Product News
Announcing Our Expanded Pricing and New Features for Businesses of All Sizes
We originally developed Insightly as a CRM and project management application for consulting and service companies that don’t use CRMs in a traditional B2B sales model. As our original customers have grown and demand for Insightly has expanded among larger organizations and enterprise divisions, we recognize the need to provide functionality that specifically supports sales ... Read More
Insightly Previews Procaptinate – The Telekinetic CRM Interface
Over the last year, Insightly customers have seen more and more features added to our world-famous CRM at a regular pace. It’s rare for us to announce functionality that hasn’t been released yet, but we are so excited about our greatest achievement in CRM automation that we couldn’t wait to share our progress any longer. ... Read More
Insightly Scheduled Maintenance on Saturday, February 28th
We’ve got big plans for 2015, and we’ll be upgrading our database this Saturday, February 28, to prepare Insightly for new features in the coming months. Insightly will be down for maintenance for a maximum period of three hours between 9AM PST and 12 Noon PST. We apologize for any inconvenience this downtime causes you ... Read More
A New Update for the Insightly iOS App – Your CRM on Mobile
Insightly’s mobile team continues to update our apps to keep our customers’ productivity and efficiency improving with every release. Android users recently got a boost with a new version, and iPhone and iPad users now have a few new features to match. The recent Insightly iOS app update (v3.3) includes: An updated and more informative ... Read More
New Year, New Insightly Calendar Sync for Google and Microsoft Exchange!
Insightly has always included a comprehensive calendar to give you a bird’s-eye view of your Insightly events, tasks, and milestones. We’ve even offered a calendar sync for customers to display those items in Google Calendar, but did not have an option to display your external calendars in Insightly until now. We realize that our customers ... Read More
Get the Updated Insightly Android App!
We’ve released an updated version (3.3) of the Insightly Android app with an improved experience to make your mobile CRM access easier: You can add files and images to Insightly from your camera and photo library. When adding a contact, you can add the contact title and organization without leaving the contact screen. The Add ... Read More
Insightly Scheduled Maintenance on Saturday, January 17th
We’re working on making Insightly even better and will be upgrading our database this Saturday, January 17, 2015. Insightly will be offline for four hours from 10:00 to 14:00, PST. To view the schedule in your time zone, check the event time here. We apologize for any inconvenience this downtime causes you and thank you ... Read More
New and Improved: The Insightly App for Outlook 2013
When we originally released Insightly’s app for Outlook 2013 over a year ago, the installation was limited to customers with administrator accounts. With recent updates to Microsoft Outlook, this barrier was removed, and Insightly quickly updated our app to get you up and running. You can review all the great features of the app at ... Read More
Navigate Insightly Without Losing Focus
We’ve all followed a trail of links through the internet from one topic of interest to another. That’s one of the joys of roaming through the world wide web!  Unfortunately, sometimes we may get a little lost as we are traversing the web, so Insightly has made this process a bit easier and clearer with ... Read More
Customize Insightly and Work Faster!
You may say ‘tomato’ and I may say ‘tomahto,’ but with Insightly’s customization options it doesn’t matter.  We can each customize Insightly to match our own unique work processes, making data entry and navigation easier. Some of these settings are often overlooked, so here are a few—with a couple of newer additions—that you or your ... Read More
Task Management Gets Easier with Bulk Updating!
As projects progress and work adjustments are made, it’s common for the due dates on deliverables and assignments to change. If you’re using Insightly’s activity sets or entering tasks on a regular basis, you have probably encountered a time when you had to open a group of Insightly tasks one by one to change their ... Read More
View an Organization’s Complete History (Related Items Included)
With Insightly’s linking feature, you can create relationships between different items to visualize and navigate important connections, from the organizations involved with a project, to the contacts connected to an organization. Since organizations tend to be the hub of these relationships, it makes sense that many Insightly customers have asked for a history of related ... Read More
Add a Note to Multiple Contacts and Organizations at Once
Insightly’s many bulk editing options help you get your work done faster by allowing you to update many records in fewer steps—much quicker than editing them one by one! We’ve added a new bulk edit option for contacts and organizations to make adding a single note to multiple records even easier. To display the bulk ... Read More
Keyboard Shortcuts Help You Become a Productivity Ninja!
If you’ve ever copied-and-pasted without lifting your hands from the keyboard, you have used a keyboard shortcut. Shortcuts help you do things faster without reaching for your mouse, and Insightly is happy to include them as a quick way to navigate and create records. We’ve even placed the list of shortcuts right in Insightly for ... Read More
Link Microsoft OneDrive Files to Insightly
With Insightly’s newest integration, you can easily link Microsoft OneDrive files to your Insightly records. This file management option can help you keep track of files related to your customers in Insightly, whether you use Microsoft Office Online or upload and sync your files directly to OneDrive. Select the Files subtab under contacts, organizations, opportunities, ... Read More
The Latest Rev of Our Android App is Receiving Rave Reviews!
Last week we released an updated version (3.1.23) of our Android application.  With the new version, users can: Search, Edit and Add New – Tasks, Contacts, Organizations, Opportunities, Projects Search Emails Filter Tasks as Open, Completed or Delegated View Updated Detailed Views View File Attachments Filter Projects and Opportunities as Open or Closed. Filter Emails ... Read More
Insightly + QuickBooks Online = Greater Productivity and Convenience!
What happens when the #1 online CRM for small business integrates with the #1 online accounting application? A measurable increase in convenience, efficiency and productivity! With our QuickBooks Online integration, users can view any customer payment status and history within Insightly via the QuickBooks Online tab. Now, you can eliminate dual data entry, and you ... Read More
Dropbox and Box Integrations in Insightly
Insightly allows you to upload and save files directly to Insightly, and we also have allowed you to link your Google Drive Docs and Files in Insightly under contacts, organizations, opportunities and projects.Today we’re debuting the ability to link your files from both Dropbox and Box into Insightly under contacts, organizations, opportunities and projects too ... Read More
Google Contact Sync Improvements
Insightly users on paid plans have the ability to sync their Insightly contacts with their Google Contacts if they have a Google account, and we heard from customers that the sync system was too complex and sometimes unreliable. We listened, and today we’re shipping a new contact sync system with some great improvements in speed, ... Read More
Insightly For Python And Google App Engine
Building custom apps and integrations with Insightly is now easier than ever thanks to our Python client library. This library makes building apps around our web API super easy, as easy as: from insightly import Insightly i = Insightly(apikey=’your api key’) contacts = i.getContacts(orderby=’DATE_UPDATED_UTC desc’) for c in contacts:  doSomethingWith(c) The library handles all of ... Read More
Insightly is now a Premier Google Apps Technology Partner
As you may know, Insightly has been rated the number one CRM on the Google Apps Marketplace for some time, so we are delighted to be named one of the first Premier Partners to join the recently launched Google Apps Technology Partner Program.  This new program recognizes partners for their success and offers them additional support ... Read More
Evernote for Business Integration
Insightly has had Evernote integration for quite some time, and we’ve just added an integration with the newest Evernote product – Evernote Business. Evernote Business allows you to share and collaborate on Evernote notes with other members of your organization or team. This new integration is available to all Insightly users. Linking your Evernote account to Insightly ... Read More
Google+ Hangouts Now Integrated With Insightly
Google+ Hangouts allow you to have group voice and video conversations with up to 10 people at once across different devices and across the world. We’ve been working closely with Google to combine the power of Google+ Hangouts with Insightly, and we’re excited to announce that today we’re launching integrated Google+ Hangouts right inside Insightly. ... Read More
UI Improvements: In-line Editing, List Actions Menu, and All Items Selection
We’ve just released three new user interface enhancements to the Insightly web application that saves clicks, increases productivity, and allows you to work faster. In-line Editing of field values We noticed that most of the editing of records in Insightly involved changing the value of just a single field. So we have added the ability ... Read More