses. UPDATE 5/7/2019: developer still hasnt added this functionality. What's the point of having an app when it's easier to work from a mobile browser to get work done??

It is very convenient. Of course there are things that have to be done on the sight that can't be done on the app. Most of what gets done on the app does sync with the sight. Somethings do not. If I create a task for someone other than me on the app, most of the time it doesn't sync. The really strange thing is that I can sync my Google calendar to the app, but not to the sight. I would say more, but I am out of space.

What’s new

- Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements