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Import Contacts and Optimize Your Schedule With Ease In Latest Version Of Insightly Mobile App

Today’s business landscape calls for you to be connected at all times and have instant access to vital information, even when you’re away from the office. We remain committed to providing our users with an excellent mobile experience. With the latest version of the Insightly mobile app (3.20), you can now import contacts directly from your mobile phone’s address book, view your device’s calendar within your Insightly calendar and view your coworkers’ Insightly events on your own calendar.

We made sure to make all three of these exciting new features available for both our iOS and Android apps.

With version 3.20 you can:

Import contacts from your mobile phone directly into your Insightly app. Have some contacts in your phone’s address book that you’d like to add to your Insightly? We’ve made it pretty stinkin’ easy to import these contacts. All you need to do is ensure the contact has a first and last name entered and you’ll be able to drop the contacts right into the app. We’ll even tag them for you upon import.

See your device’s events on your Insightly calendar. Tired of toggling back and forth between calendars on your mobile device? You can now view both your Insightly calendar and any of the calendars on your device simultaneously within the app. Simply open your Insightly calendar and tap the three dots to configure which calendars to display, and just like that you’ll be able to view all your appointments in one place.

View your coworkers’ Insightly events on your Insightly Calendar. Just like on the web, you now have the option to view a coworkers’ Insightly events on your calendar. All you need to do is tap the three dots on the calendar screen and select from other users. Quickly pull up their calendar and let the collaboration begin.

In our coming releases, we are streamlining the Insightly mobile apps to prepare for future updates. To add upcoming features, we will no longer be able to support older versions.

If you are using an older version of the Insightly app, be sure to update it! Always remember that you can avoid having to install manual updates by setting up automatic updates on both Android and iOS.

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CRM for All: Government

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Government offices aren’t known for being first-adopters of cutting-edge technology. However, as technologically savvy citizens look for more ways to engage with their city officials, it’s become a necessity for local and state offices to adopt and implement tools that will help them to keep track of conversations and incoming requests. Luckily, there is a solution to help build better relationships with constituents. Public-facing government offices are finding value in using customer relationship management (CRM) solutions to help manage citizen interactions and manage incoming projects.  

Doing more with less

In an age of stripped-down budgets, government officials and employees are looking for the most cost effective solutions. Thankfully, there are CRM options available that have all the functionality and capabilities of a fancy, enterprise CRM but without the high price tag. And for those agencies that might not need all the bells and whistles of an enterprise-grade CRM, there are solutions that offer a plug-and-play experience so companies can find out which tools work best for them.

Making real connections

Employees of government offices need to be able to keep track of contact information and reference relationship details. It’s critical they have access to historical knowledge of interactions between government officials and citizens, and a CRM database is an easy way to save this information. Being able to reference this historical knowledge is what builds relationships between local offices and their citizens. It gives users a clear picture of problems or issues citizens may have called about in the past and cuts down on callers having to re-explain a problem or issue every time they speak to the office.

A real-world example

Chief of Staff Scott Esty immediately recognized the need to implement a system that would keep track of constituent conversations, concerns or proposed legislation (Tweet this!). More than 18,230 people and 5,200 organizations have contacted the New York State Assembly office since assemblyman Christopher Friend was elected in 2010, and the team needed a simple way to keep track conversations with these contacts and groups.

Since tracking all of its work with constituents, organizations and lobbyists, the office is much more effective in how it assists each of those groups and assesses legislation before the assembly. Every team member can quickly pull up the contact’s record when answering phone calls, which allows them to address their constituent’s needs effectively. Correspondences related to legislative issues are tracked according to bill number, so when it comes to a vote or debate in a committee meeting, Assemblyman Friend can quickly present constituents’ positions on each bill. Whether it’s getting tax refunds, sorting out DMV issues or getting new legislation passed, the New York State Assembly office can manage all of the conversations and subsequent progress with constituents, which helps them to solve the problems of the people in their district.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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