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, and search records
  • Home page: tasks view, recent activity feed, and recently viewed items list
  • Add/edit notes, comments, files, and links
  • Converting opportunities to projects
  • Push notifications for task reminders and record updates or assignments
  • 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
  • View coworkers' Insightly calendars
  • Apply Activity Sets to records through the Related tab
  • Access to 3rd party files (links to Evernote, Google Drive, Box, Dropbox, etc.)
  • Call logging

 

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