Insightly CRM

Insightly CRM



免費

4.11for iPhone, iPad and more
8.7
279 Ratings
Insightly
Developer
214.4 MB
Size
2024年04月30日
Update Date
Business
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
Insightly CRM 螢幕截圖
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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.
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最新版本4.11更新日誌

Last updated on 2024年04月30日
歷史版本
- 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
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Version History
4.11
2024年04月30日
- 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
4.10.4
2024年02月22日
Fixes issue with dynamic layout rules preventing saves in certain configurations
4.10.1
2023年12月04日
Fixes issue with logging in using email and password
4.10
2023年09月22日
- 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
4.9.1
2023年04月18日
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
4.9
2023年04月10日
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
4.8
2023年01月17日
- Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes
4.7
2022年10月07日
* 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
4.6.1
2022年07月22日
- Bug fixes and performance improvements
4.6
2022年06月28日
- 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
4.5.1
2022年03月24日
- Bug fixes and performance improvements
4.5
2022年02月16日
- Bug fixes and performance improvements
4.4
2021年11月01日
- Dark Mode
- Bug fixes and performance improvements
4.3
2021年07月20日
- 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
4.2
2021年05月26日
- 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
4.1.3
2021年01月12日
- Bug fixes and stability improvements
4.1.2
2020年12月07日
- Bug fixes and stability improvements
4.1
2020年11月09日
- 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
4.0.3
2020年10月07日
Bug fixes and stability improvements
4.0.2
2020年09月01日
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
4.0.1
2020年08月18日
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.
4.0
2020年08月10日
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.
3.28.4
2020年03月03日
This release fixes a dictation bug on iOS 13+ when using the rich text editor
3.28.3
2019年11月20日
Bugfix affecting Lookup Fields in Dynamic Layout Rules
3.28.2
2019年10月01日
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

Insightly CRM FAQ

點擊此處瞭解如何在受限國家或地區下載Insightly CRM。
以下為Insightly CRM的最低配置要求。
iPhone
須使用 iOS 13.0 或以上版本。
iPad
須使用 iPadOS 13.0 或以上版本。
iPod touch
須使用 iOS 13.0 或以上版本。
Insightly CRM支持德文, 意大利文, 日文, 法文, 英文, 葡萄牙文, 西班牙文

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