{"id":28123,"date":"2024-11-30T23:20:35","date_gmt":"2024-11-30T23:20:35","guid":{"rendered":"https:\/\/fahimai.com\/?p=28123"},"modified":"2026-08-10T11:04:22","modified_gmt":"2026-08-10T08:04:22","slug":"how-to-use-insightly","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/ja\/how-to-use-insightly","title":{"rendered":"Insightly\u306e\u4f7f\u3044\u65b9\uff1a2026\u5e74\u7248\u5b8c\u5168\u30ac\u30a4\u30c9"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image28339_7ebcf8-f5.kb-image-is-ratio-size, .kb-image28339_7ebcf8-f5 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image28339_7ebcf8-f5.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image28339_7ebcf8-f5 .kb-image-is-ratio-size{align-self:unset;}.kb-image28339_7ebcf8-f5 figure{max-width:350px;}.kb-image28339_7ebcf8-f5 .image-is-svg, .kb-image28339_7ebcf8-f5 .image-is-svg img{width:100%;}.kb-image28339_7ebcf8-f5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image28339_7ebcf8-f5\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44.png\" alt=\"Insightly\" class=\"kb-img wp-image-10450\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Insightly feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-insightly\">Getting Started<\/a> \u2014 Create your account and finish basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-modern-crm\">How to Use Modern CRM<\/a> \u2014 Role-based layouts that cut screen clutter for every user<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-crm\">How to Use CRM<\/a> \u2014 Customizable pipelines that follow how you really sell<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-project-management\">How to Use Project Management<\/a> \u2014 Won deals become delivery projects with details copied over<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-reporting\">How to Use Reporting<\/a> \u2014 Dashboards that track your own KPIs, not generic ones<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-organizations\">How to Use Organizations<\/a> \u2014 One company record that holds every linked person and deal<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-email\">How to Use Email<\/a> \u2014 Inbox sync, templates, and drip sequences in one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-ai-automations\">How to Use AI Automations<\/a> \u2014 Rules that fire on record changes, plus AI email summaries<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-seamless-integrations\">How to Use Seamless Integrations<\/a> \u2014 AppConnect links Insightly to 500+ business apps<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-support-ticketing\">How to Use Support &amp; Ticketing<\/a> \u2014 Tickets handled beside the full customer history<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#insightly-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#insightly-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#insightly-troubleshooting\">Troubleshooting<\/a> | <a href=\"#insightly-pricing\">Pricing<\/a> | <a href=\"#insightly-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have run Insightly <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-insurance-agents\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148206\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for two years across a small consulting business and tested every feature here. Every screen in this walk-through comes from real daily use, not vendor slides.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Fahim-AI-2-1-24.png\" alt=\"How to use Insightly\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly is a CRM and project tool built for small and mid-sized teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most users never move past contacts and a basic pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature, step by step.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Screenshots and pro tips are included for each one.<\/p>\n\n\n\n<h2 id='insightly-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Insightly Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Insightly tutorial walks you through every feature in order.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It starts with account setup and ends with the <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148202\">automation<\/a> habits that separate power users from casual ones.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image28339_7ebcf8-f5.kb-image-is-ratio-size, .kb-image28339_7ebcf8-f5 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image28339_7ebcf8-f5.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image28339_7ebcf8-f5 .kb-image-is-ratio-size{align-self:unset;}.kb-image28339_7ebcf8-f5 figure{max-width:350px;}.kb-image28339_7ebcf8-f5 .image-is-svg, .kb-image28339_7ebcf8-f5 .image-is-svg img{width:100%;}.kb-image28339_7ebcf8-f5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image28339_7ebcf8-f5\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44.png\" alt=\"Insightly\" class=\"kb-img wp-image-10450\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-44-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Insightly<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Run sales and delivery in one place. Insightly, an Unbounce company, pairs a customizable CRM with native project management, so won deals become live projects in a click. Start free and invite your team today.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/insightly\" target=\"_blank\" rel=\"noopener\">TRY INSIGHTLY NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/insightly\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/insightly-alternatives\">INSIGHTLY ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-insightly'  id=\"boomdevs_3\" id=\"getting-started-with-insightly\" class=\"wp-block-heading\">Getting Started with Insightly<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Finish this one-time setup before you touch any feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Insightly website and click Start Free Trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email, then create a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A confirmation email lands in your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148207\" target=\"_blank\" rel=\"noopener\">inbox<\/a> within a minute.<\/p>\n\n\n\n<h4 id='step-2-open-the-app'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Open the App<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly runs in any browser, and mobile apps exist for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"iOS\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148208\" target=\"_blank\" rel=\"noopener\">iOS<\/a> and Android.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in and you land on the dashboard, where tasks, opportunities, and recent records sit side by side.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You can see the main dashboard with the left sidebar.<\/p>\n\n\n\n<h4 id='step-3-invite-your-team'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Invite Your Team<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add users from System Settings, then set permission levels per role.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connect your email account in the same session so nothing gets logged twice later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then pick one pipeline to build first. Teams that configure everything at once usually abandon half of it.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-insightly-modern-crm'  id=\"boomdevs_7\" id=\"how-to-use-insightly-modern-crm\" class=\"wp-block-heading\">How to Use Insightly Modern CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Modern CRM<\/strong> lets you tailor the screen each role sees, so sales and delivery teams focus on their own work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-your-profile-settings'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open Your Profile Settings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click your avatar, then pick System Settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Choose the object you want to change, such as Leads or Contacts.<\/p>\n\n\n\n<h4 id='step-2-add-custom-fields'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Add Custom Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add custom fields for the data your business actually tracks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Drag them into the page layout in the order your team reads them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image411d93_a5fb8a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image411d93_a5fb8a size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Modern-CRM-980x419.png\" alt=\"Insightly Modern CRM\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your new fields show on the record page after a refresh.<\/p>\n\n\n\n<h4 id='step-3-assign-the-layout'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Assign the Layout<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Save the layout and assign it to a user group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales, service, and delivery teams can each get a different view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Layout changes apply instantly for that group, so nobody hunts through settings or learns two versions of the same screen.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every user now sees a page built for their role, not a generic form.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Hide fields nobody fills in. Short layouts get better data than long ones.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-insightly-project-management'  id=\"boomdevs_11\" id=\"how-to-use-insightly-project-management\" class=\"wp-block-heading\">How to Use Insightly Project Management<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Project Management<\/strong> lets you turn a closed deal into a live project without retyping a single detail.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-convert-the-won-opportunity'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Convert the Won Opportunity<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the closed opportunity and click Convert to Project.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly copies contacts, notes, and files into the new project.<\/p>\n\n\n\n<h4 id='step-2-apply-an-activity-set'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Apply an Activity Set<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Activity Sets are saved templates of tasks and events.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Apply one and your whole kickoff checklist appears with dates already set.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image5eff2f_4ea812 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image5eff2f_4ea812 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Insightly-Projects.png\" alt=\"Insightly Project Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The project shows in the Projects tab with the deal value attached.<\/p>\n\n\n\n<h4 id='step-3-track-milestones'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Track Milestones<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Move the project through your delivery pipeline as work lands.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Assign each task to an owner so nothing sits unclaimed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is the feature that sets Insightly apart, since won deals reach delivery without a second app or a rekeyed brief.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Post-sale handoff happens in one click instead of a long email thread.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Build one Activity Set per service you sell. Onboarding time drops immediately.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-insightly-report'  id=\"boomdevs_15\" id=\"how-to-use-insightly-reporting\" class=\"wp-block-heading\">How to Use Insightly Report<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Reporting<\/strong> lets you watch sales, projects, and team performance update in real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-pick-your-data-set'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Pick Your Data Set<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Reports and choose the objects you want to measure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Opportunities, projects, and tasks can all sit in one report.<\/p>\n\n\n\n<h4 id='step-2-add-filters-and-columns'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Add Filters and Columns<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter by owner, date range, or pipeline stage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add the columns your managers actually read, then run the report.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagee920ab_aae511 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee920ab_aae511 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Insightly-Reporting.png\" alt=\"Insightly Reporting\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your dashboard card refreshes with live figures.<\/p>\n\n\n\n<h4 id='step-3-pin-it-to-a-dashboard'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Pin It to a Dashboard<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Save the report and add it to a dashboard card.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Share that dashboard with the teams who need the numbers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reports can pull sales and delivery objects together, so you measure margin per client rather than raw revenue.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Sales and delivery numbers sit on one screen instead of two spreadsheets.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Build one dashboard per team. Shared dashboards get ignored within a month.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-manage-insightly-organizations'  id=\"boomdevs_19\" id=\"how-to-use-insightly-organizations\" class=\"wp-block-heading\">How to Manage Insightly Organizations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Organizations<\/strong> lets you keep every contact, deal, and email for one company under a single record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-the-organization'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Create the Organization<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Organizations, then New Organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add the company name, website, and owner.<\/p>\n\n\n\n<h4 id='step-2-link-contacts-and-objects'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Link Contacts and Objects<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Link each contact, opportunity, and project to that organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Custom objects can be attached too, for things like contracts or assets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagebd65c6_0f66c4 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebd65c6_0f66c4 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Insightly-AI-Organization.png\" alt=\"Insightly Organizations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Linked contacts appear in the Related tab of the organization.<\/p>\n\n\n\n<h4 id='step-3-review-the-timeline'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Review the Timeline<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the record and read the activity timeline top to bottom.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Anyone covering an account can catch up in two minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Centralizing department data this way gives you a single source of truth for every customer conversation your teams have had.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your customer data sits in one place instead of five inboxes.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Merge duplicate organizations monthly. Clean records keep reporting trustworthy.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-insightly-email'  id=\"boomdevs_23\" id=\"how-to-use-insightly-email\" class=\"wp-block-heading\">How to Use Insightly Email<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email<\/strong> lets you connect your inbox so replies land on the right record automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-email-client'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Connect Your Email Client<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to User Settings and connect Gmail or Outlook.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly then writes matched emails onto contact records for you.<\/p>\n\n\n\n<h4 id='step-2-save-a-template'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Save a Template<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Write your most-used reply once and save it as a template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add merge fields so each send still reads personally.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagef58ec9_555cdb .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagef58ec9_555cdb size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Recive-Your-Emails-Here.png\" alt=\"Insightly Email\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A test email appears under the contact&#8217;s Emails tab.<\/p>\n\n\n\n<h4 id='step-3-build-a-drip-sequence'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Build a Drip Sequence<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use the journey builder to send a welcome email, then timed follow-ups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Branch the next step based on opens and clicks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A connected inbox also feeds the AI summary tool, which condenses a long thread into a few lines before you reply.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Automated follow-ups keep prospects warm while you work other deals.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Cap drip sequences at four emails. Longer runs raise unsubscribes fast.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-insightly-ai-automations'  id=\"boomdevs_27\" id=\"how-to-use-insightly-ai-automations\" class=\"wp-block-heading\">How to Use Insightly AI Automations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI Automations<\/strong> lets you hand repeat work to a rule-based engine that fires on your criteria.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-choose-a-trigger'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Choose a Trigger<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Workflow Automation and pick the record change that starts things.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A lead status change is the most common trigger.<\/p>\n\n\n\n<h4 id='step-2-set-the-actions'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Set the Actions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the actions to run, such as creating tasks or sending an email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add a wait step if you want a delay between actions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image001bc2_cbf4d9 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image001bc2_cbf4d9 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-AI-Automations-980x416.png\" alt=\"Insightly AI Automations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The workflow shows Active with a run count beside it.<\/p>\n\n\n\n<h4 id='step-3-turn-on-ai-email-help'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Turn On AI Email Help<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly can summarize a long email thread in a few lines.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It can also draft a reply you edit before sending.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The engine watches criteria you set. A lead status change alone can create tasks, send mail, or move a stage.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Routine admin runs itself, which lifts efficiency across the whole team.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Test every rule on one dummy record first. Bad triggers spam real customers.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-insightly-seamless-integrations'  id=\"boomdevs_31\" id=\"how-to-use-insightly-seamless-integrations\" class=\"wp-block-heading\">How to Use Insightly Seamless Integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Seamless Integrations<\/strong> lets you connect Insightly to more than 500 apps through AppConnect.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-appconnect'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open AppConnect<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Find AppConnect in the left sidebar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Browse the app list or search for the tool you use.<\/p>\n\n\n\n<h4 id='step-2-map-your-fields'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Map Your Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick the trigger app and the Insightly object it should write to.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Map each field carefully to ensure a wrong match does not create duplicate records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image559eb1_045d84 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image559eb1_045d84 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Seamless-Integrations-980x604.png\" alt=\"Insightly Seamless Integrations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> AppConnect shows a green success log for your first run.<\/p>\n\n\n\n<h4 id='step-3-run-and-monitor'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Run and Monitor<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Turn the recipe on and watch the first few runs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check the log if a step fails so you can fix the mapping.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AppConnect reaches more than 500 apps, which is usually enough to retire the spreadsheets sitting between your systems.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-real-estate-agents\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148200\" target=\"_blank\" rel=\"noopener\">accounting<\/a>, support, and marketing tools now talk to your CRM.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Start with one integration. Ten half-configured recipes cause more problems than they fix.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-insightly-support-ticketing'  id=\"boomdevs_35\" id=\"how-to-use-insightly-support-ticketing\" class=\"wp-block-heading\">How to Use Insightly Support &amp; Ticketing<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Support &amp; Ticketing<\/strong> lets you answer support tickets from the same record that holds the sales history.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-turn-on-service'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Turn On Service<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the Service product from your admin panel.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set your support email so incoming mail becomes tickets.<\/p>\n\n\n\n<h4 id='step-2-configure-queues'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Configure Queues<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Configure queues and routing rules by product or region.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set response targets so urgent tickets rise to the top.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imageb8001e_ebebac .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imageb8001e_ebebac size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Support-Ticketing-980x418.png\" alt=\"Insightly Support &amp; Ticketing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A test email creates a ticket in the right queue.<\/p>\n\n\n\n<h4 id='step-3-publish-help-articles'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Publish Help Articles<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Write short articles for your most repeated questions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Agents can paste them into replies in one click.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales reps, agents, and project managers all read the same record, which ends the internal forwarding loop customers hate.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Support agents see the full account history before they reply.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Tag every ticket by cause. After a month you will know what to fix in the product.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='insightly-pro-tips-and-shortcuts'  id=\"boomdevs_39\" id=\"insightly-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Insightly Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After two years of daily use, these are the practices that saved me the most time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">None of them need an admin or a paid consultant.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Global search<\/td><td>\/<\/td><\/tr><tr><td>New record<\/td><td>N<\/td><\/tr><tr><td>Save record<\/td><td>Ctrl + S<\/td><\/tr><tr><td>Close dialog<\/td><td>Esc<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Activity Sets:<\/strong> Save a whole checklist of tasks and events, then apply it to any new project in one click.<\/li>\n\n\n\n<li><strong>Custom objects:<\/strong> Build record types your industry needs, like properties or shipments, and report on them like any core object.<\/li>\n\n\n\n<li><strong>Free training library:<\/strong> Insightly runs a YouTube playlist of 20 tutorial videos plus customer webinars with insider tips.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='insightly-common-mistakes-to-avoid'  id=\"boomdevs_40\" id=\"insightly-common-mistakes-to-avoid\" class=\"wp-block-heading\">Insightly Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing Messy Data on Day One<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping an old spreadsheet straight in, duplicates and all.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Clean the file first, then import 20 rows as a test before the full load.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Building 40 Custom Fields Before Anyone Logs In<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Guessing what your team needs and making every field required.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Ship a short layout, then add custom fields once users tell you what is missing.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Treating Insightly as Sales-Only Software<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Closing a deal in the CRM, then managing delivery in a separate app.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Convert the won opportunity into a project so the same relationships and files carry over.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='insightly-troubleshooting'  id=\"boomdevs_41\" id=\"insightly-troubleshooting\" class=\"wp-block-heading\">Insightly Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Are Not Logging to Records<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your email client is not linked, or the sender address does not match any contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Reconnect the account in User Settings, then add the missing address to the contact record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: A Workflow Never Fires<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The rule sits in draft, or its criteria never match a real record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open the rule, confirm it is active, and loosen the criteria until one test record qualifies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Reports Show Fewer Records Than Expected<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Permission settings hide records owned by other users.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Ask an admin to widen your visibility, or filter the report by team instead of owner.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Duplicate Contacts After an Import<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The import ran without a matching field, so Insightly treated known people as new records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Use the merge tool on the duplicates, then re-run future imports with email set as the match field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-insightly'  id=\"boomdevs_42\" class=\"wp-block-heading\">What is Insightly?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Insightly<\/strong> is a CRM that also runs the delivery work after the sale closes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as a pipeline board and a project tracker sharing one customer database.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Founded in 2009 and now Insightly, an Unbounce company, it serves more than 1.5 million users worldwide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this short review video before you read on:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Insightly CRM Review: Better Than I Expected?\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/sNx4KOToLNA?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Modern CRM:<\/strong> Give each user a layout built around the records they touch daily<\/li>\n\n\n\n<li><strong>CRM:<\/strong> Leads, contacts, and opportunities in one customizable sales pipeline<\/li>\n\n\n\n<li><strong>Project Management:<\/strong> Native delivery projects with pipelines, milestones, and Activity Sets<\/li>\n\n\n\n<li><strong>Reporting:<\/strong> Real-time dashboards for sales, delivery, and team performance<\/li>\n\n\n\n<li><strong>Organizations:<\/strong> Company records that hold all linked contacts and history<\/li>\n\n\n\n<li><strong>Email:<\/strong> Email sync, saved templates, and multi-step drip sequences<\/li>\n\n\n\n<li><strong>AI Automations:<\/strong> Rule-based workflow automation with AI email summaries and replies<\/li>\n\n\n\n<li><strong>Seamless Integrations:<\/strong> AppConnect pipelines that join Insightly to 500+ apps<\/li>\n\n\n\n<li><strong>Support &amp; Ticketing:<\/strong> Service tickets, queues, and knowledge base articles<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full breakdown, see our <a href=\"https:\/\/www.fahimai.com\/insightly\">Insightly review<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is the dashboard users see after login:<\/p>\n\n\n<style>.kb-imagea630cf_a0c3bf .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagea630cf_a0c3bf size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Introduction.png\" alt=\"Insightly Homepage\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Nothing here needs a developer. Admins configure the whole thing from settings screens.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='insightly-pricing'  id=\"boomdevs_43\" id=\"insightly-pricing\" class=\"wp-block-heading\">Insightly Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Insightly costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Plus<\/td><td>$29\/user\/month<\/td><td>Small teams running a first real pipeline<\/td><\/tr><tr><td>Professional<\/td><td>$49\/user\/month<\/td><td>Teams that need workflow automation and custom objects<\/td><\/tr><tr><td>Enterprise<\/td><td>$99\/user\/month<\/td><td>Larger businesses with heavy reporting and permission needs<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, 14 days with no card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No refund window, but you can cancel before renewal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Premier Support:<\/strong> A paid add-on with one-to-one technical guidance and private online training sessions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It also adds expert coaching, faster response times, long-term adoption programs, and business value reviews that protect your investment.<\/p>\n\n\n<style>.kb-image078740_d35bb2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image078740_d35bb2 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Insightly-Pricing.png\" alt=\"Insightly Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Professional \u2014 it unlocks automation and custom objects, which is where the real time savings start.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 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#ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='insightly-vs-alternatives'  id=\"boomdevs_44\" id=\"insightly-vs-alternatives\" class=\"wp-block-heading\">Insightly vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Insightly compare with the big names? Here is the short version:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Insightly<\/strong><\/td><td>CRM plus project delivery<\/td><td>$29\/user\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing and sales in one suite<\/td><td>$20\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Low cost with deep customization<\/td><td>$14\/user\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>Pipedrive<\/td><td>Simple visual pipelines<\/td><td>$14\/user\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Salesforce<\/td><td>Large sales organizations<\/td><td>$25\/user\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 the widest feature set if budget allows<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Zoho CRM \u2014 the most features per dollar<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Pipedrive \u2014 you can learn the whole app in an afternoon<\/li>\n\n\n\n<li><strong>Best for project delivery:<\/strong> Insightly \u2014 no rival ships native projects this deeply<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Insightly Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Insightly alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>HubSpot:<\/strong> Free tier, strong marketing automation, and the easiest setup of the four for a non-technical team.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Zoho CRM:<\/strong> The budget pick, with custom fields and modules that rival tools twice its price.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Pipedrive:<\/strong> Built around one clean deal board, so new sales reps learn it in a single session.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Salesforce:<\/strong> Endless customization and reporting depth, best suited to teams with an admin on staff.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Price alone rarely settles this choice. Ask whether your work continues after the deal closes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/insightly-alternatives\">Insightly alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Insightly Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Insightly stacks up head to head:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Insightly vs HubSpot:<\/strong> HubSpot wins on marketing depth. Insightly wins once delivery work follows the sale, since projects live in the same record.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/insightly-vs-zoho-crm\" title=\"Insightly vs Zoho CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148209\" target=\"_blank\" rel=\"noopener\">Insightly vs Zoho CRM<\/a>:<\/strong> Zoho costs less per user. Insightly is faster to configure and far cleaner for teams without an admin.<\/li>\n\n\n\n<li><strong>Insightly vs Pipedrive:<\/strong> Pipedrive is simpler for pure sales. Insightly covers the whole customer lifecycle, not just the pipeline.<\/li>\n\n\n\n<li><strong>Insightly vs Salesforce:<\/strong> Salesforce scales further. Insightly costs less and works fine without a paid consultant to run it.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns132580_50caae-cf .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns132580_50caae-cf\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{color:var(--global-palette9, 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767px){.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-insightly-now'  id=\"boomdevs_45\" class=\"wp-block-heading\">Start Using Insightly Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You now know how to use every major Insightly feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Modern CRM<\/li>\n\n\n\n<li>\u2705 CRM<\/li>\n\n\n\n<li>\u2705 Project Management<\/li>\n\n\n\n<li>\u2705 Reporting<\/li>\n\n\n\n<li>\u2705 Organizations<\/li>\n\n\n\n<li>\u2705 Email<\/li>\n\n\n\n<li>\u2705 AI Automations<\/li>\n\n\n\n<li>\u2705 Seamless Integrations<\/li>\n\n\n\n<li>\u2705 Support &amp; Ticketing<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with the CRM pipeline, then add automation in week two.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Give it fifteen minutes and you will know whether it fits your business.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns132580_50caae-cf, .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns132580_50caae-cf{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 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#ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn132580_c9439a-ba.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn132580_c9439a-ba kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/insightly-ai\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try insightly FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_46\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How does Insightly work?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Insightly stores contacts, organizations, and deals in one database. Won opportunities convert into projects, and workflow rules handle follow-ups, tasks, and email automation for your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Insightly easy to use?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Most users learn the core CRM in a day. Insightly also runs a YouTube playlist of 20 tutorial videos, webinars, and a searchable knowledge base.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I add a field in Insightly?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open System Settings, choose the object, then click Add Custom Field. Pick the field type, save it, and drag it into the page layout your users see.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Insightly have a mobile app?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Free iOS and Android apps let you check records, log calls, and update tasks offsite. Business card scanning and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/ai-voice-cloning\" title=\"voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148201\" target=\"_blank\" rel=\"noopener\">voice<\/a> notes are included.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Who owns Insightly?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Unbounce acquired Insightly in July 2024, so it now trades as Insightly, an Unbounce company. 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Every screen in this walk-through comes from real daily use, not vendor slides. Insightly is a CRM and project tool built for small and mid-sized teams. Most users never move past contacts and a basic pipeline. This guide shows you how to use every major feature, step by step. Screenshots and pro tips are included for each one. 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