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 3.27.1

This release includes minor updates for push notifications, as well as numerous bug fixes and performance enhancements.

Ratings and Reviews

4.0 out of 5
1 Rating

1 Rating

Ipad3-SR ,

Good Work. Need improvement

Features OK
Need
1) Dashboard
2) Tags
3) Search

Pl provide to make it excellent !

Ray

Zweeky ,

Not very useful

Not sure what had to be done , couldn't find any settings section at all. Not for me

PiushG ,

Useless

I just downloaded the App. I can't even sign in. Dead wood on my screen, Useless... 😁😁

Information

Provider
Insightly Inc
Size
316.7 MB
Category
Business
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English, French, German, Italian, Japanese, Portuguese, Spanish

Age Rating
Rated 4+
Copyright
© 2019 Insightly Inc.
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

You May Also Like