Learn what's new with Insightly by reviewing enhancements that are now available! For questions, the Additional Resources section can be utilized to learn more about getting support from Insightly. Use the links below to navigate to a specific product.
| Insightly Platform | |
| Insightly CRM | Insightly Marketing |
| Insightly Service | Insightly AppConnect |
Enhancement List
Use these links to navigate to specific enhancements.
Insightly Platform
Design Refresh
As part of our ongoing commitment to providing a modern user experience, we’ve made several visual and usability improvements across the Insightly platform to make navigation smoother and the interface easier to use.
What’s new:
- Tabs: Easier to see which tab you’re currently on
- Accordions: Clearer sections so it’s easier to find and expand information
- Filters: More consistent layout for a smoother filtering experience
- Spacing: Cleaner spacing throughout the interface for better readability
- Drawers: Updated look that makes information easier to understand at a glance
- Modals: Improved design for clearer actions and a more seamless experience
Insightly CRM
Insightly Copilot
Insightly Copilot is now live for Enterprise and Professional Plan customers. Copilot brings conversational intelligence, generative AI, and contextual CRM insights directly into Insightly helping teams get answers, take action, and automate work using simple natural-language prompts.
Admins can enable Copilot by navigating to System Settings › Product Settings > AI Features › Copilot.
To manage granular Copilot Access, a checkbox is available allowing admins to enable or disable Copilot on a per-user basis. This setting can be managed by navigating to System Settings > Platform Tools > Copilot
This gives administrators full control over Copilot availability across their organization.
Key Capabilities:
- Smart Contact Insights
Instantly surface contact details, communication history, and key relationships. - AI-Powered Communication
Generate personalized emails, follow-ups, and outreach templates tailored to each contact. - Instant Search & Analysis
Ask questions like “Which opportunities are expected to close this quarter?” and get real-time insight—no reports or exports needed. - Conversational Record Management
Create or update contacts, leads, opportunities, and tasks using everyday language.
Here is a link to our help documentation Insightly Copilot.
Insightly Marketing
Marketing Email and Email Template Permission Updates
We’ve updated how Insightly manages Marketing Emails and Marketing Email Templates to improve permission clarity, navigation, and overall consistency in the Marketing workspace.
Key Improvements:
- New separate object for Marketing Email Templates for clearer management and access control.
- Updated System Settings configured under Security> Profiles for Marketing Email and Marketing Email Template which are visible when you add or edit profile.
- Improved Permission Behavior
- Users only see Emails and Templates they have permission for.
- Navigation items and action buttons (Email / Email Templates) appear only when permitted.
- Permission Mapping Safeguards
- Users who previously had access to Email Templates will retain that access.
- If a user has Marketing Email permission but not Template permission, Insightly will automatically copy Create/Edit/Delete Template permissions from their Marketing Email permissions.
- If a user has Template permissions but not Marketing Email permissions, they may need to manually enable Marketing Email permissions depending on their role.
Here is a link to our help documentation Emails Overview and Email Templates Overview.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly