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Extract more value from the most important sales tool in your tech stack—your CRM. Insightly’s CRM works with Copilot to empower your team to increase sales efficiency, build a better pipeline, and accelerate deals.
Get updates on Insightly Copilot—and how AI can help you sell smarter
Your contact details will be handled in accordance with our Privacy Policy. This site uses reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Your contact details will be handled in accordance with our Privacy Policy. This site uses reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Watch sales efficiency soar
Strengthen your CRM from the inside out. With Insightly CRM and Copilot, you can transform your workflows and turn your CRM into a sales engine—one that drives real relationships and ROI.
Insightly CRM’s Copilot is coming soon
Let AI unlock the power of CRM.
Spend more time selling.
Insightly CRM just got even easier to use
Insightly CRM is built for mid-market companies looking for an easy to adopt, scalable, and full-featured solution.
Insightly’s Copilot (coming soon!) uses the power of AI to help you unlock even more value from your CRM—without the enterprise price tag.
With AI, it’s easier to tap into your CRM’s value—faster and with less effort. Copilot helps you surface AI-driven 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.
Smarter selling starts inside your CRM
Streamline processes.
Boost CRM adoption.
Insightly CRM is designed for ease of use—and with Copilot, it becomes even more seamless. Streamline record management with conversational AI to easily 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.
Conversational
lookup
Search contacts, deals, and tasks with natural language prompts—get instant summaries and full relationship context without digging.
Key features
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 clean records via chat—ensuring your CRM data stays accurate, linked, and up to date.
Why teams love Insightly Copilot
Make your CRM work for you
Copilot transforms your CRM into a sales assistant—automating repetitive tasks and surfacing the insights you need to sell smarter and faster.
Drive adoption that sticks
Insightly CRM is built for ease-of-use—and Copilot makes it even more seamless to onboard new hires, reinforce workflows, and create habits that stick.
Streamline at scale
Keep your 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.
AI email summaries
Get instant context with smart summaries of past emails, calls, and notes—pulled from Contacts, Leads, Organizations, and more.
You don’t have to wait for Copilot to get started. Insightly’s intuitive CRM already includes AI-driven features to help you streamline workflows, save time, and close more deals—without the busywork.
Ready to put AI to work in your CRM today?
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.
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