Insightly CRM
Free
4.10.4for iPhone, iPad and more
Age Rating
Insightly CRM Screenshots
About 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.
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.
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What's New in the Latest Version 4.10.4
Last updated on Feb 22, 2024
Old Versions
Fixes issue with dynamic layout rules preventing saves in certain configurations
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Version History
4.10.4
Feb 22, 2024
Fixes issue with dynamic layout rules preventing saves in certain configurations
4.10.1
Dec 4, 2023
Fixes issue with logging in using email and password
4.10
Sep 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
- 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
4.9.1
Apr 18, 2023
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
4.9
Apr 10, 2023
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
4.8
Jan 17, 2023
- Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes
4.7
Oct 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
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements
4.6.1
Jul 22, 2022
- Bug fixes and performance improvements
4.6
Jun 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
- 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
4.5.1
Mar 24, 2022
- Bug fixes and performance improvements
4.5
Feb 16, 2022
- Bug fixes and performance improvements
4.4
Nov 1, 2021
- Dark Mode
- Bug fixes and performance improvements
- Bug fixes and performance improvements
4.3
Jul 20, 2021
- Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist
4.2
May 26, 2021
- Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements
4.1.3
Jan 12, 2021
- Bug fixes and stability improvements
4.1.2
Dec 7, 2020
- Bug fixes and stability improvements
4.1
Nov 9, 2020
- Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode
4.0.3
Oct 7, 2020
Bug fixes and stability improvements
4.0.2
Sep 1, 2020
This is a minor point release that follows the last major release in which we launched a completely rearchitected mobile CRM application with increased speed to load data and login, enhanced security, and the much requested addition of beautiful dashboards and data visualizations to both mobile and tablet form factors.
This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving
This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving
4.0.1
Aug 18, 2020
The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.
Key features include:
Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers data that is relevant to them.
Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.
Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.
Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time.
Key features include:
Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers data that is relevant to them.
Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.
Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.
Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time.
4.0
Aug 10, 2020
The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.
Key features include:
Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers' data that is relevant to them.
Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.
Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.
Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time.
Key features include:
Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers' data that is relevant to them.
Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.
Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.
Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time.
3.28.4
Mar 3, 2020
This release fixes a dictation bug on iOS 13+ when using the rich text editor
3.28.3
Nov 20, 2019
Bugfix affecting Lookup Fields in Dynamic Layout Rules
3.28.2
Oct 1, 2019
A few bug fixes:
- Unable to add Events or Tasks to a record that a user does not have edit access to
- Crash on Event Detail screen when scrolling
- Unable to add Events or Tasks to a record that a user does not have edit access to
- Crash on Event Detail screen when scrolling
3.28.1
Aug 21, 2019
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
- 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
Insightly CRM FAQ
Click here to learn how to download Insightly CRM in restricted country or region.
Check the following list to see the minimum requirements of Insightly CRM.
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
Insightly CRM supports English, French, German, Italian, Japanese, Portuguese, Spanish
