This release includes:
- Ability to add and edit Quotes as well as Quote and Opportunity line items
- Metadata driven related lists
- Office 365 login
- Email and Address copy to clipboard
- Bug fixes
Ratings and Reviews
They keep improving
I’ve been using this crm for a while now and although I mostly use the desktop version, iPad and phone apps are on point. I had issues with tasks and projects not deleting/syncing correctly on iPad and mobile versions. I’d see an old project that I know was deleted but for some reason was still appearing. When clicked, it would say “this project is no longer available”. I found simply refreshing fixed this. The gmail integration is especially useful.
Great mobile app- almost better than the pc/web version
1st...i started using insightly a while ago, but the strayed to another CRM- Plan Plus Online. Within a very short period of time I was missing the intuitive, flexible, and well engineered Insightly and switched back. The web version is very good (assuming that you pay some money- not very expensive for what you get, though), but I found the mobile version to be most useful.
I down loaded the mobile app to Ipad and iphone. Using phone to enter data is a little clunky, not because of insightly, but because entering data on iphone is clunky...period. Using the Ipad is very easy. Quite honestly, I use the mobile version on the Ipad even more that online version.
The only thing I would request is to allow for Native ABC prioritizing for tasks. Right now while insightly does group by priorities (low, normal, high) there is no Native way to order within priority group. However I got around, but putting "A1", "B1", "C1" etc. in front of each task. The tasks are then grouped by priority and also ordered within priority groups. Adds a little more work , but works pretty well.
All in al I give Insightly mobile app a thumps up!
The absolute worst CRM I’ve ever worked with
I could go on and on about this CRM, but I’ll be brief to warn those looking for CRM that will help track your tasks and sales cycle. This doesn’t only include the mobile app but Insightly itself.
Mobile: Unfortunately, in the real world when you talk to a customer you complete that task, but usually that requires another action-you’re out of luck with Insightly. When you complete a task there is no option for follow up, should be automatic, it’s gone. Know I’m required to complete three additional steps to schedule another follow up-ridiculous! Again, I could go on and on about the very poor design of this app.
Website: I will just tell you this be prepared to spend countless hours trying to work with Insightly and design the CRM to fit your needs. This CRM is NOT user friendly AT ALL!!!
Again, I’ve been working with a wide variety of CRM’s for over 20 years and this, is without question, the worst I’ve ever worked with. I can assure you I did not select this software and I do not work for another CRM developer. You are warned-be prepared to loose several hours of potential sales trying to be the developer of this software. Horrible!
Developer Response ,
Hi, sorry for the inconvenience and we appreciate your feedback. If you could contact me at firstname.lastname@example.org, I would love to chat with you and learn more.
- Insightly Inc
- 171.9 MB
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, French, German, Italian, Japanese, Portuguese, Spanish
- Age Rating
- Rated 4+
- © 2019 Insightly Inc.
With Family Sharing set up, up to six family members can use this app.