Insightly CRM
By Insightly
Insightly CRM is a cloud-based application for managing customer interactions, sales opportunities, and project delivery on iOS and Android.
The App DNA
What makes this app unique?
The platform centralizes the post-sale conversion process, allowing sales and operations teams to manage the entire customer lifecycle in one interface.
For Mid-market sales, marketing, and operations teams requiring a unified platform for customer relationships and project delivery.
What does it look like?
Key features
Optical character recognition captures contact details for immediate entry, reducing manual friction.
Visual tracking of sales opportunities through customizable stages, establishing a central source of truth.
Converts opportunities into projects to expand platform utility beyond sales into delivery teams.
How much does it cost?
The mobile app serves as a utility for existing web subscribers, with advanced reporting and automation gated behind higher-tier plans.
Velocity
Dormant developmentShow more...
5 versions in history. Development pace: zombie.
Who built it?
User Sentiment
What do users think recently?
Review voice lately leans frustrated. Users appreciate business card scanner functionality provides efficient lead capture for sales professionals working on the go and mobile interface navigation feels more intuitive and less cumbersome than the desktop web platform version.
How are ratings & reviews evolving?
What users say, by theme
- Business card scanner functionality provides efficient lead capture for sales professionals working on the go
- Mobile interface navigation feels more intuitive and less cumbersome than the desktop web platform version
- Auto-renewal billing policies trigger charges on expired credit cards without clear user consent or refunds
49 of 49 recent reviews analyzed · high confidence · Frustrated overall
Read the full review analysisUnlock 2 more frustration themes and 1 user request, each backed by review evidence.
Access the full report for freeCompetition
Competitive landscape for Insightly CRM
How's the Business market?
Insightly CRM maintains a 4.3-star rating on iOS and a 3.9-star rating on Android across 1,766 total ratings. The lack of updates for over 500 days suggests a focus on maintenance rather than market share expansion.
Read the market outlookThe rivals identified
Unlock the deeper market read.
Access the full report for freeThe Analyst's Read
Key takeaways for Insightly CRM
Where is it heading?
The mobile CRM market is consolidating around platforms that offer robust offline capabilities and high-frequency release cycles. Insightly CRM's current maintenance-only posture leaves it exposed to churn as field sales professionals prioritize stability over legacy feature sets.
- The 526-day update gap indicates a shift to maintenance-only status, which prevents the app from addressing critical stability regressions.
- Persistent crashes during routine data entry tasks undermine the core value of a mobile CRM, accelerating user churn to more stable competitors.
The SWOT
- Post-sale conversion of opportunities into projects centralizes the delivery workflow.
- Business card scanner reduces manual data entry friction for field sales.
- Implementing offline-sync mode would resolve the top-requested feature for field-based sales professionals.
Next best moves
Ship offline-sync mode because it is the top-requested feature for field sales → reduce churn in low-connectivity segments
+ 1 more prioritized moveThe counter-intuitive read
The 526-day update gap is not just a lack of resources…
Read the full takeSince the last report: Insightly CRM has pivoted its market narrative to focus on unified sales-to-project workflows, yet the platform remains in a stagnant development state with no major updates in 526 days. The emergence of specific complaints regarding billing and stability indicates a decline in user trust.
Bottom line
Insightly CRM's value rests on its unified sales-to-project workflow, but the 526-day update gap and persistent stability issues signal a platform in maintenance mode. Addressing the crash-prone data entry flow is necessary to prevent further churn of the mobile-first user base.
Unlock 3 critical frictions, 2 market threats, 1 more prioritized move and the analyst’s take.
Access the full report for freeFAQ
Is Insightly CRM free to use?
Does Insightly CRM work offline?
How does Insightly CRM compare to other CRMs?
Sources
- [1] Play Store listing
- [2] Developer website, source
Report last updated