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 |
Insightly CRM
Insightly Email Summary
We're introducing a feature that allows users in Insightly CRM to request and receive a summary of past emails, making it easier to quickly capture key points from previous communications with a Contact, Lead, Organization, or other CRM-related entities.
This feature can be managed through System Settings by both administrators and users with specific permissions. It is designed to streamline building context around past client interactions, saving users time and energy. By offering an efficient way to understand prior email exchanges, CRM users can focus on more meaningful engagement and high-value activities.
This feature is available in English only and is included in all pricing plans.
Here is a link to our help documentation for Email Summary.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly