Training Sessions

Get your own personal CRM expert

Personalized Product Training

New Insightly customers on any paid annual subscription plan are eligible for training sessions with an Insightly Customer Success Manager. Our experts will take you through product training, as well as how to set up your account and customize it to your business needs.

Insightly’s Customer Success Managers are product experts, eager to coach you on how to get the most out of Insightly. With our help, Insightly will become an integral part of your business.

Getting Started: Team Training & Adoption

Kickoff and Success Plan

  • We’ll help you map a path to Insightly success, including goals and timelines customized to your business.

Admin Training

  • We’ll help you with customization, workflows and most importantly, how to add your customers and prospects so you can stay in touch with them.

Team training

  • These sessions will help your users and teams become successful quickly. We’ll provide ongoing team training as needed.

Team Q&A session

  • After you and your team have completed our onboarding training sessions and taken Insightly for a spin, get any additional questions answered in these team sessions.

Ongoing: Team Training & Adoption

New Team Member Training

  • As you bring on new teams and team members, we will provide training sessions.

New Feature Training

  • These sessions help you and your team get up to speed on the latest and greatest that Insightly offers – and how to put these features to work for you. We’ll reach out to you directly to setup these training sessions.