Quick verdict
- What it is
- Store information collected; independent summary not yet available.
- At a glance
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- Free to download
Categories and search queries
Official categories
- Business
- Productivity
AppCorpus categories
Key functions
| Function | Availability | Access | Scope | Evidence |
|---|---|---|---|---|
| Free app | Yes | Free | — | Store published |
Screens
13 store screenshots
8 store screenshots
Pricing & paywalls
- Free
- Free to download
Ratings & reviews
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4/5Great mobile app- almost better than the pc/web version
1st...i started using insightly a while ago, but the strayed to another CRM- Plan Plus Online. Within a very short period of time I was missing the intuitive, flexible, and well engineered Insightly and switched back. The web version is very good (assuming that you pay some money- not very expensive for what you get, though), but I found the mobile version to be most useful. I down loaded the mobile app to Ipad and iphone. Using phone to enter data is a little clunky, not because of insightly, but because entering data on iphone is clunky...period. Using the Ipad is very easy. Quite honestly, I use the mobile version on the Ipad even more that online version. The only thing I would request is to allow for Native ABC prioritizing for tasks. Right now while insightly does group by priorities (low, normal, high) there is no Native way to order within priority group. However I got around, but putting "A1", "B1", "C1" etc. in front of each task. The tasks are then grouped by priority and also ordered within priority groups. Adds a little more work , but works pretty well. All in al I give Insightly mobile app a thumps up!
sw100 · 5 Aug 2026
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1/5Watch out for their auto renewal policy!!!!
I was a subscriber for 3 years and no longer had a need for their service. Overall the user interface is decent and it was easy to upload or download data from their CRM. My biggest gripe with them is the way they handle their auto renewals payments. To make it easy to handle the annual renewal I provided my credit card info. Big mistake! Prior to the membership expiring, I knew I wasn’t going to renew my membership so I did not update my credit card info that expired several months before the actual renewal was due. On the day the subscription expired, I noticed a charge for the entire annual renewal fee. So even if you have expired credit card info in their system, they will somehow find your updated credit card info and charge your card. If this is how they run their business, I’m glad I stopped using them. Like many tech companies they don’t want to invest in a customer phone line so I had to resolve my issue via email which they agreed to reimburse me but in a very, “we’re doing you a favor” tone. If this is part of their term and conditions, then run the other way. By the way, if they charge your card, there are no refunds either even on a pro rated basis for the annual membership. DON’T USE THEM UNTIL YOU READ THE FINE PRINT ON THEIR CANCELLATION POLICY.
mrbrindi · 5 Aug 2026
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5/5Im back!
I’m pretty busy and I am a one-man band and it took me more than six months to set up Insightly with Contacts and learning how to use the program. I began in 2014 and only because of duplicity and placing my information into locations I decided to stop using Insightly. Here I am in 2020, and since 2014 I have thought about what I wanted in a CRM that’s better than unsightly is and even tried several of them and none of them measured up and that was back in 2014. As you may or may not know a lot of work has been done since 2014 and I was really surprised at how much work they were actually done to make the program even better. I can’t really afford the current rate to utilize the program (since they dropped the 15/mo option) but I am hoping my increased effectiveness will be more than worth it and will be a more than fair sacrifice! I am very pleased that I am back and plan to use the program fully. Thank you INSIGHTLY!
tommunds · 5 Aug 2026
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1/5Emailed my data to a competitor
About a month ago I switched companies within the same industry and promptly changed my email in Insightly, as my old email is still owned by my old company, now an embittered competitor. When I entered the system and requested to export my client data, without any verification at all I received a notification that MY DATA WAS BEING EMAILED to my old email address - which is CONTROLLED AND MONITORED by a now-competing company. There was NO way to abort this email. I submitted a support ticket with my new email and received a notification that the TICKET WAS AUTOMATICALLY CLOSED because they didn't think I had a PAID account. I do but the email address they still for some reason associate that account with didn't match my new one. Obviously I can't use the old one as the response would simply go to a competing company as did all the sensitive information I foolishly entrusted this shady company with. I found a number to call them (this could only be located by logging out of the website and going to their front page as a prospect) and selected the prompts for support, only to have an AUTOMATED MESSAGE TELL ME TO SUBMIT AN ONLINE TICKET AND HANG UP ON ME. This was for paid support mind you. No salesperson who invests time and money in a CRM would treat their customers this way so why does a company SELLING a CRM make itself inaccessible to clients? By not caring enough to be available to their customers this company has hurt my business to a degree I may never know.
Xxcxmdj · 5 Aug 2026
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5/5Great app again with Google login fixed
As another reviewer mentioned, the Google login method broke with 5.0.0. I sent an email to the support team, and they have been wonderful in their help. They and the developers have worked for almost 3 weeks, communicating well and having me try different things through the release of 5.0.1. Regardless, it works again! I’ve depended on this app for years, and it’s great to have it working again and not have to zoom and scroll on the browse or wait to do something on my laptop. Thanks!
Trentor · 5 Aug 2026
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1/5
Would be much better if the datepicker would work as expected after the upgrade. And the button to send an email to the vendor support.
martin blum · 31 Jul 2026
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1/5
Every time I open the app on my phone, it closes zfold 4.1 app.
Monica Hester · 31 Jul 2026
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1/5
constantly force closing, its unusable now.
Leo G · 31 Jul 2026
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1/5
Insightly used to be great for us. The new interface is terrible and seems like it is geared more for a call center than a CRM for a small business. I can no longer see information when I need it, I have to open and close links and go back and open again, or click from one drop box to another to see what i need. We're definitely looking for somewhere else switch to another company
Jenny Beacraft · 31 Jul 2026
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5/5
Good
Anup Mandal · 31 Jul 2026
Privacy & accessibility
Privacy
- Data Linked to You — Analytics — Contact Info — Email Address Developer declared
- Data Linked to You — Analytics — Contact Info — Name Developer declared
- Data Linked to You — Analytics — Diagnostics — Crash Data Developer declared
- Data Linked to You — Analytics — Identifiers — User ID Developer declared
- Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
- Data Linked to You — Contact Info Developer declared
- Data Linked to You — Diagnostics Developer declared
- Data Linked to You — Identifiers Developer declared
- Data Linked to You — Usage Data Developer declared
- Data Not Linked to You — Analytics — Diagnostics — Performance Data Developer declared
- Data Not Linked to You — Diagnostics Developer declared
Accessibility
No accessibility labels collected yet.
Privacy
- Data collected — Analytics — App activity — App interactions Developer declared
- Data collected — Analytics — App info and performance — Crash logs Developer declared
- Data collected — Analytics — App info and performance — Diagnostics Developer declared
- Data collected — Analytics — Personal info — Email address Developer declared
- Data collected — Analytics — Personal info — Name Developer declared
- Data collected — Analytics — Personal info — User IDs Developer declared
- Data collected — App functionality — Device or other IDs Developer declared
- Security practices — Your data is transferred over a secure connection — Data is encrypted in transit Developer declared
- Security practices — The developer provides a way for you to request that your data be deleted — You can request that data be deleted Developer declared
Accessibility
No accessibility labels collected yet.
Versions
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4.0.2
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
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4.0.3
Bug fixes and stability improvements
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4.1
- 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
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4.10
- 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
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4.10.1
Fixes issue with logging in using email and password
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4.10.4
Fixes issue with dynamic layout rules preventing saves in certain configurations
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4.11
- 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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4.1.2
- Bug fixes and stability improvements
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4.12
- Improved Business Scanner accuracy using the latest AI capabilities - Added support for profile-based app visibility controls - Bug fixes and performance improvements
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4.12.1
- Improved Business Scanner accuracy using the latest AI capabilities - Added support for profile-based app visibility controls - Bug fixes and performance improvements
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4.1.3
- Bug fixes and stability improvements
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4.2
- 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
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4.3
- 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
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4.4
- Dark Mode - Bug fixes and performance improvements
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4.5
- Bug fixes and performance improvements
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4.5.1
- Bug fixes and performance improvements
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4.6
- 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
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4.6.1
- Bug fixes and performance improvements
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4.7
* 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
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4.8
- Quote Status editor on the Quote details screen - Show/hide password on the login screen - Calendar screen performance improvements - Bug fixes
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4.9
- New Action menu options for Contacts, Leads, Organizations, and Tasks - Lead Status editor on Lead Details page - Bug fixes and performance improvements
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4.9.1
- New Action menu options for Contacts, Leads, Organizations, and Tasks - Lead Status editor on Lead Details page - Bug fixes and performance improvements
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5.0.0
- Complete rewrite of the mobile app codebase - Major improvements to load speed and overall performance - User interface redesigned to be more intuitive and functional - Some features temporarily disabled to support stability and performance improvements
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5.0.1
Bug fixes and performance improvements
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5.0.2
· 23 Jul 2026
Bug fixes and performance improvements
- 5.0.2 · 22 Jul 2026
Alternatives
- Cloze Relationship Management — Same category + similar ratings
Availability by market
- US
Data quality & evidence
- Page completeness
- Live store listing
- Last verified
- 5 Aug 2026
- Sources
- App Store, Google Play
- Independent summary has not been published yet.