Insightly’s reporting & productivity tools just got more powerful

Previous this 12 months, we presented a set of recent gross sales drive automation (SFA) and analytics functions that offer our consumers with more keep an eye on, flexibility, and actionable insights to higher serve their very own consumers and develop profitability. From our complete product and products and services catalog to versatile value books, to computerized citation machine, to customized calculation fields and validation laws, to gross sales territory mapping — our consumers received get right of entry to to enterprise-grade functions, with the exception of in a far more practical, more user-friendly interface and at a fracture of the price.


We had been satisfied to obtain comments from our consumers and on this unlock we’re introducing complex reporting tools, new dashboard visualizations, and platform and productivity enhancements that we’ve evolved with our consumers’ comments in thoughts. We’re additionally unveiling Insightly’s new lend a hand heart and group portal with person guides, FAQ phase, and content material for explicit use instances and industries.

Watch the Q2 2019 Product Free up Webinar the place Insightly CEO Anthony Smith introduces new options.

Take a look at the brand new Insightly Assist Heart.

New Citation & Product Experiences

Our new complex customized citation and product studies permit you to make a choice and clear out alternative merchandise and citation line data, crew and sum them, and construct studies that you’ll agenda and e-mail directly in your inbox on a customized agenda.

You’ll be able to additionally:

  • Run those studies at anytime from inside the reporting machine
  • Percentage those studies with different customers
  • Set customized person permissions

Availability: Endeavor Plan

Product & Value E book Dashboard Additions

You currently have the ability to drill into product and quotes information and visualize traits and notice patterns the use of over 75 other chart and map varieties. Chart and map each alternative merchandise and citation line pieces with our new dashboard visualization functions.

As an example, you’ll map out which of your merchandise have bought absolute best in several states or territories, or what number of quotations have incorporated explicit merchandise at other occasions of the 12 months.

Availability: Endeavor Plan

Customized Fields in Duties & Occasions

Higher arrange your time and initiatives with our new customized fields in Duties and Occasions. Observe precisely how a lot time it takes to accomplish other person duties and robotically roll up that information to peer the calculated abstract occasions for all duties in a mission or alternative. To discover ways to do that and to higher perceive calculated fields, take a look at this step by step educational in our lend a hand heart.

This new characteristic makes numerous our consumers satisfied and is to be had on Insightly internet app in addition to on our Android and iOS apps.

Availability: All Plans

Drag and Drop Format Editor

With our complex format enhancing you’ll simply arrange all related and vital data and declutter your view in each main points and comparable tabs.

Use drag and drop device to simply upload and take away fields, trade the order of fields at the web page, and alter sections for various customers in each main points and comparable tabs. Select which tables or grids you wish to see at the comparable tab and by which order.

Availability: All Plans

Versatile Multi-Column Layouts

That is any other widely-requested characteristic from our consumers that brings overall flexibility within the web page design and perspectives. You’ll be able to now customise person sections on a web page format to be tailored to multi-column as a substitute of unmarried column. View all key data in small pc presentations and big exterior displays on the similar time, with the tool switching to more than one columns if the display is huge sufficient.

And since you’ll set the multi-column format according to phase, you’ll keep the one column format the place it is smart for you.

Availability: All Plans

Stepped forward Information Access, Linking, and Look up

Save time and clicks with our new information access and productivity additions.

Upload a document (touch) and concurrently hyperlink different data to it (group information) in the similar movement. You’ll be able to do the similar with inline connected data for all bureaucracy in Insightly, together with your customized items and fields.

Acquire more visibility and insights into the intensity and scope of your relationships with any touch. Use new desk within the comparable tab to view friends, co-workers, and different key connections of your number one touch. With our new web page format editor for the comparable tab, you’ll additionally make a selection the place at the web page you wish to see this new desk.

Availability: All Plans


By no means pass over an Insightly notification merely since you’re in any other app or browser tab. That is nice for multitaskers who’re all the time switching between apps as smartly for customers who stay a number of browser tabs open.

By means of default, on a Mac the notifications pop up within the most sensible proper and in Home windows they seem within the backside proper. Each working techniques additionally stay a historical past of the ones notifications, so you’ll click on to peer prior notification from previous within the day.

Availability: All Plans

Insightly Assist Heart

Our buyer good fortune and repair groups had been exhausting at paintings bettering the Insightly lend a hand heart to make it more uncomplicated for our consumers to seek for related content material and be informed new guidelines and insights.

Glance up articles and movies with novice guides, product guidelines, and absolute best practices to take advantage of out of Insightly.

Take a look at the brand new Insightly Assist Heart.

Coming quickly: Insightly Advertising

All through the webinar, Insightly CEO Anthony Smith additionally previewed emblem new Insightly Advertising! To get a sneak peek, watch the webinar.

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