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Insightly CRM for iOS

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Insightly CRM Analysis

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Insightly CRM is a free productivity application designed for iPhone users, specifically tailored for business applications. This software streamlines customer relationship management by offering tools for tracking interactions, managing contacts, and organizing tasks. Users can create and manage projects, monitor sales pipelines, and generate insightful reports, all from their mobile devices. The interface is designed to be user-friendly, allowing for quick navigation and efficient management of customer data.

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The application is compatible with iOS version 16.4 and above and is available in English. With the current version being 4.9.1, the app focuses on enhancing productivity for small to medium-sized businesses. Insightly CRM integrates with various third-party applications, providing users with the flexibility to connect their existing tools and workflows. Overall, it caters to businesses looking to improve their customer engagement and streamline their operations.

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Insightly CRM 0/1
Icon of program: Insightly CRM

Insightly CRM for iOS

Download now

Used Insightly CRM for iOS?

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Full Specifications

GENERAL
Release
Latest update
Version
5.0.0
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 16.4
POPULARITY
Total Downloads
180
Downloads Last Week
0
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Last Updated

Developer’s Description

By Insightly
Insightly is an affordable customer relationship management (CRM) and project management application that provides a lot of value by helping small...
Insightly is an affordable customer relationship management (CRM) and project management application that provides a lot of value by helping small to medium sized businesses manage customers more efficiently. Businesses use Insightly to manage contacts at every stage of the sales process, track relationships, monitor their sales pipeline, and more. With Insightly, all your critical sales and business info leads, contacts, emails, events, projects, tasks, sales opportunities and biz reports are organized and available on your devices. And, when all your teammates have the most current customer info at their fingertips, your company sells more and satisfies customers better.The Insightly app is a free companion app to the Insightly web application so that your reps have all key customer information on the go. Its a universal app that works on iPhone, iPod Touch and iPad. Try Insightly today using a free account! (Up to 2 users)Insightly is recommended by:PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & OthersInsightly Accolades:- #1 CRM for Google Apps- Over 1M customers & growingFeatures* Increased sales effectiveness & productivity. Reps on the go have the most current customer information at their fingertips opportunity, contact, event, lead, project, note info & more.* Easily create or update prospect & customer info. Has a field rep just won a deal? Mark the opportunity as won directly on your mobile so the sales team in HQ can celebrate.* Be in the know about your customer relationships. Easily define relationships between contacts through linking. * Find anything in Insightly fast with global search. Make your meetings a success with quick access to contracts, notes and emails.* Add voice notes while on the go. With the Insightly app, you can easily add voice memos so everyone can be up to date.* Just attended a conference and have a stack of cards? Scan business cards directly into your CRM as contacts or leads.* See whats planned. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.* Manage your project team. Create projects and assign tasks to your team from your smartphone to keep your customers happy.
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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Insightly, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.