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Insightly Calendar of Events

Here's a look at our upcoming online and offline events:

Insightly Insider presents: Managing for Exceptional Service - 5 Skills Your Team Needs Now to Create Strong Customer Connections

Join us on Tuesday, May 23rd at 8:00 AM PT when Marilyn Suttle and Lori Jo Vest, the co-authors of Who’s Your Gladys? How to Turn Even the Most Difficult Customer into Your Biggest Fan and “Taming Gladys! The Busy Leaders Guide to Creating Fierce Customer Loyalty” present five techniques for leading your team to create strong customer relationships.
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Insightly Webinars for all customers


What's New in Insightly - Spring Edition 2017 webinar

Thursday, May 4th @ 9 AM PT

Join this webinar where we will be showcasing the latest features and enhancements Insightly has released during the last five months. A recorded version will also be available and sent to all registrants after the session.


Insightly Getting Started webinar

Wednesday, May 3rd @ 11:00 AM PT*

This introductory webinar covers creating business objectives for a successful Insightly rollout, how to add users in Insightly, How to import data, saving email in Insightly and more!

*This webinar is ongoing


Ask Insightly Anything webinar: Question & Answer Session with an Insightly Expert webinar

Wednesday, May 3rd @ 8:30 AM PT

This is your chance to ask any questions you have related to Insightly. Not sure how to best import data? Need a deeper dive into how Insightly's reporting works? Twice a month we hold an open Q&A session with an Insightly Customer Success Specialist who is available to answer any questions you may have.

*This webinar will not be covering any technical or support related issues, only best practices and how to's.


Using Insightly's Mobile App webinar

Tuesday, May 2nd @ 8.30 AM PT

Take Insightly on the go with our free Android and iOS mobile apps! Learn how to navigate the mobile app, add new and update existing information from your mobile device and scan business cards.

See live webinars available to all Insightly customers here.


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Popular Insightly Blog Articles

Overcoming the Barriers to CRM Adoption

Data Security Risks Every Small Business Needs to Know

6 CRM Fails...and How to Avoid Them


More Related Articles


Recorded Webinars with Mark Ripley, Insightly VP of Sales

From Chaos to Clarity: Creating an Organized Sales Team

The Two Steps to Sales Success


  • 1

    I don't see *anything* in this about you making a major change to the CRM interface, so that the contact data no longer shows more than one email, phone or address.  You just utterly broke my CRM in the middle of my busy season with NO NOTICE at all that I can find, other than a banner last night saying you'd be down for maintenance. Sadly, I didn't even notice that you meant 10 AM, my brain parsed it as 10 PM since it never occurred to me that you'd take the software down during work hours in all sections of the United States.

    Going down for maintenance is a substantially different thing than doing a major upgrade that removes my data. You know that, right?

    Do you guys know that we use this CRM for stuff? Because we do. Important stuff. I need a CRM for my business. I bought licenses, it's not like I'm trying to whine here. If you can't do it then PLEASE let me know with a bit of warning.

  • 0

    Hi Wendy,

    I'm really sorry about this. Thank you for being so direct. This has definitely been a huge learning experience that we will take with us moving forward. I see that you're also exchanged messages with Anthony on the backend so I will let him continue assisting you there. Regarding the tool that will help with the field changes that we've added to the FAQ, please continue to follow that article as it will be announce there when it is released. 

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