Efficiency is a serious matter for SMB owners. If you’re running a small or medium-sized business, you know the conundrum all too well. How do you stay involved in the critical aspects of your business without working around the clock – or somehow making the day longer than a mere 24 hours? The right technology tools can make a big difference.
With these six super powers in their pockets, Insightly SMB customers can win the day, every day.
You can’t hit pause on the sales process just because you’re on the go. This feature allows Insightly mobile users to view, add, and edit information about leads. Once those leads are qualified, you can convert them into contacts or sales opportunities from your mobile device, as well.
Get all your events, tasks and due dates right in your mobile app. It’s easy to navigate the calendar from your iOS or Android device, add and search meetings, and see what you have on tap for the day or week ahead.
However your device manages widgets (either on the Home screen for Androids or in the Notification Center for you iOS folks), Insightly apps let you use widgets to get quick, easy access to your task list and an entryway to the Insightly app. Apple users can also complete tasks from the widget and use it to jump to their Contacts and Organizations screens.
Your mobile device has a great little microphone in it; use it to record and save audio files to your notes. The recording option lets you capture up to an hour of a meeting, interview or other event and store it for easy access later.
Business cards are still a thing, but storing them on a desktop Rolodex no longer makes much sense when all of your critical customer and prospect information is filed and organized digitally. Bridge the gap between the past and the present by scanning cards directly into Insightly through this feature in our app. Add a new contact or lead, then take a photo of that person’s business card. The app will transcribe the contact information for you.
- Mobile tags
Speaking of business card scanning, we’ve made that feature even more attractive with mobile tagging. Insightly users can add tags from the business card scanning feature or anywhere else in our apps to edit records and make them easier to sort and find.
All of these features are available for Insightly apps on iOS and Android devices.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
