These days employees aren't always in front of their computers when they need to access or record data. Sales teams especially need the ability to access customer records when they’re on the go. If accessing customer information from your mobile device is important to you, then make sure that the online CRM you choose has native mobile capability and lets your users access data from all major device platforms, while ensuring that all access is safe, secure, and private.

The Insightly mobile app allows you to take Insightly on the road with you wherever you go, on whatever device you have at hand. Supporting the iPhone and iPad, the Insightly mobile app has you covered and includes the ability to:

  • Create/edit/view/search contacts, leads, organizations, opportunities, projects, events, and tasks
  • Add/edit notes, comments, files and links
  • View your Insightly calendar for your own events and tasks
  • View emails saved to Insightly and send emails
  • Create default filters for tasks, leads, opportunities, projects
  • Convert leads to opportunities
  • Scan business cards to automatically create contacts and leads
  • Record audio notes

We also have a 22-minute recorded webinar you can watch for a full tour of the mobile features.

The Insightly mobile app for the iPhone is a free companion app to the Insightly online CRM application. So sign up for Insightly first, and then if you’re using an iPhone or iPad and haven’t tried the Insightly iOS app, download it and give it a spin!

Sign up for a free account or a free 14 day trial of our premium account today!