Important update: All customers will be migrated to the latest UI on April 7, 2025
To ensure you have access to the latest features and updates, all Insightly CRM users will be automatically migrated to the new user interface (UI) on April 7, 2025. This UI was originally released in October 2017 and includes significant improvements.
No data will be lost during this transition.
Why is this change happening?
If your account is still on the old UI, you’re missing out on valuable features and new product updates. This migration ensures you’re getting the full benefits of your Insightly subscription.
What to do if you're ready to make the switch
Your CRM administrator can update your account at any time before the automatic migration by following the instructions below. Keep in mind:
- Once you switch, all users in your account will be moved to the updated UI.
- The new UI cannot be enabled for individual users—it applies to the entire account.
- This change is permanent—once you switch, there is no option to revert to the old UI.
How to prepare
- Update your bookmarks - If you’ve bookmarked your Insightly login page, update it to: https://login.insightly.com
- Keep your team informed - Let your team know about the upcoming switch to minimize disruptions.
- Review our support documentation - Review this article first and familiarize yourself with the changes so you can enable your team and support them through the transition.
To switch your account to the new experience
- Go to System Settings.
- Click Switch your team to the new Insightly User Experience.
- Tick the box.
- Click Save Settings.
You and your users will be logged out and prompted to log in from the new sign in page. You'll then see the new orange bar at the top of the page!
If you log in via G Suite, we recommend uninstalling and reinstalling the Insightly app from G Suite Marketplace apps. This will help ensure that you're directed to the correct version of Insightly.
Learn about all the changes in What has changed in the New Insightly?