Insightly All-in-One

Modern, unified platform

Extend your reach and drive sales with a unified experience across sales, marketing, and customer support. - Show customers you know them with data captured across every single interaction - Deliver great experiences across every single sales, marketing, and customer support touchpoint - Easy to customize and integrate with the applications you use to run your business

New Product Updates to Insightly CRM + Insightly Marketing

Here’s an overview of some of our favorite new updates to Insightly CRM and Insightly Marketing released between February and April of 2023. Tune in for a preview of: • Field-to-Field filtering in Insightly CRM reports • Scheduling batch emails in Insightly Marketing • UTM data storage in Insightly Marketing • Transactional email sending in Insightly Marketing • Cloning organizational records via the actions menu in Insightly CRM • Enabling lead validation • And more!

Top 3 Insightly Integrations: Slack, QuickBooks, and PandaDoc

Teams everywhere are manually repeating data entry, managing multiple logins, and wasting valuable time on routine tasks. If so, it's time to add AppConnect, Insightly's no-code integration automation engine, to your team. Whether you're sharing closed won deals in Slack, generating an invoice in QuickBooks, or notifying teams of signed PandaDoc contracts – AppConnect integrations can do it for you.

Insightly Webinar – Product Updates and Future Releases

The Insightly team has been working diligently to enhance the platform over the past few months. Curious about the new features and how they can impact your business? Join this exclusive conversation with Anthony Smith, Insightly CEO, as he shares the latest updates to the Insightly platform and a sneak peek at what’s coming soon.

Insightly All-in-One Pricing