Insightly CRM

1.48K reviews
Content rating
Screenshot image
Screenshot image
Screenshot image
Screenshot image

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.
Updated on
Apr 30, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App activity and 2 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

1.36K reviews
A Google user
February 11, 2019
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.
1 person found this review helpful
Did you find this helpful?
Insightly Inc.
January 16, 2018
Hi Grant, great news! We have release a new version of the app that should resolve this issue! Please let us know if you have any questions and thank you for your patience.
Samuel Popiel
January 21, 2021
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.
25 people found this review helpful
Did you find this helpful?
A Google user
May 8, 2019
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??
16 people found this review helpful
Did you find this helpful?
Insightly Inc.
June 8, 2019
Hi Chad, thanks for your feedback. This feature will be part of our next release. If you have any questions please contact us at

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