{"id":28123,"date":"2024-11-30T23:20:35","date_gmt":"2024-11-30T23:20:35","guid":{"rendered":"https:\/\/fahimai.com\/?p=28123"},"modified":"2026-04-02T21:32:30","modified_gmt":"2026-04-02T18:32:30","slug":"how-to-use-insightly","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/zh\/how-to-use-insightly","title":{"rendered":"\u5982\u4f55\u4f7f\u7528 Insightly\uff1a2026 \u5e74\u5b8c\u6574\u6307\u5357"},"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><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 account and basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-modern-crm\">How to Use Modern CRM<\/a> \u2014 Centralize customer data and manage relationships<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-project-management\">How to Use Project Management<\/a> \u2014 Convert deals to projects with milestones<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-reporting\">How to Use Reporting<\/a> \u2014 Monitor KPIs with custom dashboards<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-email\">How to Use Email<\/a> \u2014 Connect email clients and track interactions<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-ai-automations\">How to Use AI Automations<\/a> \u2014 Automate workflows with rule-based triggers<\/li>\n\n\n\n<li><a href=\"#how-to-use-insightly-integrations\">How to Use Integrations<\/a> \u2014 Connect over 500 apps via AppConnect<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><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 style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;ve used Insightly <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-hotels\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91036\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for over 18 months and tested every feature covered here. This how to use Insightly tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/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=\"Insightly Feature Image\" title=\"\"><\/figure>\n\n\n\n<p>Insightly is one of the most powerful <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=\"91040\" target=\"_blank\" rel=\"noopener\">CRM<\/a> tools available today.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='insightly-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Insightly Tutorial<\/h2>\n\n\n\n<p>This complete Insightly tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.<\/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-3058809c 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\">Insightly<\/p>\n\n\n\n<p class=\"cta-box-description\">Manage your entire sales cycle and post-sale delivery in one platform. Insightly CRM centralizes customer data, automates workflows, and converts won deals into projects. Try it free for 14 days.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><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><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/insightly\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p><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\" class=\"wp-block-heading\" id=\"getting-started-with-insightly\">Getting Started with Insightly<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes.<\/p>\n\n\n\n<p>Watch this quick overview first:<\/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>Now let&#8217;s walk through each step.<\/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>Go to Insightly&#8217;s website and click &#8220;Try Free.&#8221;<\/p>\n\n\n\n<p>Enter your business email and create a password.<\/p>\n\n\n\n<p>You can also sign up using Google or Microsoft accounts.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91044\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email.<\/p>\n\n\n\n<h4 id='step-2-configure-your-account'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Configure Your Account<\/h4>\n\n\n\n<p>Log in and complete the onboarding wizard.<\/p>\n\n\n\n<p>Add your company name and select your industry.<\/p>\n\n\n\n<p>Here&#8217;s what the dashboard looks like:<\/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>\u2713 <strong>Checkpoint:<\/strong> You should see the main CRM dashboard with navigation menu.<\/p>\n\n\n\n<h4 id='step-3-import-your-contacts'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Import Your Contacts<\/h4>\n\n\n\n<p>Click &#8220;Contacts&#8221; in the left menu.<\/p>\n\n\n\n<p>Use the import wizard to upload your existing contacts from CSV or connect Gmail.<\/p>\n\n\n\n<p>Insightly centralizes customer data, storing all contact, organization, and communication details in one place.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> You&#8217;re 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, 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#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\" class=\"wp-block-heading\" id=\"how-to-use-insightly-modern-crm\">How to Use Insightly Modern CRM<\/h3>\n\n\n\n<p><strong>Modern CRM<\/strong> lets you centralize department data to create a single source of truth for customer interactions.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Modern CRM in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-navigate-to-contacts'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Navigate to Contacts<\/h4>\n\n\n\n<p>Click &#8220;Contacts&#8221; in the left sidebar menu.<\/p>\n\n\n\n<p>You&#8217;ll see all your contacts with their organizations and recent activity.<\/p>\n\n\n\n<h4 id='tep-2-create-custom-fields'  id=\"boomdevs_9\" class=\"wp-block-heading\">tep 2: Create Custom Fields<\/h4>\n\n\n\n<p>Go to Settings and select &#8220;Custom Fields.&#8221;<\/p>\n\n\n\n<p>Add custom fields for your business needs like lead source or customer tier.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your new custom fields in contact records.<\/p>\n\n\n\n<h4 id='step-3-track-interactions'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Track Interactions<\/h4>\n\n\n\n<p>Open any contact record to log calls, emails, and meetings.<\/p>\n\n\n\n<p>Insightly allows tracking of interactions by logging everything directly to contact records.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve built a centralized CRM database for your business and customers.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Link related contacts to organizations to see the full relationship picture. This helps your teams focus on building stronger customer relationships.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-insightly-project-management\">How to Use Insightly Project Management<\/h3>\n\n\n\n<p><strong>Project Management<\/strong> lets you convert closed deals into projects with all details copied automatically.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Project Management in action:<\/p>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-convert-opportunity-to-project'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Convert Opportunity to Project<\/h4>\n\n\n\n<p>Open a won opportunity and click &#8220;Convert to Project.&#8221;<\/p>\n\n\n\n<p>Insightly enables the conversion of closed deals into projects with details copied directly.<\/p>\n\n\n\n<h4 id='step-2-set-up-project-pipelines'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Set Up Project Pipelines<\/h4>\n\n\n\n<p>Go to Settings and configure your project pipelines.<\/p>\n\n\n\n<p>Add milestones like &#8220;Kickoff,&#8221; &#8220;In Progress,&#8221; and &#8220;Delivery.&#8221;<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> You should see your project pipeline stages on the board view.<\/p>\n\n\n\n<h4 id='step-3-create-activity-sets'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Create Activity Sets<\/h4>\n\n\n\n<p>In Insightly, users can create templates of tasks and events, known as Activity Sets.<\/p>\n\n\n\n<p>Apply these Activity Sets to projects for quick task creation and improved efficiency.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve created a post-sale project workflow linked to your CRM activities.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> A key differentiator for Insightly is its native project management <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capability\" title=\"capability\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91045\" target=\"_blank\" rel=\"noopener\">capability<\/a> allowing transition from won deals to live projects. Use this to ensure nothing falls through the cracks.<\/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-reporting'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-insightly-reporting\">How to Use Insightly Reporting<\/h3>\n\n\n\n<p><strong>Reporting<\/strong> lets you monitor unique KPIs for both sales and project delivery with custom dashboards.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Reporting in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-access-the-reports-section'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Access the Reports Section<\/h4>\n\n\n\n<p>Click &#8220;Reports&#8221; in the left navigation menu.<\/p>\n\n\n\n<p>You&#8217;ll see built-in report templates and dashboard options.<\/p>\n\n\n\n<h4 id='step-2-create-a-custom-dashboard'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Create a Custom Dashboard<\/h4>\n\n\n\n<p>Click &#8220;New Dashboard&#8221; and add your desired widgets.<\/p>\n\n\n\n<p>Insightly allows the creation of dashboards to monitor unique KPIs for both sales and project delivery.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your custom dashboard with real-time data.<\/p>\n\n\n\n<h4 id='step-3-schedule-report-delivery'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Schedule Report Delivery<\/h4>\n\n\n\n<p>Set up automated report emails to stakeholders.<\/p>\n\n\n\n<p>Insightly provides real-time insights into sales, projects, and team performance through reporting.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve built a reporting system that keeps teams informed automatically.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create separate dashboards for sales and project delivery teams. This helps each team focus on their specific metrics without distraction.<\/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_19\" class=\"wp-block-heading\" id=\"how-to-use-insightly-email\">How to Use Insightly Email<\/h3>\n\n\n\n<p><strong>Email<\/strong> lets you connect email clients for direct updates to contact records.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Email in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-email'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Connect Your Email<\/h4>\n\n\n\n<p>Go to Settings and select &#8220;Email Accounts.&#8221;<\/p>\n\n\n\n<p>Connect your Gmail, Outlook, or other email provider.<\/p>\n\n\n\n<h4 id='step-2-enable-email-tracking'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Enable Email Tracking<\/h4>\n\n\n\n<p>Turn on email tracking in your account settings.<\/p>\n\n\n\n<p>Every email sent gets logged to the related contact record automatically.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> You should see email history appearing in contact records.<\/p>\n\n\n\n<h4 id='step-3-use-email-templates'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Use Email Templates<\/h4>\n\n\n\n<p>Create email templates for common responses to prospects.<\/p>\n\n\n\n<p>Insightly features AI capabilities for summarizing email threads and generating replies.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve connected your email for complete communication tracking.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use the email sidebar widget to see contact details while composing messages. This helps you talk to prospects with full context.<\/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_23\" class=\"wp-block-heading\" id=\"how-to-use-insightly-ai-automations\">How to Use Insightly AI Automations<\/h3>\n\n\n\n<p><strong>AI Automations<\/strong> lets you automate actions based on specific criteria using a rule-based engine.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch AI Automations in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-access-workflow-automation'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Access Workflow Automation<\/h4>\n\n\n\n<p>Go to Settings and select &#8220;Workflow <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"Automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91041\">Automation<\/a>.<\/p>\n\n\n\n<p>You&#8217;ll see options to create new automation rules.<\/p>\n\n\n\n<h4 id='step-2-create-an-automation-rule'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Create an Automation Rule<\/h4>\n\n\n\n<p>Click &#8220;New Workflow&#8221; and select your trigger object.<\/p>\n\n\n\n<p>Insightly employs a rule-based engine to automate actions based on specific criteria.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> You should see your workflow rule listed as active.<\/p>\n\n\n\n<h4 id='step-3-set-up-automated-follow-ups'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Set Up Automated Follow-Ups<\/h4>\n\n\n\n<p>Configure workflows that send welcome emails when leads are created.<\/p>\n\n\n\n<p>Insightly facilitates automated lead nurturing through workflows and drip marketing sequences.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve automated repetitive tasks to improve team efficiency.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Users can automate workflows in Insightly to simplify post-sale handoffs between sales and delivery teams.<\/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-integrations'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-insightly-integrations\">How to Use Insightly Integrations<\/h3>\n\n\n\n<p><strong>Integrations<\/strong> lets you connect Insightly with over 500 apps via AppConnect to create a unified tech stack.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-browse-available-integrations'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Browse Available Integrations<\/h4>\n\n\n\n<p>Go to Settings and select &#8220;Integrations.&#8221;<\/p>\n\n\n\n<p>Browse the AppConnect marketplace for available connections.<\/p>\n\n\n\n<h4 id='step-2-connect-your-apps'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Connect Your Apps<\/h4>\n\n\n\n<p>Select the app you want to connect and authorize access.<\/p>\n\n\n\n<p>Insightly integrates with over 500 apps via AppConnect.<\/p>\n\n\n\n<p>Popular integrations include Slack, QuickBooks, and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/mailchimp\" title=\"Mailchimp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91037\">Mailchimp<\/a>.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the connected app status as &#8220;Active.&#8221;<\/p>\n\n\n\n<h4 id='step-3-configure-data-sync'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Configure Data Sync<\/h4>\n\n\n\n<p>Set up how data flows between Insightly and your connected apps.<\/p>\n\n\n\n<p>Map custom fields and configure sync frequency for your business needs.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve built a connected tech stack with data flowing automatically.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Connect your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-charities\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91035\" target=\"_blank\" rel=\"noopener\">accounting<\/a> software first. This ensures your financial data syncs with CRM records for complete customer visibility.<\/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_31\" class=\"wp-block-heading\" id=\"how-to-use-insightly-support-ticketing\">How to Use Insightly Support &amp; Ticketing<\/h3>\n\n\n\n<p><strong>Support &amp; Ticketing<\/strong> lets you track customer support requests linked to your CRM data.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-enable-service-module'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Enable Service Module<\/h4>\n\n\n\n<p>Go to Settings and enable the Service module.<\/p>\n\n\n\n<p>This adds support ticketing capabilities to your account.<\/p>\n\n\n\n<h4 id='step-2-create-support-pipelines'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Create Support Pipelines<\/h4>\n\n\n\n<p>Configure ticket stages like &#8220;New,&#8221; &#8220;In Progress,&#8221; and &#8220;Resolved.&#8221;<\/p>\n\n\n\n<p>Set up task management features with reminders and email integration.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see ticket pipeline stages configured.<\/p>\n\n\n\n<h4 id='step-3-link-tickets-to-contacts'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Link Tickets to Contacts<\/h4>\n\n\n\n<p>Create tickets and link them to existing contact records.<\/p>\n\n\n\n<p>This provides full customer history for support users to learn about each case.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve created a support system with full CRM context.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Insightly has a dedicated support team that provides email and phone support to assist users with technical challenges.<\/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_35\" class=\"wp-block-heading\" id=\"insightly-pro-tips-and-shortcuts\">Insightly Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing Insightly for over 18 months, here are my best tips.<\/p>\n\n\n\n<p 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>Quick Search<\/td><td>Ctrl + K \/ Cmd + K<\/td><\/tr><tr><td>New Contact<\/td><td>Ctrl + Shift + C<\/td><\/tr><tr><td>New Task<\/td><td>Ctrl + Shift + T<\/td><\/tr><tr><td>Save Record<\/td><td>Ctrl + S \/ Cmd + S<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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> Create templates of tasks and events for quick application to projects. This saves hours of manual task creation.<\/li>\n\n\n\n<li><strong>Marketing Journey Builder:<\/strong> Insightly&#8217;s marketing journey builder automates lead nurturing through multi-step email sequences based on engagement.<\/li>\n\n\n\n<li><strong>Video Tutorials:<\/strong> Insightly offers a playlist of 20 tutorial videos on YouTube to help users learn about the CRM. Walk through each feature at your own pace.<\/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_36\" class=\"wp-block-heading\" id=\"insightly-common-mistakes-to-avoid\">Insightly Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Not Using Custom Fields<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Storing all business data in notes fields without structure.<\/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><strong>\u2705 Right:<\/strong> Create custom fields for key data points so you can filter, report, and automate based on them.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Skipping Pipeline Configuration<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Using default pipeline stages that don&#8217;t match your sales process.<\/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><strong>\u2705 Right:<\/strong> Configure pipelines to match your actual sales and project workflows for accurate tracking.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Ignoring Workflow Automation<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Manually doing repetitive tasks like follow-up emails and data entry.<\/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><strong>\u2705 Right:<\/strong> Set up automation rules to handle routine tasks and improve team efficiency.<\/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, 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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-troubleshooting'  id=\"boomdevs_37\" class=\"wp-block-heading\" id=\"insightly-troubleshooting\">Insightly Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Email Integration Not Syncing<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Email client permissions may have expired or been revoked.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Settings &gt; Email Accounts and reconnect your email provider. Ensure you grant all required permissions.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Workflow Automation Not Triggering<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Trigger criteria may not match your record data exactly.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Review your workflow conditions and ensure the criteria matches your objects. Check that the workflow is set to &#8220;Active.&#8221;<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Import Failing or Missing Data<\/p>\n\n\n\n<p><strong>Cause:<\/strong> CSV file formatting issues or unmapped columns.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Use the import template from Insightly and ensure all required fields are mapped correctly before importing.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Insightly support. Insightly provides on-demand training and online knowledge resources to assist users with common challenges.<\/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 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#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_38\" class=\"wp-block-heading\">What is Insightly?<\/h2>\n\n\n\n<p><strong>Insightly<\/strong> is a CRM tool that helps businesses manage sales cycles and post-sale delivery in one platform.<\/p>\n\n\n\n<p>Think of it like a command center for your customer relationships and project work.<\/p>\n\n\n\n<p>In 2026, Insightly retains effectiveness as an &#8220;all-in-one&#8221; solution for managing sales cycles and post-sale delivery.<\/p>\n\n\n\n<p>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Modern CRM:<\/strong> Centralize customer data and manage relationships with contacts and organizations.<\/li>\n\n\n\n<li><strong>Project Management:<\/strong> Convert won deals to projects with pipelines and milestones for clarity.<\/li>\n\n\n\n<li><strong>Reporting:<\/strong> Create dashboards to monitor unique KPIs for both sales and project delivery.<\/li>\n\n\n\n<li><strong>Email:<\/strong> Connect email clients for direct updates to contact records with tracking.<\/li>\n\n\n\n<li><strong>AI Automations:<\/strong> Automate actions based on specific criteria like lead status changes.<\/li>\n\n\n\n<li><strong>Integrations:<\/strong> Connect over 500 apps via AppConnect to create a unified tech stack.<\/li>\n\n\n\n<li><strong>Support &amp; Ticketing:<\/strong> Track customer support requests linked to your CRM data.<\/li>\n<\/ul>\n\n\n\n<p>Insightly&#8217;s online knowledge base includes articles, guides, and tutorials designed to help users learn more quickly.<\/p>\n\n\n\n<p>Insightly also offers customer webinars and videos that provide insider tips and best practices for using the CRM effectively.<\/p>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/insightly\">Insightly review<\/a>.<\/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;}}@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_39\" class=\"wp-block-heading\" id=\"insightly-pricing\">Insightly Pricing<\/h2>\n\n\n\n<p>Here&#8217;s 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 needing core CRM features<\/td><\/tr><tr><td>Professional<\/td><td>$49\/user\/month<\/td><td>Growing businesses with automation needs<\/td><\/tr><tr><td>Enterprise<\/td><td>$99\/user\/month<\/td><td>Large teams requiring advanced customization<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes, 14-day free trial with no credit card required.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> Contact support for refund policies.<\/p>\n\n\n\n<p>\ud83d\udcb0 <strong>Best Value:<\/strong> Professional at $49\/user\/month \u2014 includes workflow automation, custom reports, and the marketing journey builder for lead nurturing.<\/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>The Premier Support and Success Plan includes individualized online training sessions and enhanced technical support with faster response times.<\/p>\n\n\n\n<p>Insightly offers expert coaching sessions as part of the Premier Support and Success Plan to maximize your investment.<\/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='insightly-vs-alternatives'  id=\"boomdevs_40\" class=\"wp-block-heading\" id=\"insightly-vs-alternatives\">Insightly vs Alternatives<\/h2>\n\n\n\n<p>How does Insightly compare? Here&#8217;s the competitive landscape:<\/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 + Project Management<\/td><td>$29\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing + Sales<\/td><td>$0\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Budget-Friendly CRM<\/td><td>$14\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>Pipedrive<\/td><td>Sales Pipeline Focus<\/td><td>$14\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>Salesforce<\/td><td>Enterprise Scale<\/td><td>$25\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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> Insightly \u2014 native project management sets it apart from pure CRM tools.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> HubSpot \u2014 free tier covers basic CRM needs for small teams.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Pipedrive \u2014 visual pipeline interface is easy to learn.<\/li>\n\n\n\n<li><strong>Best for enterprise:<\/strong> Salesforce \u2014 unmatched customization for large organizations.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Insightly Alternatives<\/p>\n\n\n\n<p>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> All-in-one marketing, sales, and service platform with a powerful free CRM tier for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91039\" target=\"_blank\" rel=\"noopener\">small businesses<\/a>.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Zoho CRM:<\/strong> Budget-friendly CRM with AI assistant and workflow automation starting at $14\/user\/month.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Pipedrive:<\/strong> Sales-focused CRM with visual pipeline management and intuitive deal tracking for sales teams.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Salesforce:<\/strong> Enterprise-grade CRM with extensive customization, AppExchange marketplace, and advanced analytics.<\/li>\n<\/ul>\n\n\n\n<p>For the full list, see our <a href=\"https:\/\/www.fahimai.com\/insightly-alternatives\">Insightly alternatives<\/a> guide.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Insightly Compared<\/p>\n\n\n\n<p>Here&#8217;s how Insightly stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Insightly vs HubSpot:<\/strong> Choose Insightly for native project management; choose HubSpot for marketing automation and free tools.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/insightly-vs-zoho-crm\" title=\"Insightly vs Zoho\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91043\" target=\"_blank\" rel=\"noopener\">Insightly vs Zoho<\/a> CRM:<\/strong> Choose Insightly for post-sale project delivery; choose Zoho for lower pricing and AI features.<\/li>\n\n\n\n<li><strong>Insightly vs Pipedrive:<\/strong> Choose Insightly for CRM plus projects; choose Pipedrive for pure sales pipeline focus.<\/li>\n\n\n\n<li><strong>Insightly vs Salesforce:<\/strong> Choose Insightly for mid-market simplicity; choose Salesforce for enterprise scale and customization.<\/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 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#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_41\" class=\"wp-block-heading\">Start Using Insightly Now<\/h2>\n\n\n\n<p>You learned 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 Project Management<\/li>\n\n\n\n<li>\u2705 Reporting<\/li>\n\n\n\n<li>\u2705 Email<\/li>\n\n\n\n<li>\u2705 AI Automations<\/li>\n\n\n\n<li>\u2705 Integrations<\/li>\n\n\n\n<li>\u2705 Support &amp; Ticketing<\/li>\n<\/ul>\n\n\n\n<p><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Modern CRM to import their contacts.<\/p>\n\n\n\n<p>It takes less than 5 minutes.<\/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='frequently-asked-questions'  id=\"boomdevs_42\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How does Insightly work?<\/p>\n\n\n\n<p>Insightly works by centralizing all your customer data in one platform. You can manage leads, contacts, opportunities, and projects from a single dashboard. The CRM tracks all interactions and allows users to link CRM activities to projects for complete visibility across your business.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Insightly easy to use?<\/p>\n\n\n\n<p>Yes, Insightly is designed for ease of use with an intuitive interface. Insightly provides on-demand training and online knowledge resources to assist users with common challenges. The platform offers a playlist of 20 tutorial videos on YouTube so you can learn at your own pace.<\/p>\n\n\n\n<p 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>To add custom fields in Insightly, go to Settings and select &#8220;Custom Fields.&#8221; Choose the object type (Contact, Organization, etc.) and click &#8220;Add Field.&#8221; Select the field type and configure its properties. Custom fields let you track data specific to your business needs.<\/p>\n\n\n\n<p 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>Yes, Insightly offers mobile apps 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=\"91038\" target=\"_blank\" rel=\"noopener\">iOS<\/a> and Android. You can access contacts, opportunities, projects, and tasks on the go. The mobile app syncs with the web platform so your data stays current across all <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-vpn-for-multiple-devices\" title=\"devices\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"91042\" target=\"_blank\" rel=\"noopener\">devices<\/a> for your teams.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Who uses Insightly?<\/p>\n\n\n\n<p>Insightly is used by small to mid-sized businesses across industries including professional services, consulting, manufacturing, and technology. It&#8217;s popular with users who need both CRM and project management in one platform to manage the full customer lifecycle.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to set up Insightly?<\/p>\n\n\n\n<p>Setting up Insightly takes about 3 minutes. Sign up for a free trial, complete the onboarding wizard, import your contacts, and configure your pipelines. Insightly&#8217;s tutorials include demonstrations on using pipelines to create processes for managing sales effectively.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Insightly a CRM?<\/p>\n\n\n\n<p>Yes, Insightly is a full-featured CRM platform with integrated project management. It combines contact management, sales pipeline tracking, email integration, workflow automation, and reporting in one account. This makes it an all-in-one solution for businesses.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Insightly free?<\/p>\n\n\n\n<p>Insightly offers a 14-day free trial with no credit card required. Paid plans start at $29\/user\/month for the Plus plan. The Professional plan at $49\/user\/month offers the best value with advanced automation and marketing features for growing businesses.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is the mission statement of Insightly?<\/p>\n\n\n\n<p>Insightly&#8217;s mission is to help businesses build stronger customer relationships and grow revenue. 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