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
  • 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.)

Features unavailable on mobile

Some of these include links to product suggestions submitted by our customers. Click the up arrow on the suggestion pages to add your vote for any of these ideas.

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