Product News
Xero Integration Improvement: Multi-line Invoices
Multiline Invoices
For all of our Xero Integration users, I’m happy to share that we’ve also improved it so that it now supports multi-line invoices. So, you no longer need to generate multiple invoices just to send one bill with multiple lines. Simply click “Add a new line” to add another row to your invoice, add the ... Read More
Japanese Language Support
For our customers in Japan, we’ve added Japanese as a language setting for Insightly, so you and your colleagues can now use Insightly in Japanese. Please note that this addition is still in beta. You can learn more about enabling it in our support forum. If you like this update, be sure to like and ... Read More
Accelerate Your Sales with Lead Assignment Rules
Without the right tools, assigning and distributing leads can take almost as much time as following up on them. With Insightly CRM’s new lead assignment rules, your leads can be distributed automatically and immediately after they’re entered, improving the speed and accuracy of your entire sales process. Right now, you might get a lead, add ... Read More
Insightly CRM Gives Custom Fields a Productivity Boost!
Information transfer
Insightly’s custom fields give you flexibility and control over your CRM information by letting you make a place for your own unique data. Adding fields like billing ID numbers, customer types, subscriptions, or referrals helps you make Insightly your own. Now, you can copy and move custom fields between records, increasing the power of automation ... Read More
We’ve Been Working Day and Night to Speed Up Insightly
Insightly’s product development team has been hard at work improving our infrastructure, so you might have noticed that Insightly’s apps—both web and mobile—are running a lot faster. The geeky details: We refactored our backend using an abstracted service layer to separate our data store and presentation layers. Wow, that was a mouthful! Without further getting ... Read More
Get More Control when Sending Email from Insightly CRM
Sending email directly from your CRM is a fantastic way for salespeople to save time and effort. With thousands of customers utilizing this feature, we’ve taken another step to make the management of your business email more effective. Prior to today’s update, we used our own mail system to send emails from within Insightly on ... Read More
Pipelines and Activity Sets Come to Insightly Mobile
Insightly mobile
With every update, the Insightly mobile team adds features and improves the performance of our Android and iOS apps. This week, the apps have been updated to fulfill a couple of very popular customer requests. From managing your workflow with Pipelines and Activity Sets to finding items faster through search, these improvements are sure to ... Read More
Create Documents Faster with Insightly and PandaDoc
Insightly and PandaDoc logos
Managing documents for sales processes or business agreements can take a lot of time and effort. Things can slow down even further when you’re trying to coordinate stakeholders and get your documents signed. With our newest integration, you can create these documents faster and easier by connecting Insightly CRM to PandaDoc. PandaDoc has created a ... Read More
Expand Your Insightly Reporting Options with Power BI
Integrations make life easier. Instead of manually transferring files or copying-and-pasting information from one application to another, integrations bring your data to you when you need it and where you need it. For customers who love reporting, Insightly is happy to present our integration with Microsoft’s Power BI. We think you’ll be pleased, too. Power ... Read More
Sort Out Your Insightly Contacts and Leads More Easily
When your business is busy, there is probably a lot of data entry going on. Perhaps you have an assistant at the office entering leads into Insightly as calls come in, and a salesperson scanning business cards from a conference they’re attending. Maybe visitors on your website are submitting their information through webforms, and an ... Read More