Insightly Updates

Insightly mention · August 22, 2018

A Small Team Closes More Deals and Saves 2 Hours Per Day with Zapier

"I was overwhelmed with daily tasks, but almost all of them can now be automated thanks to Zapier."Trenton Berry, CTO, Total CSR Starting small and staying small are not equal in business. Every company starts small, with a person and an idea and grows from there. That growth more
Insightly update · January 19, 2018

New for Our Insightly Integration: Use Zaps to Update Leads

Outdated contact information slows down your sales team. The latest updates to our Insightly integration help keep your prospect list fresh with no extra effort on your part. You can set up Zaps to watch for contact details in your lead gen apps, like form responses or incoming emails. more
Insightly mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal more
Insightly mention · June 7, 2017

The 16 Best Free CRM Apps

Ever gotten on a call with someone, only to mispronounce their name or forget which company they work for? Perhaps you needed to email the finance team at a supplier, but can't remember who to contact? That's why you need a CRM or customer relationship manager. Like more
Insightly update · February 27, 2017

Insightly Update: Include More Details When You Create Leads

Generating leads is at the heart of your business. With expanded functionality for the Insightly-Zapier integration, you can now include more information about these potential customers whenever you use the Create Lead Action. With this update, when you set up a workflow to create a new lead in Insightly, more
Insightly update · September 13, 2016

New to Insightly: Create Projects and Keep Your Team on Task

Give your team a clear picture of how each project relates to contacts and opportunities by tracking everything in Insightly. Now, Zapier can automatically create Insightly projects, so your team can stay organized, assign tasks, and get to work right away. What's New with Insightly New Actions Create more
Insightly update · August 28, 2015

Create Opportunities in Insightly With New Zapier Action

If you deal with customers in any capacity, you probably spend a large amount of time inside your CRM. But these days there is so much more to creating simple contacts with an address and phone number: there's communication records, tasks associated with those clients, and even sales more
Matthew Guay
Written by Matthew GuayLast updated June 29, 2018

Insightly is a customer relationship management (CRM) app with several options for tight email integration, custom fields, and role-based permissions in Professional- and Enterprise-grade plans. It's easy to setup and start using on your own, unlike other CRM services that require professional configuration. Insightly is among [the best CRM]apps( In particular, it's a compelling option for entrepreneurs and micro-businesses because it has a free level of service, for teams of up to two people.

Another reason Insightly works well is its interface. While it's not precisely like any other app, you'll notice familiarity throughout. Menu options line the left side Overall, the interface is clear and easy to navigate, which helps you stay productive when using the system.

Insightly is designed to be both a CRM and a project management app. By combining contact-focused CRM information with detailed project management capabilities, Insightly goes beyond giving you a list of tasks to tackle. The app can record all the related work you need to do or have done; when you or someone on your converts an opportunity, Insightly can generate a project based on the information contained therein.

Contact management doesn't have to be complicated with Insightly. Just add the info you have about your contacts, and it finds related information on its own. For most contacts, Insightly shows their avatar, social media profiles, and work experience from LinkedIn, in addition to standard contact information, such as email address. You can then add more info, such as tags for deeper organization. These profile pages help you see the big picture about the people you need to contact. If you're already using Evernote to save info about contacts, you can link notes to contacts to add more info going forward.

Gmail-style email support shows all emails that you BCC to your Insightly email address. The app links those messages to your contacts automatically and shows other contacts who are usually included in your conversations. If you'd like to keep the conversation going, you can reply right from Insightly or start a new Gmail message just by clicking on the email address. Or, you can send a mass email to your contacts using Mailchimp, also from inside Insightly.

A little more about the project management features: Insightly offers tasks and milestones to keep your projects on track, plus pipelines to make your work flow in the way that works best for you. There are fewer project management features than what you might expect to find in fully-featured project management software, but if your tasks typically are focused on your contacts, you can reap value by managing your team's work inside your CRM without needing another app. Plus, Insightly's deep email integration comes in handy with email reminders about the tasks you need to complete.

Insightly's reports and dashboards are excellent. You'll find almost as many types of reports and report customization options in Insightly as you would in Salesforce.

Insightly is an excellent CRM app for teams of a variety of sizes, especially those looking for integrated project management tools. It's also an attractive options for very small businesses that need a free CRM for the time being and may upgrade later.

Have any feedback on this overview, or something we should change? Let us know!

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn More