Product News
Email Templates to Boost Your Workflow Automation
Gears of Email
Email is a fast, efficient, and affordable way of reaching many customers and prospects. Insightly’s email templates save you time by having standardized messages ready to go with a few clicks. Combine them with workflow automation, and you’ve got a hands-off process for personalized emails and—with our recent update—custom email updates for your team members. ... Read More
Insightly Search — Better, Stronger, Faster
We’re excited to see so many Insightly customers growing their businesses. We see more customers adding more records to manage their work every day. To better help you sort through your data and find what you need, when you need it, we’re introducing an upgrade to Insightly’s global search. We’re rolling it out to all ... Read More
More Control for Your Notifications
Notifications
It’s important to stay on top of changes to customer records, prospective deals, and ongoing projects you’re involved with. Managers also need to be up to date on the work their teams are doing. Insightly’s email notifications have always let you know when a task is assigned to you or when a record you’re following ... Read More
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