Insightly’s New Mobile App Helps Businesses Stay Connected to Customers While Protecting their Data

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Innovator of Scalable CRM Launches Revamped Mobile Application for Faster, More Secure CRM Access.

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“Companies today are forced to be mobile and do business outside of the office, so a robust mobile application that puts customer information at the core is critical.”

In light of the COVID-19 pandemic, more people are working remotely and leveraging their mobile device for business - in fact, a new Insightly poll shows nearly two-thirds (60 percent) of those surveyed say they use their mobile device for business and customer management every day. That is why today, Insightly, innovator of scalable CRM for companies of all sizes, is launching the next-generation of its mobile app that combines the functionality of its award-winning Customer Relationship Management (CRM) platform with fully integrated Project Management into one easy-to-use mobile interface.

“Companies today are forced to be mobile and do business outside of the office, so a robust mobile application that puts customer information at the core is critical,” said Anthony Smith, CEO of Insightly. “Our approach is particularly unique because the protection of customer data is the foundation of our mobile app, just as it is for our platform. By delivering highly secure mobile access that is also fast and equipped to manage large amounts of data, the Insightly Mobile App puts the management of the customer journey at your fingertips.”

The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.

Key features include:
Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers data that is relevant to them.

Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.

Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.

Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time.

“With so many of our teams now working remotely, it is critical that everyone using the CRM gets the same functionality and user experience that they are used to, when they were in the office,” said Bill Varga, Business Improvement, Kings Group. “With the new Insightly Mobile App, we can access all the customer information we need from anywhere and get all the power we’d expect at lightning speeds - including our customized dashboards.”

The Insightly Mobile App is available immediately for iOS on the Apps Store and for Android on Google Play.

About Insightly
Insightly is the innovator of scalable CRM software that enables companies to go beyond transactions and grow lasting customer relationships. Built by pioneers in CRM with a modern approach, Insightly easily integrates with existing applications, and delivers marketing automation, sales and project management on its unified customer data platform. Insightly is helping more than 25,000 businesses solve enterprise-sized challenges by enabling them to optimize the customer journey and grow revenues faster. For more information visit https://www.insightly.com.

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Aimee Eichelberger
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Cindy Dooley
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