On the go and need to view a few links? Insightly’s app has you covered

When you need to view key info when you’re on the go, your CRM app should make it easy. With the latest version of the Insightly app (version 3.18), you can now add links to your text fields and open them within the app. So, you’ll never get sidetracked by opening another app when you’re… Read More

Automated workflow webhooks improve your team’s productivity

Only available on our Professional and Enterprise plans, Insightly’s automated workflows, are like smart robot assistants that live in your account. You tell them what to do, when to do it, and they take action when you specify. For example, you can automatically send an email when a lead hasn’t been followed up with in… Read More

Increase productivity and team communication with the Insightly Assistant for Slack

There’s a personal assistant for your phone, your home, your laptop and more. So, why wouldn’t you need an assistant for your CRM within your primary workplace chat application like Slack? The Insightly Assistant will help you find, create, and update Insightly records right from Slack, and with straightforward natural-language communication. It’s like chatting with a… Read More

Find linked record details with the Linked Items Report

Have you ever wanted to know the email addresses of all contacts linked to all won opportunities? Or, have you ever wanted to know the industry of all organizations linked to projects in a particular stage? Well, now you can! Using the Linked Items Report, you can find out all of those email addresses and more. In… Read More

Share Insightly love and get Insightly love – Give $10, Get $25

As any growing business owner or manager knows, your customers’ glowing endorsement is your best source of new customers. We here at Insightly are no strangers to this either. So, we’re launching our first ever Refer-a-Friend Program to encourage and reward you for recommending Insightly to your friends and colleagues. So, when you refer a… Read More

Easily answer questions about your business using charts in Insightly’s custom reports

Does it take ages to answer regular simple questions about your business performance because you’re wading through data? Are canned reports too inflexible to provide the answers you need? Are specialized business intelligence tools too complicated to use and integrate? Now, with Insightly’s custom reports, you can use charts and graphs to easily answer questions… Read More

Easily find your key CRM info using filtering on Insightly’s mobile app when you’re on the go

When you’re on the go, preparing for meetings and taking calls, you need to find those critical pieces of information like an opportunity’s details, the status of a task and more. Now with Insightly’s app, you can easily do just that with its improved filtering. With filtering, you can find records that are assigned to… Read More