Easier, More Powerful User Management in Insightly

Insightly administrators have a lot of control and responsibility when visiting their System Settings page. User management is a key area in the settings, and we’ve introduced a new design and new tools to help you help your users.   Better Design, Easier to Use We’re delighted to see so many of our customers’ businesses… Read More

New Insightly Features to Prevent and Merge Duplicates

Insightly helps you stay informed and organized. But as your staff and CRM data grow, duplicate entries can still occur. In response to our customers’ requests for more duplicate prevention tools, we’ve added duplicate detection to prevent duplicates at the time of data entry and a SmartMerge tool to help you find and merge duplicate… Read More

Insightly CRM Integrates with Beautiful Accounting Software from Xero

Customers of Insightly CRM and customers of Xero accounting software are familiar with the benefits that great cloud-based tools bring to their small businesses. With better collaboration and easily accessible customer information, people are saving time, earning more business, and staying on track. Our new Xero integration can help you raise your productivity even higher… Read More

Have You Tried Insightly’s Mobile Apps?

We’ve been busy with our iOS and Android apps, adding features to help you get things done faster, right from your phone. Here’s a recap of the improvements we’ve made over the last few months. Manage your sales leads on the go With leads on mobile, you can view, add, and edit information for your… Read More

Insightly Mobile Apps Get Leads and Audio Notes

Insightly’s Android and iOS apps are more popular than ever, so our mobile team is determined to keep up the pace of new features and improvements to benefit our customers who are on the go. Our latest update—version 3.7.0—gives you access to leads, adds the ability to record audio notes, and lets you change the… Read More

The Insightly Sidebar Brings CRM to Gmail

Insightly knows Gmail, and we know most of our customers live in their email inbox. We also know that bringing your CRM information to your inbox increases productivity and makes work easier. And so we’re very excited to announce our new extension for the Chrome browser and Gmail—the Insightly Sidebar. With the Insightly Sidebar and… Read More

Insightly’s QuickBooks Online Integration Gets Even Better

Insightly customers are thrilled by the productivity increases they experience after connecting QuickBooks Online to Insightly. With easy access to the status of invoices right in your CRM, you can minimize delays as you move through your sales pipelines and business workflows. Some customers have told us that they don’t want everyone in their companies… Read More

Your Insightly Calendar is Now Mobile!

As we add more features to our iOS and Android apps, we’re very pleased to see more Insightly customers accessing their CRM on mobile. Now, we’re announcing another big step toward bringing all the Insightly features you love to your smartphones and tablets: Your Insightly calendar and events are available on the go! With access… Read More

Insightly Help is now Insightly Support!

We’re excited to announce a new resource called Insightly Support where you can connect with your peers to get answers fast. Insightly Support is made up of a community of Insightly customers and team members and an extensive Knowledge Base of articles by Insightly so you can: Ask questions about Insightly, your industry, or business… Read More

Insightly Introduces Lead Management!

Lead management is an important part of any sales process, and our new Leads record allows you to separate pre-qualified leads from your qualified sales opportunities and contacts. A lead is the best way to manage information about someone who might be interested in your products or services but hasn’t yet been qualified by your… Read More