Product News
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
Secure your account by generating a new API key
API keys are long and difficult to remember so that hackers can’t easily access your data. But, we’re willing to bet that you’ve written all of your API keys on a post it and put it on your desk somewhere where everyone could view it because they’re so difficult to remember. We all know this ... Read More
Secure your company’s data with Insightly’s Advanced Permissions
Do your different teams get confused what records they should update? Is there a lot of employee turnover in your company which exposes your sensitive business data to security risk? Are records accidentally deleted permanently or accidentally edited rendering it useless? We understand this risk and have developed Advanced Permissions to help you manage this ... Read More
Additional Fields in Advanced Reporting
You requested it, so we considered it and added it! With this improvement, you can now use our standard advanced reports with a ton of new fields so you can better see how your business is performing. To use the new fields, simply navigate to the appropriate report and drag the field into the columns. ... Read More
Next & Last Activity Dates
We know that it’s important for you to know the last time you interacted with someone and the next time you’re planned to get in touch with them. So, we’ve added next and last activity dates to each lead, contact, organization, opportunity and project.
Restore Items from Insightly’s new Recycle Bin
Have you accidentally deleted an item or a bunch of records and want to recover them? We understand that everyone makes mistakes, so we’ve built more forgiveness into Insightly by giving you the ability to restore accidentally deleted data from your account using a recycle bin.
Improved MailChimp Integration
Previously, you could only import or export Insightly contacts to MailChimp. But, now, you can now import or export both Insightly contacts AND leads from or to a MailChimp list with more of their associated data. And, you can now see the history of MailChimp campaign interactions in a timeline view without leaving Insightly. When ... Read More
Insightly is now SOC Compliant
You must be asking yourself, what is SOC Compliance and what does it mean for me? Well, SOC stands for Security Organization Controls and it is a security standard developed by the AICPA (The American Institute of CPAs). What this means for you is that Insightly has controls in place to ensure that your data ... Read More
Workflow Improvements
Shift All Milestone Dates
By popular request, we’ve been hard at work improving Insightly so that you have a more seamless workflow and I’m excited to share everything we’ve completed. A quick summary of what’s now available in your account is below. Custom Field Availability on Web to Lead/Contact Forms Custom Field Mapping (So your custom field data moves ... Read More