The New Insightly User Experience

We are thrilled to announce the NEW Insightly user experience! We’ve implemented many changes in this new version of Insightly that come directly from your suggestions and feedback.  

Here’s what’s new:

  • List View Grid - more control over your CRM info with customized sorting options
  • Kanban View - simply drag and drop cards to manage your visual pipeline
  • Record View - richer and more detailed info at a glance
  • Productivity Enhancements - improved notifications and faster search capabilities
  • Enterprise Support - Lambda function support and SAML support integration

Make the switch today!

Go to your System Settings to experience the new Insightly CRM! This short video gives a great overview. To learn even more, get a full breakdown of all the changes in our Help Center article or sign up for this live webinar.

Check out the official announcement on our Product News Blog for more information.




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