Free
Insightly CRM
⭐️4.4 / 5
Rating
🙌278
Ratings
📼4 scs
Content
📦~ in 2 months
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of Insightly CRM
4.11
April 30, 2024
- 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
More4.10.4
February 22, 2024
Fixes issue with dynamic layout rules preventing saves in certain configurations
More4.10.1
December 4, 2023
Fixes issue with logging in using email and password
4.10
September 22, 2023
- Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements
More4.9.1
April 18, 2023
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
More4.9
April 10, 2023
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
More4.8
January 17, 2023
- Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes
More4.7
October 7, 2022
* Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements
More4.6.1
July 22, 2022
- Bug fixes and performance improvements
4.6
June 28, 2022
- Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements
MorePrice History of Insightly CRM
Description of Insightly CRM
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.
Show less
Insightly CRM: FAQ
Yes, Insightly CRM works on iPads.
Insightly Inc is the creator of the Insightly CRM app.
The minimum iOS requirement for the app is 13.0 or higher.
The rating of 4.4 out of 5 that Insightly CRM has received from users is outstanding.
The Insightly Crm App Relates To The Business Genre.
The current version of the Insightly CRM app is 4.11.
June 28, 2024 is the date of the latest Insightly CRM update.
Insightly CRM was introduced to the market on February 5, 2023.
Contains nothing objectionable, appropriate for all ages.
Insightly CRM can be used in English, French, German and 4 more.
Unfortunately, Insightly CRM is not on Apple Arcade.
No, Insightly CRM does not allow for in-app purchases.
Sorry, Insightly CRM is not specifically engineered for compatibility with Apple Vision Pro.