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  • Insightly offers many options for customers to learn about our application. Browse, search, or study all of these resources and gain knowledge that will help you make better use of your CRM.

    Video Tutorial Series

    You can watch the Insightly U video's under the How-To Video's section.

    Biweekly overview webinar

    New and potential customers can attend our free webinar every other Thursday to view a product demo and get an overview of Insightly. You can find dates and times for Insightly webinars on our registration page. You must register in advance in order to attend.

    Weekly Customer Success webinar

    We want to make sure you get off to a good start with Insightly, and this webinar will walk you through the initial steps of importing and managing your contacts, using email, and adding users. Register for Getting Started with Contacts and Organizations and get a guided tour through these first steps.

    Training course and manual

    Insightly has partnered with Logical Operations to develop a single-day course that is offered by virtual and in-person training facilities. You can see the list of Logical Operations Learning Partners offering the course on our training page. Although the training manual is designed for training facilities, you can also purchase the student or instructor version directly from the Logical Operations store by searching for "Insightly."

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