Copilot helps your go-to-market team improve sales efficiency and CRM adoption by automating tasks and surfacing insights that make it easier to deliver on your goals. Explore Copilot prompts for reps, leaders, operations, and enablement teams below.
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Copilot for sales leaders
Copilot helps sales leaders stay ahead of every deal, forecast with confidence, and eliminate hours of manual reporting. Get instant visibility into your team’s pipeline health so you can coach effectively and keep momentum high.
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Copilot prompt library by role
Discover practical, field-tested prompts that show how teams use Insightly Copilot to save time, improve data hygiene, and uncover new opportunities. This isn’t everything Copilot can do—but it’s a great starting point for how AI can transform the way your sales team works.
Copilot for sales and marketing operations
Copilot helps sales and marketing ops teams elevate data quality and accelerate workflows. Instantly surface gaps, improve data hygiene, and fine-tune segmentation—so you can trust your data and audit faster.
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Copilot for revenue enablement
Copilot helps enablement teams keep CRM data clean and consistent, making it easier to maintain processes, trust reports, and give every team member the power to find answers—without a ticket.
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From AI-powered productivity tools to seamless integrations, these updates give you a more connected—and more powerful—CRM.
Two-way email sync: Automatically log every email directly to the right contact or lead.
AI email summaries and replies: Let AI summarize interactions and draft context-rich responses in seconds.
Native Docusign integration: Send and track signatures without ever leaving Insightly.
Native Unbounce integration: Capture and assign Unbounce form leads instantly in your CRM.
What's new in Insightly CRM
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What leads should I prioritize in the next week? Consider lead value, and leads that are qualified and further along in the pipeline.
Prepare me for a meeting with X organization.
What leads should I prioritize in the next week? Consider lead value, and leads that are qualified and further along in the pipeline.
Which customers show signs of churn based on low CSAT or activity?
Which accounts are underusing our platform’s key features?
Based on my workflow rules, what steps could I automate that I'm still doing manually?
Copilot for reps
With Insightly Copilot, CSMs, and AEs can spot churn risks before they happen, identify upsell opportunities faster, and eliminate the grind of manual updates. As a result, you get AI-powered insights that strengthen relationships, boost retention, and grow your accounts—all from your CRM.
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Summarize our current lead pipeline for the leadership team.
Which opportunities over 10k have grown stale in the last 90 days?
How has our lead pipeline changed since last month?
Provide a high level summary of [sales rep's] recent won and lost opportunities.
Which opportunities are at risk of slipping this quarter?
How much revenue do we have in quotes that have been presented but not accepted?
What opportunities are missing close dates or dollar values?
Show me all contacts missing email addresses.
Which opportunities don’t have an assigned contact role?
Are there any duplicate leads or accounts?
Which fields are most commonly left blank in opportunities?
How many leads were created without a lead source?
How do I create a task in Insightly?
Create a short email script for re-engaging cold opportunities in [Industry].
Which opportunities stalled in the last 60 days due to ‘no decision,’ and what patterns do you see in their activity?
I'm new to Insightly! Explain when to use Opportunities vs. Projects vs. Organizations
Based on [sales rep's] lost opportunities in the last [TIME], what themes appear in the reasons? Focus on deals over [$].
What trends are you noticing from my last 10 lost opportunities?