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.
With the Insightly Add-on 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.