On the Go: Work Anywhere with the Insightly Mobile App

As a small business owner, there are a lot of demands on my time. Business doesn’t always fit neatly into the hours of 9 to 5. Doctor’s appointments, networking lunches, parent teacher conferences, sales meetings, soccer games. Keeping my business running while meeting the needs of my family and personal life can be a constant juggling act.

In the office, I use my CRM constantly to keep everything organized and on task. With the Insightly Mobile app, I can work on the go and still have everything I need. Here are a just a few of the ways I use Insightly on the go:

Make the Most of Meetings

One of the most obvious benefits of using mobile devices for business is the ability to prepare for and participate in meetings from anywhere. I love that I can easily schedule meetings on my phone and then sync with all of my device calendars. I can prepare for meetings no matter where I am, using the Insightly app to update the status of a project, add notes, and review contacts. I am prepared and confident, knowing that all of my information is organized, up to date, and easily accessible. Using Global Search, I have quick access to notes, emails, contracts, sales numbers, and even documents stored on Google Drive, OneDrive, Dropbox, Evernote and PandaDoc. During meetings, even if I’m away from the office, I have the most current information at my fingertips, ensuring that I can make the best decisions and keep things moving forward.

Keep information Up to Date and Avoid Delays

The Insightly app helps me keep everything up to date. No matter where I am, there is no lag time between talking about what needs to be done and actually making it happen. Using Insightly on my mobile devices lets me add and sync information as I’m talking to my clients.

Tasks that might otherwise be delayed or forgotten can be assigned, or even completed, immediately. Using the Insightly app, I can add notes to contacts and projects, ensuring that ideas and opportunities won’t fall through the cracks. It’s easy to update projects, advance pipelines to the next stage, and pull real-time sales numbers. This keeps my sales process moving forward so that deliveries are made on time and customers are happy. With Insightly’s Voice Notes, I can add notes to contacts, organizations, leads, opportunities and projects simply by speaking into my phone.

Manage Contacts

Contact management is one of the most utilized functions of any CRM. Taking that functionality on the go is another great feature of the Insightly app. Just like on my desktop computer, I can add and edit contacts on my mobile device and sync them automatically. It’s easy to update relationships between leads, contacts, organizations and opportunities. I can scan business cards and update information so that it is available to everyone on my team. I can even track relationship history and add notes.

Strengthen Customer Relations

While I may not work 24/7, I want to be available when my customers need me. With the Insightly app, I have access to all of my client’s information all of the time. I don’t have to wait until I’m back in the office to look something up. With my mobile device, I’m able to stay in touch with my clients and respond quicker to their questions. I build trust and confidence as I’m able to get them the information they need when they need it. I can also use the Insightly app in conjunction with MailChimp and other apps to communicate with my clients. This allows me to be more proactive in managing customer relationships as I keep up to date with their projects and more mindful of new opportunities.

Coordinate with Team Members

Just as the Insightly app helps me keep in touch with my clients, I can also apply those same tools to managing my team. With the Insightly app, everyone is on the same page, whether they are in the office or on the road, making it easy to coordinate projects and sales efforts. I can send reminders, recognize efforts, answer questions and provide feedback. Each member of the team has the most up to date information available, resulting in improved sales and service.


I’d love to hear how you use mobile apps to keep your business running smoothly. Are you using Insightly on the go?

So What do YOU Think?