Learn with us! Join our Insightly Insider Discussion Series

Welcome to our online discussion series called The Insightly Insider. Each month, an industry leader or an expert from our Insightly team will host a discussion around a specific topic. They’ll share their best practices and answer your live questions, right here in our community. Come learn with us as we dive into topics around sales, marketing, small business, and using Insightly - ways to help your business thrive!

Participation is free and open to all Insightly plans.

If you miss a topic, no worries! You can still participate by reading the discussion and adding your comments at anytime. Here’s the schedule of upcoming and archived Insightly Insider online discussion events:



  • What time in particular is the discussion to begin?

  • Hi Andrea! Thanks so much for asking! Melissa will post her first set of tips at 8 AM PST, the next set at 11 AM PST and the last set at 2 PM PST. Be sure to go here where the discussion will be taking place.

    Melissa will be online all day to answer any questions. We hope you'll join us tomorrow! Melissa has lots of great info to share. :)

  • Where are Melissa's set of tips? I can't seem to find the discussion. I keep being taken in circles, but no discussion or tips. ???  Please advise.


  • Hi Jan, if you Sign in (top right) you can then click Follow (above the main picture).  I scrabbled around til I found that :-)

  • Hi Jan & Paul! 

    Melissa will be posting her tips here. We hope you'll stop by during the day as she shares what she's learned from working with hundreds of Insightly customers!

  • What are our user's most pressing concerns about their business and CRM solution? 

  • Hi Micah,

    Thanks for dropping by! Will you let me know where/to whom I can direct your question? Thanks! :-) 

  • Brenda,

    Please send it to me, so I can build content around those concerns in order to better serve our users when we participate as an Insightly Insider :)

    Thank you,

    Micah Feldkamp

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