Free
Black friday sale icon
Ready for Black Friday?
Click to generate a QR code for easy access to the app on the App Store

Details about Insightly CRM

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages
  • October 5, 2012
  • November 30, 2024
  • 13.0+
  • 4+
  • 204.63MB
  • iPhone, iPad, iPod
  • English
    French
    German
    Show more

Features

Developer of Insightly CRM

Insightly CRM screenshot #1 for iPhone
Insightly CRM screenshot #2 for iPhone
Insightly CRM screenshot #3 for iPhone
Insightly CRM screenshot #4 for iPhone
iphone
ipad
🙌278
Ratings
🗣❌ unsupported
Your locale
🖼️Download
Icons↘︎

Version History of Insightly CRM

4.12.1

November 8, 2024

- Improved Business Scanner accuracy using the latest AI capabilities - Added support for profile-based app visibility controls - Bug fixes and performance improvements

More

4.12

November 5, 2024

- Improved Business Scanner accuracy using the latest AI capabilities - Added support for profile-based app visibility controls - Bug fixes and performance improvements

More

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

More

4.10.4

February 22, 2024

Fixes issue with dynamic layout rules preventing saves in certain configurations

4.10.1

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

More

4.9.1

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

More

4.9

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

More

4.8

January 17, 2023

- Quote Status editor on the Quote details screen - Show/hide password on the login screen - Calendar screen performance improvements - Bug fixes

More

4.7

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

More

Price 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

Can Insightly CRM be used on iPad devices?

Yes, Insightly CRM works on iPads.

Who launched the app?

Insightly Inc is the creator of the Insightly CRM app.

What’s the minimum iOS version needed for the Insightly CRM app?

The minimum iOS requirement for the app is 13.0 or higher.

How do users rate the Insightly CRM app?

The rating of 4.4 out of 5 that Insightly CRM has received from users is outstanding.

What category of app is Insightly CRM?

The Insightly Crm App Relates To The Business Genre.

What is the latest Insightly CRM version?

The current version of the Insightly CRM app is 4.12.1.

When was the most recent Insightly CRM update made available?

November 30, 2024 is the date of the latest Insightly CRM update.

Do you know when Insightly CRM was first made available?

Insightly CRM was introduced to the market on February 5, 2023.

What is the recommended age for Insightly CRM?

Contains nothing objectionable, appropriate for all ages.

What are the languages offered by the Insightly CRM app?

Insightly CRM can be used in English, French, German and 4 more.

Is Insightly CRM accessible through Apple Arcade's subscription model?

Unfortunately, Insightly CRM is not on Apple Arcade.

Does Insightly CRM allow for in-app purchases?

No, Insightly CRM does not allow for in-app purchases.

Is Insightly CRM specifically engineered for Apple Vision Pro compatibility?

Sorry, Insightly CRM is not specifically engineered for compatibility with Apple Vision Pro.

Does Insightly CRM display any ads?

No, Insightly CRM does not display any ads.

Alternatives to Insightly CRM

More Applications by Insightly Inc

Reviews of Insightly CRM

App not working

App not working. Please fix asap!!!!
Otherwise great app when working.

Helps me be much more organized

So far best CRM I ever used

App crashes constantly

Insightly is a good CRM. Several months again the iPhone app started crashing. I did all the trouble shooting I could. Clean install update app and phone software, but every time I alter the date or make a simple adjustment to a task, the app crashes. The development team can’t reproduce it, so the issue has been on the back burner for months without any resolution. Hoping for aun update to fix this… someday…
Show less