Easy Administration, Secure Data

We make administration as easy as possible, because we’re pretty sure you don’t want to spend days trying to figure out how to set up a new CRM for your company. As an Insightly admin you can:

  • Invite New Users, Set Up Teams, and Create User Permissions
  • Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields
  • Rest Assured that Insightly’s SOC 2 Compliance Status means your data is safe, secure and private in our SSAE 16 audited data center.
  • Use Insightly’s Advanced Permissions to ensure minimized data loss and security liability since users only have access to the data they need.
Administration Interface Screenshot
  1. Easily set up Insightly for your company without a complicated user interface. You can quickly:

    • Invite users
    • Set up data permissions
    • Add custom fields
    • Create pipelines and activity sets
    • and much more…