Yes. Insightly’s importing feature lets you import the data on your terms, allowing you to map each column from your file to a field in Insightly.

Insightly’s browser-based application had quite a head-start on our iOS and Android apps, so you won’t find all of the features from the website on your phone or tablet.  You can use mobile apps to create, edit, view and search records, add notes, push notifications, view calendar, emails, convert leads to opportunities, record audio notes, access files and more.

Insightly’s advanced reporting features can provide powerful data for your business. Think about what your dream reports would contain. In order to pull reports on that information, you need to plan to have that information tracked in Insightly. Custom fields and tags can be used to record information you would like to pull reports on. Power BI is a powerful and beautiful visualization tool, and an integration between Power BI and Insightly has made it simple to start using Power BI.

To get the most out of Insightly, take the time to plan your strategy. Remember that a CRM is only as good as the system you are asking it to automate. Putting a broken system into a CRM does not fix the system much like putting the best gas into a broken down car doesn’t make the car work. Think about pipelines, teams and reports you’d like to see.

Determine what data you want in Insightly. Make sure any data you want to import into Insightly is as clean as possible. If you have your data in multiple places – email, spreadsheets, or other programs – make sure to compile the data into one spreadsheet. Once all of your data is in one spreadsheet, you can eliminate duplicates and also determine if there is any information that should not be imported into Insightly. For example, maybe you have leads or contacts that you haven’t touched in a few years, and you’re not even sure if the contact details are current. Or maybe you have contacts with incomplete information. Is it necessary to put these contacts into Insightly?