In our constant drive to make your CRM experience even better with new features and improvements, Insightly is updating our mobile apps with three new features that will make your days on the road easier. Our release for Android is already available, and the iOS update for iPhone and iPad users will be coming to you by the end of the month.
Business Card Scanner
With our new business card scanner, you can snap a photo of a colleague’s business card to have Insightly automatically create a contact record in your CRM for you. This new feature is available on all paid Insightly accounts.
On the Contacts screen, Insightly users with a paid account or on a 14-day trial will see a new camera icon. Tap the icon to begin the business card scanning process. Insightly will let you know how many cards you can scan this month and guide you through the process of taking one or more photos.
You can then add tags, background information, and visibility permissions for the new contacts we’ll create.
Once you’ve saved your card image. we’ll follow up with an email to let you know when the contact has been created or to let you know if there was a problem, such as a blurry image.
You can scan a batch of up to ten cards at a time, and you are limited to a certain number of cards per calendar month according to your subscription plan:
| Plan: | Basic (and older paid plans) |
Plus | Professional | Enterprise |
| Limit: | 5 per user/mo | 15 per user/mo | 25 per user/mo | 50 per user/mo |
If you’re on a paid plan, open that mobile app, grab one of those business cards that’s been sitting on your desk, and give the new business card scanner a try!
Mobile Tags
Regular users of our mobile apps might have noticed that tags are included with our business card scanner. This is because we’ve added them to the app across the board. When you’re editing a record, you’ll now be able to add tags! This was another item high on our customer request list, and our team is happy to bring mobile tagging to you.
The Insightly Widget
If you’re a widget user, you know the benefit of having information readily available on your mobile device. Now, you can have your Insightly task list displayed right on your Android Home screen or iOS Notification Center. You can view your tasks, open the Insightly app, and add new tasks right from the Insightly widget. And iOS users can mark tasks complete and jump to the Contacts or Organizations screen in the Insightly app.
Every device has a different way of installing widgets, so check your product’s documentation or do a quick Internet search to learn how to get Insightly on your Android Home screen or on your iOS Notification Center.
If you haven’t tried the apps, download them now!
Here is the full list of changes in the released version of the Android app (v3.4.1). The iOS update is making its way through the App Store and will be available soon!
(Update (4/29/2015): The iOS update is now available.)
- Add a contact by scanning the business card (paid users only)
- Add, edit, and delete tags
- Add an attachment while adding a comment
- New “My” filters for Opportunities and Projects
- Insightly Task Widget with the list of My Open Tasks
- Bug fixes, usability and performance improvements
