Features available on iOS and Android apps

Insightly's browser-based application had quite a head-start on our iOS and Android apps, so you won't find all of the features from the website on your phone or tablet. Our mobile team is working hard to change that, and you'll see new features added regularly.

In the meantime, here are the most common features our customers ask about:

Features included on mobile

  • Create/edit/view/search contacts, leads, organizations, opportunities, projects, events, and tasks
  • Add/edit notes, comments, files and links
  • Push notifications for task reminders
  • View your Insightly calendar for your own events and tasks
  • View emails saved to Insightly and send emails
  • Default filters for tasks, leads, opportunities, projects
  • Convert leads to opportunities
  • Business card scanning to create contacts and leads
  • Record audio notes
  • Filtering by tags
  • Advance Pipelines and stages when editing a record
  • Apply Activity Sets to records through the Related tab
  • Access to 3rd party files (links to Evernote, Google Drive, Box, Dropbox, etc.)

Feature suggestions for mobile

Some customers have posted product suggestions for mobile on the Insightly Community.

To add a vote or comment for any of these ideas, go to the suggestions page, log in to Help Center, and click the heart next to the suggestion's title.

 

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