Insightly CRM App for Outlook 2013 and Office 365: Connect with Your Customers, Improve Productivity, Grow Your Business

Insightly, the leading online customer relationship management application for small and medium sized businesses, now offers an Outlook App and Outlook Calendar sync to deliver improved productivity for Office 365 and Outlook 2013 users!

A large amount of customer communication takes place via email, and a lot of internal communication and collaboration happens with your CRM. So we created a seamless CRM Outlook connection to give you the best of both worlds. Once you’ve installed the Insightly Outlook App from the Office Store you’ll see the Insightly App at the top of your email, allowing you to save it to Insightly in just one click – resulting in a full conversation history between you and your client, all efficiently indexed and searchable. Insightly CRM for Outlook is your perfect combination to connect with your customers, improve your productivity and grow your business. In addition, if your Outlook Calendar is on an Exchange server, you can quickly sync your calendar with Insightly calendar items by entering your Exchange credentials in your Insightly settings.

With the Insightly App for Office 365 & Outlook 2013 you can…

  • Create a new task, an opportunity or an associated project in Insightly.
  • See at a glance the recent history for the contact or organization and the date and time of the last actions you had with that person.
  • Save a contact and edit that contact information instantly. Insightly will also cleverly link up the email sender to the task, opportunity or project if they are already in Insightly.
  • Display the contact details, photo, and background information, all very conveniently shown right beneath the email itself.
  • Associate important emails with the relevant projects and opportunities – so you’ve got a record of exactly who said what right there on the page.
  • Sync your Outlook Calendar on an Exchange server with Insightly calendar items.

Note: As per Microsoft requirements, you either need Office 365 for Business Subscription or you need to have an Exchange 2013 server to install an App from the Office Store. Outlook 2013 cannot run on a server running Microsoft Exchange Server 2003 or an earlier version of Exchange. Don’t have an Outlook server, or running an earlier version of Outlook? No worries, you can still use Insightly. The Insightly App for Outlook does not sync Outlook contacts with Insightly.