Learn what's new with Insightly by reviewing enhancements that are now available! For questions, the Additional Resources section can be utilized to learn more about getting support from Insightly. Use the links below to navigate to a specific product.
| Insightly Platform | |
| Insightly CRM | Insightly Marketing |
| Insightly Service | Insightly AppConnect |
Enhancement List
Use these links to navigate to specific enhancements.
Insightly CRM
Copilot Usage Limits
We’ve introduced monthly Copilot query limits for Professional and Enterprise plans, providing greater visibility and control over usage. Each account now has a shared query pool based on seat count, with real-time tracking available in System Settings > Platform Tools > Copilot.
To help prevent interruptions, admins can enable Auto-Stop Protection, which allows you to monitor usage, receive alerts as you approach your limit, and automatically purchase additional queries when needed. Paid plans also include a small courtesy buffer if a payment retry is required.
Trial accounts have a fixed query cap and must upgrade to a paid plan to continue using Copilot after reaching their limit.
Here is a link to our help documentation Copilot Usage Limits and Auto-Stop Protection.
Guided Onboarding Setup
We've introduced a new Setup page to help you get up and running faster with Insightly CRM.
- New users will now see a guided onboarding checklist when they first log in, walking through key setup steps like syncing email & calendar, customizing settings, importing data, and inviting team members
- Navigation update: The Home menu now includes "Setup" (for new users) and we have introduced "Insights" (for viewing Recent Activity, Dashboards etc)
- For existing users: No changes to your workflow as you won't see the Setup page and your Home experience remains the same
Why this matters: Getting started with a new CRM can be overwhelming. This guided experience helps new users understand Insightly's core features and complete critical setup tasks faster, so you can start managing relationships and closing deals right away.
Setup automatically disappears from your navigation once you've completed the checklist, keeping your interface clean and focused on what matters.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly