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 business resource
This is a perfect blend of CRM and project management.
Intuitive, easy and well designed.
Keep up the good work.
Subscription renewal
I have to say that I used your service for one year and in general I was happy. I was not happy however to pay the invoice that was sent to me on renewal and raised questions about my invoice and made it very clear that I won’t be renewing on this basis, my invoice was still debited from my account before I could reach a resolution with insightly. Even though i have you my credit card for auto renewal, I clearly raised a concern about my invoice, how can you still authorise renewal before the matter was resolved?!
Excellent CRM for SMEs
Insightly has to be the best CRM I’ve used in years! So easy to use and with all the functionality you need to move contacts through opportunities and projects then invoice through Xero. Having a mobile app that replicated what you can do on a Mac or PC is great. Would love to sell this in to clients..
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
- 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