Insightly

Welcome to Insightly’s help center, let’s get started!

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  CRM

  Manage contacts, sales pipelines, projects, and tasks in one place, with reporting, automation, and team permissions built in.

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  Service

  Resolve customer tickets, build a self-service help center, and support customers through a branded portal, all on your CRM data.

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  Marketing

  Build landing pages and forms to capture leads, then nurture them through automated email journeys until they're ready for sales.

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  AppConnect

  Connect Insightly to thousands of other apps and automate the repetitive work between them with no-code workflows called Recipes.

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  Platform & Account

  Get help with onboarding, account settings, billing, sandboxes, and how to reach support when you need it.

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  Mobile

  Access most core CRM features on the go with the Insightly mobile app for iOS and Android.