This Mobile CRM Keeps You Connected On-The-Go!

5 Min Read

Today, owning a small- or medium-sized business (SMB) means doing lots of things on-the-go while balancing the eight different hats you wear throughout the day and trying to minimize the things that get dropped. So this year, simplify that daily juggling act and take your CRM with you.


While you’re out there getting things done, your staff might be anywhere, working from home, traveling, at a conference, or meeting customers across town. Most businesses are far more mobile than ever.


One great thing about Insightly is that you can take your CRM wherever you—and your tablet or phone—need to be. Snagging first place in GetApp’s ranking of the top CRM solutions for Q1 2016, the Insightly mobile app lets you to take your info, insights, contacts and calendars with you no matter where you’re headed.


Never Miss a Beat with Instant Sync

Keep up to date while out and about with the Insightly app’s ability to instantly sync your changes, updates and more to your home (Web) CRM. Manage your team’s day-to-day agenda by scheduling events, and adding or assigning tasks, in Insightly calendar.


You can also add comments to any notes you take while away from “home,” such as voice recordings, pictures from your device or camera, or just plain old text. With information that instantly syncs, you can be sure all users are working off the latest information.


Real-time information means your whole staff is apprised, even if the customer forgets something and calls back immediately. The next rep can pick up right where the last call left off, and the customer won’t waste time repeating the story to multiple CSRs.


Dynamic Contact, Lead and Customer Management

Stay on the pulse of what’s happening with your customers day-to-day with mobile contact management. The Insightly mobile app lets you scan business cards to create contacts and leads, set direct relationships between records by “linking” them and see opportunity values for each customer or prospect. Make a call from within your app and a note is automatically attached to the contact, creating a call log.


No more fumbling around for a contact’s cell number because you forgot to punch his digits in and his business card is back at the office. No more forgetting which customer that new lead is connected to and why it’s even relevant to your business. No more hearing, “You guys just called me about this an hour ago,” from the other end of that now awkward touch base call. You’ve got all the contact management essentials with you, accessible and updateable at a moment’s notice.


Sales and customer satisfaction often hang on how fast you respond. Fast, reliable answers are an important element in a competitive market. Instead of stuck-in-traffic excuses, your customers hear, “How can I help you?” Access builds the trust you need to nurture relationships and keep the interest of your customers.


Everything You Need at your Fingertips

Available for tablets and phones, the Insightly app supports Android and iOS users alike, so there’s no reason you can’t be a step ahead. App users have access to project management and event scheduling, notification setting and social network integration, as well as the ever-useful power to search your CRM for the right info right when you need it. The Insightly mobile app also comes in five different languages, in case something other than English floats your boat.


Let’s face it—you are busy. And staying connected and organized is hard if you don’t have the right tools to make it happen. The right CRM for you will be available whenever and wherever you are. It’s just that simple.

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