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.
- Bug fixes and performance improvements
- 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
- Bug fixes and performance improvements
- 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
- Bug fixes and performance improvements
- Bug fixes and performance improvements
- Dark Mode
- Bug fixes and performance improvements
Bug fixes and stability improvements
- Bug fixes and stability improvements
- 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
- Bug fixes
Bug fixes and stability improvements
The new app delivers the most technically advanced mobile CRM application on the market.
Enhanced Security: Use advanced permissions to capture different CRM roles and limit each role's visibility into the customer data that's relevant to them.
Increased Speed: Access millions of records faster on your mobile device.
Beautiful Dashboards: View all enterprise-grade dashboards in hi-def.
Better Cohesiveness: Enjoy an ultra-rich CRM user experience across all your devices, all the time.
Bugfix affecting Lookup Fields in Dynamic Layout Rules
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
This release includes minor updates for push notifications, as well as numerous bug fixes and performance enhancements.
* Adds support for Custom Fields on Tasks and Events
* We've added support for new object types such as Products, Pricebooks and Quotes
* Bug fixes
We have a lot of news!
• Support for Insightly’s new Custom Objects and Custom Apps
• New UI for your record viewing pleasure
• Support for dynamic layout rules
• As always, bugs fix and performance enhancements!
We have a lot of news!
• Support for Insightly’s new Custom Objects and Custom Apps
• New UI for your record viewing pleasure
• Support for dynamic layout rules
• As always, bugs fix and performance enhancements!
We have a lot of news!
• Support for Insightly’s new Custom Objects and Custom Apps
• New UI for your record viewing pleasure
• Support for dynamic layout rules
• As always, bugs fix and performance enhancements!
Insightly is bringing so much newness into our apps.
• New record view to match the new layout on the web.
• Speaking of layouts, mobile now supports your new custom page layouts.
• Call logging is new, too. Go ahead, try it. Click a number in the app. (On Plus or higher plans.)
• New fixes for old bugs.
* Select multiple images for attachments at once.
* File attachment names now honor the file name.
* GDPR Compliance Information for European Union (EU).
* Bug fixes.
These changes are like a heat wave, so get ready.• When you log in, see what's going on in the new Home tab cards: "Today," "Recent Activity," and "Recently Used."• Convert an opportunity to a project with just one click. Look for the icon at the top of your opp.• Make a lead in Insightly from a contact in your address book. Select the contact and share it to Insightly.• We now support Android Oreo.
We're getting a little pushy in this release. That's a good thing for mobile.• Push notifications aren't just for reminders anymore. Get notifications for new assignments and updates for records you're following.• Where's the updated record? Right there in a centralized notification list!• Import your contacts from your device's address book!• Filter tasks by start date, and opportunities by pipeline and stage.• Updated image capture for business card scanning and file attachments.
Sometimes, the paint job has to be put on hold and you just have to inspect a vehicle and change the oil.• We've added new email and phone number custom fields.• Improved search for new fields.• Buffed out a few dents from bugs and crashes.• Fixed a bug when searching• Fixing G Suite integrationYour maintenance is now up to date. Now we'll get back to souping up this hot rod!Thanks for using Insightly.
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