Insightly Customer Relationship Management (CRM) and project management is a highly-regarded cloud-based application designed for businesses of all sizes. With over 1.5 million users across more than 200 countries, Insightly has established itself as a trusted tool for managing customer interactions, leads, sales opportunities, and projects.
The flexibility and customization options offered by the Insightly platform make it an attractive choice for businesses. It can be accessed easily through web browsers and mobile apps, ensuring that your team has access to key customer information wherever they are.
The Insightly CRM app seamlessly integrates with the web application, providing users with a comprehensive solution for managing their customers efficiently. The app is free to download and offers a range of features that enhance productivity on the go.
Insightly CRM has received endorsements from reputable sources such as PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius, among others.
Features / Benefits:
- Add new contacts instantly by scanning business cards or importing them from your device's address book
- Stay organized with task lists that display upcoming and overdue tasks. Complete tasks or assign follow-up tasks right after meetings
- Prepare for meetings by reviewing opportunity notes and updating sales opportunities from the field. Easily mark closed deals as won
- Save time by adding voice memos to leads and opportunities. This ensures everyone is up-to-date on progress
- Receive timely notifications, such as when a lead gets assigned. Reps can receive push notifications to stay informed
- Create projects and assign tasks to your team directly from your smartphone. Track project progress to provide quick answers to customers and identify upsell opportunities
Overview
Insightly CRM is a Freeware software in the category Business developed by Insightly.
The latest version of Insightly CRM is 4.11, released on 07/03/2024. It was initially added to our database on 11/18/2023.
Insightly CRM runs on the following operating systems: Android/iOS.
Users of Insightly CRM gave it a rating of 4 out of 5 stars.
10/28/2024 | node.js 23.1.0 |
11/24/2024 | NordLayer 3.4.1 |
11/24/2024 | AhnLab EPP Security Assessment Agent 1.0.16.43.Build.1323 |
11/24/2024 | NordLayer TAP Adapter 1.0.1 |
11/24/2024 | bpa 1.0.1 |
11/21/2024 | US government wants Google to sell the Chrome browser |
11/20/2024 | 7-Zip update fixes vulnerability |
11/20/2024 | Why use a VPN service in 2025? |
11/13/2024 | Adobe October 2024 Patch Day |
11/05/2024 | Crowdstrike Strikes Again: Office Crashes, Windows 11 Stalls |
Latest Reviews
TOSHIBA Recovery Media Creator Reminder
Never Forget to Create TOSHIBA Recovery Media |
|
Exodus
Revolutionize your finances with Exodus by Rocklyte Systems! |
|
JMicron JMB36X Driver
Enhance Your Storage Performance with JMicron JMB36X Driver |
|
Directivas de Microsoft SQL Server 2008
Optimize your SQL Server 2008 with Directivas by Microsoft Corporation |
|
FRITZ!Box-Fernzugang einrichten
Secure remote access with FRITZ!Box-Fernzugang by AVM Berlin |
|
DiskCheckup
Keep Your Hard Drive Healthy with DiskCheckup! |