You know your way around the web app version of Insightly, now let's take a look at some other ways to access your CRM.
Insightly CRM Sidebar for Gmail
With the Insightly CRM Sidebar for Gmail, you can view leads, view contacts, create leads, and create contacts. You can also save emails to Insightly, use email templates, and save an email as a record.
The Insightly Sidebar for Outlook brings your Insightly data right into your Outlook inbox. It's available for most customers who are using Outlook with an Office 365 Business subscription.