Insightly CRM 4+
Insightly
Designed for iPad
-
- Free
Screenshots
Description
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.
What’s New
Version 4.11
- 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
Ratings and Reviews
Great Product | Good Customer Service
I take it everywhere.
I don’t know how I managed beforehand !
Have it by my side all the time.
Every thing I need to get done in business and my private tasks are managed on one platform.
Just about to start with the Marketing module - can’t wait to get going and grow my business
Severely disappointed with new update
The app was brilliant but now with the new update the primary functions that our company uses everyday has been taken away. Support has given ideas for workarounds but they are not working correctly as I have mentioned to the support worker. You cannot see users leads correctly in the custom statuses as they are displayed on the web app. This is our fourth year with insightly and we have just upgraded to marketing as well but without the mobile functionality we may be looking to change crm’s. Extremely disappointed.
Easy
I really do enjoy insightly once the accounts are in so easy on the phone to update notes and info so u have it there for all your future calls. Very uncomplicated
App Privacy
The developer, Insightly, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Insightly Inc
- Size
- 214.4 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, French, German, Italian, Japanese, Portuguese, Spanish
- Age Rating
- 4+
- Copyright
- © 2021 Insightly Inc.
- Price
- Free