AI FEATURES

Let AI unlock the power of
CRM. Spend more time
selling.

Extract more value from the most important sales tool in your tech
stack—your CRM. Insightly CRM’s AI features empower your team to
increase sales efficiency, build a better pipeline, and accelerate deals.

Request a demo

Smarter selling starts with AI—inside your CRM

With AI, it’s easier to tap into your CRM’s value—faster and with less effort. Surface insights, streamline workflows, and
automate the tasks that slow your team down.

Build smarter sales strategies.
Create and close more deals, faster.

Strengthen customer relationships with better data
and intel. Use conversational AI and AI-driven insights
to help you prioritize leads, anticipate customers
needs, identify upsell opportunities, and personalize
touchpoints with ease.

Streamline processes.
Boost CRM adoption.

Insightly’s CRM is designed for ease of use—and with
our AI features, it becomes even more seamless.
Streamline record management with conversational AI
to create and update records, and use standardized
entries with smart suggestions to keep data clean.

Automate the busywork.
Accelerate productivity.

Accelerate productivity and cut down on manual work
with AI-powered automation for data entry, task
creation, and scheduling. Quickly generate email
replies and summaries with generative AI—so your
team can move faster and close more.

Boost sales efficiency with Insightly’s AI-powered CRM

Copilot Coming soon

Boost sales efficiency and CRM adoption by using AI to keep your
data clean, automate repetitive tasks, and focus on the leads that
matter most.

AI email replies

Click once, and get an AI-generated reply—filled with the right
context from your Insightly CRM. It’s personalized, professional,
and ready to send in seconds.

AI email summaries

Get instant context with smart summaries of past emails,
calls, and notes—pulled from Contacts, Leads,
Organizations, and more.

Experience Insightly CRM’s AI features for yourself

Get a demo

How Copilot helps you do less—and get more from your CRM

Conversational
lookup

Search contacts, deals, and tasks with
natural language prompts—get instant
summaries and full relationship context
without digging.

Smart communication assistance

Automatically draft emails, follow-ups, and
templates based on past conversations—with
AI-suggested next steps to keep deals
moving.

Streamlined record management

Add, update, and link records via chat
—ensuring your CRM data stays
accurate, connected, and up to date.

Why teams love Insightly Copilot

Sales leaders

Sales reps

Revenue enablement

Revenue operations

Watch sales efficiency soar

Strengthen your CRM from the inside out. With Insightly’s AI-powered CRM
and Copilot, you can transform your workflows and turn your CRM into a sales
engine—one that drives real relationships and ROI.

Discover Copilot at your own pace