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Insightly CRM
#1 CRM for Google Apps - Over 1M customers & growing
Version History
Update Comparison
App Status
  • Latest Version
    4.11.0
  • Time Since Latest Version
    68days16Hour
  • Total Updated Versions (last 1 year)
    6

Version Timeline

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Version History
Display Content
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2024 years
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Version History

  • Version4.11.0
    05/01/2024

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    - 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

    Screenshots
    App Description

    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.

  • Version4.10.4
    05/01/2024

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    Fixes issue with dynamic layout rules preventing saves in certain configurations

    Screenshots
    App Description

    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.

  • Version4.10.3
    02/22/2024

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    Fixes issue with dynamic layout rules preventing saves in certain configurations

    Screenshots
    App Description

    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.

  • Version4.10.2
    11/11/2023

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    Bug fixes and performance improvements

    Screenshots
    App Description

    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.

  • Version4.10.1
    10/27/2023

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    Fixed issue with notification permissions on Android 13 and later

    Screenshots
    App Description

    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.

  • Version4.9.0
    09/23/2023

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    - New Action menu options for Contacts, Leads, Organizations, and Tasks
    - Lead Status editor on Lead Details page
    - Bug fixes and performance improvements

    Screenshots
    App Description

    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.

  • Version4.8.1
    04/11/2023

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    - New Action menu options for Contacts, Leads, Organizations, and Tasks
    - Lead Status editor on Lead Details page
    - Bug fixes and performance improvements

    Screenshots
    App Description

    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.

  • Version4.8.0
    02/23/2023

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    - Quote Status editor on the Quote details screen
    - Show/hide password on the login screen
    - Calendar screen performance improvements
    - Bug fixes

    Screenshots
    App Description

    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.

  • Version4.7.0
    01/18/2023

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    - Quote Status editor on the Quote details screen
    - Show/hide password on the login screen
    - Calendar screen performance improvements
    - Bug fixes

    Screenshots
    Video
    App Description

    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.

  • Version4.6.1
    07/23/2022

    #1 CRM for Google Apps - Over 1M customers & growing

    Update Log

    - Bug fixes and performance improvements

    Screenshots
    App Description

    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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