Dedicated
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Get a feel for how Unbounce works. We'll use the drag and drop builder to make changes to a sample landing page.
Webinars
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What's new in Insightly CRM
Since joining Unbounce Go-to-Market Solutions, Insightly has been evolving faster than ever—releasing new AI-powered tools, out-of-the-box integrations, and so much more. Every update is designed to remove friction, streamline workflows, and give your team time back. Explore the latest releases that bring sales, marketing, and customer data together in one powerful, connected system.
How Insightly CRM's product updates fuel growth
Miss the live webinar? Join CEO Steve Oriola and VP of Product Mike Cravens for an inside look into what's new and what's next in Insightly CRM. They discuss:
- The Unbounce x Insightly merger story
- New features like AI summaries and replies, Copilot, and the native Unbounce + Docusign integrations
- An exclusive sneak peek at the product roadmap
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Want to see Insightly in action?
Short demo videos of new features in Insightly CRM
Insightly CRM is built to make every step of your sales process a breeze, so you can spend more time turning relationships into revenue. See all the new and recent Insightly CRM features in action.
AUGUST 2025 WEBINAR RECORDING
MORE VIDEO RESOURCES
Automate follow-ups with Insightly Marketing
Insightly's marketing automation tool is the perfect pairing for Insightly CRM—helping you level-up your lead flow even more:
✅ Launch follow-up emails and journeys automatically after a form fill on your Unbounce landing page
✅ Track lead activity, including page visits, email opens, and more
Resources to give your sales team a boost
Whether you’re refining your sales playbook, improving pipeline visibility, or driving better handoffs between sales and marketing, Sales [in]sights brings you the strategies, tools, and real-world advice to close more deals—faster.
Two-way email sync
Never lose track of an important email again. With bi-directional email sync, your incoming and outgoing emails are automatically logged in the CRM and attached to the right contact and lead. No more lost conversations. No more backtracking. Just seamless communication—exactly the way CRM should work.
RELEASED OCTOBER 2025
Browse recent product updates
Native Docusign integration
Send, sign, and manage quotes faster with the native Docusign integration in Insightly CRM. Enable the integration so your teams can start requesting signatures, tracking document status, and keeping everything tied to your CRM—without ever leaving Insightly.
RELEASED MARCH 2025
Native Unbounce integration
Connect Unbounce landing pages directly to Insightly CRM—no exports, no manual entry, no leads left in limbo. When a prospect fills out a form on your Unbounce page, that lead lands directly in Insightly—tagged, scored, and assigned to the right rep.
RELEASED JUNE 2025
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Three ways to get Insightly CRM support
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AI email summaries & replies
Click once, and Insightly’s AI does the heavy lifting. Get instant summaries of past emails, calls, and notes—then generate a personalized, professional reply filled with the right context from your CRM. It’s fast, accurate, and ready to send in seconds.
RELEASED FEBRUARY 2025
AI Copilot
With Copilot, you can streamline record management, use conversational lookup, surface insights, and draft communications—all without leaving your CRM. Copilot helps you move faster, stay organized, and focus on what matters most—building stronger relationships and closing more deals.
Copilot is included in Insightly Pro and Enterprise plans.
RELEASED DECEMBER 2025