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
Needs improvements
We use Insightly and saw the nice Screenshot in the App Store and installed.
But NO flexibility on the PreSets yet and needs too many clicks.
Adding phone calls to history announced but not yet implemented??
... useless except for contacts.
No dashboard, no filtering (seriously??), no sorting. Apparently insightly doesn't care for mobile at all. It wouldn't be hard to make a decent app for a really great CRM but this is not even trying.
Useless
This thing doesn't even deserve the name 'app'. Any high school student would whip up something better than this in two weeks.
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 based on, for example, the features you use or your age. Learn More
Information
- Provider
-
Insightly Inc has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- Address
- 58 West Portal Ave PMB 716 San Francisco California 94127 United States
- Phone Number
- +1 8008531438
- ios@insight.ly
- 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