Product News
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
Automatically Update Win Probability By Opportunity Stage
Do you use the same probability of winning for every stage of every opportunity? Are you tired of manually updating the “Probability of Winning” field on your opportunities when the opportunity reaches those stages? Well, with our new “Opportunity Stage Probability” improvement, you can do exactly that. All you have to do is define the ... Read More
Automate your workflows and focus your time saved on growing your business
Is your team spending more time updating your CRM than on efforts that actually grow your business? Is your team missing follow ups and opportunities because your CRM isn’t properly updated? With Insightly’s Workflow Automation, you’ll spend less time updating your CRM and more time growing your business. Insightly’s automated workflows are like smart robot ... Read More
Merge those pesky duplicate leads and contacts with Insightly’s SmartMerge!
We’ve all been there. We add leads, contacts and organizations to Insightly through manual imports, web forms and the API. The result is that multiple records are created for the same contact or lead. And, not only do duplicates render reports inaccurate, but they also drive up your record count and use up more storage ... Read More
Update your records in bulk using Insightly’s improved Import Wizard
By popular request, I’m happy to announce Insightly’s improved Import Wizard. With it, you can now update your Insightly records in bulk. So, you’ll never have to manually update numerous records again. For example, if you just exhibited at a trade show, received a list of booth visitors and want to mark them as such ... Read More
Easily find key info on the Insightly app when you’re on the go
When you need to find key info when you’re on the go, your CRM app should make it easy. For example, if you need to find the contract needed to close the deal on which you just received a verbal commitment, you should be able to find it on your CRM app just by typing ... Read More
Remain productive on the go using the Insightly App
When you’re on the go and need to remain productive, you want your CRM app to help you focus on moving business forward. For example, you’ll want to create recurring tasks, follow key opportunities, be notified of important tasks and know the last time a contact had an activity before or after key interactions. For ... Read More
View any file added to any record from the Insightly app wherever it’s stored
When you’re on the go and need to see important files related to specific opportunities, projects or contacts Insightly’s mobile app has you covered. Now, with the Insightly app, you can easily view and access files associated with any record so you can remain productive when you’re on the go. For example, when you close ... Read More
View and search your mobile CRM info even when you don’t have internet access
When you’re in a location with spotty internet access, it’s important that you can view and search all of your account info so you can be prepared for your next meeting. For those of you keeping score, this isn’t a new capability, but we’d like to point out that you can easily search and view ... Read More
Ensure your opportunities represent reality with the “Opportunity History Report”
When your business is growing and opportunities abound, how can you make sure that your opportunities accurately represent reality or that your reps are managing opportunities correctly? With Insightly’s new Opportunity History Report, you can easily do so. Using the Opportunity History Report, you can quickly and easily view the changes made to any opportunity ... Read More