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 Platform
Add-Ons section added to Company Settings
A new "Add-ons" section has been introduced under System Settings > Company Settings to include the plan limit add-ons for record limits, storage limits, custom fields, dashboard cards, and more, alongside the existing marketing prospects add-on and dedicated IP address add-on.
Here is a link to our help documentation on Company Settings.
Account Cancelation Process Improvement
We’ve improved the instance cancellation request process. Now, when a customer with a NetSuite subscription submits a cancellation request, they will need to provide a reason for cancellation and a phone number to help streamline the process. Once submitted, the user will receive a confirmation message letting them know that someone will reach out to them soon.
Here is a link to our help documentation on Canceling your account.
Notification System Enhancements
We've enhanced the in-product notification system. When a new in-product notification is received, the user will see an indicator displaying the number of pending notifications. The pending notification counter will increase up to a maximum of 9. Any notifications received beyond that will be displayed as "9+".Once the user opens the notifications pane, the indicator will be cleared, and the pending notification counter will reset to zero.
Here is a link to our help documentation on Notification System.
Insightly CRM
Email Reply Generation using AI
We’re introducing a feature that allows users in Insightly CRM to request an AI-generated reply to their email conversations, saving time and energy in continuing personalized, professional communications. With the options to re-generate, edit, copy, or have the content populated in your draft reply, applying this capability to your normal workflow couldn’t be easier.
The feature can be managed through System Settings by both administrators and users with specific permissions. It is designed to help CRM users better serve their clients by providing a quick reply option to advance conversations while also providing the flexibility to edit and modify responses as needed. This feature is available for all pricing plans.
Here is a link to our help documentation for Emails Reply Generation.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly